Meetings

Meeting Prep: 101

Learn how to build a Lindy that prepares you for every meeting!

Save yourself the pre-meeting scramble and show up to every meeting prepared. Think of Lindy as your meeting assistant, ensuring that you’re always prepared by providing attendee information, meeting context, and a summary of your past communications.

Start here with a Meeting Prep Template that:

• Is triggered by a calendar event.

• Performs research on meeting attendees.

• Sends an alert with attendee information, meeting context, and previous communications.

For more advanced prep, Lindy can also:

• Draft meeting agendas and send them to the attendees prior to the call.

• Collect CRM lead information.

• Perform research on notable company events and news.

• Deliver detailed write-ups on contacts for first-time meetings.

• Use notes from the last call.

• Search for past communication with the attendee.

This is just the beginning of what Lindy can do for your meetings. Once fully customized, Lindy will become your right-hand man, ensuring you show up to every meeting fully prepared.

Guides

Delegation: 101

Lead Qualification

Automated Post-Meeting Scheduling

Advanced Email Automation: 102

Lindy Mail

Calling any API