Run the deal-won handoff
The AI teammate that runs the handoff.
A deal closes and Lindy takes it from there: CRM updated, handoff doc written, CS briefed, kickoff booked, welcome email sent.
HubSpot
Notion
Slack
Zoom
GmailPeople use Lindy at some pretty cool places.
Stop celebrating, then doing admin.
Every closed deal kicks off the same five chores in five tools. They land on the rep, they get done late, and CS starts the relationship with half the context.
Without Lindy
- Five tools, five manual steps per deal.
- Handoff docs written from memory.
- CS finds out when the customer emails.
- Kickoff scheduled a week late.
With Lindy
- One message runs all five steps.
- Handoff doc built from the deal record.
- CS briefed the minute it closes.
- Kickoff on the calendar same day.
More use cases
More things Lindy can take on.
Watch your pipeline
Which deals moved, stalled, or need you, every morning.
Go to use case →Query your sales calls
Get themes, quotes, and timestamps across every recording at once.
Go to use case →Find the decision
The decision, the person who made it, the date, and the source links.
Go to use case →Ready when you are.
Free to try. In your Slack in two minutes.
Automate your handoff7-day free trial • Cancel anytime