# Lindy for Beginners: Routines, Memory and Approvals Explained

> A free 5-minute Lindy tutorial: routines (trigger, prompt, destination), skills, memory and approvals, which jobs suit Lindy, and what to check first.

Source: https://learn.ynteractive.com/content/lindy-for-beginners-routines-memory-approvals · Updated 2026-10-20 · Free from Stepthrough (https://learn.ynteractive.com)

## Practice it step by step

[Start the free practice](https://learn.ynteractive.com/modules/lindy-explained)

[Take the free module: why it matters, practice and a quick check →](https://learn.ynteractive.com/courses/lindy-jump-start/1)

You do every step yourself in a practice copy of Lindy. It checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, about 5 minutes, and nothing touches your real accounts. [Open full screen](https://learn.ynteractive.com/modules/lindy-explained)

Free · Live now · [AI Automation for Accounting & Bookkeeping Firms](https://learn.ynteractive.com/content/industry/accounting-and-bookkeeping-firms) · [Lindy](https://learn.ynteractive.com/content/tool/lindy) · ~5 min · 12 steps · Beginner

Updated October 20, 2026. Built against the tool’s current screens and checked step by step. [How we check this lesson](https://learn.ynteractive.com/content/about#how-we-check)

[Lindy](https://learn.ynteractive.com/content/tool/lindy) can read your email and act for you, which is useful and a little scary. Knowing its parts, and where the approvals sit, is what makes it safe to hand it real work. This short module is the map: Lindy’s four parts, three office jobs it suits, and the checks before it works on its own. It is a free, five-minute module of explainer cards, the first module of the Lindy Jump Start. This is my own lesson, not an official Lindy course.

## At a glance

| Question | Answer |
| --- | --- |
| What you build | A five-minute map of Lindy before you set it loose on your inbox: routines, skills, memory and approvals, three office jobs it suits (client email, meetings, calls), and what to check before it works on its own. |
| Tools | Lindy |
| Time | About 5 minutes, 12 steps in 3 parts |
| Level | Beginner, no coding needed |
| Cost | Free |
| Ways to learn it | [Practice it step by step](https://learn.ynteractive.com/modules/lindy-explained) |

### The 3 parts, in short

1. What Lindy does: Open the Routines card, Open the Skills card, Open the Memory card, Open the Approvals card.
2. Which routine for which job: Open the jobs sheet, Match the client emails, Match the meetings job, Match the phone job.
3. Before you trust it: Open the checks sheet, Read the drafts check, Read the data check, Read the plan check.

**Part of:** [Email on Autopilot](https://learn.ynteractive.com/content/paths/email-on-autopilot) (step 14 of 16)

**Part of:** [AI Apps Worth Knowing](https://learn.ynteractive.com/content/paths/partner-tools-ai-apps) (step 62 of 80)

## What you will do

Three explainer sheets: what Lindy does, which routine for which job, and three checks before it works on its own.

Every fact on the cards comes from the tool’s own website, read 20 October 2026. The cards show no app screens; the next modules in the course use real ones.

## A routine has three parts

Lindy’s docs say every routine has a trigger (when it runs), a [prompt](https://learn.ynteractive.com/content/glossary/prompt) (what to do, in plain English) and a destination (where the result goes). It runs on a schedule or on an event, like a new email.

## Approvals keep you in charge

Lindy says approvals are built in. For Gmail, set the guardrail to Ask for approval while you learn, and read every draft before you send it.

## Memory you can open

Lindy says its memory lives in plain files you can open. Check them now and then and fix anything out of date.

## Try it in Lindy

- Pick one kind of email you answer every week.
- In Lindy, set the Gmail guardrail to Ask for approval.
- Build a routine with a narrow trigger and draft-only instructions.
- Test it on one email and read the draft.
- Widen it only after it has been right for a while.

## Try it yourself, free

Reading the steps is a start. Doing them is how it sticks. The interactive module walks you through every click in a practice copy of Lindy, checks each step, and never touches your real accounts.

[Start “Lindy for Beginners: Routines, Memory and Approvals Explained”](https://learn.ynteractive.com/modules/lindy-explained)

## Step by step: Lindy for Beginners: Routines, Memory and Approvals Explained

All 12 steps of the interactive module, in order. In the module you watch each one, then do it yourself in a practice copy that checks your work.

### 1. What Lindy does

1. **Open the Routines card.** Click the **Routines** card.
   Start with routines. A routine is work Lindy does again and again. Lindy's docs say it has three parts. A trigger, for when it runs. A prompt, in plain English, for what to do. And a destination, for where the result goes. Start narrow and test it on one item first.
2. **Open the Skills card.** Click the **Skills and integrations** card.
   Skills and integrations. Lindy connects to your tools, like Gmail and your calendar, and comes with built-in skills. Connect only the accounts a routine actually needs.
3. **Open the Memory card.** Click the **Memory** card.
   Memory. Lindy says what it remembers lives in plain files you can open. Look at them now and then, and fix anything out of date.
4. **Open the Approvals card.** Click the **Approvals** card.
   And approvals. Lindy says approvals are built in. For Gmail, set the guardrail to Ask for approval, so nothing goes out without you. Keep it on while you learn.

### 2. Which routine for which job

5. **Open the jobs sheet.** Click the **Which routine for which job** tab.
   Now let's match Lindy to real office jobs.
6. **Match the client emails.** Click the **Forty client emails a week** card.
   Forty client emails a week. An email drafting routine puts a draft in Gmail for each one, and you still check and send it. That's the next module.
7. **Match the meetings job.** Click the **Meetings you need notes from** card.
   Meetings. Lindy's docs list built-in routines for meeting recording, prep and scheduling. Always ask everyone on the call before you record.
8. **Match the phone job.** Click the **Calls you cannot pick up** card.
   Calls you can't pick up. Lindy says it can have its own phone number, answer as a receptionist and book appointments. US numbers only for now, so check the limits first.

### 3. Before you trust it

9. **Open the checks sheet.** Click the **Before you trust it** tab.
   Last tab. Three checks before Lindy works on its own.
10. **Read the drafts check.** Click the **Drafts, not sends** card.
    Drafts, not sends. Read every draft, and check each date, fee and form before you send it yourself. Widen a routine only after it's been right for a while.
11. **Read the data check.** Click the **Your data** card.
    Your data. Lindy says it's [SOC 2](https://learn.ynteractive.com/content/glossary/soc-2-report) Type 2 and GDPR compliant, and that it doesn't use your data to train AI models. Still follow your firm's rules before you connect a client inbox.
12. **Read the plan check.** Click the **Trial, then paid** card.
    Lindy is a paid product that starts with a free trial. Check the pricing page before you widen a routine to every email. That's the map. Next, you'll build the email routine.

## Frequently asked questions

**What is Lindy AI?**

Lindy (lindy.ai) describes itself as an AI employee that completes work across your connected tools, reached through email, Slack, meetings, iMessage and a Chrome extension. It runs routines such as email drafting, meeting recording and daily briefs.

**Is Lindy safe to connect to my email?**

Lindy says it is SOC 2 Type II, GDPR, HIPAA and PIPEDA compliant and does not use your data to train AI models. Still follow your firm’s rules, keep approvals on and read every draft.

**Is this an official Lindy course?**

No. This is my own lesson. Lindy is a separate, third-party product. Facts come from lindy.ai and docs.lindy.ai, read 20 October 2026.

[Start this module free](https://learn.ynteractive.com/modules/lindy-explained)

- Next in AI Automation for Accounting & Bookkeeping Firms: [Answer Client Emails in Half the Time using Lindy](https://learn.ynteractive.com/content/lindy-ai-draft-client-email-replies)

## Terms in this lesson

Plain-English definitions, each with an example from a free lesson.

[Prompt](https://learn.ynteractive.com/content/glossary/prompt) · Integration · [SOC 2 report](https://learn.ynteractive.com/content/glossary/soc-2-report) · [AI model](https://learn.ynteractive.com/content/glossary/ai-model)

[The full AI glossary](https://learn.ynteractive.com/content/glossary)

## Browse related tutorials

[AI for Accounting & Bookkeeping Firms (12)](https://learn.ynteractive.com/content/industry/accounting-and-bookkeeping-firms) · [Lindy tutorials (2)](https://learn.ynteractive.com/content/tool/lindy)

Need this automated for your business? Robert Breen, the instructor behind this lesson, builds AI automations and workflows for small teams. [Get an automation built for your team](https://ynteractive.com/services)