How to Use Lindy.ai

Getting started with Lindy.ai

After reading this guide, you'll be able to create your first AI employee on Lindy.ai to automate tasks like managing emails and scheduling meetings—without writing a single line of code.

Step 1: Sign up and set up

1. Go to Lindy.ai.
2. Click on the Sign Up button in the top right corner.
3. Enter your email address and create a password, or sign up using Google or Microsoft.
4. Confirm your email address by clicking the link sent to your inbox.
5. Log in to your account to access the dashboard.

Step 2: Your first AI employee

1. From the dashboard, click on the Create New AI Employee button.
2. Choose a template that suits your needs, such as Email Manager or Meeting Scheduler.
3. Follow the on-screen prompts to customise your AI employee. You can specify tasks it should perform, like sending emails or setting reminders.
4. Use the drag-and-drop interface to add actions (e.g., Send Email, Schedule Meeting) to your workflow.
5. Click on the Save button to finalise your AI employee.

Step 3: Get better results

1. Regularly check the Analytics section to review your AI employee’s performance.
2. Adjust settings based on feedback—if emails aren’t being opened, consider changing the subject line in the Email Manager settings.
3. Use the Integrations menu to connect Lindy.ai with other tools you use, like Google Calendar or Slack, to enhance functionality.

Pro tip

Save time by using pre-built templates available in the Template Library. They can jumpstart your project and provide a solid foundation for customisation.

Common mistake to avoid

Don’t skip the testing phase. After creating your AI employee, always run a few tests to ensure it performs tasks as expected. Failing to do so may lead to errors in real-time situations.