Prep meetings and schedule via an email/CRM agent
A reviewer used Lindy for 90 days on email, calendar and CRM, compiling pre-meeting briefings from past conversations, Slack and CRM notes and saving scheduling time.
Done withLindy
- What they did
- The reviewer connected Gmail and Google Calendar to Lindy and started from the Meeting Assistant template. They added scheduling preferences and ran it for 90 days. Before meetings, Lindy pulled context from past conversations, Slack threads and CRM notes into a briefing document. It also booked meetings by checking both calendars, and the reviewer gave it feedback in the early weeks.
- How it went
- Meeting prep fell from about 20 minutes to 5 per meeting, and scheduling saved about 45 minutes a week. Summaries of highly technical discussions mixed up terms and needed manual review.
- Worth knowing
- Expect 2-3 weeks of feedback and training, and quality dipped when the reviewer stopped guiding it for a week. Plans run $29.99 to $99.99 a month.
Try it yourself with Lindy
Before every meeting on my calendar with an external person, compile a one-page briefing 30 minutes ahead. Pull in past email threads with them, relevant Slack messages, and notes from [CRM name], and summarize the relationship, open items, and suggested talking points. Send the briefing to me at [my email or Slack]. Pause and ask me before sending or replying to anyone else, including scheduling emails.
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Source: reviewnexa.com · Undated
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