Lindy.ai Setup Guide: From Zero to Production in 60 Minutes

Lindy.ai is the easiest no-code agent platform to get started with. This guide walks through everything you need to build your first production Lindy workflow in under an hour.

Step 1: Sign up and choose a plan

Sign up at lindy.ai. Start with the Free tier (3 Lindies, 500 actions/month) for evaluation. Upgrade to Starter ($49/month) when you're ready for production use.

Step 2: Connect your integrations

Connect the tools your Lindy will need. Common integrations:

• Gmail or Outlook — for email workflows
• Google Calendar or Outlook Calendar — for scheduling
• Slack — for notifications
• HubSpot, Salesforce, or Pipedrive — for CRM workflows
• Notion — for note-taking and knowledge base

Connect via OAuth — Lindy uses industry-standard authentication and doesn't store your passwords.

Step 3: Build your first Lindy

For your first Lindy, build an inbox triage workflow:

1. Click "Create Lindy" and choose "Inbox Triage" template
2. Configure the trigger: "When new email arrives in [folder]"
3. Configure the action: "Categorize as urgent, needs response, FYI, or spam"
4. Add a second action: "Draft a reply for 'needs response' emails"
5. Add a third action: "Move spam to Junk folder"
6. Test with sample emails

Step 4: Configure safety

Before going live, configure safety:

• Confirmation policy: Require approval before sending emails (at least initially)
• Scope: Limit which folders Lindy can access
• Daily limits: Set a maximum number of actions per day
• Audit logging: Enable for compliance

Step 5: Test and deploy

Test in shadow mode for 1-2 weeks — let Lindy run alongside your manual process and compare results. Once you're confident, switch to live mode with human-in-the-loop for critical actions.

Recommended first workflows

• Inbox triage: Categorize and draft replies
• Meeting scheduling: Coordinate across stakeholders
• CRM updates: Log email conversations automatically
• Weekly reports: Generate summaries from your data

Common mistakes to avoid

• Starting too complex — build simple workflows first
• Disabling confirmation prompts too early
• Not testing in shadow mode before going live
• Connecting too many integrations at once

Next steps

Once your first Lindy is running reliably, add more workflows. Most users have 5-10 active Lindies within their first month. See our full Lindy review for capabilities and limitations, and our safety guide for security best practices.