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Marketing Automation

Cardly, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Cardly account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Marketing Automation
  • Connects with a key
  • 20 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Cardly is

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

You paste in a key from your own Cardly account. It is kept encrypted, and you can withdraw it from inside Cardly whenever you like.

How a run works

One message in, the work done in Cardly.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Cardly. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Cardly account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

20 tools it already has

What it can do in Cardly

These are the ready-made tools your AI employee already has in Cardly. It is not limited to them, but it never has to be taught these.

  • Create Contact ListTool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.
  • Create WebhookTool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.
  • Delete Invitation by EmailTool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
  • Delete WebhookTool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
  • Generate PreviewTool to generate a low-quality, watermarked preview document for a card. use after confirming artwork and template details to estimate costs and delivery.
  • List ArtworkTool to retrieve the currently available artwork for your organisation. use when you need to list and paginate artwork items, optionally filtering to only your own artwork.
  • List Credit HistoryTool to list credit history records. use after checking account balance to review recent credits/debits.
  • List FontsTool to list your currently available fonts. use after confirming authentication to explore font options in cardly.
  • List Gift Credit HistoryTool to list gift credit history records for your organization. use when you need paginated gift credit entries with optional time-based filters.
  • List InvitationsTool to retrieve active invitations for your organisation with optional filters. use when you need to audit invited users and their statuses before sending new invitations or revok
  • List MediaTool to retrieve the currently available media sizes for product artwork. use when you need to explore or validate media options before creating artwork.
  • List OrdersTool to retrieve orders placed by your organisation. use when you need to fetch paginated order history after confirming the endpoint.
  • List TemplatesTool to retrieve your currently available templates from cardly. use to list and paginate templates for selection in card sends.
  • List UsersTool to retrieve all users associated with your account. use when you need to list and paginate user accounts.
  • List WebhooksTool to retrieve any active or disabled webhooks set up for your organisation. use when you need to audit configured webhook endpoints before modifying subscriptions.
  • List Writing StylesTool to list available writing styles. use when you need to retrieve writing styles available for handwriting personalization.
  • Retrieve Account BalanceTool to retrieve the current account and gift credit balances for your organisation. use after authenticating to verify available credit before placing orders.
  • Retrieve OrderTool to retrieve information on a specific order. use after obtaining an order id to fetch its details.
  • Retrieve UserTool to retrieve detailed information about a specific user. use after obtaining the user id to fetch its details.
  • Update WebhookTool to update a webhook’s settings, including target url and events. use after retrieving existing webhook to apply configuration changes.
Access, and who is in charge of it

You stay the boss of your Cardly account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Cardly account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Cardly is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Cardly and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Cardly

Can an AI employee really work inside Cardly?
Yes. It signs in to your own Cardly account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Cardly?
No. Nothing moves and nothing is replaced. Your records stay in Cardly, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Cardly account?
You paste in a key from your own Cardly account. It is kept encrypted, and you can withdraw it from inside Cardly whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Cardly?
It has 20 ready-made tools in Cardly today, among them Create Contact List, Create Webhook and Delete Invitation by Email. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Cardly and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Cardly and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Cardly?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Cardly is written down with what it did and when.