- Form submit
- Fetch company site
- Claude scores fit
Auto-qualify inbound leads before a rep sees them
Score every demo request against your ICP, update HubSpot and ping the right rep in Slack within a minute of the form submit.
A user who moved from n8n to Lindy uses it with Outlook and Slack to create and manage AI notetakers so they no longer take meeting notes by hand.
A user who moved from n8n to Lindy uses it with Outlook and Slack to create and manage AI notetakers so they no longer take meeting notes by hand.
The reviewer (Tony L.) moved from n8n to Lindy and describes the setup as easy. They create AI agents by prompting Lindy, then use it with Outlook and Slack to create and manage notetakers for their meetings. The review doesn't go into step-by-step mechanics.
They no longer take notes by hand and get consistent feedback from each meeting. The one drawback: when Lindy makes mistakes while building agents, those errors use up a lot of credits.
Errors made while building agents consume many credits, so expect some cost while you get the agent right.
Set up a Lindy notetaker that joins my [Outlook/Teams/Zoom] meetings, records the key decisions and action items with owners, and posts a summary to [Slack channel] after each one. Only join meetings that match [rule, e.g. have external guests]. Test it on my next meeting and show me the summary before posting to the channel.
Score every demo request against your ICP, update HubSpot and ping the right rep in Slack within a minute of the form submit.
Every new Zendesk ticket gets a category, priority and sentiment tag plus a draft reply in an internal note before an agent opens it.
A Lindy agent sorts each new Gmail message, archives the noise, and leaves a draft reply in your voice for everything that needs an answer.