# Lindy Documentation # What is Lindy? Source: https://www.lindy.ai/docs [Video: What is Lindy overview](https://www.lindy.ai/_sherpa/assets/static/docs/f51ebe503791-home-overview.mp4) Lindy is an AI employee that completes work across your connected tools. It acts as a personal executive assistant for you and a shared teammate for your team. **For you**, Lindy helps manage your inbox and calendar, prepares you for meetings, records calls, and handles follow-ups and other tasks. You can work with it privately through iMessage, email, or Slack DMs. **For your team**, @mention Lindy in a shared Slack channel to research a question, create a report, or update your CRM. Lindy uses shared meetings, files, and connected tools, and teammates in the conversation can follow along. Lindy can also work proactively through routines, such as sending your morning brief, flagging important emails, or running recurring tasks. ## Give Lindy a task Describe what you need in a conversation, such as a client report, a dashboard, or a summary of a customer meeting. It brings together context from your connected tools, meetings, and files to complete the task. Review the result, ask for changes, and continue the work in the same conversation. ## Reuse context and instructions Lindy keeps useful context from your work so you don’t have to explain everything again. Reuse skills and routines, and share meeting folders and files so your team can build on the same knowledge. You choose what stays personal and what your team can access. ### [Skills](https://www.lindy.ai/docs/teammate/skills) Save playbooks that teach Lindy how to handle repeatable, intricate work. ### [Routines](https://www.lindy.ai/docs/teammate/routines) Run recurring tasks on a schedule or when something happens. ### [Memory](https://www.lindy.ai/docs/teammate/memory) See and manage the context and files Lindy uses. ### [Meetings](https://www.lindy.ai/docs/teammate/meeting-library) Joins your calls, connects the dots, and gets the follow-up work done. ## Where you can use Lindy [Slack](https://www.lindy.ai/docs/teammate/setup)[iMessage](https://www.lindy.ai/docs/features/imessage-sms)[Email](mailto:lindy@lindy.ai)[Meetings](https://www.lindy.ai/docs/teammate/meeting-library)[Chrome extension](https://www.lindy.ai/docs/features/chrome-extension)MS Teams (coming soon)[All your toolsExplore 3,000+ integrations + MCP](https://www.lindy.ai/docs/integrations/overview) ## Privacy and permissions Your personal context stays private. You choose what your team can access and which changes need your approval in shared Slack threads. See [Security](https://www.lindy.ai/docs/resources/security) for details about data protection and compliance. ## Next steps ### [Quickstart](https://www.lindy.ai/docs/start-here/quickstart) Connect your accounts and give Lindy your first task. ### [Pricing](https://www.lindy.ai/docs/pricing) Understand plans, seats, and shared credits. --- ## Need help? - **Email:** [support@lindy.ai](mailto:support@lindy.ai) - **Join a group onboarding session:** [luma.com/getlindy](https://luma.com/getlindy) --- # Quickstart Source: https://www.lindy.ai/docs/start-here/quickstart ![A teammate asks Lindy to triage overnight tickets. Lindy routes tickets by severity, drafts help-center replies, and escalates refunds with context.](https://www.lindy.ai/_sherpa/assets/static/docs/82b358b340a0-usecase-support-v2.jpg) Two quick parts: get Lindy into your team’s Slack, then connect your own email, calendar, and phone. That sets up both surfaces. In **channels**, the whole team shares one Lindy you summon with an `@mention`, and the work it does is visible to everyone there. In your **DMs**, you get a private one that runs your inbox, meetings, and scheduling. Same Lindy either way. ## 1. Get your team on Lindy ### Add Lindy to Slack An admin installs Lindy from Slack’s **Add to Slack** screen. The installer is linked automatically. ### Everyone links with one tap The first time a teammate DMs or @mentions Lindy, it replies with a **Connect Slack to Lindy** button. Tap it, confirm, and you’re linked. Your original message runs on its own once you’re connected. For the full picture (how to talk to Lindy, guardrails, and what it can do), see [Set up Lindy](https://www.lindy.ai/docs/teammate/setup). ## 2. Set up your account ### Connect email and calendar Connect your Google or Microsoft account so Lindy can run your inbox, prep and take notes on meetings, and handle scheduling. ### Add your phone Add your phone number (or connect Apple Messages) so you can text Lindy from anywhere. You’ll verify with a code. ### Connect your tools Connect the tools you use, like Notion, HubSpot, Linear, and 3,000+ more, so Lindy can work across your whole stack. See [Integrations](https://www.lindy.ai/docs/integrations/overview). CHECK: Your data is encrypted, never sold, and never used to train models. Lindy is SOC 2 Type II, GDPR, and HIPAA compliant. [Learn more about security](https://www.lindy.ai/docs/resources/security). ## Try it Ask Lindy in Slack, a DM, or by text: - *“What’s on my calendar today?”* - *“Draft a reply to [name]‘s email”* - *“Schedule 30 minutes with [name] next week”* - *“Summarize yesterday’s meeting with [name]“* ## Next Steps ### [Set up Lindy](https://www.lindy.ai/docs/teammate/setup) The full team and account setup ### [Home](https://www.lindy.ai/docs/teammate/home) Where you talk to Lindy and see what it’s done ### [Meetings](https://www.lindy.ai/docs/teammate/meeting-library) Recording, notes, and your shared library ### [Pricing](https://www.lindy.ai/docs/pricing) Seats, credits, and the shared pool --- # Set up Lindy Source: https://www.lindy.ai/docs/teammate/setup [Video: Add Lindy to Slack](https://www.lindy.ai/_sherpa/assets/static/docs/71b13669c8ac-02-slack.mp4) Add Lindy to Slack · 0:50 Connect your accounts and tools so Lindy can work for you. Invite your colleagues to work together, and add Lindy to Slack if that’s where your team communicates. ## 1. Connect your accounts If you’re joining an existing team, accept your workspace invitation before signing up. | Account | How to connect | | **Email** | Connect your Google or Microsoft email for inbox management and replies. | | **Calendar** | Connect your Google or Microsoft calendar for scheduling, meeting prep, recording, and follow-ups. | | **Phone** | Get updates from your executive assistant and hand off work on the go through iMessage, SMS, or voice notes. | | **Slack** | Install the Slack app from **Integrations** to work with Lindy in DMs and shared channels. | | **MS Teams** | Coming soon. | NOTE: New Slack installations require a paid Slack plan. Existing connected workspaces can continue to reconnect on free Slack plans, with the features their plan supports. Slack’s AI agent view requires a paid Slack plan. WARNING: Lindy uses AI and can make mistakes. Check important information and review actions before relying on them. ### Slack installation steps ### Install Lindy into Slack From Lindy (signed in), open **Integrations** in the left sidebar. **Set up Lindy Teammate in Slack** sits at the top of the page. Click **Install Slack app**. ![The Integrations page in Lindy with a Set up Lindy Teammate in Slack card at the top and an arrow pointing to the Install Slack app button](https://www.lindy.ai/_sherpa/assets/static/docs/f248cd56e417-slack-install-app.png) Slack’s standard approval screen opens so you can approve the bot’s permissions. Pick your workspace, then click **Allow**. As the installer, you’re linked to your Lindy account right away, with no extra step. ![Slack's Allow the Lindy app to access Slack screen, with the workspace picker and an arrow pointing to the Allow button](https://www.lindy.ai/_sherpa/assets/static/docs/bfbd39d9dfc9-slack-allow-permissions.png) Once it’s installed, Slack shows under **Enabled** in your Teammate settings. Open it to confirm the workspace and a status of **Installed**, and to control whether Lindy auto-joins public channels. Right after install, Lindy sends you a welcome DM confirming it’s connected and explaining how to start. ### Teammates link with one tap Everyone else links themselves. The first time a teammate DMs or @mentions Lindy, it doesn’t start working yet, it sends one DM with a **Connect Slack to Lindy** button. They tap it, confirm while signed into Lindy, and their Slack identity is bound to their Lindy account. The message they sent is replayed automatically once they’re linked, so nothing is lost. ## 2. Invite your team An owner or admin clicks **Invite colleague**, or opens **Settings → Members and groups → Add member**. Enter your colleagues’ email addresses, choose their roles and plans, and click **Send invite**. Each person accepts their invitation and connects their own accounts. See [Team Setup](https://www.lindy.ai/docs/start-here/team-setup) for the full invitation and onboarding steps. ## 3. Connect your tools Open **Integrations** and connect the CRM, file storage, project tracker, and other apps Lindy needs for your work. Personal connections are available to you. Owners and admins can share connections with the workspace so the team can use them. A shared connection uses the connected account’s permissions. See [Integrations](https://www.lindy.ai/docs/integrations/overview) for connection settings and sharing. ## 4. Give Lindy a task Ask privately through iMessage, email, or Slack, or @mention Lindy in a shared channel. Start with work you want finished: - *“Prepare a brief for tomorrow’s client meeting using our previous calls and emails.”* - *“Turn this week’s sales calls into a report and update the CRM with next steps.”* You don’t need a new channel for Lindy. @mention it in any channel your team already uses, or DM it for anything private. ### Find Lindy and DM it Press **⌘ + K** (**Ctrl + K** on Windows) to open Slack search, type **Lindy**, and select **Lindy · App**. That opens your DM with Lindy. Anything you share there stays between you and Lindy. ![Slack search opened with Command + K, with lindy typed in the search box and the Lindy App result highlighted](https://www.lindy.ai/_sherpa/assets/static/docs/29c66b544b4e-slack-find-lindy-dm.png) ### Where Lindy replies - **DM the bot** to start or continue your own rolling task. Replies come back in the DM. - **@mention Lindy in a channel or thread** and it replies inside that thread, never as a new top-level message. Invite the bot to the channel first if it isn’t there. Once it’s replied, a clear follow-up can continue the thread without re-@mentioning. - **Auto-join:** the bot can join public channels when linked teammates join, and leave when the last one does. This is configurable. ![Ryan asks Lindy to find SaaS companies with buying signals. Lindy returns 42 companies, 118 contacts, and 42 outreach drafts; Ryan then asks it to send the top 10 from his inbox.](https://www.lindy.ai/_sherpa/assets/static/docs/ee96773e96cd-usecase-sales-v2.jpg) ## What Lindy can do - **In shared channels and threads:** web search, image generation, public Slack search, and Notion (if your team has connected it). Lindy keeps answers public-safe: it summarizes rather than pasting private data into a public channel. - **In your DMs and your own threads:** the full toolset, including calendar scheduling, email, SMS, reminders, and meeting reads. - **Extras:** private summaries when you’re pulled into a long thread, and follow-up nudges for asks that haven’t gotten a reply. ## Guardrails and approvals Choose which changes Lindy can make automatically and which need your approval in shared Slack threads. Manage these settings in [Integrations](https://www.lindy.ai/docs/integrations/overview). ## Relevant Docs ### [Home](https://www.lindy.ai/docs/teammate/home) Where you talk to Lindy and see what it’s done ### [Pricing](https://www.lindy.ai/docs/pricing) Seats, credits, and the shared pool --- # Use cases Source: https://www.lindy.ai/docs/use-cases [Video: Lindy use cases overview](https://www.lindy.ai/_sherpa/assets/static/docs/1fa7c3380c57-use-cases-overview-v4.mp4) Every one of these is a single message: an `@mention` in a channel, or a text to Lindy. ## EA Inbox management, scheduling, prep, meetings. ![Lindy prepares a morning brief with 127 emails triaged, four replies drafted, a 1:1 moved to create a buffer, and briefs ready for three external meetings.](https://www.lindy.ai/_sherpa/assets/static/docs/c796d736fd17-usecase-ea-v2.jpg) ## Sales Lead enrichment, follow-ups, CRM updates, pipeline management. ![Lindy finds 42 matching SaaS companies with buying signals, adds 118 contacts, and drafts outreach emails for review.](https://www.lindy.ai/_sherpa/assets/static/docs/ee96773e96cd-usecase-sales-v2.jpg) ## Support Ticket triage, routing, drafted replies, escalation. ![Lindy triages 38 overnight support tickets, routes 31 by topic and severity, drafts replies from the help center, and escalates two refunds.](https://www.lindy.ai/_sherpa/assets/static/docs/82b358b340a0-usecase-support-v2.jpg) ## Engineering Ticket triage, bug investigation, code review, oncall. ![Lindy investigates checkout errors, traces the payments retry loop, and opens PR 2841 with a fix and test.](https://www.lindy.ai/_sherpa/assets/static/docs/34ee0635dd17-usecase-engineering-v2.jpg) ## Marketing Dashboards, reporting, attribution, competitive tracking, customer stories. ![Lindy builds a shared marketing spend dashboard with total spend, blended ROAS, top channel, and a daily spend chart.](https://www.lindy.ai/_sherpa/assets/static/docs/085d7e4f40cd-usecase-marketing-v2.jpg) ## People Onboarding, tickets, screening, feedback. ![Lindy answers a new hire’s first-week setup question with access status, I-9 verification, Workday forms, and benefits enrollment deadlines.](https://www.lindy.ai/_sherpa/assets/static/docs/c70e7160125f-usecase-people-v2.jpg) ## Meetings Ask about any call, then act on what you learn. ![Lindy identifies objections from three sales calls, then creates objection battle cards and shares them with the team.](https://www.lindy.ai/_sherpa/assets/static/docs/c56e0047ca2c-usecase-meetings-v2.jpg) ## More examples Not tied to a role. Anyone on the team can ask for these. ### Find answers Ask across Slack, meetings, and your tools. Lindy digs up the answer and the file or decision behind it. ![Asked for the homepage Figma file in Slack, Lindy returns the latest exploration with its source and update details.](https://www.lindy.ai/_sherpa/assets/static/docs/c7cad6efb800-usecase-find-answers-v2.jpg) ### Build decks Hand Lindy the deck. It pulls from your meetings and tools and comes back with slides, charts, and commentary, ready to present. ![Lindy builds a 12-slide All Hands deck from shared meetings and Slack conversations, with charts and commentary ready to present.](https://www.lindy.ai/_sherpa/assets/static/docs/d66af2dc317e-usecase-build-decks-v2.jpg) ### Catch up Been out, or dropped into a busy channel? Lindy gives you the TL;DR and exactly what needs you. ![Lindy summarizes the launch channel: the launch moved to Thursday, design and legal approved, and the email needs approval by tomorrow.](https://www.lindy.ai/_sherpa/assets/static/docs/1ea61ce3796f-usecase-catch-up-v2.jpg) ### [Set up Lindy](https://www.lindy.ai/docs/teammate/setup) Get it into Slack and link the team. ### [Skills](https://www.lindy.ai/docs/teammate/skills) Teach it the ones you repeat. --- # Home Source: https://www.lindy.ai/docs/teammate/home ![The Home page: a greeting naming the next meeting, a chat box, upcoming and past meetings, and Need to know, What I've been up to, and Recent learnings cards](https://www.lindy.ai/_sherpa/assets/static/docs/7b7b3f2f65cd-home-page.png) Home isn’t a dashboard of buttons to configure. It’s where you talk to Lindy and see what it’s been doing for you. Everything on the page is built around that. ## Talk to Lindy The box at the top is your **personal Lindy**, connected to your own integrations like email, calendar, and the other tools you’ve linked. Ask it anything and it takes the request on as a task. Type `@` to point Lindy at a specific meeting, folder, or tool. Around the box, a set of cards shows what Lindy has been up to and what needs your attention. ## Your activity and context cards As Lindy starts working, these fill in. Empty cards stay hidden or show a friendly “getting to know you” state until there’s data. ### Upcoming meetings Today’s meetings, with a **Join** button for video calls. ### Past meetings Recorded meetings with recaps. Until Lindy joins one, this stays empty. ### Need to know Top items pulled from email, Slack, and meetings that you should act on. Clickable, and dismissable. ### What I've been up to Stats like emails triaged, drafts written, and estimated time saved. ### Recent learnings Things Lindy has learned about you. Add, edit, or delete any of them. ### How to reach me Lindy’s email ([lindy@lindy.ai](mailto:lindy@lindy.ai)) and your assigned Lindy phone number, ready to copy. ## The sidebar On the left: **Home, Chat, Meetings, Files, Routines, Skills, and Integrations** (which ones show depends on your setup), plus search, a **New chat** button, the workspace switcher, and your credit balance at the bottom. ## Make it yours Use the **Customize** menu (“Show on home”) to show or hide cards, and dismiss any card with its **X**. Your layout preference syncs across devices, including the Chrome extension’s new-tab page. TIP: New here? Finish the setup checklist (connect email and phone), then start typing in the chat box or click a suggestion tile. Everything else on the page fills itself in as Lindy works. ## Relevant Docs ### [Set up Lindy](https://www.lindy.ai/docs/teammate/setup) Get Lindy into your team.s Slack and connect your tools ### [Routines](https://www.lindy.ai/docs/teammate/routines) Recurring work Lindy runs on a schedule ### [Memory](https://www.lindy.ai/docs/teammate/memory) Browse and manage the files Lindy uses ### [Meeting Library](https://www.lindy.ai/docs/teammate/meeting-library) Group and share your recorded meetings --- # Meetings Source: https://www.lindy.ai/docs/teammate/meeting-library [Video: Record and summarize meetings](https://www.lindy.ai/_sherpa/assets/static/docs/d45e373c74d7-09-notes.mp4) Record and summarize meetings · 0:46 Lindy joins calls on Google Meet, Zoom, and Microsoft Teams, records them, and captures notes and action items. In **Meetings**, you can revisit a call, ask questions across shared folders, and have Lindy update your tools with what needs to happen next. ## Your meeting library Open **[Meetings](https://chat.lindy.ai/meetings)** to find your recordings and meetings shared with you. Search for a meeting, filter by date, or switch between grid and list views. The sidebar groups your folders under **Personal** and **Workspace**. ![Meetings library with a folders sidebar and a grid of recordings showing meeting titles and dates](https://www.lindy.ai/_sherpa/assets/static/docs/3211fdc25826-meeting-library.png) Open a meeting to read its **Summary** or **Transcript**, or watch the recording. Click a timestamp to jump to that moment in the video. Use **Share** to choose who can access the meeting. ## Ask questions and hand off work Use **Chat with this meeting** to ask about a specific call. Open a folder to ask across the meetings in it, such as a series of customer interviews or weekly team syncs. What did we agree to deliver, and who owns each next step? Review our sales calls this month and create battle cards for the objections we keep hearing. You can also ask Lindy in chat, Slack, or by text. Name the meeting or shared folder you want it to use. Lindy can only use meetings you have access to. Continue the conversation to get work done: draft the follow-up email, update the HubSpot deal, create tasks from the action items, or write a handoff in Notion. Connect the relevant apps in **[Integrations](https://www.lindy.ai/docs/integrations/overview)**. ![Lindy identifies objections from three sales calls, then creates objection battle cards and shares them with the team.](https://www.lindy.ai/_sherpa/assets/static/docs/c56e0047ca2c-usecase-meetings-v2.jpg) ## Organize with folders Group meetings by customer, project, or team. A meeting can belong to more than one folder. ### Create a folder Click **New folder** beside **Folders**, then give it a name, such as **Sales calls**. ### Choose who can see it Under **Who can see it**, choose **Only you**, **Specific people**, or **Your entire team**. Sharing a folder gives those people access to its meetings, so they can review the calls and ask Lindy questions about them. ### Describe the calls you want (optional) Turn on **Suggest meetings by email** and describe what belongs, such as “Calls with prospects or customers about buying our product. Exclude internal sales meetings and vendor pitches.” ![A Sales calls folder shared with the entire team, with email suggestions enabled for prospect and customer calls and internal meetings and vendor pitches excluded](https://www.lindy.ai/_sherpa/assets/static/docs/c692ac862f87-create-folder.png) ### How meeting suggestions work Lindy uses meeting titles, participants, and what was discussed to find calls that match your description. It checks your recent recordings when you enable suggestions, then checks new meetings after they finish. Review matches under **Suggested for this folder**. You’ll also receive an email when a new meeting matches, with a link to review it. By default, suggested meetings are added only after you approve them. Deselect any meetings you don’t want, then click **Add**. The button shows how many meetings you’ve selected. **Dismiss** skips all current suggestions. ![Sales calls folder with suggested meetings selected and an Add 38 button; customer names and faces are fictional examples](https://www.lindy.ai/_sherpa/assets/static/docs/bfaf2c7161d9-folder-suggestions-fictional.png) You can also file a meeting yourself: open it and click **Add to folder**. Check the folder’s access before adding a private call. ## Turn on recording - Connect your Google Calendar or Microsoft Outlook calendar in **[Integrations](https://www.lindy.ai/docs/integrations/overview)**. - On **Meetings**, click the **settings gear** in the top-right corner to open **Meeting recording**. You can also find it under **Routines → Personal**. - Turn recording on and choose which meetings Lindy should join. ![Meetings page with fictional upcoming calls and the settings gear highlighted in the top-right corner](https://www.lindy.ai/_sherpa/assets/static/docs/f32cd93dae88-recorder-settings-entry-v2.png) Lindy joins as a visible, named participant. After the call, the recording, transcript, and summary appear in your library. Use the same settings panel to customize recording: ![Meeting recording settings with a fictional account and notetaker name, showing which meetings to join, recap delivery, and summary instructions](https://www.lindy.ai/_sherpa/assets/static/docs/171d3e7f12e6-recorder-settings-panel.png) | Setting | What to choose | | Join meetings | Which meetings Lindy joins automatically. | | Notetaker display name | The name people see when Lindy joins the call. | | Your recap | Where you receive your meeting recap. | | Email recap to participants | Whether participants receive a recap, and who receives it. | | Instructions | What to include in summaries and how to structure them. | ## Post-meeting follow-ups [Video: Turn calls into follow-ups](https://www.lindy.ai/_sherpa/assets/static/docs/ebe9e3d6cad7-12-followups.mp4) Turn calls into follow-ups · 0:43 Use **Follow up actions** in **Meeting recording** to tell Lindy what to do after a call. Describe the work and which meetings it applies to: - “After sales calls, update the HubSpot deal with decisions and next steps.” - “Send me a Slack DM with action items, owners, and any agreed deadlines.” - “After customer interviews, add the feedback to our Notion research page.” Recap delivery follows your recording settings. Custom follow-up actions use your connected tools and the instructions you set. ## Before your next meeting ### [Meeting Prep](https://www.lindy.ai/docs/features/meeting-assistant/meeting-prep) Get context on the people and topics before a call. ### [Smart Scheduling](https://www.lindy.ai/docs/features/meeting-assistant/scheduling) Ask Lindy to find a time and arrange the meeting. ### [Booking links](https://www.lindy.ai/docs/features/booking-links) Share a link so people can book an available time. --- # Memory Source: https://www.lindy.ai/docs/teammate/memory [Video: Teach Lindy about you and your clients](https://www.lindy.ai/_sherpa/assets/static/docs/fd5cd7e7064e-14-memory.mp4) Teach Lindy about you and your clients · 0:48 Memory is a browser-based explorer for Lindy’s own files, on the **Memory** page in the left sidebar. Think of it as Lindy’s hard drive that you can see into. Lindy saves files here as it works, and you can add, edit, and organize the files it uses. The point is transparency. Instead of a black box, you can inspect, verify, and correct exactly what Lindy has produced or knows. Everything is versioned, so nothing is ever silently lost. ## Personal, team, and system files A switcher at the top of the explorer flips between your scopes: | Scope | Who can see it | Who can edit it | | **Personal** | Just you | You | | **Team** | Everyone in your workspace | Workspace owners and admins | | **System** | Everyone | No one (built in) | **Personal** files are private and scoped per workspace, so nothing leaks between the workspaces you belong to. **Team** files are shared knowledge for the whole workspace; regular members get a read-only view with a lock banner, and owners and admins can edit. **System** files ship with Lindy and can’t be changed. ## Adding files ### Create in the explorer Use **New file** or **New folder** to make something from scratch, then rename, move, or organize it however you like. ### Drag and drop to upload Drop files, or entire folders, onto the explorer. Folders are walked recursively, so subfolder structure is preserved. You can drop up to **100 files** at once. [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/49c415b8d85f-new-file.mp4) NOTE: Two things to know: empty folders can’t be saved (Lindy tracks files, not empty directories), and on a name conflict Lindy either overwrites or keeps both by adding a numbered copy. ## Teach Lindy with files Memory isn’t just storage. They can extend what Lindy can do. - **Skills** live in a `.skills/` folder. Each skill is a folder with a `SKILL.md` (a name, description, and instructions), and the folder name is the skill name. Lindy sees the names and descriptions of enabled skills, and pulls in a skill’s full instructions on demand when it’s relevant. Skills layer across scopes: your Personal version overrides the Team’s, which overrides the built-in System one. Browse and install ready-made skills from the [Skills](https://www.lindy.ai/docs/teammate/skills) page and marketplace; installing one copies it into your Personal or Team files. - **Memory** lives in a `.memory/` area, where Lindy keeps durable knowledge it can rely on across tasks. ![A memory folder holding a references folder with team.md and tools.md, beside meetings, marketing, and engineering folders, next to GDPR, AICPA SOC 2, HIPAA, and PIPEDA compliance badges](https://www.lindy.ai/_sherpa/assets/static/docs/67d0bb8e1d07-files-memory-compliance.png) ## Editing and saving Files open in a viewer with **Preview**, **Raw**, and **History** tabs. Editable text files open in an inline code editor. NOTE: Saving is explicit: changes only apply when you click **Save**, and Lindy warns you before discarding unsaved edits. Read-only files (Team files for non-admins, and system files) show a lock banner instead. ## Versions and syncing - **Every save is a version.** Full history is kept, and you can restore an earlier revision any time. Even deleting a file keeps its earlier versions. - **Changes sync live.** When Lindy writes a file mid-task, the explorer updates in near-real-time. Edits to `.skills/` refresh what Lindy knows on its next turn. ## Relevant Docs ### [Skills](https://www.lindy.ai/docs/teammate/skills) Turn files into capabilities Lindy picks up on its own ### [Routines](https://www.lindy.ai/docs/teammate/routines) Have Lindy produce files on a schedule --- # Routines Source: https://www.lindy.ai/docs/teammate/routines ![Suggested routine to surface enterprise replies every weekday at 8:00 AM, with a Set it up button, above the enabled Daily briefs routine.](https://www.lindy.ai/_sherpa/assets/static/docs/0e1c6b4c6c50-routines-suggested-v2.jpg) Lindy routines turn your recurring work into hands-off automation — set a schedule or trigger once, and Lindy runs the whole job for you on autopilot, from pulling data and drafting messages to updating your tools, so you never have to remember or repeat it again. Each routine is three parts: a **trigger** (when it runs), a **prompt** (what to do, in plain English), and a **destination** (where the result goes). It isn’t a separate bot, it’s automation attached to your Lindy, which is what makes Lindy proactive: briefing you, prepping you for meetings, and tracking follow-ups without being asked. Open the **Routines** page from the left sidebar to review what’s running, toggle routines on or off, and add your own with **New**. ## Personal, Workspace, and Discover Three tabs at the top of the page: - **Personal** — run just for you, by your own Lindy. Anyone can create them. - **Workspace** — run for the whole team through Lindy Teammate in Slack. Only workspace admins can create and manage these (everyone else sees them marked *“Needs admin”*), and Teammate has to be set up first. - **Discover** — a library of ready-made templates you can add in one click. [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/d6473213a40f-routines-personal-workspace.mp4) ## Built-in routines Lindy ships with a set of routines you can turn on or off with a toggle, per connected account: | Routine | What it does | | **Daily briefs** | Prepares you for your day | | **Email drafting** | Drafts email replies in your voice | | **Email labeling** | Keeps your inbox organized | | **Urgent email alerting** | Alerts you to time-sensitive emails | | **Follow-up bumps** | Drafts a bump when sent emails get no reply | | **Meeting Recording** | Joins your meetings and takes notes | | **Meeting prep** | Gives context on your meetings | | **Meeting scheduling** | Coordinates meetings and proposes times | Flip any of them on or off any time. Turning one off stops it without removing it. ## Add a template from Discover Discover has ready-made templates, grouped by area (Recommended, Email & comms, Calendar & meetings, Work, Workspace). Each card shows a status: - **Ready** — add it in one click. - **Needs setup** — shows exactly what’s missing (like Gmail, Google Calendar, Slack, or meetings) with a **Connect** action right there. - **Needs admin** — a team template you can add once a workspace admin sets it up. Click any card to preview its trigger, scope, and prompt before you add it. A few good ones to start with: - **Morning briefing** — preps you for the day - **End-of-day review** — wraps today, preps tomorrow - **Weekly wrap** — summarizes your week - **Promise tracker** — tracks follow-ups you promise in email - **Post-meeting follow-ups** — drafts a follow-up after client meetings - **Calendar audit** — suggests meetings to decline or move on heavy days - **Channel digest** — posts a combined digest of Slack channels to the team [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/76d0de60c598-adding-templates.mp4) ## Create your own Prefer to show Lindy the task? Click **Watch and Learn** at the top of the Routines page to record your screen or upload a process. Follow the [Watch and Learn guide](https://www.lindy.ai/docs/teammate/watch-and-learn) to turn it into a skill and routine. Click **New** to open the create drawer. The easiest path is to type it in the **Describe your routine** box, like *“Every weekday at 9, summarize my unread email and Slack mentions.”* Lindy fills in the name, trigger, and schedule for you. Suggestion chips and a shuffle button are there if you want ideas, and **Advanced settings** lets you set the trigger, schedule, delivery channel, and name by hand. ![The Routines page with an arrow pointing to the New button in the top right, above the Personal, Workspace, and Discover tabs and the built-in routine cards](https://www.lindy.ai/_sherpa/assets/static/docs/00fa1aa15db0-routines-new-button.png) You can also just ask Lindy in chat: *“Every Monday at 9, check my inbox for emails from investors and alert me.”* ## Triggers and delivery - **Triggers.** Run a routine on a **schedule** (daily, weekly, or monthly, the most common), or on an **event**: an email received or sent, a Slack message, a calendar event about to start, a meeting ending, and more. A **Smart Filter** narrows event triggers in plain English, like *“only emails that promise a follow-up,”* so it doesn’t fire on everything. - **Where results go.** Personal routines deliver to your default proactive channel, Lindy chat, a text message (if your phone is verified), or a Slack DM. Workspace routines post to a Slack thread reply or a specific channel. - **Phone calls.** A personal routine can have your Lindy [call someone](https://www.lindy.ai/docs/features/phone-line) for you, within calling hours (8 AM to 9 PM their time) and the line’s limits. You hear about the call only if the routine asks to be told. NOTE: Defaults: new routines run **daily at 9:00 AM** until you change it, and deliver to your default proactive channel. Team routines default to a Slack thread reply, and scheduled team digests must target a channel. ## Run this as a script A normal routine is an alarm that wakes Lindy up to think through your instructions again on every trigger. **Run this as a script** turns those instructions into Python that runs instead. Click **Convert** and Lindy writes a script from the routine’s current instructions, then switches the routine off so you can inspect and test it. Turn it back on and every trigger runs the script first. From there, each run can: - **Finish on its own** — the run ends without waking Lindy: faster, cheaper, predictable. - **Leave Lindy a note** — Lindy wakes up, reads the original instructions plus the note, and handles the part that needs AI or tools. - **Crash** — Lindy wakes up to repair and test the script, instead of blindly redoing the routine’s work. **Works well:** *“Check this public status page every 5 minutes and alert me only when it changes.”* The script checks the page and remembers the last value, so most runs end quietly and Lindy only wakes when something changed. **Doesn’t:** *“Summarize my unread Gmail.”* Scripts don’t carry your Lindy credentials or reach your connected Gmail, Slack, or Calendar accounts, so this one would wake Lindy every time anyway. NOTE: Available for personal routines only, not workspace routines. ## Test with a dry run A dry run fires a routine end to end on your real data and shows you exactly what it would have done, without doing it. Real triggers, real reads, real judgment, and nothing sent, posted, or written. Use it before you trust a routine to run unattended. Ask Lindy in chat: - *“Dry-run my morning briefing.”* - *“Test my promise tracker before I turn it on.”* A dry run tells you three things a glance at the setup can’t: - **The trigger matches what you meant.** Event triggers and Smart Filters are easy to write too broadly. A dry run shows you what actually fired. - **The judgment is right.** Read the classifications and drafts, not just the summary. A routine that picks the wrong emails will keep picking the wrong emails, quietly. - **Quiet days behave.** Narrow the window to a period with nothing in it and confirm the routine stays silent instead of inventing filler. NOTE: If a routine remembers things between runs, dry-run it twice. The second run has to behave sensibly reading what the first one left behind. ### What a dry run can’t cover The delivery step itself. Sending the email, posting to the channel, or writing to a shared sheet are the actions a dry run exists to suppress, so it can’t prove they work. When you want that leg tested too, point it somewhere safe: - **Deliver it to yourself** instead of the real recipient. - **Write to a copy** or a sheet only you use. - **Read the payload** Lindy would have sent, and approve it without sending. ### Script routines A routine you converted with **Run this as a script** has two layers, and each is tested separately. - **The script** runs on its own with sends switched off. It does the real reads and the real LLM steps, then prints what it would have delivered. When something is wrong here, the fix belongs in the script, then run it dry again. - **The routine around it** is what a dry run covers: the trigger firing on schedule and the instructions handing off to the script correctly. The script can look perfect and still never fire. ## Edit and manage Tune a routine from the Routines page, or just ask Lindy: - *“Change my morning routine to 9am instead of 8am.”* - *“Pause my follow-up bumps.”* - *“What routines are active?”* ## Relevant Docs ### [Skills](https://www.lindy.ai/docs/teammate/skills) Reusable playbooks Lindy picks up on its own ### [Home](https://www.lindy.ai/docs/teammate/home) Where you talk to Lindy and see what it’s done --- # Skills Source: https://www.lindy.ai/docs/teammate/skills [Video: Teach Lindy a repeatable process](https://www.lindy.ai/_sherpa/assets/static/docs/b137a8434d45-15-skills.mp4) Teach Lindy a repeatable process · 0:44 A skill is a playbook you teach Lindy: a named set of instructions for a procedure you repeat, like *how I write my weekly report*, *how I triage my inbox*, or *how I prep for a customer call*. Describe the process once, and from then on Lindy picks the right skill whenever a request calls for it. You never have to remember to invoke one. Think of skills as everything Lindy can do, plus what it can learn from you. ## How to Set It Up NOTE: Open **Skills** from the left sidebar to see every skill Lindy has, create new ones, edit their instructions, and turn them on or off. ## Create a skill You can also teach a process by recording your screen or uploading a walkthrough. [Watch and Learn](https://www.lindy.ai/docs/teammate/watch-and-learn) helps you review the steps with Lindy and save them as a skill. ### In chat Tell Lindy how you want something handled, like *“When I ask for my weekly report, pull the numbers from the dashboard, lead with the top three changes, and keep it under a page.”* It saves the process as a skill and uses it from then on. [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/7171160502b6-skill-create-in-chat.mp4) ### On the Skills page Click **New skill**, give it a name and a description, and write the instructions. The description matters: it’s how Lindy decides when the skill applies. [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/76fe79690e66-createskillonpage.mp4) ## Three kinds of skills ### Your skills Personal to you. Lindy uses them only for your requests. ### Team skills Shared across your workspace, so everyone’s Lindy works the same way. Managed by workspace admins. ### Built-in skills Ready to use out of the box. Browse the library and install the ones you want. [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/47c305d5c860-skills-scopes-discover.mp4) You can customize any built-in skill by making your own version, then editing it like a skill you wrote yourself. ## How Lindy picks a skill Lindy always sees the list of available skills, just their names and descriptions. It loads a skill’s full instructions only when the skill is actually relevant to what you asked. That way it has the right expertise on hand without slowing anything down. [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/3a1c06accfd2-skill-in-action.mp4) ## Good to know - **Turn skills off, don’t delete them**: flip a skill off on the Skills page when you want Lindy to stop using it but might want it back. - **Descriptions do the routing**: if Lindy isn’t picking a skill when you expect, make its description more specific about when it applies. ## Relevant Docs ### [Routines](https://www.lindy.ai/docs/teammate/routines) Standing instructions that run on a schedule ### [Ad Hoc Tasks](https://www.lindy.ai/docs/features/ad-hoc-tasks) One-off jobs you hand to Lindy on the spot --- # Watch and Learn Source: https://www.lindy.ai/docs/teammate/watch-and-learn ![Watch and Learn with options to record your screen or upload a file, add notes, and send the process to Lindy](https://www.lindy.ai/_sherpa/assets/static/docs/a9afc697f174-watch-and-learn.png) Watch and Learn lets you teach Lindy a task by showing how you do it. Record your screen as you work, or upload an existing recording or written process. Lindy breaks it into steps, checks which parts it can handle, and helps you save the process as a skill and set up a routine in chat. ## Open Watch and Learn In the Lindy web app, open **Routines** from the sidebar, then click **Watch and Learn** at the top of the page. ![The Routines page with the Watch and Learn button highlighted beside New routine](https://www.lindy.ai/_sherpa/assets/static/docs/efa614d166bf-watch-and-learn-entry.png) ## Record or upload your process ### Record your screen - Leave **Narrate with my mic** checked to talk through the task, or uncheck it to record without narration. - Click **Start recording** and choose the browser tab, window, or screen to share. - Do the task as you normally would. Explain what you’re doing and why you make each decision. - Click **Stop recording** when you’re done, then review the recording. Choose **Record again** if you want to replace it. Use Chrome, Edge, or Safari on a computer. Allow microphone access if you want to include narration. ### Upload a file Click **Choose a file**, or drag files into the upload area. You can use a screen recording or a written process, such as a standard operating procedure (SOP). You can add multiple files and combine them with a new recording. If your recording is hosted elsewhere, download it first and upload the file here. ## Add context and send Use **Notes (optional)** for details the recording doesn’t cover: which client the task is for, how often it happens, or what the finished result should look like. For example: *“This is how I prepare our weekly client report. Use the latest numbers from the tracking sheet, flag missing data, and save the report in the client’s folder every Friday.”* Click **Send to Lindy**. Your files upload, then you continue in a private conversation with Lindy. Keep the page open until that conversation opens; recordings aren’t saved automatically if you leave before sending. ## Review and set it up ### Check the steps Lindy summarizes the process, including the tools, inputs, decisions, and expected result. Correct anything it missed and answer any remaining questions. Lindy also checks the steps against your connected tools and available capabilities. Connect any missing accounts and agree on an alternative for steps it can’t complete. ### Save the skill Confirm the steps when they look right. Lindy saves the procedure as a personal [skill](https://www.lindy.ai/docs/teammate/skills), so it can reuse the instructions for future work. ### Set up the routine Lindy proposes a [routine](https://www.lindy.ai/docs/teammate/routines) for when the work should run. Review the trigger or schedule and where the result should go. Ask for a test on one example, then approve activation when you’re ready. The **skill** describes how to do the work. The **routine** determines when to do it. You can edit them later from Skills and Routines. ## Make your demonstration useful - **Show a complete example.** Start with the input and finish with the result you want Lindy to produce. - **Explain your decisions.** Say why you choose a record, skip an item, or flag something for review. - **Name the details that matter.** Point out the right account, folder, spreadsheet, fields, and format. - **Cover exceptions.** Explain what should happen when information is missing or someone needs to approve the result. ## Files and limits | What you can add | Supported formats or limit | | Video files | MP4, MOV, WebM, M4V | | Written instructions | PDF, TXT, Markdown | | File size | Up to 2 GB per file | | Video length | Up to one hour across all videos, including a new recording | | Notes | Up to 4,000 characters; include at least one recording or file | Screen recordings stop automatically at 60 minutes. Analyzing recordings uses credits; see [Usage & Limits](https://www.lindy.ai/docs/account-billing/usage) for how credits work. ## Related guides ### [Skills](https://www.lindy.ai/docs/teammate/skills) Review and update the instructions Lindy reuses. ### [Routines](https://www.lindy.ai/docs/teammate/routines) Manage when work runs and where results go. --- # Apps Source: https://www.lindy.ai/docs/teammate/apps Apps are web apps Lindy builds for you and your team. Describe what you need, such as a project tracker, a customer dashboard, or a request form. Lindy builds the app and gives you a link to open it in your browser. Open **Apps** in the Lindy sidebar to find apps you’ve created and apps shared with your workspace. ## Create an app Ask Lindy in chat. Explain what the app should do, what information it needs, and who will use it. Build me a project tracker with a name, owner, due date, and status for each task. Let me add and update tasks, filter by owner, and see what’s overdue. Keep it private for now. ![Example chat asking Lindy to build a project tracker, with a link to open the private app](https://www.lindy.ai/_sherpa/assets/static/docs/cdfafc3f0db0-create-an-app.png) Open the link Lindy returns and try it with a few example entries. Apps can save data, so you can come back to the same app and continue where you left off. ![Example project tracker with task owners, due dates, status, and overdue tasks](https://www.lindy.ai/_sherpa/assets/static/docs/701bf2930a7f-project-tracker.png) Start with the essentials. You can add more fields, views, or features as you use it. ## Make changes Tell Lindy which app to update and describe the change. You can adjust its layout, add fields, change how it works, or update its data. For example: - “Add a priority field to my project tracker.” - “Show overdue tasks at the top and add a filter for this week.” - “Add a board view grouped by status.” ![Example of asking Lindy to add a priority field and seeing high, medium, and low priorities in the project tracker](https://www.lindy.ai/_sherpa/assets/static/docs/a3a03b263ea9-make-changes.png) Open the app again to review the result. ## Choose who can use it Ask Lindy to keep an app private, share it with your workspace, or make it public. The badge on its card in **Apps** shows its current visibility. | Visibility | Who can open the app | | **Only you** | Only the app’s creator. | | **Workspace** | Active members of your workspace. | | **Public** | Anyone with the link, without a Lindy account. | For example: *“Share my project tracker with the workspace so the team can use it.”* ![Illustration of Only you, Workspace, and Public access for a project tracker, with Workspace selected](https://www.lindy.ai/_sherpa/assets/static/docs/be6ef931908f-sharing.png) The app’s creator and workspace owners or admins can manage it. Sharing an app doesn’t give everyone permission to change its design or settings. ## Use data from your tools If your app needs data from another service, tell Lindy which service and what the app should read or change. An app needs its own permission to use saved API credentials; connecting a tool to Lindy doesn’t automatically give every app access. Review that access alongside the app’s audience, since it can let people using the app work with the connected service. ## Restore a previous version On the **Apps** page, click **Versions** on an app you manage. Choose **Restore** beside an earlier version, or **Undo last change** to return to the previous one. Restoring brings back that version of the app. Its saved data stays as it is; restoring a version doesn’t undo changes to records or recover deleted data. --- # Artifacts Source: https://www.lindy.ai/docs/teammate/artifacts ![Lindy turns a Slack request into a shared marketing dashboard showing spend, blended ROAS, top channel, and daily spend.](https://www.lindy.ai/_sherpa/assets/static/docs/085d7e4f40cd-usecase-marketing-v2.jpg) Ask Lindy for a dashboard, a report, or a page and it doesn’t hand back a file to open. It builds the thing, hosts it, and gives you a link on its own `lindy.link` address. Anything that renders in a browser works: live dashboards, weekly reporting, call prep pages, design prototypes, generated assets, one-off internal sites. ## Every artifact starts private A new artifact is private. Signed-in members of your workspace can open the link. Anyone outside it gets **This artifact is private**, even with the exact URL. That default is deliberate. Artifacts get built out of your real work: inbox content, meeting notes, revenue numbers. Copying the URL never bypasses the permission. NOTE: Private means private to your workspace, not to you alone. A teammate who is signed in can open any artifact in the workspace, which is why a link you paste in a channel just works for the team and not for anyone outside it. ## Sharing one publicly Ask Lindy to publish it: **“make that dashboard public”** or **“give me a shareable link.”** Lindy asks you to approve first, same as any other write action, and returns the public URL once you do. WARNING: Public means public. Anyone with the link opens the page without signing in, and there is no share-with-one-person mode. Publish only what you would be comfortable with anyone seeing. Ask Lindy to unpublish it and the link goes offline, back to workspace-only. ## Keeping one up to date Ask for changes and Lindy rebuilds the page on the same URL, so a link you already shared keeps working and shows the current version. That is the point of a hosted page over an exported file: the people you sent it to see this morning’s numbers, not the copy you emailed on Tuesday. ## What teams build with them | Artifact | What it replaces | | **Live dashboard** | The spreadsheet someone refreshes by hand every Monday | | **Call prep page** | Ten browser tabs opened five minutes before the meeting | | **Weekly report** | A recurring deck nobody updates after week three | | **Design prototype** | A static mockup you can’t click through | | **Internal one-pager** | The doc that gets forked into four stale copies | ## Relevant Docs ### [Ad-hoc tasks](https://www.lindy.ai/docs/features/ad-hoc-tasks) Ask Lindy for a piece of work and get the finished thing back ### [Routines](https://www.lindy.ai/docs/teammate/routines) Have Lindy refresh an artifact on a schedule --- # Ad Hoc Tasks Source: https://www.lindy.ai/docs/features/ad-hoc-tasks [Video: Hand off reminders](https://www.lindy.ai/_sherpa/assets/static/docs/d1eb07c299d5-13-reminders.mp4) Hand off reminders · 0:39 ## Your On-Demand Assistant Beyond running your inbox and meetings, Lindy handles one-off tasks whenever you need something done. Just ask. NOTE: **Works on both surfaces** — ask your own Lindy in a DM and the answer is yours alone. Ask in a [Slack channel](https://www.lindy.ai/docs/teammate/slack-commands) and the whole channel sees the work, which is how the rest of the team picks it up. ## Research Lindy combines your **work context** (emails, meetings, calendar) with **deep web research** to give you thorough, relevant answers. - **Prep for a meeting**: “Research [company] before my meeting tomorrow.” Lindy pulls company info, recent news, and cross-references with your past interactions - **Industry research**: “What’s the latest on [industry topic]?” Web research grounded in what’s relevant to your work - **Summarize content**: Send any URL or YouTube link and get the key points back - **Competitive intel**: “What is [company] announcing this quarter?” Lindy finds public info and connects it to your deals and conversations - **People research**: “What do I know about [name]?” Lindy pulls from your emails, meetings, and the web ## Knowledge Bank Lindy remembers everything from your past emails and meetings. Ask questions anytime: - **Recall conversations**: “What did [name] say about pricing in our last call?” - **Find emails**: “Find the email where [name] sent the contract” - **Check history**: “When was my last meeting with [company]?” - **Surface action items**: “What were the action items from last week’s team sync?” - **Track commitments**: “What did I promise [name] I’d send them?” ## Ask Lindy To… ### Calendar and scheduling - “Block 2 hours for deep work this week” - “Move my 3pm to Thursday” - “What does my week look like?” - “Schedule a 30-min call with [name] next week” - “Cancel my meeting with [name] tomorrow” ### Email - “Draft a reply to that last email from [name]” - “Follow up with [name] if they don’t reply by Wednesday” - “What emails need my attention right now?” - “Draft a cold intro to [name] at [company]” ### Meetings - “Prep me for my next call” - “Research [person/company] before my 2pm” - “Send [name] a recap with next steps” - “What action items came out of today’s meetings?” ### Reminders - “Remind me to follow up with [name] on Thursday” - “Remind me every Monday to review my pipeline” - “Check in with me at 5pm about whether I finished the proposal” ### Research - “Summarize this” + paste a link - “What’s [company] been up to lately?” - “Find a restaurant near [location] for a client dinner” ### Daily habits - “Send me my wins at 8pm every day” - “Text me my top 3 priorities every morning at 7am” - “Recap my day at 9pm as a voice note” ### Tasks - “Add [task] to my to-do list” - “What’s still on my list from this week?” - “What did I commit to after yesterday’s meetings?” ### Personal - “Find a gift under $100 for [name]” - “Book a reservation for 2 at [restaurant] Saturday night” - “What’s coming up this week I might forget?” ![An iMessage request to be reminded to call the bank on Friday, with Lindy confirming the reminder.](https://www.lindy.ai/_sherpa/assets/static/docs/2f2db3ec4e6e-ad-hoc-reminder-v2.jpg) ![Asked for the next call’s prep in a Slack DM, Lindy shares attendee research, past conversation context, and open questions for the Acme meeting.](https://www.lindy.ai/_sherpa/assets/static/docs/27b2363f8eb5-ad-hoc-meeting-prep-v2.jpg) ## Next Steps ### [iMessage & SMS](https://www.lindy.ai/docs/features/imessage-sms) Delegate to Lindy from your phone ### [Inbox Management](https://www.lindy.ai/docs/features/inbox-management/email-triage) How Lindy runs your inbox autonomously ### [Meeting Assistant](https://www.lindy.ai/docs/features/meeting-assistant/meeting-prep) Meeting prep, notes, and follow-ups --- # Slack Commands Source: https://www.lindy.ai/docs/teammate/slack-commands There are two ways to interact with Lindy in Slack: **@mention** it when you want a response, or use a **slash command** to manage your connection. TIP: For anything private, DM Lindy instead: press **⌘ + K**, type **Lindy**, and select **Lindy · App**. See [Find Lindy and DM it](https://www.lindy.ai/docs/teammate/setup#find-lindy-and-dm-it). ## @mention Lindy for a response @mention Lindy in a channel or thread whenever you want an immediate response. It replies right inside that thread. ![A teammate @mentions Lindy in #metrics to pull this week's ad spend report; Lindy pulls spend from three tools and replies in the channel with a Paid spend card, a flagged campaign, and a button to open the full report](https://www.lindy.ai/_sherpa/assets/static/docs/bffd14d0f455-artifact-ad-spend-report.png) Once Lindy has replied in a thread, you don’t need to keep @mentioning it. Lindy reads the thread and disambiguates whether your next message is aimed at it or at the other people in the conversation, so a natural follow-up keeps the thread going without the extra @mention. ## Slash commands Run these in any Slack message box to check your connection, tune how much context Lindy reads, or manage your account. Type the command and press enter, the response is only visible to you. ### Admin commands Workspace admins use these to check the connection and control the **context lookback**, how far back in a conversation Lindy reads for context when it’s brought into a channel or thread. | Command | What it does | | `/lindy admin status` | Show this workspace’s connection status. | | `/lindy admin convogap status` | Show the current Slack context lookback. | | `/lindy admin convogap 10` | Set the Slack context lookback, in minutes (here, 10). | | `/lindy admin convogap reset` | Reset the context lookback to the default. | NOTE: A longer lookback gives Lindy more of the preceding conversation as context, at the cost of pulling in older, possibly less relevant messages. `reset` returns to Lindy’s default window. ### Personal commands Anyone can run these for their own account. | Command | What it does | | `/lindy usage` | Show your Slack diagnostics for the last 7 days. | | `/lindy unlink` | Unlink your Slack account from Lindy. | WARNING: After `/lindy unlink`, Lindy stops responding to your DMs and @mentions until you link again. The next time you message the bot, tap **Connect Slack to Lindy** to reconnect. ## Relevant Docs ### [Set up Lindy](https://www.lindy.ai/docs/teammate/setup) Add Lindy to Slack and link your account ### [Team Setup](https://www.lindy.ai/docs/start-here/team-setup) Invites, admin controls, and credits --- # Daily Brief Source: https://www.lindy.ai/docs/features/meeting-assistant/daily-brief [Video: Set up your morning brief](https://www.lindy.ai/_sherpa/assets/static/docs/07dd15149778-06-brief.mp4) Set up your morning brief · 0:50 NOTE: **Personal routine** — runs for you alone, in your own Lindy. Your brief covers your day and your meetings, and only you receive it. Routines that run for the whole team are [Workspace routines](https://www.lindy.ai/docs/teammate/routines). ## Start Every Day Knowing What Matters Lindy can send you a daily brief on anything you prompt it to cover. Tell it exactly what you want: your schedule, who you’re meeting, industry news, priorities. It arrives every morning before your day starts, in Slack or as a text on your phone. ## What You Can Include Tell Lindy what to cover in your brief. Common topics: - **Your schedule**: every meeting on your calendar with times and attendees - **Meeting context**: who you’re meeting and what you’ve discussed before - **Industry news**: headlines and updates relevant to your work - **Priorities**: a summary of open tasks, emails, or follow-ups - **Weather**: local forecast for the day For example: *“Brief me about my day, who I’m meeting with, and news regarding my industry.”* Lindy reads your calendar, pulls relevant context, and delivers a clean summary without you having to ask. ## What It Looks Like ![An iPhone showing Lindy's 7:30 AM daily brief with the weather, three upcoming meetings, 42 emails triaged, four replies drafted, and a request for approval to send Acme a SOC 2 report.](https://www.lindy.ai/_sherpa/assets/static/docs/3bc1a1a28bd4-daily-brief-iphone-deck.jpg) ## How You Receive It Lindy delivers your brief at your preferred time each morning: a Slack DM, a text to your phone (SMS / iMessage), or Lindy chat. There’s nothing to check, it just shows up. ## How to Set It Up Daily brief is a built-in **routine**. On the **Routines** page, open the **Personal** tab, find the **Daily briefs** card (“Prepares you for your day”), and toggle it on. Click the card to tune it. ### Write your prompt Describe what you want Lindy to cover each morning. Be as specific as you like — topics, format, level of detail. ### Set your time Choose when Lindy texts you the brief. Most people set it 30–60 minutes after they wake up, so they start the day already on top of what matters. ## Next Steps ### [Meeting Prep](https://www.lindy.ai/docs/features/meeting-assistant/meeting-prep) Automatic briefings before each meeting ### [Meetings](https://www.lindy.ai/docs/teammate/meeting-library) How Lindy records and summarizes your meetings --- # Email Drafting Source: https://www.lindy.ai/docs/features/inbox-management/email-drafting [Video: Get drafts that sound like you](https://www.lindy.ai/_sherpa/assets/static/docs/98bbc5097df7-05-voice.mp4) Get drafts that sound like you · 0:37 NOTE: **Personal routine** — runs for you alone, in your own Lindy. Drafts land in your drafts folder in your voice, and nobody else sees them. Routines that run for the whole team are [Workspace routines](https://www.lindy.ai/docs/teammate/routines). ## Replies That Sound Like You After [Email Triage](https://www.lindy.ai/docs/features/inbox-management/email-triage) sorts your inbox, Lindy drafts replies for emails that need a response. Every draft lands in your drafts folder for you to review, edit, and send. Nothing goes out without your approval. ## Find it in Routines On the **Routines** page, email drafting shows up as two built-in routine cards: - **Email drafting** — “Allow Lindy to draft email responses with your tone and voice.” - **Follow-up bumps** — “Draft a bump when sent emails get no reply.” If you’re coming from the old settings page, you’ll hit a *“These settings moved to Routines”* card that links you straight here. ## Turn it on Flip the **Email drafting** toggle to enable auto-drafting. While a routine is off, its detail fields are greyed out, so turn it on first, then tune it. Each card also has a **Learn more** link. Once it’s on, Lindy reads incoming emails that need a response, drafts a reply in your style, and saves it to your drafts. From there you review, tweak, and send. ## Tune your drafts Click the **Email drafting** card to open it. You’ll see: - **Drafting instructions** — the main box. Describe how you want replies written: tone, formality, length, and when to draft versus skip. Saves automatically when you click out of the field. - **Your signature** — your sign-off, shown above the Lindy line. Markdown is supported, so you can paste your Gmail signature or write a new one. Autosaves on blur. - **Learned instructions** — the style Lindy has picked up from how you actually write. This one is different: it doesn’t autosave. Edit it, then click **Save learned instructions** (the button stays disabled until you make a change). - **Include “Sent with Lindy”** — keep or drop the Lindy footer on this inbox. This may not appear, depending on your rollout. The more specific your drafting instructions, the better the drafts. Worth spelling out: - **Tone**: formal, casual, friendly, direct. - **Length**: short and punchy, or thorough. - **Sign-offs**: “Best,” “Thanks,” or your custom signature. - **Rules**: who never to reply to, what to escalate instead. Lindy also learns from your edits. Fix a draft before sending and it picks up on the change over time. ## Follow-up bumps A separate routine drafts a bump when a sent email gets no reply. See [Follow-up Bumps](https://www.lindy.ai/docs/features/inbox-management/follow-up-bumps). ## Connect another inbox At the top of the drawer, your connected inbox shows as a chip (like `you@company.com`) with a **+ Add account** button beside it. Click **+ Add account**, choose **Google** or **Outlook**, and follow the prompts to grant access. You can connect as many inboxes as you like, across both providers. Settings are per-inbox, so when you have more than one connected, select the account chip first, then edit. Drafting only works once a Gmail or Outlook account is connected. ## Next Steps ### [Email Triage](https://www.lindy.ai/docs/features/inbox-management/email-triage) How Lindy organizes your inbox ### [Routines](https://www.lindy.ai/docs/teammate/routines) Manage drafting, follow-ups, and your other routines --- # Email Labeling Source: https://www.lindy.ai/docs/features/inbox-management/email-triage [Video: Set up inbox triage](https://www.lindy.ai/_sherpa/assets/static/docs/520f44b73566-04-inbox.mp4) Set up inbox triage · 1:06 NOTE: **Personal routine** — runs for you alone, in your own Lindy. Your labels and priorities apply to your inbox only. Routines that run for the whole team are [Workspace routines](https://www.lindy.ai/docs/teammate/routines). ## Your Inbox, Handled Lindy reads every incoming email and labels it, archiving what you don’t need to see and keeping what matters visible. No rules to write, no filters to manage. Email labeling is a built-in **routine**, so it runs automatically on incoming email. ## Before you start - A connected **Gmail or Outlook** inbox. - A plan with Assistant features. - Not turned off by your workspace admin. If it is, the card shows **Disabled by admin**. If no inbox is connected yet, you’ll see a **Connect account** prompt first. ## Turn on email labeling ### Open the routine Go to the **Routines** page. On the **Personal** tab, find the **Email labeling** card (“Keeps your inbox organized”). Its badge shows the current state: **Off**, **On**, or **On for N of M accounts**. Click the card to open its drawer. ### Flip it on Use the enable switch in the drawer header, or the toggle on the card. Toggling from the card turns it on across all your connected inboxes at once. WARNING: Turning it on does nothing until you’ve created at least one label. ## Connect and pick your account At the top of the drawer, each connected inbox shows as a chip, with a **+ Add account** button beside them. Click **+ Add account**, choose **Google** or **Outlook**, and follow the prompts to link another inbox. Everything you edit applies to the selected account only, so pick the chip first, then edit. **Remove account** turns off every email routine for that inbox. ## Add and edit labels [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/cecffc434715-label_instr.mp4) Two drag-and-drop sections, each with a **+** to add a label: - **Move these out of my inbox** — Lindy applies the label and archives the email. - **Keep these in my inbox** — applies the label but leaves the email in your inbox. Drag a label between the two sections anytime to switch that behavior. In the **New label** / **Edit label** dialog: - **Name** — the label text. Reserved Gmail names like Inbox, Sent, or Spam are rejected. - **Color** — pick a swatch. - **Instructions** — the important one: describe when Lindy should apply it, like *“Any email from an investor.”* This drives the classification. - **Remove on reply** — optionally clear the label once you reply. **Create label** / **Update label** saves immediately (Cmd/Ctrl+Enter works too). ### Default labels Lindy starts with a set of labels you can keep, edit, or remove: | Label | What it catches | | **To Respond** | Emails that need a reply from you | | **FYI** | Informational, no action needed | | **Newsletters** | Subscriptions and recurring content | | **Comments** | Mentions, comments, and notifications from tools | | **Notifications** | System alerts and automated messages | | **Invoices** | Bills, receipts, and payment-related emails | NOTE: Email labeling is a **built-in routine**, so it doesn’t expose the custom-routine extras (trigger, schedule, delivery channel, smart filter, or run history). It just runs on every incoming email. Its siblings on the Personal tab are **Email drafting**, **Email alerting**, and **Follow-up bumps**. ## Next Steps ### [Email Drafting](https://www.lindy.ai/docs/features/inbox-management/email-drafting) How Lindy drafts replies in your voice ### [Routines](https://www.lindy.ai/docs/teammate/routines) Manage email labeling and your other routines --- # Meeting Recording Source: https://www.lindy.ai/docs/features/meeting-assistant/meeting-recording Meeting Recording is documented on the **[Meetings](https://www.lindy.ai/docs/teammate/meeting-library)** page, alongside the meeting library, shared folders, and post-meeting follow-ups. ### [Meetings](https://www.lindy.ai/docs/teammate/meeting-library) Recording, summaries, shared folders, and everything Lindy does after a call --- # Meeting Prep Source: https://www.lindy.ai/docs/features/meeting-assistant/meeting-prep [Video: Get prepped before every call](https://www.lindy.ai/_sherpa/assets/static/docs/41a3d4570e38-10-prep.mp4) Get prepped before every call · 0:44 NOTE: **Personal routine** — runs for you alone, in your own Lindy. Your briefing covers the meetings on your calendar. Routines that run for the whole team are [Workspace routines](https://www.lindy.ai/docs/teammate/routines). ## Never Walk Into a Meeting Blind Delegate meeting prep to Lindy. Before every call, a briefing lands in your inbox or on your phone with who you’re meeting, what you’ve discussed before, and what’s on the agenda. You don’t have to ask. ## How to Set It Up Meeting prep is a built-in **routine**. On the **Routines** page, open the **Personal** tab, find the **Meeting prep** card (“Gives context on your meetings”), and toggle it on. Click the card to choose which meetings get prep, when you receive it, and its format. ## What’s Included | Section | Details | | **Time** | When the meeting is scheduled | | **Meeting name** | The title and subject | | **Attendees** | List of all participants | | **Attendee context** | For external attendees: job title, current company, and LinkedIn profile | | **Past meetings** | Summary of previous meetings with the same people (if recurring) | You can customize the prep format in your settings at [chat.lindy.ai](https://chat.lindy.ai). Look for **Meeting prep** in the settings panel. Describe your preferred structure, tone, and level of detail in the text field, and Lindy follows your instructions. ## Which Meetings Get Prep - **All meetings**: every event on your calendar - **External meetings only**: skip internal team syncs, focus on client and prospect meetings ## When You Receive Prep NOTE: To adjust these settings, go to the **Routines** page, open the **Personal** tab, and click the **Meeting prep** card. Set the time in the **Timing** field. [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/dc0f6280c0d5-when_prep.mp4) - **Daily digest**: receive all meeting prep at a set time each day (e.g., 5:00 AM) - **Before each meeting**: receive prep a set number of minutes before the meeting starts (e.g., 15 minutes before) You can enable one or both. ## How You Receive Prep - **Email**: lands in your inbox - **SMS / iMessage**: sent directly to your phone NOTE: To change how you’re notified, go to the **Routines** page, open the **Personal** tab, and click the **Meeting prep** card. Pick where prep lands in the **Delivery channel** field. [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/ecfe54303fe6-how_prep.mp4) ## Customize Your Prep Format You can write a custom prompt to control exactly how your meeting prep is written — including the tone, structure, and level of detail. ![Meeting prep routine settings with the Prep instructions field highlighted](https://www.lindy.ai/_sherpa/assets/static/docs/6f9979b90b09-prep-instructions-highlighted.png) To update it, go to the **Routines** page, open the **Personal** tab, click the **Meeting prep** card, and edit the **Prep instructions** field. ## Next Steps ### [Meetings](https://www.lindy.ai/docs/teammate/meeting-library) How Lindy records and summarizes your meetings ### [Daily Brief](https://www.lindy.ai/docs/features/meeting-assistant/daily-brief) A morning brief on your day and meetings --- # Smart Scheduling Source: https://www.lindy.ai/docs/features/meeting-assistant/scheduling [Video: Schedule meetings without the back-and-forth](https://www.lindy.ai/_sherpa/assets/static/docs/9beb73197d5e-11-scheduling.mp4) Schedule meetings without the back-and-forth · 0:35 NOTE: **Personal scheduling** — uses your connected calendar and availability. Routines that run for the whole team are [Workspace routines](https://www.lindy.ai/docs/teammate/routines). ## Let Lindy Handle Scheduling Ask Lindy to find a time, send the invite, and put the meeting on your calendar. To let people choose a time themselves, create a [booking link](https://www.lindy.ai/docs/features/booking-links). ## Four Ways to Schedule However a meeting comes up, Lindy can handle it. Pick whichever fits the moment: [1. CC-based scheduling](#1-cc-based-scheduling)[2. Email drafts](#2-email-drafts)[3. Booking links](#3-booking-links)[4. Ad hoc scheduling](#4-ad-hoc-scheduling) ## Set Your Availability For scheduling by email or chat, set your preferences in plain language: preferred hours, buffers between meetings, blocked times, default meeting length, and meeting types. You can update them anytime. Booking links can use your usual hours or custom hours for each link. Set these in the link’s [Availability tab](https://www.lindy.ai/docs/features/booking-links#adjust-availability-and-settings). NOTE: Meeting scheduling is a built-in **routine**. On the **Routines** page, open the **Personal** tab and click the **Meeting scheduling** card to turn it on and set your hours, buffers, and calendar rules. ## 1. CC-Based Scheduling CC your Lindy assistant’s email address on any thread where you’re trying to find time, and Lindy takes over as your scheduling assistant. It reads the thread, checks your calendar, and handles the rest: no questions, no back-and-forth. Your Lindy assistant email is[lindy@lindy.ai](mailto:lindy@lindy.ai) ### CC Lindy on a scheduling thread Add your Lindy email address to the **CC line** of an email where you and the other person are trying to find a time. The CC is the signal for Lindy to step in. ### Lindy reads the thread and takes over Lindy pulls the details from the thread (duration, date range, time of day, attendees, timezone) and fills any gaps with sensible defaults. If you’ve already agreed on a time, it books it. If not, it replies once with 3 open slots as clickable links. ### The meeting gets booked The meeting books automatically on your calendar with invites sent, exactly like Smart Scheduling above. ### Two ways it plays out **When the time’s already agreed**, Lindy books it. **When you still need a time**, Lindy proposes three slots. Either way, the Cc is all it takes. NOTE: Lindy only acts when **both** are true: your Lindy email is on the CC line, **and** the thread shows scheduling intent (“let’s find time”, “can we grab 30 min?”). CC without a scheduling ask, or a scheduling ask without the CC, won’t trigger it. TIP: Want to constrain the options? Just say so in the thread (“mornings only”, “next week”, “30 min”). Otherwise Lindy uses your standard meeting length, working hours, and buffers. ## 2. Email Drafts When someone emails you about scheduling a meeting, Lindy detects the request and offers times in a draft reply on your behalf. Your recipient picks one in a single click and the meeting drops onto both calendars. - When someone emails to schedule, Lindy offers times in a draft reply - Recipients book a slot in one click, with no back-and-forth - Save ~3 minutes per invite ### Someone emails you asking for a time to meet Lindy detects the scheduling request and takes over, with no action needed from you. ### Lindy drafts a reply with 3 available times Based on your preferred hours, buffer time, meeting length, and calendar availability, Lindy drafts a reply with three open slots as clickable links. ### They click a time and it's instantly booked When the other person clicks a link, the meeting is automatically added to both calendars. No back-and-forth, no scheduling tools, no manual entry. ## 3. Booking Links Share a booking link so people can choose an available time on your calendar. ![Booking links with meeting lengths, availability, copy links, and upcoming bookings](https://www.lindy.ai/_sherpa/assets/static/docs/f16d9324c559-overview.png) [Create and customize your booking link →](https://www.lindy.ai/docs/features/booking-links) ## 4. Ad Hoc Scheduling When you want Lindy to handle scheduling on your behalf, just ask. Text or message it and it finds the time, reaches out, and locks it in. ### Add or Update Events on the Fly Use Lindy to add events to your calendar or change them with one line of text: - “Add a meeting location” - “Pick a restaurant for the client dinner” - “Swap the venue and notify attendees” - “Move my 2pm to Thursday” - “Cancel my call with [name]” Send Lindy a screenshot of a text conversation and it pulls the meeting details onto the right day. ### End-to-End Outreach Or send Lindy on a mission and let it run the whole loop: “Find time with Bob on Saturday” It reaches out, proposes times, locks the meeting in, and adds it to your calendar. ### Recurring Routines Set up recurring workflows with one text: “Every week, audit my calendar and make sure I have a 45-min walk break at least once a day” ### Internal Calendars Lindy can check any teammate’s calendar that’s shared with your workspace, so you can ask it to find time between people on your team without any back-and-forth. ### How to Delegate - **iMessage / SMS**: “Book a call with Sarah next Tuesday afternoon” - **Web app**: chat at [chat.lindy.ai](https://chat.lindy.ai) TIP: Scheduling over text is the fastest option. Lindy already knows your calendar and preferences, so a simple text is all it takes. ## Next Steps ### [Meeting Prep](https://www.lindy.ai/docs/features/meeting-assistant/meeting-prep) Get context before every meeting ### [iMessage & SMS](https://www.lindy.ai/docs/features/imessage-sms) Everything you can delegate by texting Lindy --- # Email Alerting Source: https://www.lindy.ai/docs/features/inbox-management/email-alerting [Video: Get alerts for urgent emails](https://www.lindy.ai/_sherpa/assets/static/docs/ad764f463e1d-07-urgent.mp4) Get alerts for urgent emails · 0:39 NOTE: **Personal routine** — runs for you alone, in your own Lindy. Alerts go to you, on the rules you set. Routines that run for the whole team are [Workspace routines](https://www.lindy.ai/docs/teammate/routines). ## Never Miss the Urgent Stuff Email alerting is a built-in **routine** that watches your inbox and pings you when something time-sensitive arrives, so you can stay out of your inbox without missing what matters. ## Before you start - A connected **Gmail or Outlook** inbox. - A plan with Assistant features. - Not turned off by your workspace admin. If it is, the card shows **Disabled by admin**. ## Turn it on ### Open the routine Go to the **Routines** page. On the **Personal** tab, find the **Email alerting** card (“Alerts you to time-sensitive emails”) and click it to open its drawer. ### Flip it on Use the enable switch. While the routine is off, its fields are greyed out, so turn it on first, then tune it. ## Tune your alerts - **Alert instructions** — describe what counts as urgent. This drives what gets through: - **Time-sensitive meetings**: *“Only alert me about meetings within 30 minutes, or emails that seem extremely urgent.”* - **VIP senders**: *“Alert me when I get an email from [VIP client].”* - **Specific threads**: *“Alert me if someone replies to the proposal thread.”* - **Delivery channel** — where alerts go: a text message, a Slack DM, Lindy chat, or your default proactive channel. ## Connect another inbox At the top of the drawer, each connected inbox shows as a chip, with a **+ Add account** button beside them. Click **+ Add account**, choose **Google** or **Outlook**, and follow the prompts to link another inbox. Settings are per-account, so pick the chip first, then edit. TIP: This pairs well with [iMessage & SMS](https://www.lindy.ai/docs/features/imessage-sms). You get pinged on your phone and can reply to Lindy right there. ## Next Steps ### [Email Triage](https://www.lindy.ai/docs/features/inbox-management/email-triage) How Lindy labels and organizes your inbox ### [Routines](https://www.lindy.ai/docs/teammate/routines) Manage alerting and your other routines --- # Follow-up Bumps Source: https://www.lindy.ai/docs/features/inbox-management/follow-up-bumps [Video: Follow up on unanswered emails](https://www.lindy.ai/_sherpa/assets/static/docs/af534aec6718-08-bumps.mp4) Follow up on unanswered emails · 0:31 NOTE: **Personal routine** — runs for you alone, in your own Lindy. It tracks the mail you sent, not your team’s. Routines that run for the whole team are [Workspace routines](https://www.lindy.ai/docs/teammate/routines). ## Chase the Replies You’re Owed Follow-up bumps is a built-in **routine** that tracks the emails you’ve sent and, if one gets no reply, drafts a bump for you to review. You keep the final say before anything sends. ## Before you start - A connected **Gmail or Outlook** inbox. - A plan with Assistant features. - Not turned off by your workspace admin. If it is, the card shows **Disabled by admin**. ## Turn it on ### Open the routine Go to the **Routines** page. On the **Personal** tab, find the **Follow-up bumps** card (“Drafts a bump when sent emails get no reply”) and click it to open its drawer. ### Flip it on Use the enable switch. While the routine is off, its settings are greyed out. ## Set the timing Set **Draft follow-ups after** to **Never**, **1**, **2**, **3**, **5**, or **7 days**. If a sent email gets no reply in that window, Lindy drafts a bump and saves it to your drafts for review. This routine is independent of [Email drafting](https://www.lindy.ai/docs/features/inbox-management/email-drafting), so you can run one without the other. ## Connect another inbox At the top of the drawer, each connected inbox shows as a chip, with a **+ Add account** button beside them. Click **+ Add account**, choose **Google** or **Outlook**, and follow the prompts to link another inbox. Settings are per-account, so pick the chip first, then set the timing. TIP: Looking for post-meeting follow-ups? That’s part of the Meeting Recording routine. See [Meetings](https://www.lindy.ai/docs/teammate/meeting-library#post-meeting-follow-ups). ## Next Steps ### [Email Drafting](https://www.lindy.ai/docs/features/inbox-management/email-drafting) How Lindy drafts replies in your voice ### [Routines](https://www.lindy.ai/docs/teammate/routines) Manage follow-up bumps and your other routines --- # Booking links Source: https://www.lindy.ai/docs/features/booking-links [Video: Set up your Lindy booking link](https://www.lindy.ai/_sherpa/assets/static/docs/ae296795bddf-overview-v2.mp4) Booking links let people choose an available time on your calendar. Create different links for different meetings, such as a quick intro or a longer client call, and share the one that fits. ## Before you start Connect your **Google Calendar** or **Outlook Calendar** in [Integrations](https://www.lindy.ai/docs/integrations/overview), with permission for Lindy to create events. Booking links use your own connected calendar. If you have several calendars connected, you can choose which one a link books on. ## Create and share a link ### Open Booking links Open **Meetings**, find **Booking links**, and click **Create custom**. You can also start with one of the suggested meeting types. ![Booking links with meeting lengths, availability, copy links, and upcoming bookings](https://www.lindy.ai/_sherpa/assets/static/docs/f16d9324c559-overview.png) ### Set up the meeting Enter a title and description, then choose the meeting length and video app. Use your usual video app, Google Meet, connected Zoom, or no video link. Links that book on Outlook use Microsoft Teams by default, or Zoom if you choose it. ### Meeting length ![Meeting length options: 15, 30, or 45 minutes, 1 hour, or 1.5 hours](https://www.lindy.ai/_sherpa/assets/static/docs/86e53a2faaf3-meeting-length.png) ### Video app ![Video app options: your usual video app, Google Meet, Zoom, or no video link](https://www.lindy.ai/_sherpa/assets/static/docs/d2e025fdb501-video-app.png) Review **Availability** and **Settings**, then click **Create link**. Each link can have its own hours and meeting length. ### Copy and share Click **Copy link** on the meeting card. Paste it into a message, your email signature, or your website. Open the link yourself to check what guests will see. ## Adjust availability and settings Click a meeting card to edit it. Make your changes, then click **Save**. ### Availability ![Booking link Availability tab with custom weekly hours and controls to add or copy time ranges](https://www.lindy.ai/_sherpa/assets/static/docs/1b0229e2aca1-availability.png) | Option | What it does | | Schedule | Select **Your usual hours** or **Custom hours** for this link. | | Weekly hours | Set hours for each day, add multiple time ranges, or copy hours to other days. Busy times on any connected calendar are excluded. | ### Settings ![Booking link Settings tab with minimum notice, booking window, buffers, link address, single-use option, logo, and website](https://www.lindy.ai/_sherpa/assets/static/docs/611a7e3dca4c-settings.png) | Option | What it does | | Minimum notice / Bookable up to | Set how soon and how far ahead guests can book. | | Break before / Break after | Leave space around each booking. | | Link | Customize the address. Renaming it stops the old address from working. | | Calendar | Choose where new bookings go if you have several connected calendars. | | Logo / Website | Add your branding and a website link. | ## What guests see Guests choose a date and time, then enter their name and email, with an optional note. They don’t need a Lindy account. Times display in their selected time zone, and the booking creates a calendar event. Their confirmation includes a link to reschedule or cancel. Lindy checks availability again before confirming a new time. ## Pause or limit a link Turn off the switch on a meeting card to stop new bookings. Existing meetings stay booked. Turn it back on when you’re ready. For a link that should accept one booking, enable **Single-use** in **Settings**. It turns off after the first booking. ## Ask Lindy in chat You can also create or update links by asking: Create a 30-minute Intro call booking link for Tuesday and Thursday afternoons. Make my Intro call link single-use. --- # iMessage & SMS Source: https://www.lindy.ai/docs/features/imessage-sms [Video: Text Lindy from your phone](https://www.lindy.ai/_sherpa/assets/static/docs/0bf064e6ee97-01-phone.mp4) Text Lindy from your phone · 0:41 ## Text Lindy, Anywhere NOTE: **Your personal Lindy** — texting reaches the Lindy that knows your email, calendar, and meetings. The Lindy your team shares lives in [Slack channels](https://www.lindy.ai/docs/teammate/slack-commands). Lindy works over both **iMessage** and **SMS**, so you can delegate to your AI assistant right from your phone. No app to install. No dashboard to check. Just text it and it’s done. ## Getting Set Up Add your phone number during [signup](https://www.lindy.ai/docs/start-here/quickstart) and verify with a confirmation code. That’s it. Your verified phone also lets you [call your Lindy](https://www.lindy.ai/docs/features/phone-line), and have it call you. Lindy sends you your first message, already personalized with context from your email and calendar. Just text back. TIP: If you skipped the phone number step during signup, you can add it anytime: click your workspace image at the top left, select **Settings** from the dropdown, and find it on the **General** settings page. ## What You Can Delegate ### Calendar & Meetings - **Schedule a meeting**: “Set up a 30-min call with Sarah next Tuesday” - **Ask about past meetings**: “What did we decide in last week’s standup?” - **Prep for your next meeting**: “Brief me on my 2pm meeting” ### Email - **Let someone know you’re running late**: “Tell my next meeting I’ll be 5 minutes late” - **Set up email alerts**: “Text me when I get an email from [name]” - **Search your inbox**: “Find the last email from [name] about the proposal” ### Quick Tasks - **Summarize a link**: Send a YouTube video or any URL and Lindy gives you the key points - **Find contact information**: “What’s [name]‘s email?” - **Voice notes**: Send a voice note and Lindy transcribes and acts on it. You can also turn voice notes into Notion pages (requires Notion to be connected via text) ### Time & Priorities - **Audit your time**: “How did I spend my time this week?” - **Prioritize your day**: “What should I focus on today?” - **React to changes**: “My 3pm cancelled, what should I do with that time?” ### Recurring Tasks - **Daily briefings**: “Send me a briefing every morning at 7am” (includes your calendar, important emails, weather, and news) - **Reminders**: “Remind me to follow up with [name] on Friday” - **Standing instructions**: “Every time I finish a meeting, send the notes to Slack” ![An iMessage request to find 30 minutes with Mike and send the board deck. Lindy sends the deck and holds 3:00 PM, pending confirmation.](https://www.lindy.ai/_sherpa/assets/static/docs/a7c78a594ceb-imessage-scheduling-v2.jpg) ![Asked what was promised to Acme, Lindy answers that the launch is two weeks after sign-off and cites the Acme call.](https://www.lindy.ai/_sherpa/assets/static/docs/505ef91bb702-imessage-meeting-answer-v2.jpg) ## Good to Know ### Lindy gets better over time The more you use Lindy, the better it understands your preferences, priorities, and communication style. Give feedback directly: “That draft was too formal” or “Always CC Becky on those.” ### Works on any phone iMessage works on iPhone. SMS works on any phone. Lindy adapts to whichever you’re using. ## Troubleshooting ### Lindy stopped responding If Lindy stops replying to your texts, try these two steps in order: - **Re-verify your phone number.** Go to [chat.lindy.ai](https://chat.lindy.ai), click your username in the top-left, select **Settings → General**, and delete the phone number shown there. Then re-enter your number and verify with the code Lindy sends you. - **Wake the assistant from your phone.** Open [chat.lindy.ai](https://chat.lindy.ai) in your mobile browser, find your Lindy Assistant’s contact card, and tap **“Start a conversation”** to send a quick hello. That refreshes the contact and wakes the assistant back up. ### Not receiving texts If you’re not receiving text messages, ensure your **Text message service** is aligned with your device settings. To update this, in Lindy’s web UI, go to **Settings → General → Text message service**. ![General settings showing Phone number and Text message service set to Auto (no preference)](https://www.lindy.ai/_sherpa/assets/static/docs/f8729e0b21e9-text-message-service-v2.png) The setting defaults to **auto**, but you can override it to match your mobile device. If you’re on Android and want to use RCS, open the **Google Messages** app, tap your profile picture, go to **Settings → RCS chats**, and turn on **“Turn on RCS chats”**. ## Next Steps ### [Ad Hoc Tasks](https://www.lindy.ai/docs/features/ad-hoc-tasks) Research, knowledge bank, and on-demand tasks ### [Inbox Management](https://www.lindy.ai/docs/features/inbox-management/email-triage) How Lindy runs your inbox autonomously ### [Meeting Assistant](https://www.lindy.ai/docs/features/meeting-assistant/meeting-prep) Meeting prep, notes, and follow-ups --- # Phone Calls Source: https://www.lindy.ai/docs/features/phone-line ![Lindy Calls — Your AI picks up, dials out, and gets it done](https://www.lindy.ai/_sherpa/assets/static/docs/b5e15228975e-phone-calls-hero.png) Lindy can have its own phone number. Call it to talk through your day or hand off a task, ask it to call you, or let it handle a call on your behalf. You decide how it answers other people and what information it can share. ## Set up your phone line - Verify your personal phone number in **Settings → General**. This is how Lindy recognizes you and knows where to call you. - Open **Settings → Phone numbers** and select **Get a number**. Choose a US or Canadian area code and confirm the details shown. If you have an eligible unused Lindy number, you can reuse it. - Call the **Lindy number shown at the top of Phone numbers** from your verified personal phone. Try: “Walk me through my day.” Your personal number and Lindy’s number have different jobs: **you call Lindy’s number; Lindy calls your verified personal number**. ![Phone numbers settings with Lindy’s assigned number, voice selection, Active switch, and Require a PIN option](https://www.lindy.ai/_sherpa/assets/static/docs/1609df7c9444-phone-calls-settings.png) A paid plan is required, and availability may vary by account. A newly purchased number has a monthly fee, and calls use credits. Check the current details in the app before confirming. See [Usage & Limits](https://www.lindy.ai/docs/account-billing/usage). ## Choose a voice In **Settings → Phone numbers**, open the **Voice** dropdown. Click the play button beside a voice to hear a sample, then select the voice you want Lindy to use for incoming and outgoing calls. ![Voice selection dropdown with voice names, accents, and play buttons to preview each voice](https://www.lindy.ai/_sherpa/assets/static/docs/9aeb32a31ebf-phone-calls-voice-selection.png) ## Talk to your assistant When you call from your verified number, Lindy can help with your connected apps, calendar, files, and saved context. For example: - “What do I need to prepare for my next meeting?” - “Find the document we discussed yesterday.” - “Help me work through this decision.” What Lindy can do depends on your connected tools and permissions. If a task needs an approval or another account connection, complete that step in chat. Longer work can continue there after the call. To have Lindy call you, select **Call me** in the chat composer or ask in chat: “Call me and interview me about this project.” Your verified personal phone will ring. ## Have Lindy make a call for you Tell Lindy who to call, their number, what you want done, and what information it can share. Include acceptable alternatives and what to do if nobody answers. Call the dentist to move my appointment to Thursday afternoon. Friday morning also works. Share my name and current appointment time. If neither works, ask for the next available afternoon. If it goes to voicemail, leave my callback number. Review the destination and purpose when Lindy asks for approval. It calls from its own number and uses the instructions you provided, without giving the other person access to your private assistant context. Lindy can navigate phone menus, wait on hold, and leave a voicemail. After the call, it reports what happened in chat. For recurring calls, include the schedule and call instructions in a [routine](https://www.lindy.ai/docs/teammate/routines). ## Let Lindy answer for you Open **When others call** in **Settings → Phone numbers** to set up how Lindy handles incoming calls. - **Instructions:** Explain how Lindy should introduce itself, what to ask, and what it may share. - **Messages:** Lindy can take a caller’s name, reason for calling, and contact details, then pass the message to you. - **Book meetings:** Enable booking and select an active booking link to let callers choose from its available slots. Outside callers cannot access your inbox, files, memory, or private conversations. Booking gives them access to available slots on the selected link, without exposing the rest of your calendar. ## Manage your line | Setting | What it does | | **Require a PIN** | Under **When you call**, add a four-digit PIN for access to your personal assistant. | | **Only I can call** | Under **When others call**, allow calls only from your verified phone. | | **Blocked numbers** | Prevent selected numbers from reaching your line. | | **Active** | Pause incoming and outgoing calls. Pausing does not cancel the number’s monthly fee. | The overview under your number shows this month’s call usage. Calls are recorded, and you can review the associated chat or task afterward. Regional, usage, and calling-hours limits apply; Lindy will let you know if a requested call cannot proceed. ## Disconnect or release a number In **Settings → Phone numbers**, open the three-dot menu beside your number. - **Disconnect** unlinks the number from your assistant while keeping the number in your account. - **Release** gives up the number permanently. Choose this when you no longer want to keep it. ![The phone number’s three-dot menu showing Disconnect to keep and unlink the number, and Release to give it up permanently](https://www.lindy.ai/_sherpa/assets/static/docs/5cafa947634f-phone-calls-release-number.png) ## FAQ ### Why didn’t Lindy recognize me? Call from the personal number verified in **Settings → General**. Lindy recognizes your calling number, not your voice. A call from a different number gets the restricted experience for other callers. If you enabled a PIN, enter it when prompted. ### Can I change caller instructions in chat? Yes. Ask Lindy to update your caller instructions, voice, or blocked numbers, then review the proposed change before approving it. ### Does pausing my line stop the monthly charge? No. The **Active** switch pauses calls. To give up the number, use **Release** from its three-dot menu in **Settings → Phone numbers**. --- # Chrome Extension Source: https://www.lindy.ai/docs/features/chrome-extension ## Lindy, Inside Gmail Open Gmail and Lindy is already working. Your inbox is triaged with color-coded labels, a morning brief tells you what happened overnight, and every email that needs a response has a draft waiting. Everything’s written in your voice and ready to send in one click. NOTE: **Your personal Lindy** — the extension works your own inbox, in your own voice. Nothing here is shared with your team. The Lindy your team shares lives in [Slack channels](https://www.lindy.ai/docs/teammate/slack-commands). ![Lindy's new tab dashboard: a greeting, a chat bar, quick-action cards, upcoming meetings, and a daily activity summary](https://www.lindy.ai/_sherpa/assets/static/docs/eb34e703f016-new-tab.png) NOTE: The Chrome extension is currently **Gmail only**. Outlook is coming soon. ## Installing the Extension ### Add Lindy to Chrome Install the Lindy extension from the Chrome Web Store and pin it to your toolbar. ### Open Gmail Head to your Gmail tab. Lindy loads automatically inside the inbox. ### Connect your account Sign in with the Lindy account you use at [chat.lindy.ai](https://chat.lindy.ai). Your settings, labels, and drafting instructions carry over. ## What You Get ### Triage labels Every email is sorted and tagged with color-coded label pills before you open your inbox. ### Morning brief A daily card at the top of Gmail recaps what Lindy handled overnight. ### Draft replies Pre-written responses in your voice, with quick-action buttons to send in one click. ### Compose bar Rewrite, schedule, or ask Lindy anything right from the reply window. ### Label learning Lindy learns from how you re-label emails and gets better over time. ### Sidebar chat A floating or docked panel to chat with Lindy without leaving Gmail. ## Triage Labels Lindy reads every incoming email and assigns it to the right category, shown as color-coded label pills right in your inbox list. Important messages stay front and center. Everything else gets filed away. ![A Gmail inbox list with color-coded Lindy label pills: Calendar, FYI, To Respond, Comments, and Promotions](https://www.lindy.ai/_sherpa/assets/static/docs/cd0cb2db50de-labels.png) Your labels and categories are shared with your main Lindy settings, so anything you set up at [chat.lindy.ai](https://chat.lindy.ai) shows up in the extension too. TIP: Want to fine-tune your categories? See [Email Triage](https://www.lindy.ai/docs/features/inbox-management/email-triage) for how labeling works and how to add your own. ## Draft Replies Lindy drafts replies automatically, even if you don’t have the Chrome extension installed. Open an email that needs a response, and your draft is already there, written in your voice. The Chrome extension lets you refine that draft without leaving Gmail. Use **Quick actions** like **Let’s meet**, **Need time**, or **Not interested**, or simply ask Lindy to make changes. The draft updates instantly, right where you’re working. Review, edit, or send - nothing is ever sent without your approval. NOTE: Drafting works with or without the Chrome extension. The extension simply makes editing faster by letting you adjust tone, choose a quick action, or request changes directly inside the draft. ![A drafted reply in Gmail with quick-action buttons (Let's meet, Need time, Not interested) and the Lindy compose bar](https://www.lindy.ai/_sherpa/assets/static/docs/d630bdd86121-draft-replies.png) TIP: Drafts use the same drafting instructions as the rest of Lindy. See [Email Drafting](https://www.lindy.ai/docs/features/inbox-management/email-drafting) to tune your tone, length, and sign-offs. ## Compose Bar Lindy replaces Gmail’s “Help me write” compose tool with an input that actually knows your context. From the reply window you can: - **Rewrite**: reshape a draft to be shorter, warmer, or more direct - **Schedule**: turn an email thread into a meeting - **Ask anything**: type a request and Lindy handles it inline Just type into the compose bar (*“Schedule, rewrite, or ask Lindy anything…”*) and Lindy takes it from there. ![The Lindy compose bar with a typed request: 'Make it shorter and offer Thursday at 2.'](https://www.lindy.ai/_sherpa/assets/static/docs/14c7a24838e1-compose-bar.png) ## Label Learning When you re-label an email, Lindy notices. A toast confirms it learned from the change (*“Lindy learnt from your label”*), and future emails get sorted accordingly. Teach Lindy once, and it remembers. ![An inbox row with a 'To Respond' label and a tooltip: 'Teach Lindy by changing this label'](https://www.lindy.ai/_sherpa/assets/static/docs/4eeb19f87883-label-learning.png) ## Sidebar Chat A Lindy chat panel lives inside Gmail, floating or docked to the side. Ask Lindy anything without switching tabs. The sidebar supports: - **Voice input**: speak instead of type - **File attachments**: bring in documents for Lindy to work with - **Model selector**: choose the model behind your chat ![The Lindy sidebar chat panel inside Gmail, with a conversation and a task input bar with voice, attachments, and a model selector](https://www.lindy.ai/_sherpa/assets/static/docs/ce0c905c6b95-sidebar-chat.png) ## Security Lindy is **SOC 2 Type II**, **GDPR**, and **HIPAA** compliant. See [Security](https://www.lindy.ai/docs/resources/security) for details on how your data is handled. ## Next Steps ### [Email Triage](https://www.lindy.ai/docs/features/inbox-management/email-triage) How Lindy organizes and labels your inbox ### [Email Drafting](https://www.lindy.ai/docs/features/inbox-management/email-drafting) How Lindy drafts replies in your voice --- # Best Practices Source: https://www.lindy.ai/docs/start-here/best-practices NOTE: **These are for your personal Lindy** — the one in your DMs that knows your inbox, calendar, and meetings. The more it knows about you, the less it has to ask. The Lindy your team shares works differently: see [Slack Commands](https://www.lindy.ai/docs/teammate/slack-commands). ## Pin Lindy in iMessage So it’s always one tap away. [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/084a64a3a07d-pin_video.mov) ## Make Sure to Tweak Your Settings Configure Lindy’s behavior through the web interface, or simply ask it in plain language — it’ll update the settings for you and tell you where to fine-tune. ![Texting Lindy 'auto-archive all my uber emails' and getting back 'done. i'll file those automatically from now on. you can tweak any of this in settings too'](https://www.lindy.ai/_sherpa/assets/static/docs/b3719aff856f-tweak-settings-imessage.png) ## Give Lots of Feedback Lindy gets better the more you use it. If it gets anything wrong, just share quick feedback and it’ll learn from it. ![Lindy says 'heads up, new invoice from deel' and user replies 'no need to flag invoices — finance has those covered.' Lindy: 'got it, i won't flag those going forward'](https://www.lindy.ai/_sherpa/assets/static/docs/b8f9730d1546-feedback-imessage.png) ## Text Lindy Like You’d Text a Human Assistant Tell Lindy the outcome: it handles the back-and-forth. ![Texting Lindy 'I need 15 min with Bob this week' and getting back 'done. Thursday 2pm, invite sent ✅'](https://www.lindy.ai/_sherpa/assets/static/docs/593c787e2189-text-human-assistant-imessage.png) ## Get Things Out of Your Head “Remind me Friday.” “Tell me when Sarah replies.” “Follow up with Acme if they go quiet for a week.” Hand it the loop, then forget it. ![Texting Lindy 'remind me to call the bank friday — and tell me if Sarah hasn't replied by end of day' and getting back 'got both. i'll ping you friday, and flag Sarah if she's quiet by 5'](https://www.lindy.ai/_sherpa/assets/static/docs/4fd3abfc73cb-get-things-out-imessage.png) TIP: **Start small.** Pick one time sink, let Lindy own it, then keep adding. ## Use Voice Memos The easiest way to brain dump on Lindy. Hit the voice button in iMessage and talk like you’re handing off to a human assistant. ![Voice memo iMessage to Lindy ('Okay I'm out most of next week, here's what needs to happen...') with Lindy replying 'got all that. added 5 to-dos and i'll cover your inbox while you're out'](https://www.lindy.ai/_sherpa/assets/static/docs/01ae2686b4c0-voice-memo-imessage.png) It’s the fastest way to do what comes next — dump a brain-load of info Lindy needs about you. ## Give Lindy Lots of Information (Over Voice Memo) The more Lindy knows about you, the better it can help. Open iMessage, **hit the voice button**, and brief it like a new hire: five minutes covers a lot. ![Texting Lindy 'couple things to know about me — top priority this quarter is the acme deal, and loop sarah in on anything finance related' and getting back 'got it, saved both. i'll keep these in mind going forward'](https://www.lindy.ai/_sherpa/assets/static/docs/b5894f8b142a-give-info-imessage.png) **On mobile?** Just cover the basics below and send more voice notes over the next few days. **On desktop?** Open iMessage on your phone and go through as many sections as you want. ### Start Here Four things Lindy needs on day one: - Your name, role, and company - What you spend most of your day doing - Things eating too much of your time - Your work hours and time zoneEverything below is optional. Share it whenever, in any order. ### Daily Basics - **Calendar:** Protected blocks, preferred meeting length, buffer time, ideal meeting windows. - **Meetings:** Which meetings Lindy should join or skip. Post-meeting tasks that eat your time (follow-ups, CRM updates, Slack notes). - **Email:** Most important contacts, emails to alert you about, emails to auto-archive. - **Briefings:** Text or voice recap, time to receive them, content to include (news, quotes, etc.), whether you want an end-of-day brief. ### All About You - **Priorities:** Top priorities, projects to protect time for, KPIs you’re tracking. - **Personal:** Partner/kids/family names, recurring obligations, favorite restaurants, dietary restrictions, go-to gift ideas. - **Working style:** What a good day feels like, how direct you want feedback, routines Lindy should support, times you do your best thinking. - **Tools:** Your productivity stack, where tasks live today, how aggressive reminders should be, recurring annual reminders. ## Next Steps ### [iMessage & SMS](https://www.lindy.ai/docs/features/imessage-sms) Text Lindy like a friend from your phone ### [Inbox Management](https://www.lindy.ai/docs/features/inbox-management/email-triage) Let Lindy run your inbox ### [Meeting Assistant](https://www.lindy.ai/docs/features/meeting-assistant/meeting-prep) Prep, notes, and follow-ups on autopilot ### [Ad Hoc Tasks](https://www.lindy.ai/docs/features/ad-hoc-tasks) Research, reminders, and on-demand tasks --- # Integrations Source: https://www.lindy.ai/docs/integrations/overview [Video: Connect your tools](https://www.lindy.ai/_sherpa/assets/static/docs/d3b8c260c008-03-tools.mp4) Connect your tools · 0:43 Lindy connects to **3,000+ integrations**, plus any MCP server: Gmail, Slack, Notion, HubSpot, Google Drive, GitHub, and the rest of your stack. Open **Integrations** to see what’s connected, or click **Browse all integrations** for the full catalog. ## When a tool isn’t in the list Lindy supports **MCP**, so any MCP server your team runs plugs straight in. If a tool has no integration and no MCP server, Lindy still isn’t stuck. It can drive the browser the way a person would, or write its own integration against the tool’s API. Two more things are worth understanding: whether a connection is yours or the team’s, and what Lindy is allowed to do with it. ## Personal and team connections | Scope | Who can use it | Who can change it | | **Personal** | Just you | You | | **Team** | Everyone in the workspace | Owners and admins | A personal connection is private to you. Your Lindy uses it for your own work, your DMs, and the web app. An owner or admin can share one of their personal connections with the whole workspace. From then on, everyone’s Lindy reads that tool as that account and acts with its permissions. Members can see team connections but can’t change them. ## Guardrails Guardrails decide what Lindy can do without asking. This is the setting that matters most for Teammate. Each integration has one: | Setting | What Lindy does | | **Always allow** | Writes without asking | | **Require approval** | Asks in Slack before writing | | **Don’t offer** | Never writes with this tool | Two things to know: - **Reads are never guarded.** Checking your calendar or searching your email always just works. Guardrails only cover writes. - **Guardrails apply in shared Slack threads only.** Your web app chat, Slack DMs with Lindy, and iMessage and SMS aren’t guarded. NOTE: A guardrail covers every account under an integration. You can’t yet set one rule for your work Gmail and a different one for your personal Gmail. ## Approving a write in Slack When Lindy needs approval, it posts **Approve** and **Deny** buttons in the thread. The person who asked can approve their own request, and so can any workspace owner or admin. Anyone else gets a private note to ask one of them. **Approve** allows that one action and changes nothing else. **Always allow** changes the rule going forward: workspace-wide if an owner or admin clicks it, or just for that person if a member does. ## Connecting and managing Search for the tool you want and connect it with OAuth or an API key. Every action for that tool turns on at once, so there’s no action-picking step. For tools that support more than one login, like Gmail, you can add further accounts under the same integration. Each connection shows whether it’s healthy, needs reconnecting (usually an expired token), or isn’t set up yet. From a connection you can rename it, share it with the workspace (owners and admins only), or disconnect it. Removing the last account of an integration removes the integration from your list. --- # Credentials Source: https://www.lindy.ai/docs/integrations/credentials ![The Credentials page in Settings, listing stored credentials with their host, visibility, and status](https://www.lindy.ai/_sherpa/assets/static/docs/1b0e1fa4b14c-credentials-panel.png) Some tools don’t hand you an OAuth button. They hand you an API key. A credential is where that key lives: you save it once, Lindy uses it when it needs it, and nobody has to paste the key into a message again. Credentials are what Lindy reaches for **when it runs shell commands and code**. If you’ve asked it to hit an API directly rather than through a connected tool, this is where the credential for that call comes from. A credential starts as **yours**. Save a key and only you can use it, until you choose to share it with everyone in the workspace. ## Adding a credential ### Open Credentials Go to **Settings**, then **Credentials** under **Workspace**. ### Add a new credential Click **Add credential**, then fill in the name and the value. ### Save The credential is available to your agents right away. The name is how you and Lindy refer to the key later, so make it obvious what it opens. Existing credentials follow `SCREAMING_SNAKE_CASE`: | Good | Why | | `NOTION_API_KEY` | Names the tool and the kind of credential | | `STRIPE_RESTRICTED_KEY` | Distinguishes it from a full-access key | | `key1` | Tells you nothing six months from now | ## Reading the list Each row tells you two things: what the credential is, and whether it’s working. | Column | What it shows | | **Name and service** | The credential’s name, the host it applies to, and who can use it: **Only me** or **Shared with workspace** | | **Authentication and status** | Whether it’s **Available to agent**, whether it’s **Active**, and when it was last updated | A rotated credential is easy to spot: its updated time moves, its name doesn’t. ## Rotating and sharing Open the **…** menu on any credential row. ![The actions menu on a credential row, offering Rotate value, Share with workspace, and Revoke](https://www.lindy.ai/_sherpa/assets/static/docs/8f8a7b285b27-credentials-actions-menu.png) | Action | What it does | | **Rotate value** | Replaces the key with a new one. The name stays the same, so nothing that refers to the credential needs to change. | | **Share with workspace** | Hands the credential to everyone in the workspace. The row flips from **Only me** to **Shared with workspace**, and other people’s agents can use it without ever seeing the value. | | **Revoke** | Removes the credential. Anything relying on that key stops being able to authenticate, so rotate rather than revoke if the tool is still in use. | TIP: Rotating and sharing are separate decisions. Rotating a shared credential keeps it shared: everyone simply starts using the new value. ## What Lindy shows you, and what it doesn’t A saved credential’s value is **write-only**. You can see that a credential exists, what it’s called, who it’s shared with, and when it was last updated. You cannot read the value back: not in the app, not through the API, not by asking Lindy. | You can see | You cannot see | | The credential’s name | The credential’s value | | Its host and visibility | | | When it was last updated | | WARNING: Because values can’t be read back, Lindy has no “show me the key” escape hatch. Keep the original somewhere you control, like a password manager. If you lose it, rotate the credential with a fresh key from the tool it came from. ## Credentials and integrations Credentials and [integrations](https://www.lindy.ai/docs/integrations/overview) solve the same problem from different ends. | | Integration | Credential | | **How you connect** | OAuth, or an API key entered during setup | An API key you save yourself | | **Scope** | Personal, or shared with the team | Personal, or shared with the workspace | | **Guardrails apply** | Yes | No | | **Value readable later** | No | No | If the tool you want is already in the integrations list, connect it there. Reach for a credential when the thing you’re calling has no integration of its own. --- # MCP servers Source: https://www.lindy.ai/docs/integrations/mcp [Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/f7409a003503-mcp-connect.mp4) The [built-in integrations](https://www.lindy.ai/docs/integrations/overview) cover the tools most teams use. MCP covers the rest. If a product publishes an MCP server, you can hand Lindy the URL and it gains that product’s tools without waiting for a native integration. Lindy connects to hosted servers that expose a public HTTPS streamable-HTTP endpoint. On connect it reads the server’s tool catalog and creates an action for every tool whose schema it supports. There is no action-picking or field-mapping step: everything supported arrives switched on, and you turn off what you don’t want afterwards. A small server might add three tools; a large one adds well over a hundred. ## Adding an MCP server The only thing you must have is the server’s URL. Everything else in the dialog is optional. ### Get the server URL The product you’re connecting publishes it, usually in their docs under MCP. It looks like `https://mcp.example.com/mcp`, and it has to be reachable over public HTTPS. ### Open the Add menu Go to **Integrations**, click **+ Add**, and choose **MCP**. The other option in that menu, **Integration**, is for the built-in tools. ### Fill in the server In **Connect MCP server**, paste the **Server URL** and set a **Display name**. ### Add a credential only if the server needs one Servers that allow anonymous access, and servers that run their own OAuth flow, need nothing here. If yours authenticates with a static credential instead, open **Advanced** and send it as an **Authorization** bearer token, a custom header, or a query parameter. ### Connect Click **Connect**. The server appears in your list with its host and its tool counts. TIP: A **Display name** is worth setting. Connections are identified by hostname otherwise, and several products serve more than one server from the same host, so two entries can look identical in the list. `Linear production` beats a bare hostname. NOTE: Lindy shows two numbers: the tools the server reports, and the tools available in Lindy. They differ when a server publishes tools whose schemas Lindy doesn’t support. Zero available means the endpoint is wrong, the catalog is empty, or none of the tool definitions are compatible. ## After you connect Open the server from **Integrations** to reach its settings. Every connection you hold to that server appears as a chip across the top, so one product can carry more than one: a personal connection and a shared one, each with its own settings. A chip marked with a people icon is shared with the workspace. Its **…** menu is where you rename or remove that connection. Three cards sit below. ### Availability **Availability** decides who the connection serves. ![A connected MCP server's Availability dropdown, open on Only you and Your workspace](https://www.lindy.ai/_sherpa/assets/static/docs/9558f08bc212-mcp-availability.png) | Setting | Who can use its tools | | **Only you** | Your Lindy alone. Every new connection starts here. | | **Your workspace** | Everyone in the workspace, and Lindy Teammate | ### Guardrails **Guardrails** decide whether Lindy asks before it uses the server. ![A connected MCP server's Guardrails dropdown, open on Always allow and Ask for approval](https://www.lindy.ai/_sherpa/assets/static/docs/f25640c26b29-mcp-guardrails.png) | Setting | What Lindy does | | **Always allow** | Calls the server’s tools without asking | | **Ask for approval** | Asks first | This one is personal. Your choice affects only you, and it overrides whatever the workspace has set as its default, so two people on the same shared server can run it differently. ### Actions **Actions** lists every tool Lindy built from the server’s catalog, each with the description the server publishes and a toggle. They all arrive on. Turn off the ones you don’t need. **Disable all** clears the list in one click, which is the fast way to keep two tools out of a hundred. This is worth doing on a large server: every enabled tool is a tool Lindy has to consider on every task, and a hundred unused ones are noise. ## Who can change what Sharing is the connection owner’s call. Workspace owners and admins set team policy and can revoke sharing, but they cannot grant it or reconnect the credential on your behalf. | | Connection owner | Workspace owner or admin | Other members | | Use the tools | Yes | Once shared | Once shared | | Set Availability to the workspace | Yes | No | No | | Revoke sharing, set policy | Yes | Yes | No | | Reconnect the credential | Yes | No | No | Guardrails are the exception: that setting is per person, so anyone using a shared server picks their own. ## Turning a server off Setting a shared connection’s **Availability** back to **Only you** removes its tools from everyone else’s Lindy in that workspace. The connection itself survives and keeps working for you, and the same server connected separately elsewhere is unaffected. Reach for the **Actions** toggles first if the problem is noise rather than access. Dropping to **Only you**, or removing the connection from its **…** menu, is for when the team should not be calling that server at all. --- # Team Setup Source: https://www.lindy.ai/docs/start-here/team-setup ![Lindy for Teams: a row of five avatars, four teammates and the Lindy face, with a cursor clicking Lindy](https://www.lindy.ai/_sherpa/assets/static/docs/ac0f3a8107a7-lindy-for-teams-banner-v2.png) Get everyone in and connected before your team starts using Lindy. The owner or an admin sends the invites, then each teammate accepts and connects their tools. It takes about five minutes per person. ## Part 1: Invite Your Team (Owners and Admins) ### Open Members Click **Invite colleague** in the top right, or go to **Settings → Members and groups** and click **Add member**. ![The Members and groups page with member count, credits, and next billing period, a Members tab listing four teammates with their roles and credits, and the Add member button next to the search bar](https://www.lindy.ai/_sherpa/assets/static/docs/fdfe08e6ec02-members-add-member-v2.png) ### Add their details - Type an **email address** and press **Space** to add it, then the next. You can also paste a whole list at once. Use the email each person works from every day. - Pick a **role**: Member or Admin - Pick a **plan**: Plus, Pro, or Max Enterprise isn’t offered here: it’s a custom plan, so [contact us](mailto:support@lindy.ai) instead. See [Pricing](https://www.lindy.ai/docs/pricing) for an overview of plans and credits. ### Send the invites Click **Send invite**. Each person gets an email from Lindy with a link to join your workspace. Manage their seat and plan in **Settings → Members and groups**. ### Let your team know what's coming Most teammates hear about Lindy for the first time in the invite email. A short note from you first helps. Copy this into Slack or email: ```text Hey team! I just invited you to Lindy, our new AI employee. It lives in our Slack, connects to our tools, and handles work like email, meetings, and research. Look for an invite email from Lindy. Before we get started, please: 1. Click "Accept invite" in that email (don't sign up separately at lindy.ai) 2. Connect your email and calendar 3. Connect and verify your phone number Then find Lindy in Slack and say hi. Setup guide: https://docs.lindy.ai/start-here/team-setup#part-2-accept-and-connect-everyone ``` ## Part 2: Accept and Connect (Everyone) ### Accept your invite Open the email that says you were invited to join your team’s workspace in Lindy, and click **Accept invite**. Sign in with Google or Microsoft. WARNING: **Don’t sign up separately at lindy.ai.** That creates a separate workspace, so you won’t be on your team’s account and won’t share its skills, files, or meetings. ### Connect email, calendar, and phone These connections are what let Lindy do the work, not just answer questions: | Connect | What it unlocks | | **Email** | Urgent mail flagged and replies drafted, all in your daily brief | | **Calendar** | Meetings prepped and recorded, action items summarized, follow-through handled | | **Phone** | Lindy texts you when something matters, and you can text it a task from anywhere | You’ll verify your phone with a code. See [iMessage & SMS](https://www.lindy.ai/docs/features/imessage-sms) for details. ### Try it Ask for something real: “What’s urgent in my email?”“Pull up our top competitors.”“Find me new leads.”“Start following up with people who haven’t answered me this week.”“Always put my meeting notes in [this doc].” ### Bring your context (optional) Carry over what ChatGPT or Claude already knows so Lindy gets to know you faster. Paste this prompt there, then share whatever you’d like Lindy to know: ```text Summarize everything you know about me, my preferences, and how I like to work so I can onboard my new AI assistant. ``` ## Quick Fixes | Problem | Fix | | **No invite email** | Check spam, or ask your owner which email address they used. | | **Phone already in use** | Email [support@lindy.ai](mailto:support@lindy.ai) and we’ll free it up. | | **Signed up separately by mistake** | Email [support@lindy.ai](mailto:support@lindy.ai) and we’ll move you to your team’s workspace. | ## If Your Team Uses Slack An owner or admin needs to install Lindy in Slack first. Until then, teammates won’t find Lindy when they search Slack. See [Set up Lindy](https://www.lindy.ai/docs/teammate/setup) for the install steps. Once it’s installed, teammates can also join by talking to Lindy, without waiting for an invite. New teammates who join through Slack get a 7-day free trial before their seat is billed. Returning teammates do not get another trial. ### They @mention Lindy, or send it a DM The first time, Lindy doesn’t answer yet. It replies with a single DM containing a **Connect Slack to Lindy** button. ### They tap Connect They confirm while signed in to Lindy, which binds their Slack identity to their Lindy account. If they don’t have one, Lindy creates it under your workspace. ### Their original message runs The message that started it all is replayed automatically once they’re linked, so nothing is lost. NOTE: **Admins stay in the loop.** Every admin gets an email when someone joins this way, with their details and a one-click link to remove them. If you remove a seat and that person @mentions Lindy again, it tells them it can’t help and pings an admin. It won’t quietly re-add them. For how seats and the shared credit pool work, see [Billing](https://www.lindy.ai/docs/teammate/lindy-teammate-billing). ## Managing Members To manage existing members, go to **Settings → Members and groups**. ![Workspace settings showing Settings, Teammate, and Members and groups under the Workspace section, with an arrow pointing to the selected Members and groups item](https://www.lindy.ai/_sherpa/assets/static/docs/2519bf37991b-Members%20and%20groups%20in%20settings%20august%204.png) ### Allocating Credits Admins and owners can set credit limits for each teammate, capping how many credits they can use each month. Click the **…** menu on a member’s row and choose **Edit credit limit**. ![The Members table with a row menu open, showing Edit credit limit and Deactivate membership](https://www.lindy.ai/_sherpa/assets/static/docs/dba9e83f782c-edit-credit-limit.png) NOTE: We can only stop credit usage after the limit has been exceeded, not at the exact threshold. For example, if a teammate’s limit is 100 credits and they’ve used 90, a task that costs 50 credits will still run to completion, but no further credit usage will be allowed afterward. ### Transferring Workspace Ownership Owners are the only ones who can manage the payment method, change the workspace name and logo, and delete the workspace. Owners can transfer ownership by clicking the role dropdown next to a member’s or admin’s name and changing their role to **Owner**. ![The Members table with a role dropdown open on a member's row, showing the Member, Admin, and Owner options, where Owner reads Transfer ownership of the workspace](https://www.lindy.ai/_sherpa/assets/static/docs/f428681b96b9-transfer-ownership.png) --- # Pricing Source: https://www.lindy.ai/docs/pricing ![Lindy: Your next hire is AI](https://www.lindy.ai/_sherpa/assets/static/docs/cd2ad1aa698f-pricing-sherpa-banner.jpg) ## Simple, per-user pricing You pay per user, and everyone on the workspace shares one pool of credits. ## Plans Lindy offers **Plus**, **Pro**, and **Max** plans. **Enterprise** is available for teams with additional requirements. See **Settings → Billing** for current plan details and pricing. For Enterprise, [contact us](mailto:support@lindy.ai). ## What’s a Credit? Credits measure the work Lindy does. Credits cost **$0.01 per credit on base plans**. You only spend them when Lindy is working, and bigger jobs use more. Lindy picks the right model for each task so credits go further, and you can choose the model yourself if you’d rather. ## How Credits Work Across a Team Credits are pooled at the workspace level. Each seat adds its plan’s allocation to one shared balance the whole team draws from, and admins can cap how much any one person pulls. Need more before your cycle resets? Admins can top up shared credits from **Settings → Billing**, where current top-up pricing is shown. If the pool runs low, Lindy pauses credit-using actions and tells you. Nothing breaks, and there’s no surprise bill. ![OpenAI, Claude, Gemini, and DeepSeek logos on four separate tiles against a warm cream background](https://www.lindy.ai/_sherpa/assets/static/docs/0d5139200fc1-pricing-models-v2.png) Choose your model for each task. ## Frequently Asked Questions ### How do credits work? Credits are how Lindy measures work, and bigger jobs use more. Every seat adds its allocation to one shared pool the whole workspace draws from, so the team pulls from the same balance. ### Do unused credits roll over? Your plan’s credits refresh at the start of each billing cycle and don’t roll over, so every month starts fresh. Purchased top-up credits are the exception: they carry over and don’t expire. ### What happens if we run out of credits? Nothing breaks, and there’s no surprise bill. Lindy pauses credit-using actions until your credits reset at the start of your next cycle. Need more before then? Admins can top up, or move to a plan with more credits, any time. ### Who actually needs a paid seat? Anyone who uses Lindy takes a seat, whether they sign up directly, join your workspace, or @mention Lindy in Slack. New users can start with free credits. New teammates who join through Slack get a 7-day free trial before their seat is billed. ### How does billing and seat management work? Teammate is one workspace subscription: every seat is on a single bill and all credits pool together. Admins manage seats and credit allocations in one place. Remove a seat any time and it stays active through the cycle you’ve paid for, with no mid-cycle proration, and Lindy won’t re-add anyone an admin removed. ### Can we change plans? Upgrades take effect immediately. Downgrades take effect at the end of your current term. Credit and seat allocation changes are always immediate. Manage everything from your [account settings](https://chat.lindy.ai). ### Will Lindy do anything without my approval? No. Anything with outside impact waits for approval, such as sending an email, updating a ticket, posting to another channel, or publishing a doc. Read-only lookups from approved sources don’t require approval. ### Is our data secure? Yes. Your data is encrypted, never sold, and never used to train models. Lindy is SOC 2 Type II and GDPR compliant, and Enterprise adds SSO, SCIM, and HIPAA with a signed BAA. ### Can I try Lindy for free? Yes. Start with free credits, no credit card required. The free credits last 7 days. Choose a paid plan to keep using Lindy after that. ### What happens if we cancel? Your workspace stays active through the cycle you’ve paid for, with no mid-cycle proration. After that, credit-using actions stop. ### Does a returning teammate get another free trial? The free week is one-time per teammate. If someone leaves and comes back, they pick up right where the team left off, with immediate access, going straight onto a billed seat. ### What payment methods do you accept? Lindy accepts all major credit and debit cards through Stripe. ## Next Steps ### [Get Started](https://www.lindy.ai/docs/start-here/quickstart) Set up Lindy in 2 minutes. ### [Set up Lindy](https://www.lindy.ai/docs/teammate/setup) Give your whole team a shared Lindy in Slack. ### [Billing](https://www.lindy.ai/docs/teammate/lindy-teammate-billing) Seats, trials, and your shared credit pool. ### [Security](https://www.lindy.ai/docs/resources/security) SOC 2 Type II, HIPAA, GDPR. Your data is protected. --- # Understanding Your Usage Source: https://www.lindy.ai/docs/account-billing/usage ![One pool, whole team: shared credit usage with Set credit allocations, Pause routines, and Add credits controls](https://www.lindy.ai/_sherpa/assets/static/docs/d5c8d6d6fba5-usage-credits-topups-banner.jpg) Credits cost **$0.01 per credit on base plans**. Your whole team draws from **one shared pool of credits**. Every seat adds to it, and every Lindy your team works with spends from it: the shared Lindy out in your channels, and the private Lindy in each person’s DMs. This page covers what actually uses credits, why Lindy sometimes pauses to check in, and what to do if your team needs more. For seats, pricing, and trials, see [Lindy Teammate Billing](https://www.lindy.ai/docs/teammate/lindy-teammate-billing). ## Usage Warning: Why Am I Seeing This? Lindy paused a task because it’s using significantly more resources than usual. This is a **protection for your team**, not an error. When a task starts drawing more from the pool than expected, Lindy stops and checks in before continuing. It asks right where you delegated the work: in the Slack thread if you @mentioned it in a channel, or in your DM if you asked there. You can **continue** (the task finishes normally) or **stop** (no additional credits are used). If you stop, the thread stays open and you can pick it back up later. TIP: You’re not doing anything wrong. The warning just makes sure your team stays in control of a pool everyone shares. ## Credit Usage by Feature Credits pay for the work Lindy does. What follows is a general sense of what each kind of work draws from your pool. ### Your team’s Lindy, in your channels Shared with the whole team, drawing on your approved team sources. This is where most of a team’s credits go, because everyone @mentions the same Lindy. | What Lindy does | Credit impact | | Answering a question from approved team sources | Low | | Pulling a report or a lookup from a connected tool | Low | | Drafting a client update, summary, or document | Moderate | | Team routines, priced by how often they run | Moderate | | Deep research across channels and Drive folders | **Varies** | ### Your personal Lindy, in your DMs Private to each person, and much lighter. These run on their own to keep you ahead of your day. | What Lindy does | Credit impact | | Daily brief | Very low | | Email alerts on time-sensitive mail | Very low | | Open-loop nudges when an ask goes unanswered | Very low | | Meeting prep briefings | Very low | | Catch-up summaries when you’re @mentioned in a busy channel | Low | | Meeting recaps and notes | Low | | Ad hoc research you delegate in a DM | **Varies** | | [Phone calls](https://www.lindy.ai/docs/features/phone-line) | **From 25 credits per minute** | Your Lindy’s phone number itself is a separate monthly fee, billed with your plan. NOTE: Both Lindys spend from the same pool. A busy channel where the whole team @mentions Lindy will move the number faster than any one person’s DMs. Your monthly plan credits reset at the start of each billing cycle and do not roll over. Purchased top-up credits remain available until you use them. ## Checking your usage To see your workspace’s total, go to **Settings → Billing** and scroll to the usage section. To see it person by person, open **Settings → Members**. The **Credits** column shows what each teammate has drawn this cycle, and sorting by it is the fastest way to find out where your pool is going. ## Spend caps per teammate Admins can cap how much any one person draws from the shared pool. It’s the main tool for keeping one heavy user from spending the team’s month. ![Setting a per-teammate credit limit from the Members table](https://www.lindy.ai/_sherpa/assets/static/docs/dba9e83f782c-edit-credit-limit.png) In **Settings → Members**, click the **⋯** menu on a row and choose **Edit credit limit**. Once the limit is reached, Lindy pauses further credit-using actions for that person. A task already running can finish and take usage beyond the cap. Without a cap, that teammate can use the available workspace balance. ## What Happens When Your Team Hits the Limit? - **Lindy pauses credit-using work** when the pool runs out. Admins can buy a top-up or change plans if the team needs more credits before the next reset. - **Work can continue once credits are available again**, whether from a top-up, a plan change, or the next billing cycle. - **Your monthly plan credits reset at the start of each billing cycle.** Unused plan credits do not roll over; purchased top-up credits remain until used. ### What if we need more before the pool resets? Admins have two options: - **Buy a top-up**: extra workspace credits, with current pricing shown in **Settings → Billing**. Purchased top-up credits remain available until you use them. - **Change the plan**: review the available plans in **Settings → Billing** and choose one that fits your team’s usage. ### Does adding a teammate add credits? Yes. Credits belong to the workspace, not to each person, and every seat adds its tier’s allotment to the pool. See [Lindy Teammate Billing](https://www.lindy.ai/docs/teammate/lindy-teammate-billing). ### Can I try Lindy for free? New users can start with free credits, no credit card required. The free credits last 7 days. If your team is regularly hitting the limit, [reach out](mailto:support@lindy.ai) and we’ll find the right fit. ## Credit Optimization To make your team’s credits go further, try these adjustments. ### Scope your team sources tightly The shared Lindy searches everything you’ve approved. Point it at the channels and Drive folders that actually hold your team’s answers, not at the whole workspace. Open **Settings → Lindy Teammate → Team sources** and prune anything stale. A narrower set of sources is cheaper to search and gives better answers, so this is the rare lever that improves quality and cost at once. ### Review team routines monthly Team routines run on their own schedule whether or not anyone reads the result, and a workspace-wide routine spends for the whole team every time it fires. They’re the easiest thing to set up and forget. Open the **Routines** page from the left sidebar and review both the **Team** and **Personal** tabs once a month. Flipping a routine off stops it without removing it, so you can turn it back on whenever you want. See [Routines](https://www.lindy.ai/docs/teammate/routines). ### Start a new thread for a new topic Every message in a thread re-reads everything above it, so a long-running thread gets more expensive with each turn. This matters more in a busy channel than in a DM, because the whole team keeps adding to it. Starting a fresh thread for an unrelated topic keeps every conversation lean. You lose nothing: what Lindy knows from your team’s sources carries across every thread. ### Batch related asks into one thread The flip side of the same rule. One thread per topic is the goal, not the fewest threads possible. If your team has five questions about the same account, ask them in one thread instead of opening five. If the next question has nothing to do with the last one, start fresh. ### Be specific about what you delegate Deep research is the row in the tables above whose cost genuinely varies, and vagueness is usually the reason. A precise brief tells Lindy when it’s done; an open-ended one doesn’t. - **Costs more**: “@Lindy research Acme.” - **Costs less**: “@Lindy give me five bullets on Acme’s funding history and their last two product launches.” The same goes for length. If you want a short answer, say so. ### Pick the right model Advanced models earn their cost on hard reasoning and analysis. Routine work like summarizing, drafting, and lookups runs well on a cheaper one. Switch the model from the dropdown below the taskbar, then select **Set as default** to apply it to new conversations. ### Remove seats you aren't using A seat stays billed until an admin removes it, and you keep it through the end of the current cycle with no mid-cycle proration. When someone leaves the team, remove them in **Settings → Members**. If a removed person @mentions Lindy again, it tells them it can’t help and pings an admin. It won’t quietly re-add them. ### Check usage weekly A quick look at **Settings → Billing** once a week turns an end-of-month surprise into a small adjustment you make on a Tuesday. Sorting **Settings → Members** by the **Credits** column is how you notice one person or one routine burning more than you expected. TIP: You don’t have to catch all of this yourself. If a single task starts running unusually heavy, Lindy pauses and checks in before continuing. See [Usage Warning](#usage-warning-why-am-i-seeing-this) above. ## Relevant Docs ### [Lindy Teammate Billing](https://www.lindy.ai/docs/teammate/lindy-teammate-billing) Seats, trials, top-ups, and your shared credit pool ### [Set up Lindy](https://www.lindy.ai/docs/teammate/setup) Get Lindy into your team’s Slack and connect your tools --- # Billing Source: https://www.lindy.ai/docs/teammate/lindy-teammate-billing Lindy is priced per person. Each teammate gets a seat, and your whole team draws from one shared pool of credits. ## Plans Choose **Plus**, **Pro**, or **Max**. **Enterprise** is available for teams with additional requirements. See **Settings → Billing** for current plan details and pricing, or [contact us](mailto:support@lindy.ai) about Enterprise. ## Try Lindy for free New users can start with free credits, no credit card required. The free credits last 7 days. Choose a paid plan to keep using Lindy after that. ## How someone becomes a seat A person takes a seat when they: - Sign up to Lindy directly - Join your workspace by signing up - @mention Lindy in your team’s Slack for the first time NOTE: New teammates who join through Slack get a 7-day free trial before their seat is billed. The free week is one-time per teammate; returning teammates do not get another trial. ### The Slack trial - Someone new @mentions Lindy in Slack. - Lindy sets up an account for them under your workspace. - Every admin gets an email: who joined, that they’re free for a week, and a one-click link to remove them. - The new teammate gets a Slack DM to finish setting up their own Lindy. - Remove someone’s seat and, if they @mention Lindy again, it tells them it can’t help and pings an admin. It won’t quietly re-add them. A paid seat stays billed until an admin removes it. You keep it through the end of the current cycle, with no mid-cycle proration. ## Your shared credit pool Credits cost **$0.01 per credit on base plans**. Credits belong to the workspace, not to each person. The pool adds up: - Your base plan’s credits - The credits included with each teammate’s seat - Any top-ups an admin buys ### Spend caps Admins can cap how much any teammate uses from the shared pool. Once the limit is reached, Lindy pauses further credit-using actions for that person until the next cycle or a higher cap. A task already running can finish and take usage beyond the cap. Without a cap, that teammate can use the available workspace balance. ### Top-ups Admins can buy extra workspace credits from **Settings → Billing**, where current top-up pricing is shown. Monthly plan credits reset at the start of each billing cycle and don’t roll over. Purchased top-up credits stay available until you use them. If the workspace runs out of credits, Lindy pauses credit-using actions until the next reset. Admins can top up or move to a plan with more credits to continue sooner. ## Plan features Lindy supports major AI models, and you can choose which model to use. A few things depend on your plan: - SSO, SCIM, audit logs, and HIPAA/BAA on Enterprise - Live onboarding on Pro and up - Computer use on Pro and Max - Connected inbox limits vary by plan; see **Settings → Billing** for current details ## Relevant Docs ### [Set up Lindy](https://www.lindy.ai/docs/teammate/setup) Get Lindy into your team’s Slack and link everyone ### [Routines](https://www.lindy.ai/docs/teammate/routines) Recurring work Lindy runs on a schedule --- # Security Source: https://www.lindy.ai/docs/resources/security Lindy is **AICPA SOC 2 Type II**, **GDPR**, **HIPAA**, and **PIPEDA** compliant. Your data is encrypted in transit and at rest, never sold, and never used to train models. Enterprise adds SSO, SCIM, and HIPAA with a signed BAA. For the full overview of our security practices, visit our [Trust Center](https://trust.lindy.ai/).