1. Add Lindy to Slack
One click from the Slack marketplace. The whole team gets Lindy at once.
Use Clientary with Lindy.
Connect Clientary and start asking Lindy to take work off your plate. No workflows to build, just tell Lindy what you need in plain language.
Actions
Everything Lindy can do in Clientary
Explore all the actions Lindy can perform in Clientary. Just describe what you need in plain language, and Lindy handles the rest.
actions5 actions
Create Client
Create a new client with their basic information and contact details.
Create Estimate
Create a new estimate with date, currency, number, and line items.
Create Expense
Create and track business expenses with optional client and project associations.
Create Invoice
Creates a new invoice with date, due date, currency, and optional items.
Create Task
Create a new task with title, due date, and optional details.
People use Lindy at some pretty cool places.
Easy as one, two, three
How it works
2. Connect your tools
Lindy works with 1,500+ apps and any MCP server.
3. Put Lindy to work
@mention Lindy in any channel and it starts working. Minutes, not a weekend.
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Frequently asked questions
What is Lindy?
Lindy is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Lindy takes the work off your plate.
How do I connect Clientary to Lindy?
Sign up to Lindy, ask Lindy to connect to Clientary, and approve the connection when prompted. From then on you can ask Lindy to do things in Clientary whenever you need.
Do I need to build workflows or write code?
No. There's nothing to build or configure. You ask Lindy in Slack the same way you'd ask a colleague, and Lindy handles the rest.
Can Lindy handle Clientary tasks automatically?
Yes. Ask once and tell Lindy when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.
What can Lindy do with Clientary
Read and act on data in Clientary, and trigger workflows when something changes there. Tell Lindy the outcome you want and it handles the rest.
Does Lindy work with my other tools too?
Yes. Lindy connects to 1,500+ apps and any MCP server, so you can ask for tasks that span Clientary and the rest of your stack in a single request.
