75 ready-to-go workflow templates.

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.

Inbox & email

Auto-label incoming email with AI

Trigger
New email
LLM
Classify intent
Branch
Route by label
Action
Apply label

Carly reads every new message, classifies intent, and applies the right label in Gmail or Outlook so your inbox sorts itself.

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Inbox & email

Daily inbox digest to Slack

Trigger
8am every day
cron
Tool
List recent
Aggregate
Group by sender
LLM
Summarize
Action
Post digest

Pulls the last 24 hours of email, summarizes the threads that need a response, and posts a single Slack message.

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Inbox & email

File email attachments into OneDrive

Trigger
New email
Filter
Has attachment
LLM
Classify file
Action
Save to folder
Action
Log row

Receipts, contracts, and invoices land in the right OneDrive folder automatically — and Carly logs each one in Excel. Works on either Gmail or Outlook.

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Inbox & email

Star an email → create a Notion task

Trigger
Starred email
LLM
Extract task
Action
Create page

Star anything in Gmail or flag anything in Outlook and Carly extracts the action item, owner, and due date into your Notion task DB.

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Inbox & email

Send-and-wait email approval

Trigger
Manual
or upstream
Action
Send for approval
Wait
Wait for reply
up to 48h
Branch
Approved?
Action
Proceed

Carly emails a stakeholder, pauses the workflow for up to 48 hours, and resumes on their reply. Works on Gmail or Outlook.

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Inbox & email

VIP sender → instant SMS to your phone

Trigger
New email
Filter
Sender ∈ VIP list
LLM
One-line gist
Action
Text you
SMS

When an email from your top 20 contacts lands in Gmail or Outlook, Carly texts you a one-line summary so you never miss it.

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Inbox & email

Newsletters → AI daily reading list

Trigger
7am daily
cron
Tool
List newsletters
LLM
Rank by relevance
Action
Send digest

Carly skims every newsletter that landed overnight, picks the 3 most relevant items, and emails them back.

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Inbox & email

Out-of-office replies that actually help

Trigger
New email
Filter
You're OOO
calendar
LLM
Draft contextual reply
Branch
Urgent?
Action
Forward to delegate

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.

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Inbox & email

Log every inbound email to Excel

Trigger
New email
LLM
Tag + summarize
Action
Append row

A searchable, queryable log of your inbox — sender, subject, AI-tagged category, and a one-line summary. Pulls from Gmail or Outlook.

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Customer & support

Support emails → triaged Zendesk tickets

Trigger
New email
Filter
Looks like support
LLM
Classify + priority
LLM
Draft first reply
Action
Create ticket

Inbound support questions get classified, prioritized, and opened in Zendesk with a suggested first reply attached.

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Calendar & meetings

Sync a Notion database to your calendar

Trigger
Row added
LLM
Build event
Action
Create event

New rows in Notion become calendar events on Google Calendar or Outlook. Edits stay in sync. Cancellations remove the event.

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Calendar & meetings

Airtable project plan → your team calendar

Trigger
Record updated
Filter
Status = scheduled
Action
Upsert event

Push milestones, sprint reviews, and launch dates from Airtable onto a shared Google Calendar or Outlook team calendar.

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Calendar & meetings

Auto-brief before every meeting

Trigger
Event in 1h
Foreach
Each attendee
Tool
Pull CRM
LLM
Write brief
Action
DM the brief

One hour before a call, Carly pulls CRM context, prior threads, and recent activity into a Slack DM.

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Calendar & meetings

Auto-reschedule on conflict

Trigger
Conflict detected
LLM
Pick candidates
Action
Email proposal
Wait
Wait for reply
Action
Move event

When a hard conflict appears on your calendar, Carly proposes new times to attendees over email and rebooks. Works on Google Calendar or Outlook.

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Calendar & meetings

Block busy time on your Carly booking page

Trigger
Calendar change
Filter
Event = busy
Action
Update slots
booking page

Carly already does this natively — your all-day busy events disappear as bookable slots on your public page.

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Calendar & meetings

Cancelled meeting → reclaim and refill the slot

Trigger
Event cancelled
Tool
Find next prospect
LLM
Write outreach
Action
Email

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.

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Calendar & meetings

Sunday-night week preview

Trigger
Sundays 8pm
cron
Tool
Pull week
LLM
Write preview
Action
Send preview

Every Sunday at 8pm, Carly emails you a one-page preview of the week ahead with conflicts, prep gaps, and travel.

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Calendar & meetings

Recurring 1:1 prep with last week's notes

Trigger
1:1 in 30 min
Tool
Find last notes
LLM
Surface open items
Action
DM to you

Before every recurring 1:1, Carly pulls last meeting's Notion notes and surfaces open action items.

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Calendar & meetings

New meeting → auto-create a Notion doc

Trigger
Event accepted
LLM
Draft agenda
Action
Create page
Action
Attach link

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.

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Sales & pipeline

Apollo + AI + Instantly cold outreach

Trigger
New list
Foreach
Each lead
Tool
Enrich
LLM
Write opener
Action
Add to sequence

Pull a target list from Apollo, write each prospect a custom opener, and queue the sequence in Instantly.

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Sales & pipeline

Web form → HubSpot + welcome email

Trigger
Form submit
webhook
Action
Create contact
LLM
Draft welcome
Action
Send email
Action
Ping AE

A new lead lands in HubSpot, gets a personalized first email from Carly, and the AE is pinged in Slack.

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Sales & pipeline

LinkedIn job change → personalized outreach

Trigger
Job change
Tool
Look up account
LLM
Draft outreach
Action
Send email

Carly watches for job changes in your saved list and writes a relevant first touch within minutes.

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Internal ops

Stripe payment → QuickBooks receipt

Trigger
Payment
LLM
Categorize
Action
Create receipt

Every Stripe charge becomes a QuickBooks entry with the right account, customer, and category.

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Sales & pipeline

Closed-lost deal → 30-day check-in

Trigger
Deal lost
Wait
Wait 30 days
LLM
Write check-in
Action
Send

When a HubSpot deal moves to closed-lost, Carly waits 30 days and reopens the conversation with context.

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Sales & pipeline

New deal → Slack room + invite the team

Trigger
Deal created
Action
Create channel
LLM
Draft deal brief
Action
Pin + invite team

A new HubSpot deal spins up a dedicated Slack channel, pins the deal brief, and adds the AE, CSM, and SE.

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Sales & pipeline

Demo no-show → AI rebook attempt

Trigger
Meeting ended
Filter
Was no-show
Wait
Wait 1 hour
LLM
Draft rebook
Action
Send

If a demo no-shows, Carly waits 1 hour, sends an empathetic rebook email, and offers 3 new slots.

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Customer & support

Stripe failed payment → personalized recovery

Trigger
Charge failed
Tool
Lookup customer
LLM
Personalize email
Action
Send

A failed charge triggers a personalized recovery email matched to the customer's plan + tenure, not a template.

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Customer & support

Closed-won → onboarding kickoff

Trigger
Deal won
LLM
Draft welcome
Action
Send welcome
Action
Book kickoff
Action
Create doc

Deal moves to closed-won and Carly emails the welcome, books the kickoff, and creates the Notion onboarding doc.

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Sales & pipeline

Facebook Lead Ads → Sheets + Slack alert

Trigger
New lead
Action
Append row
Action
Notify

New leads from Facebook ads stream into a sheet and trigger a same-minute Slack notification for sales.

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Sales & pipeline

Typeform → route by score + reply

Trigger
Form submit
LLM
Score lead
Branch
Score ≥ 7?
Action
Notify AE
Action
Auto-reply

Carly scores each Typeform response, routes hot ones to a human, and auto-replies to the rest with resources.

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Sales & pipeline

Enrich a company from just a domain

Trigger
New row
HTTP
Fetch site
LLM
Extract & summarize
Action
Write back

Drop a URL into a sheet — Carly scrapes the site, pulls firmographics, and writes a one-paragraph brief.

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Sales & pipeline

Sheet row → personalized cold email

Trigger
Row added
LLM
Research + draft
Wait
Wait for approval
Action
Send

Each new prospect row gets a 1:1 opener written from their profile — Carly drafts, you approve, she sends.

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Internal ops

AI batch-process every row in a sheet

Trigger
Manual
or new row
Foreach
Each row
LLM
Process row
Action
Write back

Generate SEO blurbs, summaries, translations, scores — anything LLM-shaped — across thousands of rows.

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Personal assistant

Telegram AI chatbot

Trigger
New message
LLM
Agent + tools
Action
Reply

A Telegram bot that answers questions, calls tools, and remembers context across the conversation.

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Personal assistant

RAG over your Notion knowledge base

Trigger
User asks
chat
Tool
Search
LLM
Answer + cite
Action
Reply

Ask Carly anything about your docs. She searches Notion, cites sources, and answers in your voice.

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Personal assistant

Chat with your Postgres database

Trigger
Question
chat
LLM
Write SQL
Tool
Run query
Postgres
LLM
Explain result

Natural-language questions become safe SQL, get executed, and come back as readable answers + tables.

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Calendar & meetings

Zoom call → summary + action items

Trigger
Recording ready
LLM
Summarize
Foreach
Each action
Action
Create ticket

After every Zoom meeting, Carly summarizes the call, extracts action items, and creates the right tickets.

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Internal ops

Scrape + summarize any webpage

Trigger
URL input
HTTP
Fetch page
LLM
Summarize
Action
Return text

Pass Carly a URL — she fetches the page, strips the chrome, and returns a clean summary you can act on.

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Personal assistant

Slack /ask — an agent that knows your docs

Trigger
Slash command
Tool
Search KB
LLM
Answer + cite
Action
Reply in thread

Anyone in Slack can /ask a question. Carly searches your Notion KB, answers with citations, and remembers the thread.

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Personal assistant

Text Carly "what's up?" → daily brief back

Trigger
SMS to Carly
SMS
Tool
Pull calendar
Tool
Pull inbox
LLM
Compose brief
Action
Text back
SMS

Your morning brief over SMS — what's on the calendar, what needs you in the inbox, what shipped overnight.

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Customer & support

Discord support bot with your knowledge base

Trigger
New message
Tool
Search KB
LLM
Answer
Action
Reply

Every question in #help gets a first answer from Carly within seconds, with a link out to the doc she pulled from.

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Internal ops

Voice memo in Drive → action items in Linear

Trigger
File added
LLM
Transcribe
LLM
Extract tasks
Foreach
Each task
Action
Create ticket

Drop a voice memo in a Drive folder — Carly transcribes it, pulls action items, and files Linear tickets.

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Personal assistant

Concierge agent that reschedules over chat

Trigger
Email request
LLM
Understand intent
Tool
Find new times
Action
Propose to all
Wait
Wait for consensus
Action
Move event

Email or text Carly to move a meeting — she negotiates new times with attendees and updates the invite.

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Internal ops

Daily standup digest from a sheet

Trigger
9am daily
cron
Tool
Read rows
Aggregate
Group by person
LLM
Format digest
Action
Post

Each morning, Carly pulls everyone's status rows from a sheet and posts a tidy standup in Slack.

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Internal ops

Uptime alert → multi-channel page

Trigger
Check failed
webhook
LLM
Triage severity
Branch
Sev 1?
Action
Page on-call
Action
Open issue

When a check fails, Carly classifies severity, pages the right on-call, and opens a Linear incident.

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Customer & support

Shopify order → custom confirmation email

Trigger
New order
LLM
Draft email
Action
Send

A new Shopify order triggers a personalized confirmation written for the product and shipping window.

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Internal ops

GitHub PR opened → AI first-pass review

Trigger
PR opened
Tool
Read diff
LLM
Review
Action
Post comment

On every PR, Carly leaves a first-pass review covering structure, naming, and obvious bugs before a human looks.

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Internal ops

Custom API endpoint backed by a workflow

Trigger
Webhook
POST
LLM
Process request
Tool
Run logic
Action
Return JSON
sync

Expose a webhook URL that runs your workflow synchronously and returns a custom JSON response. An API in 10 minutes.

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Internal ops

Webhook → Sheets logger + Slack alert

Trigger
Webhook
Action
Append row
Action
Notify

Any system that can POST a webhook now has a free log + an instant Slack alert. Two clicks to wire up.

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Internal ops

New GitHub issue → triage + assign

Trigger
Issue opened
LLM
Classify + assign
Action
Label + assign
Action
Notify owner

Every new issue gets labeled, prioritized, and routed to the right owner — with the team alerted in Slack.

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Marketing & content

YouTube transcript → blog draft

Trigger
URL input
Tool
Get transcript
LLM
Draft post
Action
Save draft

Drop a YouTube link — Carly fetches the transcript, drafts a structured post, and saves it to Notion.

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Marketing & content

Sheet rows → Canva designs

Trigger
Row added
Foreach
Each variant
Action
Generate
Action
Save asset

Each row in a sheet becomes a generated Canva graphic — perfect for batched social, ads, or product cards.

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Marketing & content

Cross-post a post to Instagram + Facebook + X

Trigger
New post draft
LLM
Adapt per platform
Action
Post
Action
Post
Action
Post

Write once, post everywhere — Carly adapts the copy length per platform and schedules the publish times.

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Marketing & content

Website monitor → AI-written social post

Trigger
Hourly check
cron
HTTP
Fetch page
Branch
Changed?
LLM
Write social post
Action
Draft

Carly watches a page for changes. When something ships, she drafts a LinkedIn + X post and queues it for review.

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Marketing & content

Auto-reply to new Instagram comments

Trigger
New comment
LLM
Draft reply
Branch
Confidence ≥ 0.8?
Action
Reply
Action
Escalate

When a comment lands, Carly drafts a response in your brand voice and replies — or routes the tricky ones to you.

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Inbox & email

Flagged Outlook email → Planner task + Teams ping

Trigger
Flagged email
LLM
Extract task
Action
Create task
Action
Ping owner

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.

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Inbox & email

Invoice or receipt in your inbox → QuickBooks/Xero entry

Trigger
New email
Filter
Has invoice/receipt
LLM
Parse line items
Branch
QuickBooks or Xero?
Action
Create entry

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.

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Sales & pipeline

Local business lead discovery → enriched outreach

Trigger
Manual
city + niche
Tool
Search places
Foreach
Each business
Tool
Enrich
LLM
Write opener
Action
Queue email

Give Carly a city + category — she pulls businesses from Google Maps, enriches with Hunter, writes a tailored first email, and queues the send.

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Sales & pipeline

Sales call recording → AI coach in Slack

Trigger
Call recorded
Tool
Get transcript
LLM
Score + coach
Action
DM the rep

After every Gong or Fathom call, Carly scores the rep on discovery, objections, and next steps and posts a private coaching note in Slack.

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Sales & pipeline

HubSpot deal quote → one-click Slack approval

Trigger
Quote created
LLM
Summarize terms
Action
Post for approval
Wait
Wait for click
Action
Update deal

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.

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Sales & pipeline

Support ticket → expansion signal to AE

Trigger
New ticket
LLM
Detect expansion intent
Filter
Looks like upsell
Action
Tag in CRM
Action
DM AE

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.

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Sales & pipeline

One form, fanned out everywhere

Trigger
Form submit
Action
Log row
Action
Create contact
Action
Notify
LLM
Draft welcome
Action
Send welcome

A Typeform submission lands as a Sheets row, a HubSpot contact, a Slack alert, and a personalized welcome email — all from a single workflow.

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Personal assistant

Chat with your Google Sheet

Trigger
Question
chat
Tool
Read sheet
LLM
Reason over data
Action
Answer

Ask Carly a question about any sheet — "what's our top-spending customer this quarter?" — she queries the sheet and answers in plain English.

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Personal assistant

RAG over a Google Drive folder

Trigger
Question
chat
Tool
Search files
LLM
Answer + cite
Action
Reply with link

Point Carly at a Drive folder — every doc, deck, and PDF becomes searchable. Ask anything and she answers with the exact source file linked.

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Internal ops

New contract in Drive → AI redline review

Trigger
File added
LLM
Read contract
LLM
Flag risky clauses
Action
Post redline

When a contract lands in a Drive folder, Carly flags risky clauses (auto-renewal, indemnity, exclusivity) and posts the redline in Slack for legal.

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Personal assistant

Personal assistant over SMS

Trigger
SMS to Carly
SMS
LLM
Understand intent
Tool
Calendar
Tool
Inbox
Tool
Drive
Action
Text back
SMS

Text Carly anything — "move my 3pm to Thursday", "what's on tomorrow", "draft a reply to Jamie" — she handles Gmail, Calendar, and Drive over a single SMS thread.

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Personal assistant

Flight price watcher → SMS when it drops

Trigger
Hourly check
cron
HTTP
Fetch fares
Filter
Below threshold
LLM
Summarize deal
Action
Text you
SMS

Tell Carly your route and target price — she monitors fares hourly and texts you the moment something drops below the threshold.

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Internal ops

New hire → provision accounts everywhere

Trigger
New hire row
Foreach
Each system
Action
Create account
Action
Invite to repo
Action
Add to workspace
Action
Send welcome

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.

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Internal ops

Offboarding → revoke access in one sweep

Trigger
Last day reached
Foreach
Each system
Action
Remove from Slack
Action
Revoke GitHub
Action
Archive Notion
Action
Notify IT

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.

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Marketing & content

Brand mention + sentiment tracker

Trigger
Hourly
cron
Tool
Search mentions
LLM
Score sentiment
Filter
Spike detected
Action
Post alert

Carly scans Reddit, news, and search hourly for mentions of your brand, scores the sentiment, and posts spikes — good or bad — to Slack.

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Marketing & content

SEO cannibalization monitor

Trigger
Weekly
cron
Tool
Pull GSC data
LLM
Find overlaps
Action
Post fix list

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.

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Internal ops

Async standup → digest for managers

Trigger
9am daily
cron
Action
Post prompt
Wait
Wait 60 min
Tool
Collect replies
LLM
Format digest
Action
DM manager

Carly posts a daily prompt in #standup, collects everyone's reply, and sends a clean digest to the manager DM by 10am.

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Marketing & content

New blog post → LinkedIn + X + Facebook

Trigger
New RSS item
feed
LLM
Adapt per platform
Action
Draft
Action
Draft
Action
Draft

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.

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Marketing & content

Reddit niche digest → your inbox

Trigger
7am daily
cron
Tool
Top posts
LLM
Summarize threads
Action
Send digest

Pick the subreddits you care about — every morning Carly pulls the top posts, summarizes the threads, and emails you a one-page digest.

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Marketing & content

Sheet rows → LinkedIn carousel posts

Trigger
Row added
LLM
Outline slides
Action
Generate carousel
LLM
Write caption
Action
Draft post

Each row in a content sheet becomes a Canva carousel + a drafted LinkedIn post — perfect for batched founder content.

View template →

Don't see what you need?

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
Send to Carly

Copy this and paste it in an email to — she'll build your workflow for you.