Free Lindy tutorials for small business
Updated
Lindy. These 2 free modules teach it by building real projects, not by reading about features: Lindy for Beginners: Routines, Memory and Approvals Explained and Answer Client Emails in Half the Time using Lindy.
The Lindy modules cover Accounting & Bookkeeping Firms. Every module runs in a practice copy of Lindy, so you can learn it without an account, then set it up for real.
2 modules
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)…
Free · Live ~5 min Beginner
◷Answer Client Emails in Half the Time using LindyA business case for a small office: price the hours spent writing client replies from scratch, then set up a Lindy routine that drafts each reply in Gmail for you to…
Free · Live ~14 min Intermediate
What you do in each module
- Lindy for Beginners: Routines, Memory and Approvals Explained (about 5 minutes, 12 steps, beginner). You work through: What Lindy does, Which routine for which job and Before you trust it.
- Answer Client Emails in Half the Time using Lindy (about 14 minutes, 33 steps, intermediate). You work through: The cost of answering every email from scratch, Keep Lindy on drafts, Build the drafting routine, Test it with one email, Widen it, safely and What this saves you.
Common questions
How long will this take?
The 2 modules take about 19 minutes in total, and you can do them in separate sittings.
Do I need experience first?
These modules are marked beginner and intermediate. Each step shows you exactly where to click.
Do I need a Lindy account to start?
No. The practice runs in a copy of Lindy inside your browser, and nothing touches your real accounts. When you are ready, you repeat the steps in your own account.
Is it free?
Yes. All 2 modules are free.
Where should I start?
Start with Lindy for Beginners: Routines, Memory and Approvals Explained, then continue with Answer Client Emails in Half the Time using Lindy.
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Frequently asked questions
- Are these Lindy tutorials free?
- Yes. All 2 live Lindy lessons here are free, and you can start without signing up. Each one is a real project you build step by step in a practice copy of Lindy that checks your work.
- Where should a beginner start with Lindy?
- Start with Lindy for Beginners: Routines, Memory and Approvals Explained, about 5 minutes. Every step shows you where to click, and "Do it for me" finishes any step you get stuck on.
- Do I need my own Lindy account to practice?
- No. The lessons run in a practice copy of Lindy in your browser, so nothing touches your real accounts. To build the same workflow for real afterwards you need your own Lindy account; check Lindy's current pricing first.
Related
How every module works
Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.
Start learning free