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Personal Assistants · Calendar Scheduling

Carly

Carly is an AI executive assistant you reach by email: write to her or simply CC her on a thread. She builds custom agents that handle inbox triage, scheduling, CRM updates, lead enrichment and multi-step workflows across 258+ integrations.

Active GDPR compliant Free plan Freemium API available 18+ Verified by Guidaio
Overview

What is Carly?

Carly is an AI executive assistant that lives in your inbox rather than in an application. You email her, CC her on a thread or forward her a message exactly as you would a colleague, and she takes the task from there. The product began in 2025 as CalBot, an email-and-SMS scheduling assistant built by founder Sarah Warman Hirschfield under SWH LABS LLC. As it grew past the calendar into email, CRM, research and full multi-step automation, the name stopped fitting and became Carly.

Underneath the mailbox sits an agent platform. You create custom agents, each with its own name, email address, integrations, permissions and files, and reach them by email, SMS, a Slack mention or DM, or the dashboard chat. 258+ named integrations span roughly forty-five families — Gmail and Outlook, Salesforce and HubSpot, Notion and Airtable, Jira and Linear, QuickBooks and Xero, Shopify and Klaviyo — alongside unusually deep verticals such as twelve legal practice-management tools.

The second half of the product is a workflow builder with no drag-and-drop. You describe what you want; Carly writes the workflow, wires the integrations, runs it end to end on real data, debugs what breaks and only then sets it live. Ten node types are available, including triggers, tool calls, LLM steps, branches, filters, waits, sub-workflows and a raw HTTP request node for APIs nobody has integrated. 232+ templates and 48 documented use cases provide a starting point.

A Model Context Protocol server exposes 122 tools, so the same assistant can be driven from Claude, ChatGPT, Claude Code, Cursor or VS Code. Persistent memory retains contacts, preferences and past interactions, while custom skills carry your policies, templates and procedures. There is also a native AI CRM, cross-channel task management, scheduled recurring jobs and daily briefings. The vendor claims 80+ languages and replies around the clock within two minutes. A Chrome extension and a ChatGPT plugin exist; there is no mobile app, and use is restricted to adults aged 18 and over.

What it does

  • Triage, sort, draft and send email straight from your inbox when you CC her
  • Schedule meetings, run availability polls and manage booking links across time zones
  • Build, test and debug multi-step workflows described in plain language
  • Keep the CRM up to date and enrich inbound leads automatically
  • Chase follow-ups with leads and stakeholders who have not replied
  • Produce daily and weekly briefings, evening digests and channel recaps
  • Run web research and assemble pre-meeting dossiers on attendees
Audience

When to use Carly / When not to

A quick filter to help you decide if Carly is the right fit.

When to use Carly

  • Executive assistants and office managers drowning in scheduling and inbox coordination
  • Founders and small-team leaders who need an assistant without hiring one
  • Sales and business development teams chasing follow-ups and keeping a CRM current
  • Recruiters and HR coordinators juggling multi-person interview panels
  • Operations and support leads who would rather describe an automation than wire it by hand

When not to use Carly

  • Anyone who needs a mobile assistant: there is no iOS or Android app
  • Organisations that require European data residency, since data is transferred to the United States
  • Buyers whose procurement demands a published SOC 2, ISO 27001 or HIPAA certification
  • Teams needing a predictable monthly bill, as the site never states what consumes a credit
  • Anyone under 18, who is excluded by the terms of service
Get started

How to use Carly

A typical end-to-end flow, from setup to results.

  1. Create an account on the Carly web app — the site claims setup takes two minutes
  2. Connect your Google or Microsoft email and calendar, granting only the permissions you choose
  3. Send Carly a first request by email, or simply CC her on a live thread
  4. Delegate through another channel if you prefer: SMS, a Slack mention or DM, or the dashboard chat
  5. Create custom agents, giving each its own name, email address, integrations and permissions
  6. Teach her your context with custom skills: internal policies, templates and procedures
  7. Describe a workflow in plain language and let her build, test and debug it before it goes live
  8. Refine it by replying in conversation; she rewrites it, re-runs it and remembers the preference
  9. Start from the 232+ workflow templates or the 48 documented use cases rather than a blank page
  10. Optionally connect the MCP server to Claude, ChatGPT, Claude Code, Cursor or VS Code
Quick read

Pros & Cons

Pros

  • No software to learn: the interface is the inbox you already use all day
  • 258+ named integrations, including rare verticals such as legal practice management and field service
  • A genuine permanent free plan: ten workflows with no cap on runs, plus MCP access
  • Workflow steps that call no model run free, so you pay only when a model is actually used
  • Automations are built, tested and debugged by Carly instead of wired by hand
  • Explicit no-training commitment, extended contractually to the AI model providers
  • Team pricing matches individual pricing at 35 USD per seat per month

Cons

  • No mobile application on iOS or Android
  • The site never says what consumes a credit, making the real monthly cost hard to forecast
  • No published security certification: no SOC 2, ISO 27001 or HIPAA claim anywhere
  • The DPA and the sub-processor list are supplied on request only, never published
  • No postal address, no legal notice and no contact page; a single email address is exposed
  • Data is transferred to the United States with no European residency option
  • No free trial of the paid plan, and cancellation takes effect immediately without refund
Pricing

Pricing & Plans

A permanent free plan is available at no cost, covering ten Zapier-style workflows with no cap on runs, MCP access and a combined Google and Microsoft calendar view. The lowest paid entry point is the Personal plan at 35.00 USD per month, which includes an allowance of 200 credits. Additional credit tiers are billed as monthly supplements ranging from 30.00 to 1,450.00 USD, and workflow steps that call no model run at no charge.

Free — 0 USD per month
  • MCP access
  • ten Zapier-style workflows with no cap on runs
  • and the full Microsoft and Google multi-calendar view
Organization — 35 USD per seat per month
  • everything in Personal
  • plus shared agents
  • shared skills and knowledge
  • team administration
  • a pooled credit allowance
  • per-member usage visibility and centralised billing
Enterprise — custom pricing
  • everything in Organization
  • plus your own email domain
  • custom branding and advanced security and compliance
Carly Managed — 297 USD per month
  • a done-for-you service
  • live in seven days
  • with automations built
  • monitored and adjusted every week and a 30-day money-back guarantee
Special offers — Permanent free plan with ten workflows, no cap on runs and MCP access · Workflow steps that call no model run free of charge, with no subscription and no per-task fee · 30-day money-back guarantee on the Carly Managed service · A set of free public tools: group scheduling, booking pages, a Chrome extension, email-to-calendar invites, calendar sync, a time-zone meeting planner and a Pomodoro timer · No discount is advertised for students, jobseekers, non-profits or any other specific group
Prices and plans listed above may evolve. Always check the official pricing page before subscribing.
Trust & Privacy

Data, GDPR & hosting

A consolidated view of how Carly handles your data.

GDPR overview

The GDPR is addressed concretely, although the site never uses the words "GDPR compliant". A Data Processing Addendum, including the applicable Standard Contractual Clauses for transfers to the United States, is incorporated into the terms by reference and takes effect automatically on acceptance, with no separate signature required. It applies whenever CalBot processes personal data on behalf of a business customer subject to EU or UK data protection law. The addendum itself and the list of sub-processors are not published: business customers must request them at support@calbotservice.com. No EU representative under Article 27 is designated, and no Data Protection Officer is named — privacy questions and complaints go to the same support address. Both the privacy notice and the terms are dated 13 July 2026.

Who owns the data?

The publisher is SWH LABS LLC, trading as CalBot and now Carly. You keep ownership of your content and, more importantly, control of access: Carly only reaches the Google or Microsoft data you grant her — calendar, contacts, email and Drive — and every permission can be revoked at any time from your account settings or directly with the provider. The wider email and Drive scopes belong to the optional CRM and agent features and are not required for scheduling. Google data is fenced by the Limited Use rules: no advertising, no data brokers or resellers, and human reading only in five narrow cases. Payments run through Stripe, and no card details are stored.

Reuse rights

The terms grant you a limited, personal, non-commercial licence to use the service and its materials: reproducing, modifying, distributing or creating derivative works from the site's own content is not permitted, and automated means of accessing or copying it are expressly forbidden. Your own data is a separate matter — the content you send Carly remains yours and you may reuse it freely. On the vendor's side the permitted use is bounded: personal information serves to deliver and improve the service, to operate the business and to meet legal obligations, and it may be disclosed to affiliates, service providers and a buyer in a merger or sale of assets. Both CalBot and its AI model providers are contractually barred from retaining the data or training models on it.

Data retention & training

Retention summary
Carly gives no retention period in days or months. The privacy notice says personal information is kept for as long as you use the service, or as long as needed to fulfil the purpose it was collected for: delivering the service, resolving disputes, establishing legal defences, conducting audits, pursuing legitimate business interests, enforcing agreements and complying with the law. No automatic deletion schedule and no anonymisation policy are documented. What you can control is access rather than retention: removing Carly from an email thread ends her access to it, and Google or Microsoft permissions can be revoked at any time. Separately, the AI model providers are contractually barred from retaining the data at all. The privacy notice is dated 13 July 2026.
Trains on customer data
No
DPA available
Yes

Hosting summary

The vendor publishes no trust page, no hosting region and no data-centre list, so the picture has to be assembled from the legal documents. The terms state that the service is operated from the publisher's headquarters in the United States, and the privacy notice confirms that personal information is transferred there under Standard Contractual Clauses. Governing law is that of the State of New York. No European residency option is offered. Security measures are described rather than certified: encryption in transit and at rest, role-based access control, regular security assessments and penetration testing, and a documented incident-response procedure. No SOC 2, ISO 27001 or HIPAA certification is claimed anywhere on the site. For reference, the domain resolves to a United States IP address on Amazon infrastructure, but that is an anycast edge node and says nothing definitive about where the application data itself is stored.

Hosting countries
🇺🇸 United States
Watch-outs

Things to keep in mind

Risks and trade-offs to weigh before adopting Carly.

  • The optional CRM and agent features request broad email and Drive permissions — reading, sending, composing and modifying — which are easy to grant once and then forget about
  • Delegating your inbox by default can erode the habit of reading your own correspondence, and with it your feel for what people are really saying
  • An assistant that reaches out to leads and stakeholders in your name can strain a relationship before you notice, since you often see the thread only afterwards
  • Credit consumption is undocumented, so an over-eager automation can run up a bill before anyone thinks to review it
  • Providing a phone number counts as consent to receive SMS; opting out means replying STOP to a message you have already been sent
  • Cancellation takes effect immediately with no refund, and only one free account per person is permitted
  • Disputes fall to the federal courts of New York, with arbitration at the vendor's discretion and a one-year contractual limitation period for bringing a claim
Setup

Setup & Integrations

Technical difficulty

Very low. There is nothing to install: you write to an email address. Setup amounts to creating an account, connecting Google or Microsoft over OAuth and choosing which permissions to grant — the site claims two minutes. Workflows are described in plain language and Carly builds, tests and debugs them, so no manual wiring is needed. Only the optional MCP connection asks slightly more: pasting a URL into Claude or ChatGPT, one command line for Claude Code, a short JSON block for Cursor and VS Code. Anyone unwilling to configure anything can buy the managed service instead.

Deployment

Web appChrome extensionBrowser extensionAPISlack appPlugin

Integrations

Actionstep ActiveCampaign Adobe Agiled Ahrefs Airtable Amazon Amplitude Apify Apollo AppFolio Asana Ashby Assembly Neos Attio BambooHR Basecamp Beamer Better Stack Bitbucket BoldSign BoldTrail Box Brevo Brex Bubble Buildium Buildkite Bullhorn Calendly Canny Canva Capsule CRM CARET Legal CINC CircleCI ClickSend ClickUp Clio Clockify Close Cloudflare Clover Coda CompanyCam Confluence Contentful Customer.io Databricks Datadog Deel Deepgram Dialpad Discord Docker Hub DocuSeal DoorLoop Dropbox Dropbox Sign Dynamics 365 ElevenLabs EmailOctopus Entrata Eventbrite Everhour Facebook Fathom Figma Filevine Fireflies Flutterwave Fly.io Folk Follow Up Boss FreeAgent FreshBooks Freshdesk Freshservice Front Giphy GitHub GitLab Gmail GoHighLevel Gong Google Ads Google Analytics Google BigQuery Google Calendar Google Classroom Google Docs Google Drive Google Maps Google Meet Google Photos Google Search Console Google Sheets Google Slides Google Tasks Gorgias Grafana Greenhouse Guesty Gumroad Gusto Harvest Hashnode Hex Hospitable Hostaway Housecall Pro HubSpot Hugging Face Hunter IManage Incident.io Insightly Instagram Instantly Intercom Jira Jobber JobNimbus JobTread Jotform Kajabi Keap Kit Klaviyo LaunchDarkly Lawmatics LawPay LEAP Lemlist Lemon Squeezy Lever Lightspeed Linear LinkedIn Litify Lofty Loops.so Lusha Mailchimp MailerLite MailerSend Make Mapbox Mem Mem0 Meta Ads Microsoft Excel Microsoft Teams Mindbody Miro Missive Mistral AI Mixmax Mixpanel Monday Moneybird Moosend Mural MyCase Nango Neon NetDocuments NetHunt CRM New Relic Ngrok Notion Nutshell Omnisend OpenAI Outline Outlook Outreach PagerDuty PandaDoc Patreon Penpot People Data Labs Pexels Pinecone Pipedrive Plausible Analytics PostHog Postman Postmark PracticePanther Procore Productboard Propertyware QuickBooks Ramp Real Geeks RealPage Recall.ai Recruitee Reddit Render Rent Manager Replicate Resend Rippling Rocket Matter Rollbar Salesflare Salesforce Salesloft Salesmate Segment Semrush Sendbird SendGrid Sentry SerpApi ServiceTitan SevDesk SharePoint Shopify Shortcut Sierra Interactive Skool Slack Slite Smartsheet Smokeball Softr Square Storyblok Stripe Supabase SurveyMonkey Tally Teachable Teamwork Telegram Telnyx Ticketmaster TickTick Tl;dv Todoist Toggl Trello Turso Twitch Typeform Typefully Vercel Webex Webflow WhatsApp Wise Agent Wix WooCommerce Workable Wrike Xero Yardi YNAB YouTube Zendesk Zoho Zoho Books Zoho Desk Zoho Inventory Zoho Invoice Zoom

Supported languages

English
Company

Behind Carly

Company name
SWH LABS LLC
Founded
14/07/2025
Country of origin
🇺🇸 United States
UBO
Sarah Warman Hirschfield
UBO country
INFORMATION_NOT_FOUND
Domain registrar country
🇺🇸 United States
Support contact

Social

Official links

Resources

All the official URLs gathered for verification and reference.

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FAQ

Frequently asked questions

How do you actually use Carly?
By email. You write to her, CC her on a thread or forward her a message, just as you would a colleague. She can also be reached by SMS, by a Slack mention or DM, from the dashboard chat, or through any MCP client such as Claude or ChatGPT.
Is there a free plan?
Yes, a permanent one at 0 USD per month. It includes ten Zapier-style workflows with no cap on runs, MCP access and the full Microsoft and Google multi-calendar view.
Is there a free trial of the paid plan?
The site mentions no free trial. The choice is between the permanent free plan and a paid subscription. A 30-day money-back guarantee exists, but only on the separate Carly Managed service.
How much does the paid version cost?
The Personal plan is 35 USD per month and the Organization plan 35 USD per seat per month. Enterprise pricing is on request, and extra credit tiers add between 30 and 1,450 USD per month.
Is my data used to train AI models?
No. The privacy notice states that no customer data, including Google and Microsoft data, is used to train or develop AI or machine learning models, and that the AI model providers are contractually barred from retaining it or training on it.
Which tools does Carly connect to?
More than 258 named integrations across roughly forty-five categories, from Gmail, Outlook, Salesforce and HubSpot to Notion, Linear, QuickBooks, Shopify and specialised legal or field-service software.
Does Carly offer an API?
It exposes a Model Context Protocol server with 122 tools, usable from Claude, ChatGPT, Claude Code, Cursor and VS Code. Workflows also include a raw HTTP request node for calling any API directly.
Is there a mobile app?
No. There is no iOS or Android application. A Chrome extension and a ChatGPT plugin are available, and everything else runs through email, SMS, Slack or the web dashboard.
Where is the data hosted, and is a DPA available?
The service is operated from the publisher's headquarters in the United States, and personal data is transferred there under Standard Contractual Clauses. A Data Processing Addendum is incorporated automatically into the terms; the document itself and the sub-processor list are provided on request by email.
Who is behind Carly?
SWH LABS LLC, founded in 2025 by Sarah Warman Hirschfield. The product launched as CalBot, an email scheduling assistant, and was renamed Carly as its scope widened beyond the calendar.
Conclusion

Should you pick Carly?

Carly's bet is unusual and largely convincing: the interface is your inbox, so adoption costs almost nothing in changed habits. Behind that email address sits a real agent platform — custom agents with their own addresses and permissions, 258+ integrations spanning some forty-five families, a workflow builder that writes and debugs its own automations from a plain-language brief, and an MCP server that lets the same assistant be driven from Claude or ChatGPT. The free tier is unusually generous for the category: ten workflows with no run cap, and every step that calls no model runs at no charge, so you pay only when a model is genuinely used.

The reservations are just as concrete. Pricing hinges on credits whose consumption is never defined anywhere on the site, which turns a monthly budget into guesswork. No security certification is claimed — no SOC 2, no ISO 27001, no HIPAA — and while a Data Processing Addendum with Standard Contractual Clauses is incorporated automatically into the terms, both the addendum and the sub-processor list are handed over only on request. Data is transferred to the United States, with no European residency option. The company publishes no postal address, no legal notice and no contact page, exposing a single support email, and the brand is spread across three domains with the legal documents still filed under the older CalBot identity.

This is a young product: the domain was registered in July 2025, the company founded the same year, the rename recent. For an individual or a small team wanting to hand over inbox and calendar work today, it is a strong and fairly priced option. For a regulated buyer, or anyone who needs a forecastable bill or European hosting, those open questions are worth settling with the vendor first.