Friday cleanup
Every Friday afternoon, archive newsletters I never opened and surface anything I haven’t replied to since Monday.
Use cases
30 things you can hand to Carly today
Every prompt below is something Carly can do over email — across your inbox, calendar, CRM, and the rest of your stack. Copy any one of them, send it to Carly, and it’s live.
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Inbox
Triage, draft, and clean up email so you only see what actually needs you.
VIP alert
Text me whenever an email lands from anyone on my exec team or top 10 customers.
Auto‑draft replies
When a vendor or partner asks me a routine question, draft a reply in my voice that I just need to approve.
Receipt sweep
Pull every receipt and invoice from my Gmail this month, save them to Drive, and add them to my expense sheet.
Newsletter digest
Read my newsletters every morning and email me a 5‑bullet summary by 8am.
Reply nudge
If someone’s been waiting on a reply from me for over 48 hours, remind me with the thread and a draft.
Scheduling
Find times, prep for meetings, and protect your calendar the way a real EA would.
Find a slot
Set up a 30‑minute call with Priya, Marco, and Jen this week — pick a time that works for everyone.
Pre‑meeting brief
10 minutes before each meeting, email me a one‑paragraph brief on the attendees and the last thread we exchanged.
Rain check
If my flight is delayed, push my afternoon meetings out by the right amount and notify everyone.
Focus block
Find me three 90‑minute focus blocks each week and protect them from new bookings.
Booking page
Whenever someone emails asking for time, send them my booking link with two suggested slots already proposed.
Recap & actions
After every meeting, email attendees a recap and add the action items to my todo list.
Briefings
Daily, weekly, and pre‑event summaries so you walk in informed.
Morning brief
Email me at 7am with today’s calendar, my top 5 emails, and anything urgent from Slack.
Sales call dossier
Before any sales call, research the company and the people I’m meeting and send me a one‑pager.
Weekly review
Every Friday, summarize what shipped this week from Linear and GitHub and what’s open going into next week.
Travel brief
The day before any trip, email me my flights, hotel confirmation, and meetings on the road.
Customer pulse
Once a month, summarize what each top‑20 customer has emailed about and flag any account at risk.
Industry watch
Watch these 5 industry blogs and email me whenever anything mentions our top competitors or our space.
Outreach
Keep CRM hygiene, follow‑ups, and personal touches running on autopilot.
Re‑engage stale contacts
Find customers in my CRM I haven’t talked to in 60+ days and draft a check‑in email for each.
Lead enrichment
When a new lead fills out our form, research them and add the writeup to their HubSpot record.
Follow‑up cadence
Send a 3‑step follow‑up sequence to anyone who didn’t reply to my last email after 5 business days.
Milestone tracking
Track customer birthdays and work anniversaries and remind me to send a note the day before.
Intro requests
When I forward you an intro thread, draft the connection email for me to approve.
Event invites
Find conferences happening near my top accounts in the next quarter and draft an invite for each.
Admin
The personal‑assistant work nobody loves: receipts, expenses, contracts, travel.
Subscription audit
Review my receipts and bank statements, identify unused subscriptions, and send me the cancellation list.
Expense report
Pull my receipts from this month, categorize them, and submit my expense report.
Invoice tracking
When a vendor invoice arrives, log it in QuickBooks, save it to Drive, and remind me 3 days before due date.
Travel booking
Book me on the cheapest direct flight from SFO to LAX next Tuesday morning, and put it on my calendar.
Contract handling
When a contract comes in, summarize the unusual terms, route it for signature, and file the signed copy.
Tax prep
Each January, pull my W‑2s, 1099s, and itemized receipts from email and file them in a Tax 2026 folder in Drive.
Frequently asked questions
Can Carly really do all of these?
Yes. Every prompt on this page is something Carly can run today across email, calendar, and her ~200 connected integrations. Some take a single instruction; others run on a schedule or trigger and need a one‑time setup.
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 — typically a daily morning brief or inbox triage — and add more as they get a feel for what Carly handles well. There’s no upper limit on how many use cases 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. Outreach assumes a CRM (HubSpot, Salesforce, Attio, Pipedrive, etc.). Admin prompts often touch QuickBooks, Drive/Dropbox, and your travel inbox. The full integration list lives at usecarly.com/integrations.
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’ll ask any clarifying questions, confirm permissions on the integrations she needs, and start running. You can change or stop a use case 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.
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