Example workflow · illustrative, not a customer case study

Inbox and meeting follow-ups for a busy executive

🏢 Any👤 Founder / Executive assistantDifficulty: EasyOps & Workflow Automation

The problem

Email triage, meeting notes and follow-ups take hours every day.

1
Connect email and calendar
An AI assistant gets scoped access to email, calendar and CRM.
Lindy
2
Triage and draft
The assistant labels, summarises and drafts replies; sending requires approval at first.
Lindy
3
Automate follow-ups
After meetings, notes and action items are logged and follow-ups queued.
Lindy Zapier Agents Make

Less time in the inbox, with the executive approving anything sent externally.

Qualitative. We do not publish time-saved or ROI figures until we have measured them.

AI assistant for inbox and meetings

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