Lindy — Your AI Assistant for Automations is an AI agent platform that lets you build, deploy, and manage smart automations across your apps (e.g., Gmail, HubSpot, Slack) to save time, scale processes, and grow your business. It supports sales, customer support, recruitment, email management, meeting capture, and more through a visual workflow builder, hundreds of integrations, and advanced AI models. Lindy emphasizes rapid creation of capable AI agents (Lindies) that can operate with triggers, multi-step logic, human-in-the-loop overrides, and knowledge-base-driven responses. It is designed for teams and enterprises, offering templates, security certifications, and a library of use-case templates to automate repetitive work with minimal coding.
How Lindy Works
- Choose a trigger. An event kicks off an AI agent (e.g., a new email in Gmail, a new CRM lead).
- Connect your apps. Hundreds of integrations are available to wire data across systems.
- Define instructions. Provide natural-language prompts and rules to tailor agent behavior.
- Run and scale. Deploy agents to automate workflows, with options for human-in-the-loop where needed.
Lindy supports building multiple agents that can work together, access a central knowledge base, and operate across web, mobile, and on-site contexts. It emphasizes easy setup, model-agnostic power, data security (SOC 2, HIPAA, AES-256 encryption), and the ability to deploy across teams via templates and academy resources.
Use Cases
- Sales: lead qualification, lead generation, outreach, sales coaching, and meeting prep.
- Customer Support: 24/7 automation for triage, canned responses, knowledge-base-driven replies, and Slack/website support.
- Recruiting: screener conversations, data extraction, CRM updates, and interview prep.
- Email Management: triage, drafting, and auto-responders aligned to your tone.
- Meetings: meeting notes, follow-up emails, meeting coaching, and client insights.
- Data Entry & CRM: automatic transcription, data extraction, and CRM updates.
- Lead Gen & Outreach: web-scraped leads, personalized outreach, and multi-touch campaigns.
- International Support: multilingual interaction with customers while keeping records in English.
Core Capabilities
- Visual workflow builder to create AI agents (Lindies) without heavy coding
- Trigger-based automation across 200+ sources and apps
- Model-agnostic runtime: choose among leading AI models for power and cost control
- Human-in-the-loop: insert human oversight at any point in the workflow
- Knowledge Base integration: ingest and search your company data (Docs, Notion, Drive, etc.) to ground responses
- Multi-agent orchestration: run multiple Lindies that collaborate on complex tasks
- Knowledge, Compliance, and Security: SOC 2, HIPAA, AES-256 encryption, data privacy by design
- Web and mobile access: use Lindy on-the-go and embed agents on your site
- Templates and Academy: 100+ templates and training resources to accelerate onboarding
- Extensive integrations: connects with Gmail, Zoom, Twilio, HubSpot, and many more
How to Use Lindy
- Sign up and start with a template or create a custom agent.
- Pick a trigger and connect required apps (e.g., Gmail, CRM, calendar).
- Write or customize natural-language instructions for the agent’s behavior.
- Deploy and monitor; enable adjustments or human review when needed.
Safety and Compliance Considerations
- Use Lindy to automate internal processes and customer interactions while ensuring data privacy and compliance with applicable regulations.
- Leverage human-in-the-loop for sensitive decisions or high-risk outreach.
Core Features
- Visual AI Agent Builder to create custom automations without deep coding
- Rich library of 100+ templates for common use cases across Sales, Support, Meetings, and CRM
- Trigger-based automation with multi-step workflows
- Model-agnostic AI runtime to optimize performance and cost
- Human-in-the-loop integration for critical processes
- Knowledge Base ingestion to ground AI responses
- Multi-Agent orchestration for complex tasks
- 400+ prebuilt integrations with apps like Gmail, Zoom, Twilio, HubSpot
- Security certifications: SOC 2, HIPAA compliant, AES-256 encryption
- Knowledge, Academy, and Community resources to accelerate learning