1. Add Lindy to Slack
One click from the Slack marketplace. The whole team gets Lindy at once.
Use White Swan with Lindy.
Connect White Swan 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 White Swan
Explore all the actions Lindy can perform in White Swan. Just describe what you need in plain language, and Lindy handles the rest.
actions3 actions
Create Pre-fill Info
Create pre-filled insurance application information for a potential policyholder.
Get Referred Clients Info
Retrieve information about clients who were referred to the system.
Submit Complete Plan Request
Submit a complete plan request for life insurance coverage with personal and policy 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 White Swan to Lindy?
Sign up to Lindy, ask Lindy to connect to White Swan, and approve the connection when prompted. From then on you can ask Lindy to do things in White Swan 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 White Swan 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 White Swan
Read and act on data in White Swan, 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 White Swan and the rest of your stack in a single request.
