Carly AI — AI Agent for Email, Calendar, Workflows & More

Chief of Staff

Carly

Tools

Gmail

Outlook

Google Calendar

Zoom

Microsoft Teams

Google Sheets

Google Drive

OneDrive

HubSpot

Notion

Slack

On the job

Triage the inbox daily — label, file, reply, surface what needs you
Answer client emails using live data from Asana, HubSpot, and Drive
File attachments — route invoices, contracts, and receipts to the right Drive folder
Prep every meeting with attendee research and CRM context

You → Carly 7:00 AM

Run my morning inbox triage.

Carly → You just now

Processed 84 overnight emails — 61 handled, 9 need you, 3 waiting on others
Filed 7 receipts to Drive and logged them in the Expenses sheet
Replied to 6 client status questions using live data from Asana
Proposed times for 14 meetings — will book them once accepted
Drafted a contract response to Sam Chen — left in Gmail for your review

Nadia's Whole Foods copy is 3 days late — want me to nudge her?

Hire Carly →

Sales Development Rep

Sam

Tools

Apollo

Hunter

HubSpot

Salesforce

Gmail

Outlook

Slack

On the job

Build target lists from your ICP criteria
Enrich and verify every new lead in 60 seconds
Send personalized cold outreach at scale
Route hot replies straight to the AE team

You → Sam 10:15 AM

Find 200 Heads of Sales at Series A SaaS in NYC. Load them into the Q2 outbound campaign.

Sam → You just now

Pulled 200 from Apollo matching ICP, verified emails via Hunter
Enriched with LinkedIn job changes + recent company news
Built a 4-step sequence in HubSpot with personalized openers
Scheduled the first send for tomorrow 9am ET

18 of them posted about hiring pain this month — want me to lead with that?

Hire Sam →

Account Executive

Winston

Tools

Salesforce

HubSpot

Apollo

Gong

Gmail

Outlook

Zoom

Microsoft Teams

On the job

Draft outbound sequences in your voice
Log every call, email, and meeting to the CRM
Flag at-risk deals with stalled activity
Prep briefing docs the morning of a call

You → Winston 9:02 AM

Pull Series B fintechs in NYC who opened last week's email but didn't reply. Draft a second touch.

Winston → You just now

Segmented 47 contacts in Salesforce matching criteria
Pulled Apollo firmographics + recent funding news
Scraped LinkedIn posts from the last 30 days for personalization hooks
Drafted 47 personalized second-touches and logged the campaign

6 of them just hired a VP of Engineering — want me to lead with that?

Hire Winston →

Customer Success

Pat

Tools

Salesforce

HubSpot

Intercom

Zoom

Microsoft Teams

Google Slides

Gmail

Outlook

Slack

On the job

Assemble customer review decks from usage + pipeline data
Flag accounts with dropping NPS or logins
Draft renewal emails 90 / 60 / 30 days out
Book expansion conversations when signals hit

You → Pat 8:45 AM

Prep me for tomorrow's check-in with Atlas Foods.

Pat → You just now

Pulled Q1 usage — 3 new seats, actions up 38%
Reviewed 2 support tickets, both resolved this month
Built an 8-slide deck in your template
Drafted a talk track + 3 expansion angles

Their health score dropped to 72 last week — worth flagging gently on the call?

Hire Pat →

Recruiter

Marco

Tools

Ashby

Lever

Gmail

Outlook

Google Calendar

Zoom

Microsoft Teams

Slack

On the job

Screen 300 applicants against the JD rubric
Schedule panels across 4 timezones
Send rejections that sound like you wrote them
Keep candidates warm between rounds

You → Marco 11:48 AM

Shortlist the 10 strongest candidates for Staff PM. Pacific timezone preferred, 8+ years.

Marco → You just now

Scored 284 Ashby applicants against the rubric and JD
Cross-checked LinkedIn for tenure, scope, and recent wins
Surfaced 10 top — 7 PT, 3 MT — with 2-line summaries each
Held 30-min screen slots and sent availability requests

Want me to draft warm reject emails for the bottom 200 tonight?

Hire Marco →

Support Lead

Hazel

Tools

Zendesk

Intercom

Gorgias

Freshdesk

Linear

Shopify

HubSpot

Notion

Slack

On the job

Resolve Tier-1 tickets end-to-end
Detect patterns across reports and file bugs
Escalate to humans with full context attached
Keep the help center up to date

Customer → Hazel 3:21 AM

My export has been stuck processing for 2 hours. Order #A-7729.

Hazel → Customer just now

Pulled the customer record from Zendesk + order history from Shopify
Checked the job queue — worker crashed on row 14,201
Re-queued the export, delivered in 90 seconds
Replied with the download link and a $20 credit for the hassle

Filed ENG-4412 in Linear — 3rd report of this crash this week.

Hire Hazel →

Data Analyst

Adam

Tools

BigQuery

Snowflake

Databricks

Amplitude

Mixpanel

PostHog

Segment

Google Analytics

Google Search Console

Shopify

Stripe

HubSpot

Notion

On the job

Monday metrics digest with week-over-week deltas across every source
Investigate anomalies across BigQuery, Amplitude, GA, and Stripe
Build ad-hoc SQL from a Slack DM
Keep the board-deck numbers fresh

You → Adam 8:15 AM

Why did signups drop 14% last week?

Adam → You just now

Pulled the funnel from Amplitude + Google Analytics — isolated to mobile web, Android
Cross-referenced Segment event streams with the deploy log — matched to deploy 1b84ec on Wed
Spot-checked conversion in BigQuery and Shopify — signup-form input regressed
Filed the bug and attached the funnel, the SQL, and a GA4 report to reproduce

Also noticed Brazil paid search paused on Tuesday — intentional?

Hire Adam →

Bookkeeper

Olivia

Tools

QuickBooks

Xero

Stripe

Brex

FreshBooks

PandaDoc

Gmail

Outlook

Google Sheets

Microsoft Excel

On the job

Send invoice reminders at 7, 14, and 30 days late
Reconcile Stripe → QuickBooks daily
Monthly AR aging digest with cash runway
Flag churned customers with open balances

Schedule → Olivia 9:00 AM Mon

Run the weekly AR sweep.

Olivia → Schedule just now

14 invoices past due — total $42,180 outstanding
Sent friendly first-nudge reminders to 9
Escalated 3 invoices at 45+ days to you
Reconciled 126 Stripe events to QuickBooks

Sunflower Capital is 62 days out — want me to pause their renewal?

Hire Olivia →

Social Media Manager

Kai

Tools

Instagram

YouTube

TikTok

Canva

Figma

Mailchimp

Klaviyo

Notion

On the job

Cut blog posts into LinkedIn threads and X posts
Source and caption product screenshots
Schedule a week of content every Friday
Monday report: impressions, clicks, best posts

You → Kai 4:30 PM

We shipped the new API. Turn the changelog into a LinkedIn post and a Thursday newsletter.

Kai → You just now

Read the changelog in Notion and pulled the real story
Drafted a 180-word LinkedIn post with 3 variants and a hook line
Cut a 60-second Instagram reel from the launch video
Queued everything in Mailchimp + the social schedulers for Thursday 10am ET

Pulled a customer quote from #wins that lands the "why now" — include it?

Hire Kai →

Time is money. Save both with Carly.

Pick who you need.
Watch them get to work.

Carly

Tools

On the job

Sam

Tools

On the job

Winston

Tools

On the job

Pat

Tools

On the job

Marco

Tools

On the job

Hazel

Tools

On the job

Adam

Tools

On the job

Olivia

Tools

On the job

Kai

Tools

On the job

Time is money. Save both with Carly.

Pick who you need.Watch them get to work.

Carly

Tools

On the job

Sam

Tools

On the job

Winston

Tools

On the job

Pat

Tools

On the job

Marco

Tools

On the job

Hazel

Tools

On the job

Adam

Tools

On the job

Olivia

Tools

On the job

Kai

Tools

On the job

Pick who you need.
Watch them get to work.