Label email from a sender
When email arrives from a sender you choose, apply a Gmail label / Outlook category.
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When email arrives from a sender you choose, apply a Gmail label / Outlook category.
When email arrives from a sender you choose, move it straight into a folder / label.
When email arrives from a sender/keyword you choose (e.g. “newsletter”, “noreply”), move it straight out of your inbox into a folder.
When email arrives from a sender you choose, send back a fixed reply (e.g. “Got it — I’ll respond within a day”).
When someone emails you for the FIRST time on a thread, send back a fixed “got it — I’ll be in touch” reply from your own email address, on the thread. Skips obvious no-reply senders.
When an email subject matches a keyword (e.g. “receipt”, “invoice”), forward it to an address you choose.
When a new email’s subject contains a word you choose, apply a label.
When email arrives, compare its subject against your case/client folders (the subfolders of a parent folder you choose) and move it into the one whose name appears in the subject. New folders are picked up automatically. Unmatched mail stays in your inbox.
Append each incoming email — date, sender, subject — to a Google Sheet.
On a schedule, find the emails you sent and log each one — date, recipient, subject — to a Google Sheet.
When email with an attachment arrives from a sender you choose, save the file to your Drive.
BBC News at 9am out of the box. Swap in any RSS or subreddit (add .rss), or stack up to 5 feeds.
Every weekday morning, email yourself your open Carly to-dos — the same list as the dashboard To-dos tab. No AI, no connection. Sends only on days you have open items.
When someone submits your Typeform, append the response — submitted time, name, email, response id — to a Google Sheet. No AI. Name/email come from Typeform hidden fields, or map your own question answers in the step.
When someone submits your Typeform, add the response to a OneDrive Excel sheet and email them a thank-you from your own mailbox. No AI. Works best when your form captures the respondent’s name/email (as Typeform hidden fields, or map your answers in the steps).
When a meeting is added to your calendar, post the title, time, and organizer to a Slack channel.
When a meeting is added to your calendar, post the title, time, and organizer to a Microsoft Teams channel.
When a meeting is added to your calendar, append its title, start time, and organizer to a Google Sheet.
When someone new emails you, add their name and address to Outlook contacts — skipping senders already saved and obvious no-reply addresses.
Every hour, scan the emails you sent and add anything you committed to (“I’ll send…”, “I’ll get back to you”) to Todoist as a task. Skips emails with no commitment.
Every hour, scan the emails you sent and add anything you committed to (“I’ll send…”, “I’ll get back to you”) to your Carly to-do list. No connection to set up. Skips emails with no commitment.
When a Zoom cloud recording is ready, append the meeting topic, date, and share link to a Google Sheet.
When a Zoom cloud recording is ready, save its share link into a Dropbox folder so all your recordings live in one place.
When a new file lands in your Google Drive, add a Todoist task to review it, with a link straight to the file.
When a new file is added to your Google Drive, append its name, type, and link to a tracking sheet.
When a new file lands in your Google Drive, post its name and link to a Slack channel.
When a meeting is added to your calendar, create a Google Task reminding you to prep for it.
When a meeting is added to your calendar, add “Prep for …” to your Carly to-do list — the same list as your dashboard To-dos tab and daily briefing. No connection, no AI.
When a meeting is cancelled, post a heads-up (title + time) to a Microsoft Teams channel.
When email arrives from a sender you choose, add “Reply to …” to Todoist so it never slips.
When email arrives from a sender you choose, create an Asana task to follow up. Pick the workspace/project in the step.
When email arrives from a sender you choose, add “Reply to …” to your Carly to-do list so it never slips. No connection, no AI.
For each new item in an RSS/Atom feed you choose, save the article page into a Dropbox folder.
For each new RSS/Atom feed item, create a Notion page with the title, link, and summary — your own reading database.
When email arrives from a sender you choose, create a ClickUp task to follow up. Pick the list in the step.
When email arrives from a sender you choose, add “Reply to …” to your Google Tasks list.
When a meeting is added to your calendar, create an Asana task reminding you to prep for it.
When a new file lands in your Google Drive, add a ClickUp task to review it.
When someone submits your web form (Typeform or a webhook), create a Todoist task to follow up with them.
When you add a Todoist task, drop a matching event on your Google Calendar so you actually make time for it. Set the time in the step.
When you add a Google Task, create a matching Google Calendar event so it lands on your schedule. Set the time in the step.
Every morning, scan new email from a list of people you care about and email yourself a plain bulleted list — sender and subject, one line each.
Every hour, read the emails you sent and capture anything you committed to (“I’ll send…”, “I’ll follow up Friday”) as a row in a running checklist sheet — the date, the task, and any due date. Emails with no commitment are skipped.
Every weekday morning, find threads where you sent the last message and no one has replied in 2+ weeks, and for the ones that genuinely need chasing, draft a friendly follow-up in your voice and email you that it’s ready to review. Carly never sends on your behalf.
Every weekday, look at threads from about two weeks ago where you sent the last message, and when Carly spots a to-do you still owe, it sends a short note to just you ON that thread — bumping it back to the top of your inbox with the to-do called out.
Every Monday, find threads with real people that have gone quiet for a month, and for the relationships worth keeping warm, draft a short reconnect note in your voice and email you that it’s ready to review. Newsletters and automated mail are skipped, and Carly never sends on your behalf.
Headlines + links at 9am, same format every day. BBC News out of the box; swap in any RSS or subreddit (add .rss), up to 5 feeds as sections.
The day, globally — wire-service caliber. 9am headlines from BBC World, NYT Top Stories, NPR News.
What moved, who moved it. 9am headlines from CNBC Top News, MarketWatch, Fortune.
Markets, rates, and the money flows. 9am headlines from CNBC Markets, MarketWatch, Google News: stock market.
Launches, funding, and the discourse. 9am headlines from Hacker News, TechCrunch, The Verge.
Models, labs, and what they mean. 9am headlines from Google News: AI, arXiv AI papers, Simon Willison.
Pharma, policy, and the clinic. 9am headlines from STAT News, KFF Health News, Google News: healthcare.
Oil, gas, and the grid. 9am headlines from OilPrice, CleanTechnica, Google News: oil & gas.
Discoveries worth your coffee. 9am headlines from NASA News, ScienceDaily, Quanta Magazine.
Scores, signings, storylines. 9am headlines from ESPN headlines, BBC Sport, Yahoo Sports.
Screens, music, and the culture. 9am headlines from Variety, Rolling Stone, Guardian Culture.
Gadgets, chips, and reviews. 9am headlines from Engadget, The Verge, GSMArena.
Housing, rates, and deals. 9am headlines from HousingWire, Google News: housing market, Google News: commercial real estate.
When an email with an attachment arrives, save the file to your Drive and log it in a tracker sheet.
When an email with an attachment arrives, save the file to your Drive and post a heads-up with the file link to a Slack channel.
On a schedule, read rows from a Notion database and create a calendar event for each one.
Push scheduled milestones from an Airtable base onto your Google Calendar.
A set time before each meeting with other people, post a reminder (title, time, organizer) to a Slack channel. Solo holds and all-day events are skipped.
When a meeting has a physical address, add a calendar block right before it sized to the drive time — from your previous meeting’s location, or your home address.
Pull leads from Apollo, write a personalized opener for each, and queue them into an Instantly sequence.
When someone submits your form, create a HubSpot contact, send a welcome email, and alert sales in Slack.
When a deal moves to a key stage, spin up a dedicated Slack channel and invite the deal team.
Stream each new Facebook lead into a tracker sheet and notify sales in Slack immediately.
Read your existing lead sheet top to bottom, research each lead on the web, and send each one a personalized opener. Run it whenever you’ve added leads.
Search Google Maps for local businesses, then draft a tailored first email for each result.
Route a single form submission to your sheet, your CRM, Slack, and a confirmation email — all at once.
The no-AI version: when a lead emails you for the first time, send back the same prewritten reply from your own mailbox — personalized only by their first name. Edit the body once and every lead gets the identical, on-brand message.
Every 10 minutes, find the follow-up emails you just sent and log each one as a note on the matching Zoho lead — so your CRM always reflects your latest touch without manual data entry.
Check recent comments on your posts and draft on-brand replies, escalating anything uncertain.
When a Stripe invoice is paid, create the matching sales receipt in QuickBooks.
Log every webhook call to a sheet and fire an instant Slack notification.
On the 1st of each month, read your cash-flow sheet and email yourself exact totals — money in, money out, net, and spending by category. Pairs with the cash-flow tracker; the math is computed exactly, not estimated by AI.
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