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Carly AI Launches Workflow Automation Builder


Carly AI Launches Workflow Automation Builder
  • by: Business Wire
  • |
  • May 27, 2026

Carly, an AI assistant providing businesses with digital employees to handle administrative, operations, and marketing tasks, today announced the launch of its workflow automation builder. With Carly workflows, users can build complex and reliable automations across hundreds of applications at record speed. Carly can sort, label, draft, and send emails, input information into Salesforce and HubSpot, create social media posts, and update Excel files accurately, continuously, securely, and in accordance with infinitely customizable rules.

Quick Intel

  • Carly launches workflow automation builder for complex operations across hundreds of applications.

  • Integrates with Salesforce, HubSpot, Excel, email, calendar, and file storage.

  • Carly began as scheduling assistant, expanded to CRM, data analysis, outreach, sales, and marketing.

  • Supports simple tasks (web scraping, tracking sheets) and complex tasks (due diligence, invoice generation).

  • Pulls from tried-and-tested primitives to avoid days of debugging in Claude or Zapier.

  • Built specifically for high-volume business-critical messages and tasks.

From Scheduling Assistant to Full Digital Employee

Carly, which began as a scheduling assistant, has expanded to handle more tasks across work functions, including customer relationship management, data analysis, outreach, sales, and marketing.

"The demand for easy-to-use, highly reliable, and genuinely useful AI employees and workflows is through the roof," said Sarah Warman Hirschfield, CEO of Carly. "We went from 'Carly does really good calendar management' to 'Carly can do almost any task a really good employee can do on the computer.' It is an amazing time to be running a business because you can spin up dream employees and workflows that can self-monitor and self-correct, freeing up your time and headspace."

Purpose-Built for Business-Critical Operations

Carly differs from other general-purpose AI and workflow automation tools because the system is built specifically around businesses and professionals who receive and send a high volume of business-critical messages and related tasks. When creating customized assistants and workflows, Carly pulls from tried-and-tested primitives to set up operations that could take days or weeks to create and debug in Claude or Zapier.

"Email, calendar, file storage, and CRM are first-class operations," explained Hirschfield. "Customers come to us because they have 10 email accounts, 20 calendars, two phones, and are juggling fifty projects at once with files scattered everywhere, and they come to us because that is the type of setup Carly handles a million times a day."

Simple to Complex Automation Support

Carly supports simple automation tasks such as web scraping and tracking sheets, as well as complicated, highly sensitive communications and tasks such as due diligence and invoice generation.

About Carly

Carly AI, a CalBot company, is an email-based AI assistant and workflow automation builder. Businesses rely on Carly to quickly and reliably create AI employees and automations to increase efficiency and accuracy across critical operations and eliminate bottlenecks.

  • Workflow AutomationAI AssistantDigital Employees
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