Every Carly workflow is visible end-to-end — trigger, tool calls, LLM steps, branches, waits. Copy a template's prompt into an email and Carly builds it for you. Workflows without an AI step run free — no subscription.
Trigger Action Carly reads every new message, classifies intent, and applies the right label in Gmail or Outlook so your inbox sorts itself.
Tool 
Action Pulls the last 24 hours of email, summarizes the threads that need a response, and posts a single Slack message.
Trigger 
Action 
Action Receipts, contracts, and invoices land in the right OneDrive folder automatically — and Carly logs each one in Excel. Works on either Gmail or Outlook.
Trigger 
Action Star anything in Gmail or flag anything in Outlook and Carly extracts the action item, owner, and due date into your Notion task DB.
Action 
Action Carly emails a stakeholder, pauses the workflow for up to 48 hours, and resumes on their reply. Works on Gmail or Outlook.
Tool Action Carly skims every newsletter that landed overnight, picks the 3 most relevant items, and emails them back.
Trigger Action When you're away, Carly auto-replies with context from your calendar and routes urgent stuff to a delegate. Works on Gmail/Google Calendar or Outlook.
Trigger Action A searchable, queryable log of your inbox — sender, subject, AI-tagged category, and a one-line summary. Pulls from Gmail or Outlook.
Trigger 
Action Inbound support questions get classified, prioritized, and opened in Zendesk with a suggested first reply attached.
Trigger 
Action New rows in Notion become calendar events on Google Calendar or Outlook. Edits stay in sync. Cancellations remove the event.
Trigger Action Push milestones, sprint reviews, and launch dates from Airtable onto a shared Google Calendar or Outlook team calendar.
Trigger 
Tool Action One hour before a call, Carly pulls CRM context, prior threads, and recent activity into a Slack DM.
Trigger Action Action When a hard conflict appears on your calendar, Carly proposes new times to attendees over email and rebooks. Works on Google Calendar or Outlook.
Trigger Carly already does this natively — your all-day busy events disappear as bookable slots on your public page.
Trigger Tool Action When a meeting cancels on your calendar, Carly offers the slot to the next prospect in your pipeline by email. Works on Google Calendar or Outlook.
Tool Action Every Sunday at 8pm, Carly emails you a one-page preview of the week ahead with conflicts, prep gaps, and travel.
Trigger Tool Action Before every recurring 1:1, Carly pulls last meeting's Notion notes and surfaces open action items.
Trigger Action Action For every accepted meeting, Carly spawns a Notion doc pre-filled with attendees, agenda template, and a back-link. Works on Google Calendar or Outlook.
Trigger 
Tool Action Pull a target list from Apollo, write each prospect a custom opener, and queue the sequence in Instantly.
Action Action Action A new lead lands in HubSpot, gets a personalized first email from Carly, and the AE is pinged in Slack.
Trigger 
Tool Action Carly watches for job changes in your saved list and writes a relevant first touch within minutes.
Trigger 
Action Every Stripe charge becomes a QuickBooks entry with the right account, customer, and category.
Trigger Action When a HubSpot deal moves to closed-lost, Carly waits 30 days and reopens the conversation with context.
Trigger Action Action A new HubSpot deal spins up a dedicated Slack channel, pins the deal brief, and adds the AE, CSM, and SE.
Trigger Action If a demo no-shows, Carly waits 1 hour, sends an empathetic rebook email, and offers 3 new slots.
Trigger Tool Action A failed charge triggers a personalized recovery email matched to the customer's plan + tenure, not a template.
Trigger Action Action Action Deal moves to closed-won and Carly emails the welcome, books the kickoff, and creates the Notion onboarding doc.
Trigger 
Action Action New leads from Facebook ads stream into a sheet and trigger a same-minute Slack notification for sales.
Trigger Action Action Carly scores each Typeform response, routes hot ones to a human, and auto-replies to the rest with resources.
Trigger Action Drop a URL into a sheet — Carly scrapes the site, pulls firmographics, and writes a one-paragraph brief.
Trigger Action Each new prospect row gets a 1:1 opener written from their profile — Carly drafts, you approve, she sends.
Action Generate SEO blurbs, summaries, translations, scores — anything LLM-shaped — across thousands of rows.
Trigger Action A Telegram bot that answers questions, calls tools, and remembers context across the conversation.
Tool Ask Carly anything about your docs. She searches Notion, cites sources, and answers in your voice.
Natural-language questions become safe SQL, get executed, and come back as readable answers + tables.
Trigger 
Action After every Zoom meeting, Carly summarizes the call, extracts action items, and creates the right tickets.
Pass Carly a URL — she fetches the page, strips the chrome, and returns a clean summary you can act on.
Trigger Tool Action Anyone in Slack can /ask a question. Carly searches your Notion KB, answers with citations, and remembers the thread.
Trigger Tool Action Every question in #help gets a first answer from Carly within seconds, with a link out to the doc she pulled from.
Trigger Action Drop a voice memo in a Drive folder — Carly transcribes it, pulls action items, and files Linear tickets.
Trigger Tool Action Action Email or text Carly to move a meeting — she negotiates new times with attendees and updates the invite.
Tool Action Each morning, Carly pulls everyone's status rows from a sheet and posts a tidy standup in Slack.
Action Action When a check fails, Carly classifies severity, pages the right on-call, and opens a Linear incident.
Trigger Action A new Shopify order triggers a personalized confirmation written for the product and shipping window.
Trigger Tool Action On every PR, Carly leaves a first-pass review covering structure, naming, and obvious bugs before a human looks.
Expose a webhook URL that runs your workflow synchronously and returns a custom JSON response. An API in 10 minutes.
Action Action Any system that can POST a webhook now has a free log + an instant Slack alert. Two clicks to wire up.
Trigger Action Action Every new issue gets labeled, prioritized, and routed to the right owner — with the team alerted in Slack.
Tool Action Drop a YouTube link — Carly fetches the transcript, drafts a structured post, and saves it to Notion.
Trigger 
Action Action Each row in a sheet becomes a generated Canva graphic — perfect for batched social, ads, or product cards.
Action Action 
Action Write once, post everywhere — Carly adapts the copy length per platform and schedules the publish times.
Action Carly watches a page for changes. When something ships, she drafts a LinkedIn + X post and queues it for review.
Trigger Action Action When a comment lands, Carly drafts a response in your brand voice and replies — or routes the tricky ones to you.
Trigger Action Action Flag any email in Outlook and Carly opens a Microsoft Planner task with the action, owner, and due date — then pings the owner in Teams.
Trigger Action Carly spots invoices and receipts in Gmail or Outlook, parses the line items + totals from the PDF, and posts a clean entry to QuickBooks or Xero.
Tool Tool Action Give Carly a city + category — she pulls businesses from Google Maps, enriches with Hunter, writes a tailored first email, and queues the send.
Trigger Tool Action After every Gong or Fathom call, Carly scores the rep on discovery, objections, and next steps and posts a private coaching note in Slack.
Trigger Action Action A new quote on a HubSpot deal posts to a Slack channel where leadership can approve or reject in one click — Carly updates the deal either way.
Trigger Action Action Carly watches Zendesk and Intercom for upgrade-shaped questions ("can we get SSO?", "more seats?") and routes the lead to the right AE in HubSpot.
Trigger Action Action Action Action A Typeform submission lands as a Sheets row, a HubSpot contact, a Slack alert, and a personalized welcome email — all from a single workflow.
Tool Ask Carly a question about any sheet — "what's our top-spending customer this quarter?" — she queries the sheet and answers in plain English.
Tool Point Carly at a Drive folder — every doc, deck, and PDF becomes searchable. Ask anything and she answers with the exact source file linked.
Trigger Action When a contract lands in a Drive folder, Carly flags risky clauses (auto-renewal, indemnity, exclusivity) and posts the redline in Slack for legal.
Trigger Action Action Action Action A new row in your HR sheet kicks off Google Workspace, Slack, GitHub, and Notion accounts in parallel — and emails the welcome packet on day one.
Trigger Action Action Action Action When someone's last day flips in your HR sheet, Carly removes them from Slack, GitHub, Notion, and the shared calendars — and archives their docs.
Tool Action Carly scans Reddit, news, and search hourly for mentions of your brand, scores the sentiment, and posts spikes — good or bad — to Slack.
Tool Action Each week Carly pulls Search Console data, finds pages competing for the same query, and posts a fix list to Slack with the consolidation candidates.
Action Tool Action Carly posts a daily prompt in #standup, collects everyone's reply, and sends a clean digest to the manager DM by 10am.
Action Action Action When your blog RSS publishes a new post, Carly drafts a per-platform version of the announcement and queues it for review on each channel.
Tool Action Pick the subreddits you care about — every morning Carly pulls the top posts, summarizes the threads, and emails you a one-page digest.
Trigger Action Action Each row in a content sheet becomes a Canva carousel + a drafted LinkedIn post — perfect for batched founder content.
Trigger Action Action Each LinkedIn lead form submission becomes an enriched CRM contact, and Carly sends a personalized welcome email within minutes.
Trigger Tool Action When you accept a new connection, Carly logs them to your CRM and drafts a relevant intro message for your review.
Trigger Action Carly watches comments on your latest post, drafts an on-brand reply to each, and auto-sends the easy ones while routing the rest to you.
Trigger Action 
Action A new LinkedIn message gets classified — Carly logs the sender to your CRM and creates a follow-up task so nothing slips.
Action Action When a post publishes, Carly writes the caption, generates a matching Canva graphic, and queues the announcement for review.
Trigger Action Action Action A few days before a calendar event, Carly designs a Canva promo graphic and drafts the announcement across your channels.
Trigger 
Action Action When a design is approved, Carly exports it, files it in the right Dropbox folder, and logs the asset in a tracking sheet.
Trigger Action Action Invoices, contracts, and receipts land in the right Dropbox folder automatically, and Carly logs each one. Works on Gmail or Outlook.
Trigger Action Action When a file lands in a watched Dropbox folder, Carly summarizes it, posts to Slack, and opens a task to action it.
Trigger Action Action Action When a contract is signed, Carly files the PDF in Dropbox, moves the deal forward in your CRM, and notifies the account owner.
Trigger Action When a lead lands in Zoho CRM, Carly enriches it, scores the fit, and posts the owner a Slack alert so hot leads get worked in minutes, not hours.
Trigger Action CC Carly on an intro thread and she extracts the name, company, and details from the signature and creates the contact in Zoho CRM. Works on Gmail or Outlook.
Trigger Action Action When a meeting hits your calendar, Carly matches it to the right contact and deal in Zoho CRM, logs the activity, and creates a prep task.
Trigger Action Every new Zoho Desk ticket gets read, classified by urgency and topic, and routed to the right Slack channel with a suggested reply.
Trigger Action Action When an invoice is marked paid in Zoho Invoice, Carly moves the deal to closed-won in Zoho CRM and tells the account owner in Slack.
Trigger Action Action A new form entry becomes a Zoho CRM lead with source tagged, and Carly sends a personalized first reply so no inbound goes cold.
Tool Action Each morning Carly pulls open deals from Zoho CRM, flags ones gone quiet, and posts a clean pipeline digest to Slack so nothing stalls.
Trigger Action When a Zoho Desk ticket closes, Carly waits a beat, then sends the customer a personalized satisfaction check-in and logs the response.
Tool Tool Action Every weekday at 8am, Carly reads your calendar and the email that actually matters and sends you a tight chief-of-staff brief: today's schedule, what needs a decision, and what to action. Newsletters and mass mail are filtered out.
Tool Tool Action Every weekday at 6pm, Carly reviews the day's email and tomorrow's calendar and emails you a wrap-up — your open questions, the next actions to take, a look at tomorrow, and personal items kept separate.
Trigger Action When an email needs a real reply, Carly writes one in your voice and leaves it in your Drafts to review and send. Newsletters and automated mail are skipped — and Carly never sends on your behalf.
Trigger Action Action For every new email, Carly decides which folder it belongs in, who owns it, and how urgent it is — then files and tags it. Nothing is deleted, and anything uncertain stays in your inbox. Works on Gmail or Outlook.
Trigger Action When an email about a job, deal, or opportunity arrives, Carly pulls out the company, role, stage, and next step and appends a row to your tracker — so your pipeline keeps itself current. Non-opportunity mail is skipped.
Tool Action Every hour, Carly reads the email you sent and captures anything you committed to — "I'll send the deck", "I'll follow up Friday" — as a row in a running checklist. Emails with no promise are skipped.
Tool Action Each weekday morning, Carly finds threads where you sent the last message and got no reply, and drafts a friendly follow-up in your voice for the ones worth chasing. Carly never sends on your behalf.
Tool Action Carly looks at threads from about two weeks ago where you spoke last, and when it spots a to-do you still owe, it bumps the thread back to the top of your inbox with the task called out — a note to just you.
Tool Action Every Monday, Carly finds relationships that have gone quiet for a month and drafts a short, low-pressure reconnect note in your voice for the ones worth keeping warm. Carly never sends on your behalf.
Trigger Action When a real person emails you for the first time on a thread, Carly sends a brief "got it — I'll be in touch" reply from your own mailbox. Newsletters, automated mail, and ongoing back-and-forths are skipped.
Trigger Action Pick a sender and Carly applies the Gmail label or Outlook category you choose to everything they send. No AI.
Trigger Action Mail from a sender you choose gets moved straight into the folder you pick — out of your inbox, no clicks. No AI.
Trigger Action Carly moves newsletters and no-reply mail straight out of your inbox into a folder, based on the sender or keyword you choose. No AI.
Trigger Action When a chosen sender emails you, Carly sends back a fixed reply you wrote once — "Got it, I'll respond within a day." No AI, no drafting.
Trigger Action When an email subject matches a keyword like "receipt" or "invoice", Carly forwards it to your accountant — or any address you choose. No AI.
Trigger Action When a new email's subject contains a word you choose, Carly applies the label you pick. No AI.
Trigger Action Every incoming email gets logged — date, sender, subject — to a Google Sheet you can search and filter. No AI, no summary.
Tool Action On a schedule, Carly finds the email you sent and logs each one — date, recipient, subject — to a Google Sheet. No AI.
Trigger Action When a sender you choose emails an attachment, Carly saves the file straight to your Google Drive. No AI.
Trigger Action Every Typeform submission is appended to a Google Sheet — submitted time, name, email, and response ID. No AI.
Trigger Action Action Each Typeform response lands in a OneDrive Excel sheet, and Carly emails the respondent a thank-you from your own mailbox. No AI.
Trigger Action When a meeting is added to your calendar, Carly posts the title, time, and organizer to a Slack channel. No AI.
Trigger Action Every meeting added to your calendar gets logged — title, start time, organizer — to a Google Sheet. No AI.
Trigger Tool Action When someone new emails you, Carly reads their signature and creates an Outlook contact — skipping people already saved and automated senders.
Trigger 
Action When an email with an attachment arrives, Carly figures out which client or project it belongs to and drops the file into the matching Box folder — created if it doesn't exist yet.
Trigger Action Action Attachments land in your Google Drive automatically, and Carly logs each one — sender, subject, date — in a tracker sheet. Works on Gmail or Outlook.
Trigger Action When a resume arrives by email — PDF, Word doc, or even a photo — Carly reads it, pulls out the candidate's details, and adds a record to your Airtable tracker.
Trigger Tool Action When a meeting has a physical address, Carly checks the drive time from your previous meeting (or your home address) and blocks the right amount of travel time right before it. Works on Google Calendar or Outlook.
Tool Action Point Carly at your lead sheet and she works down it — researching each lead on the web, writing a personalized opener from real facts, and sending it from your own mailbox.
Trigger Action When a new lead emails you for the first time, Carly drafts and sends a tailored follow-up from your own mailbox. Two guards keep it honest: it only watches that lead's address and skips ongoing threads.
Trigger Action The no-AI version: when a new lead emails you for the first time, Carly sends back the same prewritten reply from your own mailbox, personalized only by their first name. Edit the body once and every lead gets it.
Tool Tool Action Every 10 minutes, Carly finds the follow-up emails you just sent and logs each as a note on the matching Zoho CRM lead — so your CRM reflects your latest touch without any manual entry.
Action Every Monday, Carly pulls each competitor's blog and changelog, writes one digest of what they shipped this week, and emails it to you. Swap in your own competitors' feeds.
Trigger Tool Action When someone emails to move a meeting, Carly checks your real availability and replies with two or three open times — a concierge that handles rescheduling over email. Works on Google Calendar or Outlook.
Trigger Action Whenever a receipt, invoice, or payment email lands, Carly pulls out the merchant, amount, and category and logs it as a row in a running Google Sheet — so your cash flow tracks itself. Non-money mail is skipped.
Trigger Action Carly reads every receipt, invoice, subscription charge, or payout email, classifies it as money in or out, and adds a categorized record to your Airtable tracker — a filterable ledger of your cash flow.
Tool Action On the 1st of each month, Carly reads your cash-flow sheet and emails you exact totals — money in, money out, net, and spending by category. The math is computed precisely, not estimated.
Action Pick your feeds — news, blogs, subreddits — and every morning at 9 Carly writes one clean briefing and emails it to you.
Action Headlines and links at 9am, same format every day. BBC News out of the box; swap in any RSS feed or subreddit, up to five as sections. No AI.
Trigger 
Action When mail arrives from a sender you choose, Carly opens a follow-up task in your tracker — Todoist, Asana, ClickUp, or Google Tasks — so it never slips. No AI.
Trigger Action Carly reads each email, pulls out the one action you need to take, writes a clean title and summary, and creates the task in Asana or Todoist — so your board isn't full of raw subject lines.
Trigger Action Every new meeting on your calendar spins up a "prep for…" task in your tracker — Asana, Todoist, or Google Tasks — so you walk in ready. No AI.
Trigger Action When a meeting drops off your calendar, Carly posts a heads-up — title and time — to a Microsoft Teams channel so the team knows. No AI.
Trigger 
Action When a new file lands in a Google Drive folder, Carly opens a "review this" task — in Todoist or ClickUp — with a link straight to the file. No AI.
Trigger Action Every new file added to a Google Drive folder gets logged — name, type, and link — to a tracking sheet. No AI.
Trigger Action When a Zoom cloud recording is ready, Carly appends the meeting topic, date, and share link to a Google Sheet — a running index of every call. No AI.
Trigger Action When a Zoom cloud recording is ready, Carly files its share link into a Dropbox folder so all your recordings live in one place. No AI.
Action For each new item in any RSS or Atom feed you choose, Carly saves the article page into a Dropbox folder — your own clipping archive. No AI.
Action Every new feed item becomes a Notion page with the title, link, and summary — a reading database that fills itself. No AI.
Trigger Action When someone submits your web form, Carly opens a follow-up task in Todoist so no inbound lead goes unanswered. No AI.
Trigger Action Add a task in Todoist or Google Tasks and Carly drops a matching block on your calendar so you actually make time for it. No AI.
Templates are starting points. Carly's canvas supports every primitive on this page — triggers, branches, foreach, waits, sub-workflows, retries. Build the workflow your team actually runs.
Start from a blank canvas