Set up inbox triage and meeting prep with approval
A reviewer used Lindy to sort email, prep meeting notes, and update CRM records, but heavier use also caused missed messages and misplaced invites.
- What they did
- A reviewer tried Lindy across Gmail, Google Calendar, and HubSpot. They gave it plain-English instructions or started from a ready-made template, then had it sort email, draft responses, write meeting prep briefs, and update CRM entries. A Trustpilot user also tested it on calendar invites and found that it tucked them away in a hidden folder, so they had to restore them manually.
- How it went
- A meeting-notes workflow was up and running in less than 15 minutes, and Lindy’s overall rating was 3.4 out of 5. Reviewers also reported trouble when usage increased, including urgent mail being overlooked, messages labeled incorrectly, and some emails going to the wrong person.
- Tips
- Use it for draft work and summaries first, then review anything that could affect contacts or calendar events. Add a clear check before anything is sent, submitted, deleted, or filed away, especially if you are testing it on the free trial.
Try it yourself with Lindy
Help me manage my inbox and meetings for [email account]. Each morning, look through new mail and separate urgent items from [VIPs, projects, or keywords]. Put calendar invites in their own section, and draft replies for routine messages, but do not send them yet. Also create a short prep brief for each meeting on today’s calendar, using the latest relevant email or CRM context from [source]. Before you send, delete, archive, submit, or move anything important, stop and ask me to confirm. Finish by giving me a digest with the actions you recommend and any items that need my review.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
Get 3 agent uses like this every morning
With the day's top AI news. Free, and one click to unsubscribe.
Related agent uses
Automate replies, form capture, and lead follow-up
They tested two agents for routine inbox and lead tasks, then favored the one that needed less upkeep for repeated office work.
Set up Lindy to summarize meetings and draft ticket replies
A reviewer used Lindy to turn meeting notes, support tickets, and routine follow-ups into simple automations.
Draft polite follow-ups when email goes unanswered
A Lindy workflow checks sent emails after a delay and prepares a follow-up draft only when nobody replies.
Use Lindy to book calls and update HubSpot
Lindy handled a prospect’s scheduling email, booked the meeting, logged it in HubSpot, and prepared a short briefing before the call.
Review Slack channels for business problems
An owner used Lindy to scan Slack for sales, support, stock, and review signals, then turn the findings into a short action list.
Build a meeting assistant that writes summaries
A commenter used Lindy to make a meeting helper that attended calls and produced summaries for a week.