If you've ever thought, "There must be a smarter way to handle this," you're right—and it's called Lindy.ai.

Calvin Jin
May 27
1 min read

Updated: May 30

AI/MACHINE LEARNING TRENDS & INNOVATION IN THE FINANCE INDUSTRY CALVIN JIN | CHIEF ANALYTICS OFFICER, FINFARE ANALYTICS

Over the past few weeks, I’ve been experimenting with Lindy.ai to automate repetitive, high-effort tasks that eat up time but don’t require human creativity. Think:

Drafting emails
Scheduling meetings
Updating CRMs
Coordinating follow-ups
Handling support inquiries

What makes Lindy different?

It’s not just automation—it’s intelligence. You can build custom AI agents (called "Lindies") that think, respond contextually, and even collaborate as a team to tackle complex workflows.

Here’s how I’ve used it:

Created an outreach assistant that scans inbound leads, drafts personalized emails, and schedules follow-ups—all autonomously.
Built a scheduling agent that syncs across multiple calendars and handles rescheduling requests without me lifting a finger.
Set up an internal assistant that summarizes meeting notes and files reports in the right folders.