Guides published sep 4, 2026
In this guide, you will learn how to use Lindy as an AI teammate for work that falls through the cracks between meetings, Slack, and email. We tested it on real ops work to see where it earns its keep.
You will set up Lindy around your real work tools, give it a recurring ops workflow, and use it from Slack. We tested the setup by asking Lindy to analyze our guide library, build a Monday staff meeting deck, and turn a Slack request into a new Notion guide idea.
Once your first routine works, add more ways to reach Lindy. You can email the agent, text it, or upload reusable skills and memory in the Files section.
Then build out the boring work that keeps coming back: meeting prep, CRM updates, scheduling, follow-up, weekly reports, and internal handoffs. Those routines are where Lindy earns its keep.
You can also ask it to build heavier deliverables like presentations or research briefs. Just give it time. Lindy works more like a teammate handling an assignment in the background than a chatbot firing back an instant answer.
Create a Lindy account and start with the integrations. Lindy can connect to Gmail, Google Calendar, Notion, Slack, Google Drive, and a long list of other work apps.
Do not connect everything just because you can. Pick the tools Lindy needs for one job, then check the privacy settings for each connection. Lindy gives you more control here than a lot of AI teammate products, so use it.
Lindy also gives you a few ways to reach your agent. You can use the web app, DM it in Slack, email it, or add your phone number and text it. The phone option is worth setting up if you want to hand off a quick task without opening another app.
Pro Tip: After connecting Slack, open Lindy's settings and turn off public channel auto-join if you do not want the agent appearing in every public channel.
Go to Routines, then open Discover. This is where Lindy becomes useful quickly because you do not have to build every workflow from scratch.
You will find prebuilt routines for things like:
A strong first routine is weekly meeting prep. Tell Lindy to pull the right context from your calendar, Slack, Notion, or Drive and prepare a meeting doc before each recurring meeting.
This is the sweet spot for Lindy. Use it for the annoying operational work that has to happen every week, not the creative work you want back immediately.
Once Slack is connected, DM Lindy and give it a real work question. The thread will also show up in the Lindy web app, so you can start in Slack and continue in the browser.
We asked Lindy to review the Rundown University guides from this year and summarize where AI products are going, how our coverage has changed, and what kind of content we make.
The result was genuinely useful. Lindy found the shift from chatbots to agents that do work, the rise of coding agents, the dominance of OpenAI and Claude, and our move toward outcome-first framing.
You can use the same pattern for customer research, sales follow-up, internal handoffs, or any question that requires context from several connected tools.
Lindy runs in the cloud, so it can keep working after you leave the tab. That makes it better for background assignments and recurring routines than instant, on-demand work.
We used one of Lindy's suggested prompts to build a Monday staff meeting deck. It took about 10 to 15 minutes, pulled together the right information, anonymized sensitive details when asked, and delivered the finished presentation as a permanent web link.
That last part is especially nice. There was no PowerPoint file to download, no Google Slides import, and no hunting around for the final deck. Lindy built and deployed the presentation, then gave us the link.
In Slack, we asked Lindy to research Claude 5.1 and turn the result into a new guide idea in Notion. Because it needed to create a page through a connected account, Lindy asked for approval first.
After approval, it created the page, filled in the database properties, included the source, and sent the Notion link back in Slack.
This is how we would use Lindy with a team. Let people assign work in Slack, but keep approvals in place whenever the agent needs to create, send, or update something through another person's account.
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