Why this matters
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.
What you’ll build
Three explainer sheets: what Lindy does, which routine for which job, and three checks before it works on its own.
What you need
- Nothing to startThe module is explainer cards only, with no Lindy screens and no account.
- Lindy, to try it for reallindy.ai. Lindy is a paid product that starts with a free trial.
Concepts
3 ideas you’ll use in the practice.
A routine has three parts
Lindy’s docs say every routine has a trigger (when it runs), a 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 Check them now and then and fix anything out of date.
Practice
Do every step yourself in a practice copy of the real tool. It checks your work, and “Do it for me” finishes any step you get stuck on.
Do it for real
Now repeat it in your own account. Tick each step as you go.
Quick check
3 questions to check you’ve got it.
1. What are the three parts of a Lindy routine?
- A trigger, a prompt and a destination
- A model, a key and a webhook
- A template, a list and a filter
Show the answer
A trigger, a prompt and a destination. Lindy’s docs: a trigger (when it runs), a prompt (what to do) and a destination (where the result goes).
2. While you are learning, how should Lindy handle email?
- Send replies on its own
- Draft replies, with Ask for approval on
- Delete old email
Show the answer
Draft replies, with Ask for approval on. Keep Ask for approval on and read every draft before you send it yourself.
3. Where does Lindy say its memory lives?
- Nowhere you can see
- In plain files you can open
- Only in your Gmail
Show the answer
In plain files you can open. Lindy says its memory lives in plain files you can open, so you can check and fix it.
Answer Client Emails in Half the Time using Lindy
Now build it: a Lindy routine that drafts client email replies in Gmail for you to check and send.
Start module 2 →