Lindy

OVERVIEW

Lindy is useful when a task needs information from several tools before someone can act. A team can ask it to prepare a meeting, investigate an inbox, update a report or collect the background for a customer reply. It combines connected company information with reusable instructions and scheduled work. The current product is presented as a shared teammate, including access from Slack, rather than only a visual automation builder.

Its main value is reducing the small handoffs between reading, drafting and updating records. It can keep the result near the team conversation, but the original email, CRM and task systems still matter. Treat it as an operating layer over those tools. A sensible first project is one repeatable workflow with an easy-to-check result, such as a daily briefing. Expand only after checking the output, permissions and actual credit cost.

What the workflow does

• Connected work: Uses information and actions from supported business integrations, with MCP support for additional tools.
• Scheduled routines: Runs recurring briefs, reminders and reports after you define the schedule and expected result.
• Shared context: Keeps team files, meeting context and editable memory available for later work.
• Reusable skills: Lets the team reuse instructions for tasks such as research, analysis or preparing a presentation.
• Approval before external actions: Current pricing FAQ says emails, ticket updates and publishing wait for approval; approved read-only lookups do not.

FROM INPUT TO RESULT

How the workflow works

1. 1

   Choose one task and connect only the information it needs; describe what a good result looks like.

2. 2

   Let Lindy gather context and prepare the work, then inspect the proposed action and source information.

3. 3

   Approve the external change, check the record in its destination and review credit use before scheduling repeats.

WHAT IT OFFERS

Key features

• Connected work

  Uses information and actions from supported business integrations, with MCP support for additional tools.

• Scheduled routines

  Runs recurring briefs, reminders and reports after you define the schedule and expected result.

• Shared context

  Keeps team files, meeting context and editable memory available for later work.

• Reusable skills

  Lets the team reuse instructions for tasks such as research, analysis or preparing a presentation.

• Approval before external actions

  Current pricing FAQ says emails, ticket updates and publishing wait for approval; approved read-only lookups do not.

IS IT A GOOD FIT?

Who it’s for

CONNECTED TOOLS

Integrations

Listed tools for this workflow. Confirm current support and setup with the provider.