Inbox Zero
As each email arrives, decide which folder it belongs in, who owns it, and how urgent it is, then file and tag it. Leave anything you’re unsure about in my inbox.
Use cases
48 things you can hand to Carly today
Ask Carly once and she runs it from then on: when mail lands, when a meeting is booked, when Stripe takes a payment, on a schedule, or when your own script calls her. Copy any prompt below, send it to Carly, and it’s live.
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Inbox
These fire the moment mail lands, not on a nightly sweep.
Gmail 
Outlook Filing by precedent
Move each new email to the folder where I filed past mail from that sender. If there’s no clear pattern, leave it alone.
Attachment filing
When an attachment arrives, work out which client it belongs to and upload it to that folder, creating the folder if it doesn’t exist yet.
Dropbox 
Box 
Google Drive Email to task
Pull the one thing I actually need to do out of each email and add it to Todoist. Skip anything with no action for me.
Todoist 
Asana Reply nudge
Every weekday morning, find threads where I sent the last message and nobody has replied in two weeks, and draft the chase for me to approve.
Promise log
Every hour, read the mail I sent and log anything I committed to, with the deadline I gave, in a running checklist.
Google Sheets Meetings
Triggered off the calendar itself, so prep happens whether or not you remember.
Attendee dossier
30 minutes before any meeting with people outside the company, research the attendees and email me who they are, what they probably want, and a few smart questions.
Google Calendar Group slot
Set up a 30-minute call with Pam, Marco, and Jen this week. Email them, collect availability, and put the time on everyone’s calendar.
Zoom 1:1 prep
Before each recurring 1:1, pull up last time’s notes and the action items still open, and email them to me.
Drive time
When a meeting has a physical address, block the real drive time before it, measured from wherever I am beforehand.
Google Maps Prep doc
When a meeting gets scheduled, create a Notion doc pre-filled with the attendees and an agenda template.
Notion Recap to actions
When a recap or transcript lands in my inbox, pull every action item with its owner and due date into a tracker, then draft the attendee follow-up.
Briefings
Scheduled reads of your own inbox, calendar, and sources. Any hour, any weekday pattern.
Morning brief
Every weekday at 8, read today’s calendar and my important mail and send me the schedule, what needs a decision, and what to action. Leave newsletters out of it.
Evening digest
At 6 each weekday, review the day’s mail and tomorrow’s calendar and send me my open questions, next actions, and personal items kept separate.
Key people only
Every morning, scan new mail from my client and team roster, summarize it grouped by person, and flag what’s waiting on me. Ignore the rest of my inbox.
Reading list
At 7 each morning, scan the newsletters that came in overnight and send me only the three items worth my time today.
Channel recap
Each weekday at 5, read the day’s messages in this Slack channel and email the summary to me and my co-founder.
Slack 
Microsoft Teams Your own newsletter
Take these feeds, blogs, and subreddits and write me one briefing at 9 every morning instead of twelve open tabs.
Reddit Sales
Capture, enrich, and follow up the moment the thing that should set it off happens.
Form fan-out
When someone submits our form, create the CRM contact, send the welcome email, add a row to the tracker sheet, and alert sales in Slack, all at once.
HubSpot First touch
When a lead emails me for the first time, send a tailored reply from my own mailbox. Watch only that address, and skip thread replies so you never double-send.
Researched opener
When a prospect row lands in my sheet, research them on the web and send a 1:1 opener built from real facts about their business.
Sheet enrichment
Start from just my email column and fill in title, company, LinkedIn, and location on the same rows. Skip rows already done so I can re-run it as I paste more in.
Apollo 
Hunter No-show rebook
When my scheduler reports a no-show, send an unbothered rebook note with real open times pulled from my calendar.
CRM sync
Every ten minutes, find the follow-ups I just sent and log each one as a note on the matching lead, so I never do data entry again.
Salesforce 
Pipedrive Money
Receipts, ledgers, and books. Most of this is arithmetic, not judgement.
Cash flow
Whenever a receipt, invoice, or payment email lands, pull the merchant, amount, and category into my cash-flow sheet. Skip anything that isn’t about money.
Airtable Monthly totals
On the 1st, read my cash-flow sheet and email me exact totals: money in, money out, net, and spend by category. Compute it rather than estimating it.
Invoice entry
Parse each invoice PDF as it arrives, pull out the key fields, and create the matching entry in QuickBooks.
QuickBooks Payment receipt
When a Stripe invoice is paid, create the matching sales receipt in QuickBooks.
Stripe Reconciliation review
Every Friday, pull this month’s uncleared transactions and email me only what needs a human decision: missing payees, likely duplicates, stale items. Don’t touch the books.
P&L briefing
On the first of each month, pull last month’s profit and loss and email me revenue, gross profit, the big expenses, margins, and any accounting caveats.
Xero Ops
App events out of the tools your team already lives in.
PR first pass
When a pull request opens, leave a review comment on structure and naming so the human reviewer starts further along.
GitHub Issue triage
Comment on each new issue with a suggested label, a priority, and the likely owner.
Linear Incident page
When our monitor fires, work out the severity, page the right Slack channel, email on-call, and open a Linear incident.
Contract redlines
When a contract lands in this Drive folder, parse it, flag the risky clauses, and post the redlines to our channel.
Resume screening
Read each resume that arrives, PDF or Word or a photo of one, score it against my job description, log every applicant to Airtable, and email me the moment a strong one comes in.
Standup digest
Every weekday at 10, gather the standup replies out of my inbox and post one clean digest to Slack.
Marketing
Research, monitoring, and publishing driven by your own site and feeds.
SEO audit
Here’s my site and my ideal customer. Research my search presence, positioning, competitors, and content gaps, and email me a prioritized plan.
Google Search Console Content brief
Take this topic and audience, research how people describe the problem and how competitors cover it, and email me keyword clusters and an outline I can write from.
Google Docs Cannibalization check
Every Monday, pull Search Console and flag the pages of mine competing for the same query.
Competitor watch
Every Monday, pull each competitor’s blog and changelog and email me one digest of what they shipped.
Mention alerts
Watch these news and Reddit feeds for mentions of us, score the sentiment, and post to Slack so we see the bad ones fast.
Cross-posting
When our RSS feed publishes a post, write a separate announcement in each platform’s voice and publish it.
LinkedIn 
Facebook Anything with an API
No prebuilt connector needed. Point Carly at a URL, a feed, or an app you paste your own key for.
Your own endpoint
Give me a URL I can POST anything to from a script, a form, or another tool. Read each request the way I tell you to and email me what you found.
Page watch
Watch this URL and whenever it changes, fetch it and email me a clean summary of what’s different.
Ask your database
Read my real tables and columns, write a read-only query for my question, check it’s safe, run it, and email me the answer. Refuse anything that isn’t a plain SELECT.
Supabase Chat answers
When someone posts in this channel, answer them and reply in the thread rather than the main channel.
Discord 
Telegram Research report
Here’s a company to look into. Run a multi-angle search and write a cited report into a Google Doc, then email me a copy.
Database to calendar
Every morning, read the scheduled rows out of my Notion database and put each one on my calendar as an all-day event on its date.
Frequently asked questions
Can Carly really do all of these?
Yes. Each one maps to a workflow Carly ships as a starting template, so you are not building from a blank page. Some run the moment you ask; the rest need a one-time setup where you point Carly at the mailbox, sheet, or channel it should use.
What can set one of these off?
A new email, or only mail matching a sender or subject. A calendar event being created or cancelled, or a set number of minutes before it starts. A clock: hourly, weekday mornings, the first of the month, every ten minutes. An event in another app, like a paid Stripe invoice or an opened pull request. A webhook URL Carly hands you for your own script or form. A page or RSS feed changing. A new row in a sheet. Or just you asking.
Do I need to set these up one at a time, or can I run them all together?
Both work. Most people start with one, usually a morning brief or inbox triage, and add more as they get a feel for what Carly handles well. There is no upper limit on how many run in parallel under one account.
Which integrations do these use cases need?
It depends on the prompt. Inbox and Briefings need Gmail or Outlook plus your calendar. Sales assumes a CRM such as HubSpot, Salesforce, Attio, or Pipedrive. Money prompts touch QuickBooks, Xero, or Stripe. Carly has roughly 260 native connectors, and for anything outside that list with a public API you paste your own key at carlyassistant.com/integrations and she reaches it the same way.
What do these cost to run?
Zapier-style workflow steps are free, so the plain ones on this page (label mail, forward receipts, log a row, post to a channel, compute monthly totals) do not draw down anything. AI agents start at $35/month, which is what the prompts involving judgement use.
How do I tell Carly to do one of these?
Copy the prompt and email it to her, or paste it into the chat in the dashboard. She will ask any clarifying questions, confirm permissions on the apps she needs, and start running. You can change or stop one any time over email.
Is Carly a replacement for a human executive assistant?
For the recurring, structured work on this page, yes. For high-judgment work like board prep, executive recruiting, or sensitive personal logistics, most customers use Carly alongside a human EA so the EA spends time on the work that actually needs them.
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."