Lindy: agent building features and setup

Overview

Lindy currently presents a team assistant that brings together context from tools and meetings and helps with work such as reports, information preparation, and drafts. You can schedule routines and save recurring skills for the team to use. It suits teams that want to reduce manual switching between calendars, email, and business information. Start the implementation with limited access and check how information is shared among people, especially when conversations and meetings become part of the context.

Features

• Connects to work tools and MCP servers.
• Uses meeting context and shares information with the team.
• Scheduled routines and skills that can be saved and reused.

Business uses

• Preparing a morning summary using information from a calendar and authorized work sources.
• Drafting a weekly team report based on relevant sources and meetings.

Getting started

• Connect one source with non-sensitive information and define a small task.
• Check which details are retained in memory and who can see them.
• Set up a routine only after manually reviewing its output and restricting sensitive actions.

What to check

• Check meeting and memory sharing permissions to prevent exposing information to people who did not attend the conversation.
• Actions that update or send information should follow the business's defined approval process, even when the assistant offers to perform them.