Workflow Tutorials
Send an Email Sequence From a Messy Spreadsheet — Just by Asking
A real outreach list never comes clean — duplicate rows, bad addresses, half-filled fields. In this 2.5-minute walkthrough you send an entire email sequence just by asking your assistant. Carly cleans the messy spreadsheet, uploads only the valid contacts into your CRM, sends a templated sequence from your own Gmail, and then checks for bounces so you know what actually landed. No formulas, no copy-paste, no mail-merge tool — just a request in plain language.
Step by step
- 01
Hand over the messy spreadsheet
Point Carly at your contact spreadsheet and ask it to clean the list — drop duplicates, fix obviously broken addresses, and keep only the rows that are actually usable. You describe what "valid" means; it does the scrubbing.
- 02
Upload the valid contacts to your CRM
Have Carly push the cleaned records into your CRM so your outreach list and your system of record stay in sync. Only the contacts that survived the clean-up make it in — the junk never reaches your CRM.
- 03
Send the templated sequence from your Gmail
Give Carly your email template and tell it to send the sequence from your own Gmail, so messages come from you and land in the inbox rather than a promotions tab. Each contact gets the sequence personalized from their row.
- 04
Check for bounces afterward
Once the sequence goes out, ask Carly to check for bounces and report back. You find out which addresses failed without scanning your inbox — and you know exactly which contacts actually received the outreach.
Ready to automate your busywork?
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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."