Carly

by Carly AI  · Based in United States → — AI agents that handle business workflows through email.
Cardiology Dermatology Emergency Medicine
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Overview

Carly by Carly AI is an AI-powered assistant designed to manage administrative tasks, primarily focusing on calendar, contacts, and coordination via email and text. It is intended for busy professionals, including solo physicians and small practices, to reduce time spent on administrative work.

  • What it does: Carly automates scheduling, manages meeting logistics, sends daily briefings, maintains contact lists, and tracks administrative to-dos. It can handle rescheduling, confirm meeting times, and send invitations. Users can interact with Carly by forwarding emails, CC’ing it on messages, or sending text requests.
  • Who it is for: Carly is particularly beneficial for solo physicians and small practices that may lack dedicated administrative support. It can also be used by other professionals who spend significant time coordinating meetings and managing schedules.
  • How it fits a clinical or practice workflow: Carly integrates directly into existing email and text conversations, eliminating the need for a new dashboard or application. It can manage scheduling and administrative coordination, allowing medical staff to focus on clinical responsibilities. Carly integrates with Google and Microsoft calendar systems, as well as video meeting tools like Zoom, Teams, and Google Meet.
  • Notable capabilities: Carly operates as an AI agent platform, capable of building custom agents to automate tasks across various workflows, including email, scheduling, and CRM. It supports over 120 integrations and can create workflows from pre-built templates or by user description. Carly is designed to learn user scheduling habits over time. It is not an EHR and does not store clinical records.

Reviewed by Pouyan Golshani, MD — Interventional Radiologist

Key Features

  • AI-powered medical scribing
  • Automated clinical note generation
  • Real-time patient encounter transcription
  • Integration with existing workflows
  • Reduces documentation time
  • Improves note accuracy

Use Cases

  • Automating clinical documentation
  • Reducing physician administrative burden
  • Improving charting efficiency
  • Ensuring consistent medical records
  • Enhancing focus on patient care

What Physicians Need to Know

Ambient Listening Capability
Carly is primarily an AI assistant for scheduling and administrative tasks, working through email and SMS. It is not an ambient listening scribe that captures patient-provider conversations to generate clinical notes.
EHR Auto-Population
Carly can update CRMs like HubSpot, Salesforce, Pipedrive, or Attio with meeting notes, deal stages, and next actions. It can also create tasks and send follow-up emails, connecting the meeting to the CRM, inbox, calendar, and task system.
Note Template Customization
Carly offers a workflow builder and templates for various tasks, including inbox, calendar, sales, support, marketing, operations, and personal assistant workflows. Users can also ask Carly to build custom workflows.
Specialty-Specific Models
Carly allows for the creation of specialized AI agents with individual email addresses, custom instructions, and scoped access to specific integrations. These agents can be tailored for various roles and workflows, such as sales development, customer support, or recruiting coordination.
Real-Time vs Post-Visit Processing
Carly operates in real-time for scheduling and administrative tasks, responding to emails and texts to coordinate meetings and manage workflows. It can also process information post-meeting by integrating with meeting recorders to extract action items and update CRMs.
Note Turnaround Time
Carly's focus is on automating administrative workflows and scheduling, which it handles with a response time of approximately one minute for scheduling requests. For tasks like updating CRMs after meetings, it can process notes as soon as the call is done.
Physician Tip

Carly is an excellent tool for solo physicians and small practices to offload administrative burdens like scheduling, managing your calendar, and coordinating tasks. You can use it to handle constant reschedules, confirm meeting times, send daily briefings, and track administrative to-dos. By delegating these tasks to Carly via email or text, you can free up significant time that would otherwise be spent on paperwork and administrative work, which is a leading driver of burnout. Remember that Carly manages scheduling and administrative coordination; it is not an EHR and does not store clinical records. For anything touching protected health information, always confirm the vendor will sign a BAA and never paste identifiable patient data into a general-purpose chatbot.

Carly is an all-in-one AI agent platform with over 260 native integrations, allowing it to connect with a wide range of tools including Gmail, Outlook, HubSpot, Salesforce, Slack, Zoom, Google Drive, and more. It can also integrate with any other tool that has a public API using your own API key. This extensive integration capability allows Carly to execute multi-step tasks across various applications, such as updating CRMs after meetings, managing email, and coordinating calendars.

Details

Category Documentation & Scribing, General Productivity (AI Assistants)
Pricing Paid
  • Personal plan is $35 per month (billed annually) and includes unlimited custom agents, unlimited Google and Microsoft email/calendar connections, a generous LLM credit allowance, unlimited Zapier-style workflows, a full-service AI executive assistant, dedicated human support, custom agent skills, persistent agent memory, and all available features
  • Enterprise pricing is custom
  • There are also credit add-ons available, starting from 200 credits/month included, up to 15,200 credits/month for an additional $1,450/mo
  • Some features, like group scheduling and the Zapier-style workflow builder, are free
DeploymentCloud
Mobile AppNo (email/text-based interaction)
API AvailableUnknown
LanguagesEnglish
TrainingUnknown
Target SizeIndividuals, small teams, and businesses up to 50,000 employees.
Compliance
BAA AvailableUnknown AI-estimated
HIPAA CompliantUnknown AI-estimated
FDA Status Unknown AI-estimated — unknown
Integrations
EHR Not specified
Specialties Cardiology, Dermatology, Emergency Medicine, Endocrinology, Family Medicine, Gastroenterology, General Practice, Internal Medicine, Neurology, Oncology, Orthopedics, Pediatrics, Psychiatry, Pulmonology, Urgent Care, Urology

Social Proof

CustomersHundreds of clients.

Support & Reliability

Training ProvidedUnknown

What the Web Says

Carly AI is an AI executive assistant that automates scheduling and other administrative tasks primarily through email and text. It's designed to reduce time spent on meeting coordination and integrates with over 200 tools, including calendars, CRMs, and project management software. Many users appreciate its ability to understand complex email threads and learn individual preferences over time. While generally well-received for its core scheduling functions, some users on Reddit have confused it with a different product, Carly for cars, which has received negative feedback.

Overall: Positive

Strengths

  • Works where you already communicate (email/text) without needing a new app.
  • Understands complex email threads and learns user preferences over time.
  • Broad integration with over 200 tools (calendars, CRMs, project management).
  • Handles multi-step tasks autonomously, reducing manual follow-up.
  • Offers specialized agents with individual email addresses, memory, and personality.
  • Provides human support, which is often a differentiator from competitors.

Limitations

  • Limited public pricing details for higher tiers.
  • Security story and detailed data-handling information are not prominently featured.
  • Setup for advanced workflows can require time for designing and instructions.
  • Occasional misinterpretations of requests.
  • Requires granting access to connected tools, which may be a concern for some users.
  • Email-based interface may not suit all workflows.

Based on reviews from: SlashAI, Crozdesk, Futurepedia, ToolGPT, Zekai, AI Tools, Best AI Assistant for Reddit | Carly, Best AI Tools for Medical Practices [2026], Carly AI - AI Agent | Pricing, Reviews & Alternatives, Reddit, Carly vs Lindy AI: Which AI Assistant Gets Work Done? (2026), Avante | AI, AI Meeting Assistants: The 10 Best in 2026 - Carly AI, Carly AI vs Sintra: One Reliable Assistant vs a Roster of Chat Bots

Last updated: 2026-09-06

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Clinical Value
Ease of Use
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Support & Docs
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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 tasks with human-level nuance, integrating directly with email and SMS. The company aims to surpass human assistants in speed, accuracy, and proactive thinking, and expand beyond scheduling to tasks like reservations and flight booking.
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 via email and SMS. The company's mission is to eliminate the frustration of scheduling by combining the efficiency of Calendly, the natural language processing of ChatGPT, and familiar communication methods.
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 employees, customers, and vendors. These agents can coordinate across departments, update CRM records, and run recurring workflows using over 200 connected business applications.
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 self-serve platform that allows businesses to deploy AI agents with company email addresses, facilitating coordination across departments and automating workflows. The platform aims to address the significant time employees spend on coordination tasks like scheduling and follow-ups.
2026-07
AI Tool Report
Carly AI - AI Tool For Personal assistant
Carly AI is presented as a versatile AI agent platform with broad integration capabilities across various domains, including email, project management, CRM, and accounting software. It emphasizes user-friendliness, allowing communication via email to manage tasks and reduce the learning curve for new digital tools.
2026-04
GlobeNewswire (via SlashExperts)
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. Carly connects prospective buyers with relevant customers at critical moments, providing measurable ROI on advocacy efforts.
2026-08
Carly AI Blog
AI News Roundup | Daily AI Industry Updates
This AI news roundup from Carly AI's blog highlights significant industry developments, including major AI model releases from Anthropic and OpenAI, and substantial financial commitments to AI by tech giants. It also mentions Calendly's launch of its own AI assistant, Callie.
2026-08
SlashExperts
Carly Use Cases u2014 5 Ways AI Proof Moves Deals
Carly, an AI agent by SlashExperts, is designed to drive revenue by anticipating deal needs, delivering relevant customer proof, routing replies, scaling outbound efforts, and providing deal intelligence. It aims to keep deals moving automatically and empower sales teams with timely, impactful information.
unknown

Videos

Product demos, reviews, and walkthroughs for Carly.

View all on YouTube

Frequently Asked Questions

Carly is an AI-powered medical scribe designed to automate clinical documentation. It typically integrates with EHR systems, listening to patient-physician encounters and generating draft notes, including SOAP notes, by extracting key information such as diagnoses, treatments, and medication changes.
Carly vendors generally emphasize their adherence to HIPAA regulations through robust data encryption, secure data storage, and strict access controls. They often undergo regular security audits and may offer business associate agreements (BAAs) to outline their commitment to patient data protection.
Common limitations include potential inaccuracies in complex or nuanced conversations, difficulty interpreting accents or specialized medical jargon, and the need for physician review and editing to ensure accuracy and completeness. It may also struggle with highly unstructured encounters or specific EHR workflows.
Alternatives include human medical scribes (in-person or virtual), other AI-powered scribing solutions, and advanced dictation software. Human scribes offer greater flexibility and nuance but are more costly, while other AI solutions may vary in accuracy, integration capabilities, and pricing models.
Pricing for Carly often follows a subscription model, which can be per provider, per encounter, or based on usage volume. Potential cost savings for a practice can include reduced administrative burden, increased physician efficiency, and potentially higher patient throughput, leading to improved revenue.
The implementation process usually involves integrating Carly with the practice's existing EHR system, which may require IT support for setup and configuration. Training for physicians and staff on how to effectively use the AI scribe and review its generated notes is also a crucial part of the process.
Carly's effectiveness across specialties can vary. While many AI scribes are designed to be adaptable, their performance may be optimized for certain specialties. Vendors often highlight their ability to customize templates and vocabularies to better suit the unique documentation requirements of various medical fields.

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Suggest an Edit → | Last Verified: 2026-09-07 | First Added: 2026-09-06
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