Set up your scheduling by describing it

This is a real instruction, not a demo script

"Set up Cartoply for my 4-person HVAC company: 60-minute service calls,
8am–6pm weekdays. Here's a CSV of my techs with their home addresses —
give each one a territory covering a 45-minute drive from home, invite
them all, and send me links for anything that needs me."

The assistant sets the schedule, creates the event type, invites every tech, geocodes each address, traces a 45-minute drive-time polygon along the real road network for each one, and assigns it. What comes back to you: a checkout link and two calendar consent screens. That's the whole setup.

And it keeps running things after setup

Money and deletions stay human

You approve the connection once, on a consent screen that spells out exactly what the assistant may touch. By default it cannot issue refunds, remove team members, delete your organization, change your subscription, or enter payment details — when one of those comes up, it hands you a link and waits. Refunds and member removal can be granted separately, with a clearly-marked high-risk permission, if you want a trusted assistant handling them; deleting the organization and billing changes are never grantable. Every action lands in an audit trail.

Access can be read-only if that's all you want, and every agent action goes through the same permission checks as the dashboard — an assistant can never do something you couldn't.