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Meta@Lindy look after my client accounts
On it. Updates every Friday.
On it. Updates every Friday.Brief it like a new hire.
Tell Lindy the job in plain English, and change it anytime.
← Every role
Account Manager
Hire Lindy as your account manager.
Lindy keeps every client in the loop: weekly updates, follow-ups after every call, and early warning on accounts that slip.
#clients8 members
+4
+4
Pulling this week for every client
ads.read9 client accounts · this week✓
ads.readspend, results · vs. goal✓
monday.readshipped and in review✓
gmail.draft9 updates · client voice✓
4 tool calls · done in 1m 40sNine client updates drafted. One per client, in each account’s usual format: results vs. goal, what shipped, what’s next, and anything we need from them. Two flag a risk, so they’re held for your review:
Client updates · week 41DraftedFenwick OutdoorROAS 4.2 vs 3.0 goal · new creative liveReady
Brightlineleads +18% · landing page in reviewReady
Corvetaspend paced 30% behind · needs a callHeld
NorthwindCPA up 2 weeks running · plan attachedHeld
🙌 3＋
Message #clients
#product14 members+10
+10
Message #product
#support9 members+5
+5Message #support
#clients9 members+5
+5Combining results, email and calls
ads.reportCorven · leads -38% in 3 weeks✓gmail.readno reply in 10 days · notice period asked✓
slack.notifyowner pinged → Dana✓3 tool calls · done in 12sCorven just crossed the risk line. Leads are down 38% in three weeks, their marketing lead hasn’t replied in ten days, and their last email asked about the notice period. Dana is pinged with the full picture:
Churn risk · CorvenFlaggedResultsleads -38% over 3 weeksFading
Client contactno reply in 10 days · was same-dayQuiet
Last emailasked about the notice periodSignal
NextDana pinged · save plan drafted · renewal NovTime to act
🚨 2＋
Message #clients
How it works
How Lindy does the job.
Drafts updates · files action items · books check-insWorks in the tools you use.
Lindy works inside your accounts, not in another app.
LindyAPPFenwick’s weekly update is drafted: leads up 18%, homepage launch on track for Friday.
Send itEdit
Reports back. You stay in control.
Client emails start as drafts. Risky ones always wait for you.
A week on the job
A week with Lindy as your account manager.
@Lindy look after my client accounts
- After callsClose the loopRecap sent
- Every dayWatch account healthSlips flagged
- When risk risesCatch churn earlySave plan drafted
- Fridays, 2:00
Weekly client updatesOne per client - End of week
Done
Nine clients updated. Two risks held for your review.
You decide what Lindy does alone.
A typical setup. Every limit is yours to change.
On its own
- Draft client updates and call recaps
- File action items with owners
- Book check-ins on your calendar
- Flag accounts that are slipping
Checks with you first
- Send anything to a client, until you turn that on
- Send an update flagged as a risk
- Change scope, pricing or dates in a client email
Hand Lindy work wherever you are
@Lindy in Slack
Text Lindy
Send a voice memoEvery client feels like your only client.
Account management is a hundred small promises: the update you said you’d send, the follow-up after the call, the client who’s gone quiet. Lindy keeps all of them, for every account.
Without Lindy
- ×Friday afternoons lost to writing the same update nine times.
- ×Follow-ups that slip when the week gets busy.
- ×Finding out a client is unhappy at renewal.
With Lindy
- Updates drafted for every client, in each one’s format.
- Action items, recap and next meeting handled right after the call.
- A heads-up the moment an account starts to slip.
Questions.
Can one Lindy handle all my clients?
Yes. Lindy works across every client you manage and keeps each one’s context, data and tone separate, so a Fenwick update never borrows from a Brightline one.
Will Lindy send anything to a client without me?
Only if you tell it to. Most teams start with drafts for review, then let routine updates go out on their own once they trust them.
Can I just text Lindy?
Yes. @Lindy in Slack, text Lindy, or send a voice memo from your phone, the way you’d brief an assistant on your way out the door.
Can I change what Lindy does?
Yes. These jobs are starting points, not templates. Tell Lindy what you need in your own words, the way you’d brief a new hire, and change it anytime: different clients, different steps, different tools. Most people start with one job and add more as they go.
Does Lindy work with my tools?
Lindy connects to 1,500+ integrations + MCP, including the tools on this page, so it works inside the accounts your team already uses.
Is my data safe?
Lindy is 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, and Lindy only acts within the permissions you give it.
More questions? See our docs
More roles
Lindy can fill more than one seat.
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See how it worksSEO Specialist
Keeps your clients ranking and their content fresh.
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Does the research behind every pitch and plan.
See how it worksProject Manager
Keeps every client project moving and on deadline.
See how it works
Your new account manager starts today.
Lindy is ready in two minutes. @Lindy in Slack, text Lindy, or send a voice memo.
Try for free$50 in free credits • No credit card required