Learns only what you teach it· Asks before it acts· Your data never trains public models
The AI agent for operations teams

Show it once. It handles the day-to-day.

Show CarveAI a task in the apps you already use, and say why as you go. From then on it does that work for you, and asks before anything goes out. It learns only what you choose to teach it.

Download for Mac macOS 13 or later · Apple silicon and Intel
Works in your apps Asks before it acts Learns only what you teach it

Supplier follow-ups

  1. Reading 6 supplier emails
  2. Checking open POs in the tracker
  3. Updating 3 promised ship dates
  4. Drafting 2 follow-ups on late orders
Needs your OK Send 2 follow-ups?
To Acme Castings and Northfield Plastics, asking for tracking on PO 4471 and PO 4480.
You're in control of what it learns

It learns what you teach it. Nothing else.

An agent that does your work has to learn how you work. With CarveAI, you decide what it learns, and you can see and undo all of it.

1

You choose when it learns.

It learns from the tasks you record and the chats you have with it. Nothing watches your screen when you aren't recording.

2

Nothing is used until you save it.

After a recording, you check the steps it wrote up and fix anything that's off. Your agent only follows a skill once you've saved it, and screenshots are deleted as soon as they've been read.

3

Take it with you, or make it forget.

Export everything it knows about you in one file, or have it forget all of it, from Settings.

4

What you teach stays yours.

Your memory is private to you. Nothing reaches a teammate until you approve it, and your data never trains public models.

From your recording · 4 min Waiting for your review
Chase late supplier POs
  1. Open the supplier's latest email in Outlook.
  2. Find the PO in the open-orders sheet.
  3. Update the promised ship date and note the reason.
  4. If it's late, draft a reply asking for tracking.
Rules, from what you said

“Only push for expedite if a line is waiting on the part.”

“Acme ships on Thursdays, so don't chase them before Friday.”

Your agent won't follow any of this until you save it.

How it works

From "I do this every week" to done, in four steps.

STEP 01

Connect your apps

Sign in once to your email, calendar, drive, spreadsheets, CRM and accounting. Your agent works in them as you, with your access and nothing more.

STEP 02

Show it a task

Press Record and do the task the way you always do, saying why as you go. Your rules and exceptions end up in the steps.

STEP 03

It does the work. You approve.

Ask for the task in chat. It works through the steps in your apps, and every email, update or new record waits on a card that shows exactly what will happen.

STEP 04

It keeps it running

Hand it recurring work, like triaging your inbox each morning. It runs within the spending limits you set, and anything it can't confirm lands in one list for you.

Connections

Outlook
Mail and calendar
Connected
Google Sheets
Open-orders tracker
Connected
QuickBooks
Invoices and reports
Connected
Slack
Message your agent from Slack
Not connected
Recording · 02:14

“I open the supplier's email and find the PO in our tracker…”

“…I only push for expedite if a line is waiting on the part.”

Needs your OK Update the open-orders sheet?
Row PO 4471 · Acme Castings Promised date Oct 18 → Oct 24 Note Furnace repair; partial ship Oct 20

Automations

Inbox triage
Weekdays at 7:30 · 3 drafts ready
Running
Spending limit
$4 a run · $20 a day
Set
Needs you
Couldn't confirm a calendar invite went out. Did it?
1 item
Who it's for

Built for the teams that keep operations running.

We're starting with two kinds of teams whose days are full of the same careful steps: manufacturing operations and financial operations.

Manufacturing operations

Keep orders, suppliers and the floor moving.

Supplier follow-ups

Reads supplier replies, updates promised dates in your PO tracker, and drafts the chase emails for late orders.

Morning production summary

Pulls yesterday's numbers from your production sheet or database and writes the summary your team reads each morning.

Quote requests

Reads an incoming request for quote, finds similar past jobs in your files and CRM, and drafts the response for your review.

Quality issues

Turns a customer complaint email into a logged issue in your tracker, and gives your quality lead a heads-up in Slack.

Outlook Excel Google Sheets PostgreSQL Salesforce Slack
Financial operations

Chase less, re-key nothing, close with fewer surprises.

Collections follow-up

Pulls open invoices from QuickBooks and drafts a reminder to each late customer, in the tone you use with them.

Invoices from signed agreements

Checks DocuSign for completed agreements and prepares the matching invoices in QuickBooks, each one waiting for your approval.

Client data intake

Reads the file a client sends, compares it with last year's in Drive, updates your tracker and drafts the reply.

Month-end reporting

Pulls the P&L and receivables from QuickBooks into the spreadsheet your team reviews, and points out what changed.

QuickBooks DocuSign Gmail Google Drive Google Sheets Excel

Each of these starts the same way: someone on your team shows it once.

Why CarveAI

Everything you'd want from an agent you trust with real work.

Works in your apps

It signs in as you and works in the tools your team already uses. No new system to move into, and no passwords typed into a browser.

Learns by watching you, when you say so

Record a task once and say why as you go. It follows the goal of each step, not your clicks, so a redesigned screen doesn't break it.

Asks before it acts

Every email, update and new record waits on an approval card that shows exactly what will happen. One click to approve, one to decline.

Never sends twice

If it can't confirm that something went through, it tells you and lets you decide. It never quietly tries again.

Works while you're away

Background jobs with per-run and daily spending limits, one list for anything that needs you, and a pause button for each job or all of them.

Remembers your context

It remembers what you've told it and picks up where you left off, so you never explain the same thing twice.

Reach it anywhere

In the web app, in Slack, or by phone or text from your own number. Your memory can come with you into the other AI tools you use, too.

The right model, inside AWS

Each task goes to a model suited to it, from a catalog of 30+ frontier and open-source models running on AWS Bedrock.

Everything on the record

Every read, change and approval is written to an append-only log, with who and when. Nothing in it can be edited away.

Integrations

Works with the tools you already use.

Built-in connectors for email, calendars, files, spreadsheets, CRM, accounting and e-signature, plus any app with an MCP server. Connect an account once and your agent works in it as you.

Built in

Ready to connect from the app.

  • Gmail
  • Google Calendar
  • Google Drive
  • Google Docs
  • Google Sheets
  • Outlook
  • OneDrive
  • Excel
  • Word
  • PowerPoint
  • Slack
  • Notion
  • Box
  • Dropbox
  • DocuSign
  • Salesforce
  • QuickBooks
  • PostgreSQL
  • GitHub
  • Files on your computer
  • Phone & text

Through MCP

Your admin adds the app's MCP server once; then each person connects their own account.

  • Asana
  • Linear
  • HubSpot
  • Apollo
  • Jira
  • Confluence
  • Stripe
  • monday.com
  • ClickUp
  • Airtable
  • Zapier
  • Intercom
  • Todoist
  • Any MCP server

Don't see yours? Tell us what your team uses: demo@carveaiagent.com

See it work

Watch the demo.

Show it one task. See what it takes off your plate.

A 30-minute walkthrough on a task your team does every week.