Workflow Tutorials
The Easiest Way to Start Automating Your Work With AI
If you want to use AI to get more done, the hardest part is knowing where to start. This quick overview shows the shortcut: instead of building automations from a blank page, you start from Carly's library of hundreds of prebuilt workflows that already connect to the apps you use every day — email, CRM, calendar, Google Drive, SharePoint, Dropbox, Asana, and more. Browse by category, pick one that fits your role in marketing, sales, finance, or ops, and you're running an automated workflow in minutes. And if even that feels like too much, you can skip the browsing entirely — just chat with or email Carly, tell it about your business, and have it build the workflows for you.
Step by step
- 01
Open the workflow library instead of a blank page
You don't have to design an automation from scratch. Carly comes with hundreds of prebuilt workflows, so the starting point is a library of ready-made automations rather than an empty builder.
- 02
Browse by category to find your role
The workflows are organized by category and use case. Whether you're in marketing, sales, finance, or ops, you can browse to the section that fits your job and find automations built for the work you actually do.
- 03
Pick one that connects to apps you already use
Each workflow plugs into the tools you already rely on — email, CRM, calendar, Google Drive, SharePoint, Dropbox, Asana, and more. Choose one, point it at your accounts, and you're running an automated workflow in minutes.
- 04
Or just ask Carly to build it for you
If browsing still feels like too much, skip it. Go to chat or email Carly, tell it about your business, and let it learn your workflow and build the automations for you — no setup required on your end.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."