lindyai

Capabilities

Lindy AI empowers agents to build and deploy intelligent AI assistants that automate complex business workflows. Agents can create AI-powered automation that understands context, makes autonomous decisions, and seamlessly integrates with existing business tools. The platform enables everything from email management and meeting automation to customer support and lead enrichment—all without coding.

Skills

Workflow Automation Fundamentals

Triggers – Start workflows automatically with multiple trigger types:

• Time-based triggers (scheduled at specific times or recurring intervals)
• Chat-based triggers (when users initiate conversations)
• Event-based triggers (email received, calendar event started, new spreadsheet row, webhook received)
• Trigger filters with AND/OR logic for conditional activation
• Multiple triggers per agent for different workflows

Actions – Execute specific operations to complete tasks:

• Basic actions for straightforward operations (send email, create calendar event, update spreadsheet)
• Linked actions with execution paths (send email with “after reply received” channel)
• Multiple channels for managing parallel conversations
• Action configuration with account selection and AI model labels
• Three intelligent field modes: Auto (AI determines values), Prompt AI (natural language instructions), Set Manually (exact values)

Conditions – Make intelligent routing decisions:

• Natural language conditions instead of rigid rules
• Context-aware decision making (e.g., “if customer seems angry”)
• Multiple condition paths within workflows
• Sentiment and meaning-based evaluation

Agent Steps – Enable autonomous AI decision-making:

• AI agents that work from guidelines and choose which skills to use
• Configurable prompts defining agent role, objectives, and quality standards
• Multiple exit conditions for task completion
• Skill-based execution with access to 5,000+ integrations
• Adaptive behavior for uncertain scenarios

Communication & Voice

Lindy Phone – Build AI-powered voice agents:

• Inbound and outbound phone call handling
• Real-time conversation with tool integration during calls
• AI agent automatically follows phone trigger with phone-specific skills
• Support for 30+ languages
• Phone numbers available ($10/month per number, 100+ countries)
• Multiple voice options with gender and accent variations
• Skills: End Call, Press Numbers, Transfer Call
• Integration with Gmail, Slack, CRMs, web browsing, APIs, and databases during conversations

Email Automation – Comprehensive email workflow management:

• Send, receive, organize, and manage email workflows
• Intelligent email responses with context awareness
• Email sequences with automatic reply handling
• Linked email actions with “after reply received” channels
• Integration with Gmail and Microsoft Outlook

Messaging Integrations – Multi-channel communication:

• Slack message sending and receiving
• WhatsApp messaging (98%+ open rates, rich media support)
• Telegram bot automation with group chat management
• SMS via Twilio integration
• Rich media support (text, images, videos, documents)

Data Processing & Integration

HTTP Request – Execute custom API calls:

• GET, POST, PUT, PATCH, DELETE methods
• Custom headers and authentication (Bearer tokens, API keys, Basic Auth)
• Multiple content types (JSON, XML, form-encoded, multipart)
• Auto mode for intelligent body construction
• Prompt AI mode for precise control
• Response handling with status codes and error management
• Variable interpolation from previous steps

Computer Use – Automate web-based tasks:

• Start Computer action with persistent session data
• AI agent control of browser with screenshot feedback
• Dedicated or shared computer instances
• Incognito mode for privacy
• Session persistence for 30 days
• Parallel computer instances in loops
• Automation detection avoidance with concurrency control
• Example: LinkedIn outreach automation

Webhooks – Custom integration triggers:

• Webhook received trigger for any HTTP request
• Unique webhook URLs with security
• Secret key authentication (Bearer token)
• Follow-up behavior options (same task, new task, ignore)
• Webhook data access (body, headers, query params)
• Callback responses for two-way communication
• AI Agent pattern for intelligent webhook processing

Knowledge Base – Information retrieval and search:

• Multiple content sources (files, text, websites, cloud storage)
• Supported formats: PDF, XLSX, CSV, DOCX, TXT, HTML, audio
• Cloud storage integration (Google Drive, OneDrive, Dropbox, Notion, Freshdesk)
• Semantic search (meaning-based matching)
• Keyword search (exact word matching)
• Configurable search fuzziness (0-100 scale)
• Max results configuration (1-10 results)
• Automatic 24-hour updates with manual resync capability
• 20M character limit for Pro users

Bulk Processing & Optimization

Looping – Process multiple items in parallel:

• Process lists of items simultaneously instead of sequentially
• Dynamic item generation with AI prompts
• Max cycles configuration for resource control
• Max concurrent setting for parallel execution (Auto or specific number)
• Loop output configuration for data aggregation
• Automatic Start Computer insertion for computer use in loops
• Concurrency control (1-5) for automation detection avoidance
• Ideal for lead enrichment, content creation, data processing

Memory & Context – Persistent agent knowledge:

• Context settings for consistent behavior across all tasks
• Per-task context that accrues automatically
• Memory actions (read, create, update, delete)
• Persistent memories across all future task runs
• User-defined and agent-updated memories
• Automatic memory injection into all AI calls
• Examples: timezone preferences, do-not-contact lists, user preferences

Enterprise Integrations

CRM & Sales

• HubSpot integration for lead management and sales automation
• Salesforce with SOQL queries, SOSL search, bulk operations
• Multi-object workflows (contacts, leads, opportunities)
• Approval process automation
• Event-driven triggers for record changes

Productivity & Collaboration

• Google Workspace (Gmail, Calendar, Docs, Sheets, Drive)
• Microsoft 365 (Outlook, Teams)
• Notion database integration
• Airtable with webhook-based real-time triggers
• GitHub repository automation

Data & Analytics

• Google Sheets row operations and data updates
• Airtable with dynamic field creation and table management
• Real-time data reactivity with webhooks
• View-specific triggers and formula filtering
• Multi-level filtering capabilities

Communication Platforms

• Slack channels and direct messages
• Microsoft Teams integration
• Telegram group and channel management
• WhatsApp Business integration
• YouTube integration

Specialized Services

• Twilio for SMS and voice (MFA, verification, recording, transcription)
• People Data Labs for enrichment
• Instagram integration
• LinkedIn automation
• Web browsing and search capabilities

Advanced Features

Web Browsing & Search

• Perplexity search integration
• Web browser automation
• Apify web scraping
• Parallel web operations
• Content extraction and analysis

Code Execution

• Run Code action for custom logic
• API integration and data parsing
• Data transformation and formatting
• Complex calculations and processing

Testing & Monitoring

• Test panel for workflow validation
• Human-in-the-loop approval steps
• Debugging tools for troubleshooting
• Monitoring and observability
• Version history tracking
• Task execution monitoring

Utilities

• Timer actions for delays and scheduling
• Chat with Lindy for direct interaction
• Lindy Meeting Recorder for automatic meeting notes
• Lindy Mail for email management
• Lindy Embed for website integration
• Step-by-step onboarding workflows
• Talk with other Lindy agents for multi-agent coordination
• LLM Call for direct model access
• Set Variables for workflow state management
• Context and Observability utilities

Workflows

Email Triage & Response

1. Email received trigger filters by label or sender
2. AI Agent reads email and determines response type
3. Conditions route to different response paths
4. Send email action with “after reply received” channel
5. Agent wakes up on reply and continues conversation
6. Knowledge base search for relevant information
7. Final response sent with context awareness

Meeting Preparation & Follow-up

1. Calendar event started trigger (with -30 minute offset)
2. AI Agent searches knowledge base for meeting context
3. Fetch attendee information from CRM
4. Generate meeting agenda and talking points
5. Send Slack notification to team
6. After meeting ends: Create follow-up tasks
7. Send meeting summary email to participants

Lead Enrichment at Scale

1. New row added to Google Sheets trigger
2. Enter loop to process multiple leads in parallel
3. Inside loop: AI Agent researches company
4. Web search for company information
5. Update CRM with enriched data
6. Loop output aggregates all findings
7. Send summary email with enrichment results

Customer Support Automation

1. Email received or Slack message trigger
2. Search knowledge base for relevant documentation
3. Conditions evaluate if human escalation needed
4. AI Agent drafts response or creates support ticket
5. Send response via email or Slack
6. Human-in-the-loop approval for complex issues
7. Log interaction to CRM for tracking

Voice-Based Customer Service

1. Inbound phone call trigger
2. AI Agent with phone skills answers call
3. Agent searches knowledge base during conversation
4. Create support ticket action if needed
5. Transfer call to human if escalation required
6. After call ends: Send SMS confirmation
7. Log call transcript and summary

Webhook-Based Integration

1. Webhook received trigger with secret key authentication
2. AI Agent processes incoming webhook data
3. Conditions route based on webhook content
4. Multiple actions execute in parallel
5. Send POST request to callback with results
6. Error handling for failed operations
7. Log webhook events for audit trail

Integration

Lindy connects to 5,000+ applications out of the box through native integrations and HTTP Request actions. The platform supports:

• Direct integrations with popular tools (Gmail, Slack, HubSpot, Salesforce, Notion, Airtable, etc.)
• Webhook triggers for any system that can make HTTP requests
• HTTP Request actions for calling any REST API
• Custom code execution for specialized logic
• Multi-account support with account selection per action
• OAuth authentication for secure third-party access
• API key and Bearer token authentication methods
• Callback responses for two-way webhook communication

Agents can work across your entire tech stack during execution, combining multiple integrations in single workflows.

Context

No-Code Platform: Lindy requires no programming knowledge. Drag-and-drop workflow builder with natural language configuration makes automation accessible to anyone.

AI-Powered Decision Making: Unlike traditional automation that follows rigid rules, Lindy agents understand context, sentiment, and meaning. They adapt to unexpected scenarios like human assistants.

Credit-Based Pricing: Workflows consume credits based on complexity. Basic actions cost fewer credits than AI Agent steps. Monitor usage through the credits dashboard.

Task Execution Model: Each workflow run is a “task” that can be monitored, debugged, and reviewed. Tasks show all steps executed, data processed, and results generated.

Automatic Context Accrual: During task execution, agents automatically build context from all actions and results. This context informs subsequent decisions without manual configuration.

Skill-Based Agents: AI Agents use “skills” (available actions) to accomplish goals. Agents choose which skills to use based on the situation and exit conditions.

Parallel Processing: Loops enable processing multiple items simultaneously rather than sequentially, dramatically reducing execution time for bulk operations.

Security & Compliance: Webhook secret keys, OAuth authentication, and audit logging provide enterprise-grade security. Respects third-party permissions and security models.

Template Library: Pre-built agent templates for common use cases (email triage, meeting assistant, lead enrichment, scheduling) accelerate deployment.

Community & Support: Active community at community.lindy.ai for sharing templates, asking questions, and discovering use cases. Email support available at support@lindy.ai.

For additional documentation and navigation, see: https://docs.lindy.ai/llms.txt