The problem
How it works
Lindy is an assistant that works across your connected inbox, calendar, meetings and Slack, privately or for a team. Meeting Prep is one of its built-in personal routines: you switch it on from the Routines page, choose whether it covers all meetings or only external ones, and pick a daily digest at a set time, a briefing a set number of minutes before each meeting, or both. Briefings arrive by email or by SMS or iMessage. Each one lists the time, title and attendees, gives external attendees’ job titles, companies and LinkedIn profiles, and summarises previous meetings with the same people. A prep instructions field lets you change the structure, tone and level of detail.
Results and limitations
This is product documentation, not a reported result. The docs describe the routine’s settings and contents but give no accuracy figures or user outcomes.
Before you try it
The routine looks up people outside your company, so keep briefings to professional details, do not forward them widely and check your organisation’s privacy rules. Attendee details found online can be outdated or belong to someone with the same name, so confirm anything you plan to mention in a call. The personal routine covers only your own calendar. Results depend on your setup and were not independently reproduced by Top 200 Repos.
Tools and repositories
No ranked repository is involved. This use case still stands on its own source.
- Tools
- Lindy · A connected calendar and email account · Email or iMessage for delivery
- Prerequisites
- A Lindy account with your calendar and email connected.
Try it yourself: Prep instructions for meetings with prospects
Fill the fields to adapt the prompt. Empty fields stay as visible [placeholders].
For external meetings with prospects, write my prep in this order: who is attending and their role, what their company does in two sentences, what we discussed last time and any follow-ups we promised, and three questions I should ask about [What you want to learn]. Keep it under [Word limit] words. Use only professional information about attendees, never personal social media or private details. If you are unsure about a fact, say so instead of guessing. Our product is [Your product in one line].Paste this into the prep instructions of the Meeting prep routine and adjust it after a few meetings.
Sources
- Meeting Prep (opens in a new tab)
Project documentation · docs.lindy.ai · Undated · Source checked 12 Nov 2026, 08:08 UTC
What this source supports
- Meeting prep is a built-in personal routine turned on from the Routines page
- Can cover all meetings or external meetings only
- Delivered as a daily digest, a set time before each meeting, or both, by email or SMS/iMessage
- Includes time, meeting name, attendees, external attendees’ job title, company and LinkedIn profile, and past meeting summaries
- A prep instructions field customises structure, tone and detail
- What is Lindy? (opens in a new tab)
Project documentation · docs.lindy.ai · Undated · Source checked 12 Nov 2026, 07:54 UTC
What this source supports
- Lindy manages inbox and calendar, prepares you for meetings, records calls and handles follow-ups
- Works privately through iMessage, email or Slack DMs, or for a team through Slack mentions
- Routines run recurring tasks on a schedule or when something happens
- Personal context stays private and users choose what the team can access