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 components, resources & blocks
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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Set the lesson context and choose a Saved Class Profile before generating.

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.

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.

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
Add Components, Teaching Resources & Blocks

Once the core plan feels solid, use Components & Resources to add student-facing Components, teacher-facing Teaching Resources, media, or smaller content blocks.

Annotated Components and Resources panel showing Browse Components and Browse Teaching Resources.
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Use Components & Resources after your core plan is mostly finished.

ToolUse it for
Browse ComponentsStudent-facing worksheets, activities, assignments, assessments, exit tickets, and handouts.
Browse Teaching ResourcesLesson/unit enhancements and ELL supports that strengthen or adapt the lesson.
BlocksSmaller extras added inside sections, such as tables, charts, organizers, Venn diagrams, or multiple-choice areas.
MediaUpload images, search open-licensed visuals, or generate classroom-safe AI images for lesson materials.
Edit firstAdd components and resources after your core plan is mostly finished. CARL uses the lesson content to generate stronger, more relevant supports.
Use Template vs. AI Generation

Use Template gives you the blank structure so you can fill it in yourself. AI Generation asks CARL to use your lesson content to fill in the component or resource for you.

Good to knowFree users get a limited number of AI-generated components and resources each month. If you reach that limit, you can still use available templates without AI generation and fill in the content yourself.
Blocks are supplementsCARL does not currently support creating full worksheets from scratch using only blocks. Blocks are meant to supplement the templates that already exist.
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.

Annotated publish panel overview showing publish and download controls.
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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.