Getting Started Workflow Guide

Build Your Plan in 5 Steps

The recommended order for creating a lesson in CARL, from first setup to ready-to-share. Follow this sequence when you want Components, Teaching Resources, Blocks, and AI supports to work from the strongest possible plan.

5 min read 5 steps Updated for the current editor
The basic CARL workflow

CARL works best when you build in a clear order: set the context, generate the core plan, edit it, add the extra materials, then publish or share when everything feels ready.

1Set your context
2Generate the plan
3Review and edit
4Add extra materials
5Publish and share
The main ideaBuild and edit the core plan first. Then add components, teaching resources, and blocks once the lesson has enough accurate content for CARL to work from.
1
Set your context

Start by giving CARL the right context. The more specific the setup, the stronger the generated plan will be.

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Settings, Curriculum Defaults, where you set your default curriculum jurisdiction and planning framework.

Set your default curriculum in Settings → Curriculum.

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Settings, Saved Class Profiles, a list of reusable class contexts you can pick when planning.

Save reusable class profiles to pre-fill your class context each time you plan.

Before you generate, check:
  • Your curriculum default is set in Settings → Curriculum. Open Settings from your profile image in the top-right corner.
  • Your Saved Class Profile is selected, if you have one.
  • Your grade, subject, topic, lesson length, and class context are accurate.
  • Your learning goal and success criteria are clear enough to guide the lesson.
Good to knowIf you teach the same class often, create a Saved Class Profile. Then, before planning, choose that Saved Class Profile so CARL can prefill your classroom context.
2
Generate your core plan

Once your context is set, let CARL generate the core lesson or unit plan first. This gives you the main structure: goals, activities, timing, supports, and assessment ideas.

Do not worry if it is not perfect on the first pass. Treat the generated plan as a strong draft that you can shape for your students.

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The Start planning screen, where you describe the lesson, attach a file, or pick a Saved Class Profile, then generate.

Describe what you are teaching on the Start planning screen, then generate.

Better inputs, better outputsA broad topic like “fractions” will usually create a more generic lesson. A specific topic, goal, and class context gives CARL more to work with.
Less helpfulMore helpful
FractionsGrade 4 equivalent fractions using visual models, with a 45-minute lesson and students who need hands-on practice.
PoetryGrade 7 introduction to metaphor and imagery, using short poems and discussion-based activities.
EcosystemsGrade 6 food webs and local ecosystems, with vocabulary support and a small-group sorting activity.
3
Review and edit the plan

Before adding anything else, read through the core plan and make it feel right for your class.

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A generated lesson open in the CARL editor, ready to read through, rearrange, and edit.

Read through the generated plan in the editor and shape it for your class.

Check for:
  • Timing that fits your actual class period.
  • Learning goals and success criteria that are clear.
  • Activities that match your students’ needs and energy level.
  • Instructions that sound like something you would actually say.
  • Any places where the generated content needs more detail, less detail, or a different example.
Why this step mattersComponents and teaching resources can use your lesson content to generate more targeted materials. If the plan is still rough, those add-ons may be less accurate or less useful.
4
The add-ons

Once the core plan feels solid, layer in the add-ons — the extras that turn a plan into a full set of materials. There are four kinds, and each one builds from the lesson you already made:

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The editor Tools panel, where you browse Components and Teaching Resources, with Blocks and Media alongside.

Use Tools after your core plan is mostly finished.

Add-onWhat it is
ComponentsStudent-facing worksheets, activities, and assessments — each one arrives with its own facilitator guide.
Teaching ResourcesTeacher-facing supports — lesson & unit enhancements (UDL, SEL, equity, and more) plus ELL supports.
BlocksSmaller pieces you drop into a section — text, tables, charts, organizers, or image areas.
MediaImages and visuals — upload your own, search open-licensed images, or generate AI images for your materials.
Edit firstAdd components and resources after your core plan is mostly finished. CARL uses the lesson content to generate stronger, more relevant supports.
5
Final check, publish, and share

Before publishing, do one final pass. Check that your core plan is edited, your components/resources make sense, and the lesson is saved.

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The Publish Settings modal, where you set visibility, permissions, and download formats before publishing.

Publish when your lesson is saved and ready to share or download.

Final checklist
  • Check the bottom-left save status for the green dot, SAVED label, and timestamp.
  • Preview or review any components you added.
  • Make sure AI-generated materials match your updated lesson.
  • Confirm visibility, sharing, and download settings when publishing.

When you publish, CARL saves your lesson and prepares downloadable files. Most of the time, files are ready by the time publishing finishes. If you see a loading spinner where the download button should be, wait a minute or two and check again.

Good to knowIf another teacher saves your published lesson to their library, CARL may protect that saved version so it does not change unexpectedly for them. If you want to update the lesson after that, create a remix and publish the updated version.

Start with the core plan, make it your own, then add components and teaching resources once the lesson feels solid.