AI & DataLindy.ai
Build AI agents that automate repetitive workflows without writing any code.
Lindy.ai is a no-code AI agent platform that lets teams create custom automation workflows powered by large language models, connecting actions across email, calendar, CRM, support tools, and other business applications. It is used by operations, sales, and customer success teams at startups and scale-ups who want the productivity benefits of AI automation without the engineering overhead of building and maintaining custom integrations. The core problem Lindy addresses is the category of repetitive, judgment-requiring tasks that traditional rule-based automation tools like Zapier cannot handle well, such as triaging support tickets by urgency, drafting personalized follow-up emails, or extracting and routing information from unstructured inputs. Lindy agents are configured through a natural language interface and can read context from prior messages, make conditional decisions, and take multi-step actions across connected applications. The platform includes pre-built agent templates for common use cases including sales outreach, meeting follow-up, and customer support routing so teams can get started quickly without designing workflows from scratch.
Operations, sales, and customer success professionals at companies with ten to two hundred employees who have repetitive workflows that require some judgment or context but are too frequent to handle manually at scale. The signal to adopt Lindy is when a team is spending meaningful hours each week on tasks that follow a predictable pattern but involve reading or writing natural language, and when those tasks are too context-dependent for a simple Zapier rule to handle correctly.
30% off the Pro plan for 3 months
Subject to partner eligibility criteria. Savings estimates reflect maximum potential value.
Lindy.aiin depth.
Natural Language Agent Configuration
Users define what a Lindy agent should do by describing the workflow in plain English rather than configuring triggers, conditions, and actions in a visual flowchart. This makes complex multi-step automations accessible to non-technical operators without requiring a developer to build or maintain them.
Cross-App Action Execution
Lindy agents can read from and write to dozens of connected applications including Gmail, Google Calendar, Slack, Salesforce, HubSpot, Notion, and more in a single workflow. An agent triggered by an email can look up a CRM record, draft a reply, schedule a meeting, and log a note, all without human intervention.
Contextual Memory Within Conversations
Agents maintain memory of prior interactions within a thread or conversation so their responses remain consistent and contextually appropriate as a workflow progresses. This is critical for customer-facing use cases where a generic or context-free response would create a poor experience.
Pre-Built Agent Templates
Lindy ships with a library of pre-built agent templates for common workflows like meeting follow-up drafting, lead enrichment, support ticket triage, and sales outreach personalization. Teams can deploy a working agent in minutes by starting from a template and adjusting the behavior to fit their specific process.
Human-in-the-Loop Approval Steps
Agents can be configured to pause and request human approval before executing a sensitive action such as sending an external email or updating a CRM record. This gives teams the speed of automation while retaining oversight over actions that carry meaningful business risk.
Lindy.ai connects to Gmail, Google Calendar, Slack, Salesforce, HubSpot, Notion, Airtable, Zendesk, and a growing library of other business applications via native integrations, with Zapier available for additional connections. In a typical team's stack, it sits as an orchestration layer that spans multiple tools and handles the judgment-requiring handoffs that rule-based automation cannot manage.
Commonuse cases.
Automating meeting follow-up emails after every sales call
A sales team configures a Lindy agent that reads the transcript of each completed meeting, drafts a personalized follow-up email summarizing next steps, and queues it for the rep's review in Gmail. Reps review and send in seconds rather than writing each follow-up from scratch, and response time after calls drops from hours to minutes.
Triaging inbound customer support requests by urgency and topic
A customer success team deploys a Lindy agent that reads each incoming support email, classifies it by issue type and urgency based on language cues, and routes it to the correct team member with a draft response suggestion. First-response times improve and agents spend less time on categorization and more time on resolution.
Enriching new CRM leads with research before a discovery call
A sales operations team builds a Lindy agent that triggers when a new lead is created in HubSpot, researches the company using available data, drafts a two-paragraph company summary, and writes it back to the CRM record. Reps open a lead and find the research already done rather than spending fifteen minutes before each call.
Three stepsto activate.
Check eligibility
Each partner maintains independent qualification criteria. We assess your profile and determine which offers you qualify for.
Schedule a briefing
Book a call with our partnerships team to discuss your stack requirements and walk through the activation process.
Activate credits
Once approved by the partner, credits are deployed to your account. Timelines vary by partner.
BearPlex maintains partnerships with leading technology providers to facilitate access to exclusive programs for our clients. All offers are subject to each partner's independent eligibility requirements, approval processes, and terms of service. Savings figures represent maximum potential value and may vary based on qualification, usage, and partner-specific criteria. BearPlex acts as a facilitation partner and does not guarantee approval or specific credit amounts. Offer availability and terms may change at the partner's discretion.
