Use an email agent to brief meetings and book time
A reviewer used Lindy to gather meeting context and handle scheduling across Gmail, Google Calendar, Slack, and CRM notes.
- What they did
- They connected Gmail and Google Calendar to Lindy, started with the Meeting Assistant template, and set their scheduling rules. Over 90 days, the agent assembled pre-meeting briefings by pulling together past email threads, Slack discussions, and CRM notes. It also arranged meetings by comparing calendars, and the reviewer refined its behavior during the first few weeks.
- How it went
- Meeting prep dropped from about 20 minutes to 5 minutes per meeting, and scheduling cut roughly 45 minutes a week. Technical meetings still needed manual checking because some summaries blended up specialized terms.
- Tips
- Plan on a couple of weeks of back-and-forth training, and keep watching it if you want consistent output. If you stop giving feedback for a week, the quality can slip.
Try it yourself with Lindy
You are my meeting assistant. For each upcoming meeting with someone outside my team, create a short briefing 30 minutes before it starts using my Gmail, Google Calendar, Slack, and [CRM]. Include the relationship history, recent open items, and 3 suggested talking points. Check both calendars to propose or book times when needed. Before you send any email, message, calendar invite, cancellation, or other irreversible action, stop and ask me to approve it. Send the briefing to [email/Slack destination].
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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