Getting Started

Getting Started With Lindy: 101

What is a Lindy?

Lindy is a no-code platform that allows you to build your own AI agents to automate business workflows.

Triggered by specific events, Lindy connects your favorite apps and communicates with you through almost any platform to complete tasks.

Lindy can respond to emails, schedule meetings, assist with sales, take meeting notes, handle data entry, and provide customer support, helping you automate entire business workflows.

Building Your First Lindy

Welcome to Lindy!

In this guide, you are going to learn how to build your first Lindy email assistant.

This will less than five minutes, and after you’re done, you will have an email responder (because no one loves to answer emails themselves).

Let’s get started!

Create a New Lindy

Click New Lindy below Home in the top left of your workspace to begin building your Lindy.

Click "Start from scratch" to create a new Lindy.

Add a Trigger

Triggers are events that “wake up” a Lindy. Examples include time-based triggers (e.g., every weekday at 9 am) or event-based triggers (e.g., when you receive an email).

A single Lindy can have multiple triggers, either managing different workflows, or acting as entry points into the same workflow.

You can apply filters to your triggers to reduce costs and ensure all workflows are initiated by desired events. Guide to using Filters here.

Click “Select Trigger”, then click Gmail, then add the Email Received trigger.

Connect the Gmail account you want Lindy to monitor emails for.

Add a Condition

Conditions let you define different paths in your automation based on specific criteria.

Now that Lindy is going to wake up with every email, we are going to set a condition to define which emails we want Lindy to act on.

Click the “Condition” step under Perform an action and Seach knowledge base.

Lindy will only proceed to the next step if the prompt in the Condition is met.

Each Condition begins with, “Go down this path if..”

Set the Condition prompt to:

the emailer is asking a question about my service, product, or company

With this prompt, Lindy will only continue if relevant emails (e.g., questions about your service, product or company) are received.

Add a Knowledge Base

The knowledge base is a repository of data from which Lindy can retrieve knowledge. Lindy’s search through a knowledge base is “semantic,” so she will find results whose meaning is similar, even if their text doesn’t match exactly.

For example, searching for “refunds” will also find entries related to “returns” in the knowledge base. Learn more about using a knowledge base here.

Now that Lindy receives your emails, and filters out the irrelevant ones, we’ll give her knowledge about your business, so that she knows what to reply.

Click “Add step” and add Search knowledge base.

Then, click Website.

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Insert your personal or company website, and click “crawl” for Lindy to index all pages linked from your site (you’ll have the option to remove pages later).

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Add an Action

Actions let Lindy complete tasks such as reply to emails, update a Hubspot CRM, or create a Notion page.

Full guide on Configuring Actions here.

Lindy now receives emails and scans your website to understand your business. All that’s left is for her to use that knowledge to draft a response.

Click “Add step” (The blue plus sign beneath the Knowledge Base) and select “Perform an action”.

Click the Gmail action in the “Recommended” section (this will ensure Lindy responds in thread).

Select the Gmail Send Reply action.

Now you can customize how you want your Lindy to respond using the knowledge in your knowledge base.

To do this, ensure the ‘Body’ field is set to “Prompt AI” and add a prompt, instructing Lindy on how to draft as a response.

Example prompt:

You are a competent email responder that will use context from a knowledge base to succinctly respond to emailers’ questions about my service, product, or company. ONLY respond with exact information extracted from the knowledge base and keep emails friendly and informative. Never more than 3 sentences.

The ‘Reply To’ field defaults to “All”. This ensures Lindy will respond to the emailer sender, and anyone else who was included on the email thread.

Optional: You can BCC yourself in Lindy’s responses by using the “Set Manually” mode on the BCC field and entering your email address. This is a great way to have visibility on Lindy’s responses.

Test

Click the “Save” button and send yourself an email inquiry! (It is best to do this from a separate email address, such as a personal address, etc)

Click “Test Mode” and Select your test email.

You will see the Condition path Lindy takes and the response email in the “Test Mode” panel.

Rename your New Lindy here.

Once you've enabled your Lindy and an email has been received, you can cllick “Tasks” to see your Lindy’s task history.

Taking it One Step Further

Now that you have an email assistant responding to inquiries about your product, service, or company, let’s take it one step further!

Lindy can triage emails, pre-draft responses, alert you on Slack, create reminders, send follow-ups to recipients, and more.

In the Getting Started Guide 102, we show you how to create a priority list that alerts you on Slack with a pre-drafted response when an important email comes in.

Guides

Meeting Notes: 101

Delegation: 101

Building a Chatbot: 101

Lindy Actions

Getting Started With Lindy: 101

Lindy-Level Settings