Reminders, memory, and skills · Video 14 of 15 · 48 s
Teach Lindy about you and your clients
Share your role and priorities, check what Lindy learned, and add client files to Memory.
Personal and Team: Recent learnings and your Personal files are yours. Workspace files are shared with the team, and only owners and admins can edit them.
Steps
Brief Lindy like a new assistantTell Lindy about your role, your top client, your hours, and your time zone.Try typingI run client delivery at a marketing agency. Acme is my priority this month. I work 9 to 5 Pacific. Keep updates short, with a clear next action.
Find what Lindy learnedOn Home, Recent learnings shows what Lindy saved about you. Open one to check it.
Add a useful reference fileFor client work, open Memory and drop in a client brief or brand guide. Owners and admins can add it under Workspace, so everyone's Lindy works from the same brief.
Open and verify the fileEverything in Memory is a plain file. Open one, fix anything that's out of date, and click Save changes.
Ask a grounded questionNow ask for real work, and check the answer against the file.Try typingUse the Acme client brief to summarize the target audience, approved messaging, and anything we should avoid. Point me to the supporting sections.