Personal assistant · Workflow template

Daily morning brief

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.

Google Calendar Outlook Calendar Gmail Outlook

The workflow at a glance

Trigger
Weekday 8am
cron
Tool
Pull calendar
Tool
Recent email
LLM
Write brief
Action
Email you

How this workflow works, step by step

  1. 1 Trigger Weekday 8am

    Carly runs this workflow on a schedule — weekday 8am. No clicks, no reminders. It just fires.

  2. 2 Tool Pull calendar

    Carly pulls live data from Google Calendar or Outlook Calendar — "Pull calendar." Whatever's needed for the next step is fetched fresh, not cached.

  3. 3 Tool Recent email

    Carly pulls live data from Gmail or Outlook — "Recent email." Whatever's needed for the next step is fetched fresh, not cached.

  4. 4 LLM Write brief

    An LLM step does the thinking: write brief. Carly picks the right model for the job and you can swap models per step if you need to.

  5. 5 Action Email you

    Finally Carly takes action in Gmail or Outlook: email you. This is the thing that actually moves the world.

When to use this template

  • You want this work to happen consistently without anyone remembering to do it.
  • You're already using Google Calendar and Outlook Calendar, and the manual version of this is eating real minutes a week.
  • You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.

When not to use it

  • This task only happens once or twice a month — the setup cost won't pay back.
  • The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
  • Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.

Build it in 10 minutes — copy this prompt

Paste this in an email to and Carly will build the workflow for you.

Hey Carly — please build me this workflow.

Name: Daily morning brief

What it should do:
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.

Steps:
1. Trigger: Weekday 8am (cron)
2. Tool: Pull calendar
3. Tool: Recent email
4. LLM: Write brief
5. Action: Email you

Tools to wire up: Google Calendar, Outlook Calendar, Gmail, Outlook

Set it live once you've got it working. Thanks!

Apps you'll connect

Carly authenticates these for you over OAuth when she sets up the workflow.

Google Calendar
Outlook Calendar
Gmail
Outlook

Questions teams ask before building this

How long does this workflow take to set up?

Most teams have "Daily morning brief" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating Google Calendar.

Can I edit this template after Carly builds it?

Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.

What if I use a different tool than the ones in this template?

Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.

Does this run automatically once it's built?

Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.

Does this workflow cost anything to run?

Running the workflow itself — triggers, tool calls, branches, filters, waits — is free with no per-task fees. You only pay for the AI steps in this template (the LLM nodes that classify, write, or decide). Everything around them runs at no cost.

Ready to run Daily morning brief?

Carly will build it for you and you'll be up and running in 10 minutes.

Build it in Carly