Carly

New York City, New York, United States All United States companies → — Founded 2025

General Productivity AI

Cardiology Dermatology Emergency Medicine Endocrinology

Documentation & Scribing General Productivity (AI Assistants)

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About Carly

Carly AI is an AI assistant and automation platform that helps businesses, including healthcare providers, manage various administrative tasks through custom AI agents. The platform is designed to streamline operations such such as email management, scheduling, CRM updates, lead enrichment, and research. Carly AI agents can integrate with over 200 business tools, including email clients like Gmail and Outlook, CRM systems like Salesforce and HubSpot, and various other platforms for project management, accounting, and customer support.

For physicians and healthcare professionals, Carly AI aims to reduce the burden of coordination work that often consumes a significant portion of their day. It can automate tasks like scheduling appointments, sending reminders, managing patient follow-ups, and updating patient records within CRM systems. By handling these routine and nuanced administrative tasks, Carly AI allows medical staff to focus more on patient care, potentially leading to faster, more empathetic, and reliable service. The platform emphasizes user-friendliness, allowing communication with AI agents through email or SMS without requiring additional app installations.

Focus Areas

AI executive assistant workflow automation email automation scheduling automation CRM automation lead enrichment inbox management research reminders social media management

Business Intelligence

Technology

email-native AI agent platform, cloud-based, 120+ integrations (including email, calendar, CRM, project management, social media, analytics tools)

What Physicians Need to Know

AI Executive Assistant

Carly acts as an AI executive assistant, handling tasks across email, SMS, calendars, and various business tools. It automates administrative work, meeting scheduling, data entry, reminders, outreach, daily briefings, lead follow-up, customer support workflows, and recurring business processes without requiring users to build automations themselves.

Workflow Automation

Carly is an AI agent platform that allows users to build custom AI agents to handle entire job functions. It offers over 200 integrations across more than 40 categories, enabling complex automations across various applications. Workflows without an AI step run free, with users only paying when a step calls an AI model.

Email Automation & Inbox Management

Carly specializes in inbound operational email automation, interpreting received messages and turning them into replies, records, tasks, appointments, approvals, or alerts. It can triage emails, draft and send replies, and manage inboxes by sorting, labeling, and filing messages automatically.

Scheduling Automation

Carly handles scheduling like a human executive assistant, coordinating meetings through email, text (SMS), dashboard chat, or a Chrome extension in Gmail. It checks calendars, suggests times, follows up, sends invites, and supports group scheduling flows, including availability polls and automatic reminder emails.

CRM Automation & Lead Enrichment

Carly builds AI agents that update CRMs like Salesforce and HubSpot, log activities, and schedule follow-ups. It can enrich leads with information such as LinkedIn profiles, property data, and buying signals, then score and route them to the CRM automatically.

Research & Reminders

Carly can perform research, pull reports, and save items to organized destinations. It also supports synced to-dos, daily briefings, and automatic reminder emails for meetings and tasks. Users can set up reminders via email or text.

Social Media Management

Carly connects to social media platforms like Instagram, allowing users to publish posts, write captions, schedule content, and check engagement via email or text.

Physician Tip

For physicians, Carly AI can significantly reduce administrative burden, allowing more focus on patient care. It can manage complex scheduling for appointments and meetings, handle patient follow-ups and reminders, and automate routine email correspondence. By acting as a personal assistant, Carly can free up valuable time spent on paperwork and administrative tasks, which are often a leading cause of burnout. Its ability to integrate with existing tools and operate via email or text means minimal disruption to current workflows and no new software to learn for staff. While Carly manages scheduling and administrative coordination, it's crucial to remember it is not an EHR and does not store clinical records, ensuring HIPAA compliance for sensitive patient data. For anything touching protected health information, always confirm the vendor will sign a Business Associate Agreement (BAA) and avoid pasting identifiable patient data into general-purpose chatbots.

Carly boasts extensive integration capabilities, with over 200 native integrations across more than 40 categories, and the ability to connect to virtually any other application with a public API. This includes popular tools like Gmail, Outlook, Google Calendar, Outlook Calendar, Salesforce, HubSpot, Slack, Zoom, Google Drive, QuickBooks, Xero, Stripe, and various project management, accounting, e-commerce, messaging, and customer support tools. This broad integration surface allows Carly to read and write data across a wide range of systems, enabling comprehensive workflow automation without requiring users to switch between different applications.

Products by Carly

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What the Web Says

Carly AI, formerly known as CalBot, is an AI assistant that primarily operates through email and text, aiming to automate scheduling, email management, CRM updates, and various workflows across over 200 integrated tools. It allows users to create specialized AI agents that can handle multi-step tasks without requiring a new primary application. While praised for its convenience and integration capabilities, some users, particularly those referring to the Carly OBD product, have raised concerns about predatory subscription practices and difficulty with cancellations and refunds.

Overall: Mixed

Strengths

Inbox-first control, meaning no new app to learn as it works via email and text.
Broad integration surface with over 200 connected tools, including CRMs, project management, and calendars.
Ability to handle complex, multi-step tasks and automate workflows.
Learns user preferences over time for more personalized assistance.
Strong scheduling stack with free group scheduling and booking pages.
Useful for monitoring and interacting with platforms like Reddit through email or text.

Limitations

Requires granting access to connected tools, which may be a privacy concern for some.
Email-based interface may not suit all workflows or user preferences.
Occasional misinterpretations of requests.
Some users of the Carly OBD product report predatory subscription practices, difficulty canceling, and no refunds.
The Carly OBD device is considered by some to be useless without an annual subscription and less effective than alternatives.
Action-item detection is good but not perfect, requiring user review.

Based on reviews from: Futurepedia, Best AI Assistant for Reddit | Carly, Is Carly wort it ? : r/carsireland - Reddit, Carly AI Review - ToolGPT, Crozdesk, SlashAI, Carly ODB not worth it. : r/CarTalkUK - Reddit, FYI about Carly scanners. They're almost a scam. : r/ArAutos - Reddit, Best AI Scheduling Tools in 2026 - Carly AI, Carly AI - AI Agent | Pricing, Reviews & Alternatives, AI Meeting Assistants: The 10 Best in 2026 - Carly AI, Carly AI vs Sintra: One Reliable Assistant vs a Roster of Chat Bots, Best Conversational AI Software I Recommend Based on +740 Capterra Reviews, Best AI Sales Assistant Software: User Reviews from September 2026 - G2, Page 5 | Best AI Meeting Assistants Software: User Reviews from September 2026 - G2, Best AI Writing Assistant Software 2026 | Capterra, Best AI Content Creation Platforms Software: User Reviews from September 2026 - G2, REVIEWS.AI Reviews & Product Details - G2, Instantly Products | Read 4157 Reviews on G2, Increasingly Reviews 2026. Verified Reviews, Pros & Cons | Capterra, Cliently Reviews 2026. Verified Reviews, Pros & Cons - Capterra, Clarifai Reviews 2026: Details, Pricing, & Features - G2, Birdeye: #1 Agentic Marketing Platform for Multi-location Brands, Revolut - Wikipedia

Last updated: 2026-09-06

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Press & Coverage

HRTech Edge

Carly Launches AI-Powered Personal Assistant to End Scheduling Headaches

Carly, an AI-powered scheduling assistant startup, has launched its public service, offering a tool that manages calendar with human-level nuance, aiming to eliminate scheduling frustrations. The AI assistant integrates with email and SMS, proposes times, sends invites, and handles reschedules.

2025-09

Business Wire

Carly Launches AI-Powered Personal Assistant Who Schedules Meetings Over Email and SMS

Carly announced the public launch of its AI-powered assistant that coordinates, schedules, and manages calendar events with human-level quality over email and SMS. The company aims to remove the universal frustration of scheduling by combining efficiency with natural language processing.

2025-09

Finanznachrichten

Carly AI Launches Carly Workforce: Self-Serve AI Agents With Their Own Company Email Addresses

Carly AI introduced Carly Workforce, a self-serve platform enabling businesses to deploy AI agents with company email addresses, acting as AI teammates for various tasks. These agents can manage scheduling, follow-ups, and information routing across over 200 business tools.

2026-07

The National Law Review

Carly AI Launches Carly Workforce: Self-Serve AI Agents With Their Own Company Email Addresses

Carly AI launched Carly Workforce, a platform for businesses to deploy AI agents with company email addresses, allowing for self-serve setup and centralized control over access, auditing, and billing for teams up to 50,000 employees.

2026-07

SlashAI

Carly AI Review 2026: Is It Worth $19/mo for Solopreneur Scheduling?

A review of Carly AI's scheduling assistant highlights its ability to understand complex email threads and learn user preferences over time, making it a valuable tool for solopreneurs. It excels at eliminating scheduling back-and-forth through conversational AI in email and text.

2026-03

YouTube

Carly AI u2014 Email scheduling and CRM-driven lead follow-up - YouTube

This video provides an overview of Carly AI's capabilities in email scheduling and CRM-driven lead follow-up, showcasing its role as an AI agent for various business integrations.

2026-06

GlobeNewswire

SlashExperts Launches Carly, an AI Agent That Turns Customers Into Your Best Sellers

SlashExperts launched Carly, an autonomous AI agent designed to automate customer advocacy in B2B sales, aiming to shorten sales cycles and increase win rates by connecting prospective buyers with relevant customer voices.

2026-08

Caplight

Carly AI Funding Rounds

Carly AI is a software company providing an AI-powered executive assistant and workflow automation platform for scheduling, email, and multi-step business operations. Details on specific funding rounds are available.

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Frequently Asked Questions

What is Carly and how can it specifically benefit a physician's or healthcare administrator's daily workflow?

Carly is an AI executive assistant designed to automate and streamline various administrative tasks. For healthcare professionals, this means automating email responses, managing complex schedules, and enriching CRM data, freeing up valuable time to focus on patient care and strategic initiatives. It aims to reduce administrative burden through intelligent automation.

How does Carly ensure compliance with healthcare regulations like HIPAA when handling sensitive patient or administrative data?

Carly prioritizes data security and compliance, especially crucial in healthcare. While specific compliance details would need to be confirmed with Carly directly, AI executive assistants typically employ robust encryption, access controls, and may offer BAA (Business Associate Agreement) capabilities to ensure adherence to regulations like HIPAA, protecting sensitive information.

Can Carly integrate with existing healthcare systems, such as EHRs, scheduling software, or CRM platforms commonly used in medical practices?

Effective integration is key for any new technology in a healthcare setting. Carly is designed to integrate with a wide array of existing software, including popular CRM platforms and scheduling tools. The extent of integration with specific EHR systems would need to be verified with Carly's technical support or sales team to ensure seamless operation within a practice's current digital ecosystem.

What is the pricing structure for Carly's services, and are there different tiers or packages suitable for individual physicians versus larger healthcare organizations?

Pricing for AI executive assistant services often varies based on features and scale of use. Carly likely offers different pricing tiers or customizable packages to accommodate both individual practitioners and larger healthcare organizations, with options that may include varying levels of automation, support, and integration capabilities. Specific pricing details would be available directly from Carly.

What kind of support does Carly offer to healthcare clients, and what is the company's stability and long-term vision for the healthcare sector?

Reliable support is critical for any technology in healthcare. Carly provides comprehensive support to its clients, which typically includes onboarding, technical assistance, and ongoing customer service. Regarding company stability and long-term vision, Carly aims to be a lasting partner in enhancing productivity through AI, continually evolving its offerings to meet the dynamic needs of industries like healthcare.

How does Carly handle tasks like lead enrichment and social media management, and are these features relevant for a healthcare practice?

Carly can automate lead enrichment by gathering and organizing information about potential patients or partners, which can be highly relevant for practice growth and referral management. While direct social media *posting* might be less common for an AI assistant in healthcare, Carly can assist with scheduling content, monitoring mentions, and managing inquiries, helping maintain a professional online presence and freeing up staff time.

Beyond basic scheduling and email, what advanced automation capabilities does Carly offer for complex healthcare administrative tasks, such as research or reminders for compliance deadlines?

Carly extends beyond basic automation to handle more complex administrative needs. It can automate research by gathering information on specific topics, which is useful for staying updated on medical advancements or regulatory changes. Additionally, Carly can set and manage reminders for critical compliance deadlines, license renewals, or patient follow-ups, significantly reducing the risk of oversight and improving operational efficiency.

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