Lindy helps you handle communication and coordination without busywork. Draft and triage email, propose times across time zones, and confirm meetings that respect preferences and travel plans. Generate briefs from threads and documents so you enter calls prepared. Push outcomes to CRM and task systems automatically, keeping pipeline notes and follow-ups consistent across teams. Multi-user support coordinates shared inboxes and calendars across coverage shifts.
Prioritize messages, summarize threads, and propose replies that match tone and policy. Quick edits and approvals keep you in control while clearing backlogs fast. Detectors surface deadlines, attachments, and commitments, and split-by-sender views reveal who needs attention first. Policy checks guard against promises you can’t keep, while tone controls adapt from friendly to formal; thread digests capture action items with owners even when a discussion spans days.
Offer times across time zones, hold tentative slots, and collect preferences such as virtual or onsite with location details. Buffers and travel windows reduce whiplash between meetings. Calendar scans avoid conflicts, and shareable links respect guardrails so partners can pick from safe windows without back-and-forth. Holds release automatically when decisions land, and fallback logic proposes next-best options; travel buffers consider commutes and room changes to preserve focus.
Compile key facts from email, docs, and past meetings; add questions, risks, and objectives so you focus on outcomes. Attach relevant files and context to calendar invites automatically. Templates tailor prep to sales calls, interviews, or reviews, and redlines highlight open items that need a decision. Briefs cite sources inline so you can drill down fast, and optional one-pagers convert prep into talk tracks for confident delivery across recurring touchpoints.
Log calls, create opportunities, and update fields with evidence from email and notes so data stays current. Tasks, reminders, and owners post to project tools the team already uses. Mappings prevent duplicates and route to the right pipeline, while audit trails show what changed for clean reporting. Duplicate detection merges related threads, reminders keep owners honest, and escalations notify stakeholders when a critical update stalls or risks slipping entirely.
SSO, encryption, and role scopes protect sensitive messages and calendars. Approval flows require confirmation before external sends or field changes on critical records, keeping control in the loop. Access can be limited per mailbox or calendar, and logs give administrators visibility during onboarding, turnover, or incidents. Sandbox modes test automations safely before rollout, and detailed logs support audits so governance is practical in fast-moving environments.
Recommended for founders, executives, and operations teams who live in email and meetings. Lindy reduces context-switching by turning threads into tasks and schedule outcomes directly. Leaders gain reliable pipeline notes, while assistants and ICs avoid repetitive coordination and keep stakeholders aligned on next steps. Chiefs of staff coordinate across execs, while ICs delegate routine logistics so deep work gets long, uninterrupted runs without constant inbox checks.
Back-and-forth scheduling, inconsistent notes, and stale CRM fields waste hours. Lindy centralizes drafting, booking, and updates so teams focus on decisions and delivery. The result is cleaner calendars, timely follow-ups, and records that executives trust when planning and forecasting. Centralized workflows turn scattered steps into outcomes, reducing context switches that drain focus and fragment accountability across tools, threads, and overlapping calendars.
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