Imagine never worrying about meeting schedules again — AI scheduling assistants can automate your calendar, sync events, and handle follow-ups efficiently.
In 2024, AI schedulers are essential for keeping up with our busy, remote-first world. One top option is Lindy, which is known for its flexibility and time-saving features.
In this article, we’ll cover:
- The role of AI scheduling assistants
- Key benefits of using AI for meetings
- How to use Lindy’s AI scheduling tool
- Getting started with Lindy
Let’s start with a no-nonsense definition and take it from there.
What is an AI scheduling assistant?
AI scheduling assistants are clever software tools that take the hassle out of booking meetings, follow-ups, etc. — you know, all of that time-wasting stuff you don’t like.
They work their magic by:
- Juggling boring stuff: They can manage multiple calendars, time zones, and availability preferences.
- Email follow-ups: They take care of those endless email chains for you. You can still read them if you want, but who really cares about that stuff?
- Nailing your preferences: They learn your scheduling habits and adjust accordingly.
- Link know-how: Schedulers also make it extra easy for others to find a slot that works because they offer booking links. People can just find a slot that works on the calendar, and voila!
Modern scheduling assistant features for 2024
In 2024, we're seeing a surge in demand for these smart scheduling solutions as we go even more remote.
Modern AI schedulers are getting smarter by the day. They can:
- Get context: Understand the purpose of meetings and suggest appropriate durations.
- Understand travel time: Factor in commute times between in-person meetings.
- Integration innovation: Connect with your favorite productivity tools so you don’t have to do stuff on ten million different apps.
- Humans are still important: While these AI scheduling assistants are incredibly smart, they're not here to replace human interaction. A good AI scheduling assistant will keep a human in the know, and they’ll let them know of everything that’s going on — and await their input when needed.
Why Lindy is the best AI scheduler in 2024
Do you wish your calendar could magically organize itself? With Lindy, it can. This AI scheduling assistant can take a huge load off your back and help you save time.
Let’s take a more in-depth look:
- Smart scheduling that actually works: Lindy's AI Scheduling Assistant doesn't just fill up your calendar willy-nilly. It learns your preferences and habits, so you're not stuck in back-to-back meetings when you're usually neck-deep in spreadsheets.
- Cross-platform harmony: Whether you're a Google Calendar guru or an Outlook addict, Lindy's AI schedule maker integrations with all your favorite tools. This means that even if you’re not checking your Gmail every 10 seconds, you can still get bookings that make sense.
- Workflow integration that'll make you weep (tears of joy): Lindy's AI scheduler fits perfectly your existing business processes. It’s completely non-intrusive and easy to use there when you need it, out of the way when you don’t.
- User-friendly automation: Setting up recurring meetings or coordinating across time zones? Perfectly easy for Lindy; it handles the nitty-gritty details so you can get stuff done quicker. (You know, stuff that actually matters.)
- All of the customizations: Want your AI scheduling assistant to know you prefer morning meetings and hate Mondays? Extremely easy. You can adapt and prompt Lindy with natural language and simple triggers. It takes hours, not weeks, to learn.
How to use Lindy’s AI scheduling assistant
Managing a calendar can feel overwhelming, but Lindy makes it easy to schedule meetings efficiently and also gives you the information to come prepared.
Here’s how to set up AI meeting scheduling with Lindy:
- Trigger time: The first action is called a "trigger," and in this case, it's the start of a calendar event. It's like having a super-efficient personal assistant who's always one step ahead, anticipating your needs and preparing you for success. You can even set custom triggers, like specific keywords or phrases in the meeting title, so Lindy only springs into action when it's truly needed.
For example, if you only want Lindy to prep you for "client meetings," you can set up a trigger filter to exclude other types of events.
- Research mode: Once triggered, Lindy dives headfirst into your inbox, acting like your very own digital detective. It scours through past conversations with the meeting attendees, leaving no stone unturned. It'll even review the tone and content of those emails, giving you a quick recap of your past interactions and highlighting any important points or agreements.
- Note-taking prowess: If you've had previous meetings with these folks, Lindy doesn't just rely on your memory (or lack thereof). It hunts down those meeting notes, no matter how scattered they might be across your Google Drive, and extracts any outstanding action items. You can start waving goodbye to searches through old documents or that nagging feeling that you're forgetting something important. Lindy even goes a step further by allowing you to create custom prompts to guide its note-taking so it captures the most relevant information for you.
- Agenda setting: Lindy doesn't just stop at gathering information; it goes the extra mile by crafting a tailored meeting agenda. This agenda incorporates past discussions, action items, and any relevant info from your emails, so you can hit the ground running. Plus, you have full control over the agenda's structure and format, so it aligns perfectly with your meeting goals.
You can even instruct Lindy to include specific sections or topics in the agenda, making it even more personalized and useful.
- Prep email, delivered: Minutes before the meeting, Lindy sends you a beautifully formatted prep email with all the essential details. You'll get the meeting link (Zoom or Google Meet), attendee information (including LinkedIn profiles for those external folks), summaries of past conversations, outstanding action items, and that shiny new agenda all in one place. You can even customize the email template to include specific information or branding elements.
- CRM integration: If you're using a CRM like Salesforce or HubSpot, Lindy can pull in relevant lead information, giving you valuable context about your meeting participants. It's like having a sales whisperer in your ear, reminding you of key details and potential opportunities.
- Company news and events: Lindy can also do some digging and surface any recent news or events related to the companies or individuals you're meeting with. This helps you stay informed and impress your attendees with your knowledge and preparedness.
- Contact write-ups: Meeting someone for the first time? Lindy can provide you with a write-up of their background and experience so you can make a great first impression and build rapport quickly. It shows you did your homework.
- Tailor it to your needs: You can customize Lindy's meeting prep to your specific needs. Want a more detailed agenda? Need specific information included in your prep email? Just tell Lindy what you need, and it'll deliver. You can even use AI prompts within the "List Drive Files" and "Create Document" actions to fine-tune how Lindy searches for past notes and structures your agenda.
Here’s what a typical scheduling workflow could look like with Lindy:
- CC Lindy and let the games begin: When you're ready to schedule a meeting, simply CC Lindy on your email thread, just like you would a human assistant.
- She checks your calendar: Once CC'd, Lindy syncs with your Google Calendar (or other preferred platform) to get an up-to-date view of your availability.
- Lindy understands the context: Lindy reads the email thread to understand the meeting request. If a specific time is mentioned, it will try to schedule the meeting then and there. If not, it'll suggest three convenient time slots based on everyone's availability.
- Now, a personalized response: Lindy writes a friendly email with the suggested times, addressing the recipient by name and including the relevant time zone. It's like having a professional assistant handle your communication.
- Lindy handles the (boring) back-and-forth: If the recipient needs to reschedule or suggest a different time, they can simply reply to the email, and Lindy will take care of the rest, finding a new time that works for everyone.
- She sends the invites: Once a time is confirmed, Lindy creates the calendar event, sends out the invites, and even follows up with a confirmation email. Meanwhile? You’re sitting back and relaxing. (Or working, there’s that, too.)
Flexibility: Tailor Lindy to what you need
The average AI scheduling assistant can be more robotic than Chat-GPT’s poetry. But Lindy is way more accommodating to your needs.
Let’s take a look at some options for that extra flexibility:
- Custom rules? You got it: Lindy isn't just another cookie-cutter AI schedule maker. It lets you set up your own scheduling rules as needed. Want to block out your sacred lunch hour? Done. Do you need a buffer between meetings to decompress? She’ll keep that in mind.
- Personal life: Lindy helps you balance work, play, and everything in between. It'll remember your preferences for early-morning gym sessions or late-night Netflix binges.
- Big team playa: Coordinating with colleagues? Lindy syncs everyone's schedules smoother than a jazz quartet. That means you can start forgetting about those "Reply All" email chains trying to find a meeting time.
- Priority juggler: Lindy learns what matters most to you. It'll make sure your most important tasks get prime real estate on your calendar. Plus, it learns from your feedback too, so she’ll pay attention if you talk to her.
- Flexible like a yogi: Plans change? No sweat. Lindy can shuffle things around faster than a Vegas card dealer.
Integrate Lindy your way
Let's face it: You've got enough on your plate without having to remember a million passwords and have so many apps on your phone that you can’t even play Candy Crush Saga.
Thankfully, Lindy's not picky — it'll cozy up to just about any app you throw its way.
Let’s take a look:
- Google Calendar? Done: Lindy syncs up with your Google Calendar faster than you can say "double-booked."
- Outlook? You bet: Your Outlook calendar and Lindy will become best buds in no time.
- CRM platforms? Absolutely: Lindy plays well with your favorite customer relationship management tools like Salesforce, keeping everyone in the loop.
- Video conferencing? Oh yeah: Whether you're a Zoom zealot or a Teams fanatic, Lindy's got you covered.
- Project management tools? Yup: From Asana to Trello, Lindy fits right in with your project workflow.
Find Lindy’s ever-expanding list of integrations here.
Save time with Lindy's advanced features
Time is the only asset we really have, and meetings (and booking them) cut into ours more than we’d like. Yeah, those endless meetings, follow-ups, and administrative tasks can eat up your day faster than a hungry teenager at an all-you-can-eat buffet.
Lindy's got you:
- Forget about sticky notes and frantic calendar checks: Lindy's automated reminders keep you on top of your schedule so you never miss an important meeting or deadline.
- Bye-bye to those hours of half-written transcriptions: Lindy's AI meeting note taker delivers the key takeaways and action items straight to your inbox so you can stay in the loop without having to rewatch the entire recording. And the best part? You can trigger Lindy to fill out your CRM with the recap automatically — and she can pull that info to book later meetings.
- Follow-ups on auto: Lindy can automate those follow-up emails and reminders, keeping everyone accountable and ensuring projects move forward smoothly. You’ll have your own persistent (but polite!) assistant who gently nudges everyone in the right direction.
- Less admin, more action: Lindy takes care of those dreadfully boring admin tasks, like scheduling meetings, managing your inbox, and getting your to-dos organized. This frees up your time and mental energy for the kind of strategic work that makes sense. You’ll have your very own robot personal assistant.
- Higher-level tasks, here you come: With Lindy handling the bland, vanilla stuff, you can finally focus on doing your thing — being creative, strategic, and building relationships. You’ll get hours of your time back to do as you will.
Keep control: How Lindy keeps a human in the loop
Lindy's AI scheduling assistant is akin to having a personal agent who always checks with you before making any big decisions. It suggests meeting times but waits for your thumbs-up before confirming anything.
Here’s how it’s your call, not Lindy’s:
- Your seal of approval: Lindy won't go rogue and book that boardroom without your say-so. You have the option to review and approve every single meeting suggestion before it's locked in. You're the boss, after all. But, of course, if you don’t want to oversee every single decision, Lindy will happily handle low-stakes stuff.
- Stay in the loop, even when you're not: Even when Lindy's working tirelessly behind the scenes, you're never left in the dark. You can choose to receive email notifications or Slack messages whenever Lindy proposes a meeting time or gets a response from an attendee. She whispers updates in your ear, but she’s not constantly overwhelming you.
- Take the wheel whenever you want: Sometimes, you might want to take control of the scheduling process yourself. No problem. Lindy's flexible enough to let you jump in and make changes or adjustments whenever you need to.
- Customize your level of involvement: You can even tell Lindy exactly when to ask for your approval and when to handle things on its own. This gives you the ultimate flexibility to tailor the experience to your preferences and workflow.
- Building trust over time: The more you use Lindy, the more it learns your preferences and scheduling habits. Over time, you can gradually give it more autonomy, trusting it to handle more and more of the scheduling process on its own.
- Specific examples of control: Let's get concrete. With Lindy, you can review and tweak meeting details like the time, duration, location, and even the agenda before sending out invites. You can also choose to receive notifications for specific types of meetings or requests, so you're always in the know about the important stuff.
Why Lindy is the future of scheduling
Scheduling can be a real pain in the you-know-what. But fear not because Lindy's here to save the day (and your sanity). This AI scheduling assistant is so good it might just make you want to schedule more meetings. Crazy talk, right? Or not.
Here are Lindy’s advanced features:
- Smart as a whip, smooth as butter: Lindy's AI calendar assistant doesn't just play catch with your appointments. It understands whether something’s low-stakes or requires your immediate attention — and intervention.
- Smarter than your average scheduler: Lindy learns your preferences and habits, adapting to your unique scheduling style. It's like having a personal assistant who knows your schedule inside and out, always suggesting the best times for meetings and even taking into account your commute time if you need to travel between appointments.
- Plays well with others: Whether you're a Google Calendar devotee or an Outlook enthusiast, Lindy seamlessly integrates with your favorite tools, ensuring a smooth and hassle-free experience. No more switching between apps or manually transferring information — Lindy keeps everything in sync.
- Fits right into your tech stack: Lindy easily slots into your existing business processes, making automation feel like second nature.
- More than just scheduling: Lindy goes beyond basic scheduling, offering a suite of features that streamline your entire meeting process. It can generate detailed meeting notes, send automated follow-up emails, and even prepare you for upcoming meetings with personalized briefings.
- No coding required: You don't need to be a tech whiz to harness Lindy's power. It’s easy to use, making it accessible to everyone, regardless of technical expertise. It's as easy as talking to Chat-GPT.
- Societies of Lindies: Need multiple AI assistants to handle different tasks? Lindy's "Societies" feature lets your bots chat behind the scenes, sharing information and working together as a unit, a whole team of AI experts collaborating to make your life easier.
- Beyond scheduling: Lindy's talents extend far beyond just managing your calendar. It can also help you with tasks like customer support, lead generation, data entry, and even content creation. Check out the full tool list here (and you can make your customizations — the sky’s the limit).
- Learning on the job: Lindy's always improving, like that co-worker who's constantly taking night classes. It learns from your preferences, making each interaction smarter than the last.
Summing up
And that’s all there is to know about onboarding a great AI scheduling assistant in a nutshell.
By now, you're probably thinking, "Geez, I never knew booking meetings could be so exciting." That's the idea behind Lindy — to make the mundane a bit more… dare we say, fun?
The broad strokes? You want to get your life back, and your time booking meetings is leeching off your precious, precious life force.
But with Lindy? Meetings are going to start looking really good really soon.
