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JuicyAgents

Ready-madeOperations & Admin

Lindy

A shared AI teammate that prepares work and takes approved actions across your inbox, calendar and business tools.

Not tested by JuicyAgents · Reviewed 9 Oct 2026

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Can replace
Superhuman / Calendly, Zapier
Integrations
Salesforce, HubSpot, Slack, Microsoft Teams, Gmail, Outlook +17 more
Independent review
Lindy user reviews (opens in a new tab)

Overview

About Lindy

Lindy is useful when a task needs information from several tools before someone can act. A team can ask it to prepare a meeting, investigate an inbox, update a report or collect the background for a customer reply. It combines connected company information with reusable instructions and scheduled work. The current product is presented as a shared teammate, including access from Slack, rather than only a visual automation builder.

Its main value is reducing the small handoffs between reading, drafting and updating records. It can keep the result near the team conversation, but the original email, CRM and task systems still matter. Treat it as an operating layer over those tools. A sensible first project is one repeatable workflow with an easy-to-check result, such as a daily briefing. Expand only after checking the output, permissions and actual credit cost.

What the workflow does

  • Connected work: Uses information and actions from supported business integrations, with MCP support for additional tools.
  • Scheduled routines: Runs recurring briefs, reminders and reports after you define the schedule and expected result.
  • Shared context: Keeps team files, meeting context and editable memory available for later work.
  • Reusable skills: Lets the team reuse instructions for tasks such as research, analysis or preparing a presentation.
  • Approval before external actions: Current pricing FAQ says emails, ticket updates and publishing wait for approval; approved read-only lookups do not.

From input to result

How the workflow works

You provide

  • Authorized inboxes, calendars and relevant business integrations.
  • A task brief, approved source material and a clear expected output.
  • Schedules, review owners and permission limits.

You get

  • A prepared brief with the information needed before a meeting.
  • Draft replies and follow-up work ready for a person to check.
  • Recurring updates without manually collecting the same information each week.

  1. Choose one task and connect only the information it needs; describe what a good result looks like.

  2. Let Lindy gather context and prepare the work, then inspect the proposed action and source information.

  3. Approve the external change, check the record in its destination and review credit use before scheduling repeats.

What it offers

Key features

  • Connected work

    Uses information and actions from supported business integrations, with MCP support for additional tools.

  • Scheduled routines

    Runs recurring briefs, reminders and reports after you define the schedule and expected result.

  • Shared context

    Keeps team files, meeting context and editable memory available for later work.

  • Reusable skills

    Lets the team reuse instructions for tasks such as research, analysis or preparing a presentation.

  • Approval before external actions

    Current pricing FAQ says emails, ticket updates and publishing wait for approval; approved read-only lookups do not.

Is it a good fit?

Who it’s for

  • Small service teams working across email, Slack and a CRM.
  • Operators with recurring admin tasks and clear approval owners.
  • Teams willing to test one connected workflow before wider use.

Strengths

  • Users report practical email/calendar and onboarding automation.
  • Reviewers value connecting several tasks without writing each integration themselves.

Connected tools

Integrations

  • Salesforce
  • HubSpot
  • Slack
  • Microsoft Teams
  • Gmail
  • Outlook
  • Google Drive
  • Zendesk
  • Intercom
  • GitHub
  • Notion
  • Confluence
  • SharePoint
  • Google Sheets
  • Google Calendar
  • Shopify
  • Stripe
  • Snowflake
  • Linear
  • Asana
  • Freshdesk
  • WordPress
  • Xero

Listed tools for this workflow. Confirm current support and setup with the provider.

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