AcademyOpen Lindy

Lindy Academy

Learn Lindy in a minute at a time

Short videos that show how to set up and use Lindy. Each covers one setup, in the order most people do it, with the steps in text below the video.

Setup

Text Lindy from your phone

Add your phone, pin Lindy in Messages, and text it your first request. 0:41

Add Lindy to Slack

Install Lindy in Slack for the team, link your account, and send your first DM. 0:50

Connect your tools

Connect a tool like HubSpot or Notion, choose who can use it, and test it. 0:43

Inbox

Set up inbox triage

Turn on Email labeling and Email drafting, add a label, and build a weekday inbox routine. 1:08

Get drafts that sound like you

Set drafting instructions, check learned instructions, and add your signature. 0:37

Set up your daily brief

Choose what your daily brief covers, which calendars it reads, where it arrives, and when. 0:50

Get alerts for urgent emails

Describe what counts as urgent, what to ignore, and where alerts reach you. 0:39

Follow up on unanswered emails

Turn on Follow-up bumps and choose how long to wait for a reply. 0:31

Meetings

Record and summarize meetings

Turn on Meeting recording, name the notetaker, set what the summary includes, and find the notes. 0:46

Get prepped before every call

Turn on Meeting prep, choose which meetings, and set when and where prep arrives. 0:44

Schedule meetings without the back-and-forth

Turn on Meeting scheduling, set your meeting hours and defaults, then hand off a booking. 0:35

Turn calls into follow-ups

Choose who gets the recap and what Lindy drafts after a recorded call. 0:43

Reminders, memory, and skills

Hand off reminders

Set timed and conditional reminders, list them, and move them. 0:39

Teach Lindy about you and your clients

Share your role and priorities, check what Lindy learned, and add client files to Memory. 0:48

Teach Lindy a repeatable process

Save a personal skill in chat, check its description, and use it. 0:43