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Lindy Platform Help

Lindy平台帮助

Step 1 — Gather context

步骤1 — 收集上下文

If 
references/learnings.md
exists, read it first for accumulated platform knowledge.
  1. What are you trying to do?
    • A) Set up Lindy for email + meeting management (personal AI assistant)
    • B) Build a custom AI agent workflow ("Lindy") for a specific task
    • C) Fix an existing agent that's not working right
    • D) Understand pricing / credits / plan limits
    • E) Compare Lindy to another tool
    • F) Something else
  2. Which Lindy modules are you using?
    • A) Email triage and drafting
    • B) Meeting recording and notes
    • C) Calendar management and scheduling
    • D) Custom workflow builder (triggers, actions, HTTP requests)
    • E) AI phone calls
    • F) Chatbot / customer support agent
    • G) Multiple / all of the above
  3. What plan are you on?
    • A) Free / trial
    • B) Plus ($49.99/mo)
    • C) Pro ($99.99/mo)
    • D) Max ($199.99/mo)
    • E) Enterprise
    • F) Not sure
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
若
references/learnings.md
存在，请先阅读该文档以获取积累的平台知识。
  1. 你想要实现什么目标？
    • A) 设置Lindy用于邮件+会议管理（个人AI助手）
    • B) 为特定任务构建自定义AI Agent工作流（“Lindy”）
    • C) 修复运行异常的现有Agent
    • D) 了解定价/额度/计划限制
    • E) 对比Lindy与其他工具
    • F) 其他需求
  2. 你正在使用哪些Lindy模块？
    • A) 邮件分类与草稿撰写
    • B) 会议录制与记录
    • C) 日历管理与日程安排
    • D) 自定义工作流构建器（触发器、操作、HTTP请求）
    • E) AI电话呼叫
    • F) 聊天机器人/客户支持Agent
    • G) 多个/全部模块
  3. 你使用的是哪个套餐？
    • A) 免费版/试用版
    • B) Plus版（49.99美元/月）
    • C) Pro版（99.99美元/月）
    • D) Max版（199.99美元/月）
    • E) 企业版
    • F) 不确定
跳转规则：如果用户的提示已包含足够上下文，直接跳至步骤2。

Step 2 — Route or answer directly

步骤2 — 路由或直接解答

Problem domainRoute to
Picking a dedicated AI note-taker (Fathom vs Fireflies vs Gong etc.)
/sales-note-taker {user's question}
General meeting scheduling strategy (Calendly, Chili Piper, etc.)
/sales-meeting-scheduler {user's question}
Building chatbot flows across WhatsApp/Telegram/Messenger
/sales-chatbot {user's question}
General CRM-to-tool integration patterns (Zapier, Make, iPaaS)
/sales-integration {user's question}
Otherwise, answer directly below.
问题领域路由至
选择专用AI会议记录工具（Fathom vs Fireflies vs Gong等）
/sales-note-taker {用户问题}
通用会议日程安排策略（Calendly、Chili Piper等）
/sales-meeting-scheduler {用户问题}
在WhatsApp/Telegram/Messenger上构建聊天机器人流程
/sales-chatbot {用户问题}
通用CRM到工具的集成模式（Zapier、Make、iPaaS）
/sales-integration {用户问题}
否则，直接在下方解答。

Step 3 — Lindy platform reference

步骤3 — Lindy平台参考资料

Read 
references/platform-guide.md
 for the full platform reference — modules, pricing, integrations, workflow builder, credit system, and agent templates.
Answer the user's question using only the relevant section. Don't dump the full reference.
**阅读
references/platform-guide.md
**获取完整平台参考——包括模块、定价、集成、工作流构建器、额度系统及Agent模板。
仅使用相关部分解答用户问题，不要输出完整参考内容。

Step 4 — Actionable guidance

步骤4 — 可落地指导

You no longer need the platform guide — focus on the user's specific situation.
Credit optimization: If credits are the concern, identify which actions consume the most credits and suggest simplifying workflows — use static payloads instead of "Prompt AI" mode, reduce unnecessary AI reasoning steps, batch operations where possible.
Agent debugging: If a workflow is failing, check trigger configuration first, then verify each action step has correct inputs from prior steps. Use Lindy's troubleshooting guide for common errors.
Tool comparison: If comparing Lindy to a specialized tool, emphasize that Lindy excels as a generalist AI assistant but dedicated tools (Fathom for note-taking, Calendly for scheduling, Zapier for simple automation) often outperform in their specific domain.
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
你无需再查阅平台指南——聚焦用户的具体场景。
额度优化：如果问题涉及额度消耗，找出消耗额度最多的操作并建议简化工作流——使用静态负载替代“Prompt AI”模式、减少不必要的AI推理步骤、尽可能批量操作。
Agent调试：如果工作流运行失败，首先检查触发器配置，然后验证每个操作步骤是否从之前的步骤获取了正确输入。使用Lindy的故障排除指南解决常见错误。
工具对比：如果对比Lindy与专用工具，需强调Lindy作为通用AI助手的优势，但专用工具（如用于记录的Fathom、用于日程安排的Calendly、用于简单自动化的Zapier）通常在其特定领域表现更出色。
如果你发现
references/learnings.md
未涵盖的陷阱、变通方案或技巧，请将其追加到该文档中。

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and credit consumption that may be outdated.
  • Credits deplete faster than expected. Simple workflows use 1-3 credits but AI-intensive tasks (Prompt AI body mode, complex reasoning, phone calls) consume 10+ credits per action. Monitor credit usage in the dashboard before building multi-step workflows.
  • Pricing page and review sites show different tier structures. Lindy may be A/B testing or transitioning pricing models — the in-app pricing when you sign up is authoritative, not the marketing page.
  • Computer use is Pro+ only. If your workflow requires browser automation or screen interaction, you need the Pro plan ($99.99/mo) or higher.
  • Complex multi-step workflows are unreliable. Multiple reviews report "constant errors" when chaining 5+ actions with conditional logic. Start simple, test each step, then chain. Traditional automation tools (Make, n8n) are more reliable for deterministic multi-step flows.
  • No public developer API. You cannot build ON Lindy — there's no REST API to programmatically create agents, trigger workflows externally, or read results. The HTTP Fetch action lets Lindy call OTHER APIs, not the reverse.
  • Cancellation process has complaints. Multiple Trustpilot reviews report charges continuing after cancellation. Cancel through the web dashboard AND confirm via email to support@lindy.ai.
  • Inbox limits scale by plan. Plus connects 2 inboxes, Pro 3, Max 5. If you need more email accounts, you need a higher tier.
基于研究的最佳实践——请仔细查看这些内容，尤其是关于套餐专属功能和额度消耗的信息可能已过时。
  • 额度消耗比预期更快：简单工作流每次操作消耗1-3个额度，但AI密集型任务（Prompt AI主体模式、复杂推理、电话呼叫）每次操作消耗10+个额度。在构建多步骤工作流前，先在仪表板监控额度使用情况。
  • 定价页面和评测网站显示的套餐结构不同：Lindy可能正在进行A/B测试或过渡定价模式——注册时应用内显示的定价为权威版本，而非营销页面的定价。
  • 计算机操作仅Pro版及以上支持：如果你的工作流需要浏览器自动化或屏幕交互，你需要Pro版（99.99美元/月）或更高套餐。
  • 复杂多步骤工作流可靠性差：多个评测显示，当串联5个以上带条件逻辑的操作时，会“持续出现错误”。从简单流程开始，测试每个步骤，再进行串联。传统自动化工具（Make、n8n）在确定性多步骤流程上更可靠。
  • 无公开开发者API：你无法基于Lindy进行开发——没有REST API用于以编程方式创建Agent、外部触发工作流或读取结果。HTTP Fetch操作仅允许Lindy调用其他API，反之则不行。
  • 取消流程存在投诉：多个Trustpilot评测显示，取消后仍会继续扣费。请通过网页仪表板取消，并发送邮件至support@lindy.ai确认。
  • 收件箱限制随套餐升级而增加：Plus版可连接2个收件箱，Pro版3个，Max版5个。如果需要更多邮箱账户，需升级至更高套餐。

Related skills

相关技能

  • /sales-note-taker
    — Picking or integrating an AI meeting note-taker across 24+ platforms
  • /sales-meeting-scheduler
    — Meeting scheduling strategy (Calendly, Chili Piper, booking pages, no-show reduction)
  • /sales-chatbot
    — Chatbot marketing and conversational automation across channels
  • /sales-integration
    — General tool integration patterns (Zapier, Make, webhooks, APIs)
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill. Install: 
    npx skills add sales-skills/sales --skill sales-do
  • /sales-note-taker
    — 在24+平台中选择或集成AI会议记录工具
  • /sales-meeting-scheduler
    — 会议日程安排策略（Calendly、Chili Piper、预订页面、减少爽约）
  • /sales-chatbot
    — 跨渠道聊天机器人营销与对话自动化
  • /sales-integration
    — 通用工具集成模式（Zapier、Make、webhook、API）
  • /sales-do
    — 不确定使用哪个技能？该路由会将任何销售目标匹配到合适的技能。安装命令：
    npx skills add sales-skills/sales --skill sales-do

Examples

示例

Example 1: Setting up Lindy as a personal AI assistant

示例1：将Lindy设置为个人AI助手

User says: "I want Lindy to manage my inbox and take meeting notes — how do I set it up?" Skill does:
  1. Walks through account creation and 7-day free trial
  2. Connects Gmail/Outlook inbox and Google Calendar
  3. Configures email triage rules — what to flag, draft, or ignore
  4. Enables meeting recording with auto-join settings
  5. Sets up iMessage/Slack access for on-the-go delegation
  6. Warns about credit consumption — suggests starting with Plus plan and monitoring usage before upgrading Result: Fully configured personal AI assistant managing email and meetings
用户提问：“我想让Lindy管理我的收件箱并记录会议——该如何设置？” 技能操作：
  1. 引导完成账户创建和7天免费试用
  2. 连接Gmail/Outlook收件箱和Google日历
  3. 配置邮件分类规则——标记、草拟或忽略哪些邮件
  4. 启用带自动加入设置的会议录制功能
  5. 设置iMessage/Slack访问权限以便随时委派任务
  6. 提醒额度消耗——建议从Plus版开始，在升级前监控使用情况 结果：完全配置完成的个人AI助手，可管理邮件和会议

Example 2: Credits burning too fast

示例2：额度消耗过快

User says: "I'm on the Pro plan and running out of credits by the 15th of every month" Skill does:
  1. Identifies high-credit-consuming actions (Prompt AI mode, phone calls, complex reasoning chains)
  2. Suggests replacing "Prompt AI" body mode with static JSON payloads where possible
  3. Recommends breaking complex agents into simpler, focused ones that use fewer reasoning steps
  4. Calculates whether upgrading to Max ($199.99/mo, 7x usage) is more cost-effective than buying add-on credits ($10/1K)
  5. Notes that simple trigger-action workflows (1-3 credits) vs AI-intensive tasks (10+ credits) — restructure workflows to minimize AI reasoning steps Result: Credit optimization strategy with concrete actions to reduce consumption
用户提问：“我使用Pro版，每个月15号就用完额度了” 技能操作：
  1. 识别高额度消耗操作（Prompt AI模式、电话呼叫、复杂推理链）
  2. 建议尽可能用静态JSON负载替代“Prompt AI”主体模式
  3. 推荐将复杂Agent拆分为更简单、聚焦的Agent，减少推理步骤
  4. 计算升级到Max版（199.99美元/月，7倍使用额度）是否比购买额外额度（10美元/1000个）更具成本效益
  5. 说明简单触发-操作工作流（1-3个额度）与AI密集型任务（10+个额度）的区别——重构工作流以尽量减少AI推理步骤 结果：包含具体操作的额度优化策略，可降低消耗

Example 3: Comparing Lindy to dedicated tools

示例3：对比Lindy与专用工具

User says: "Should I use Lindy for meeting notes or get Fathom?" Skill does:
  1. Notes Lindy is a generalist — meeting notes are one feature among email, calendar, workflows
  2. Fathom is purpose-built for meeting notes — deeper CRM sync, better transcript search, dedicated coaching features, free tier with unlimited recordings
  3. Lindy advantage: single tool for email + meetings + calendar + custom workflows
  4. Fathom advantage: better note quality, native HubSpot/Salesforce field mapping, lower cost for notes-only use case
  5. Recommends Fathom if meeting notes are the primary need, Lindy if they want an all-in-one AI assistant Result: Clear comparison with recommendation based on primary use case
用户提问：“我应该用Lindy记录会议还是选择Fathom？” 技能操作：
  1. 指出Lindy是通用工具——会议记录只是其邮件、日历、工作流等功能之一
  2. Fathom是专为会议记录打造的工具——具备更深度的CRM同步、更优的转录搜索、专用辅导功能，且免费版支持无限录制
  3. Lindy的优势：单一工具即可处理邮件+会议+日历+自定义工作流
  4. Fathom的优势：记录质量更高、原生HubSpot/Salesforce字段映射、仅用于记录场景时成本更低
  5. 建议如果主要需求是会议记录则选择Fathom，如果需要一体化AI助手则选择Lindy 结果：基于核心使用场景的清晰对比与推荐

Troubleshooting

故障排除

Agent workflow produces errors on multi-step automations

Agent工作流在多步骤自动化中产生错误

Symptom: Workflow runs the first 1-2 steps but fails on subsequent actions with vague error messages Cause: AI reasoning between steps loses context, or dynamic data references from prior steps aren't structured as expected Solution: Break complex workflows into smaller, focused agents. Use static/manual body mode instead of "Prompt AI" for predictable API payloads. Test each action step independently before chaining. Check that each action's output matches the expected input format of the next step.
症状：工作流运行前1-2个步骤后，后续操作失败并显示模糊错误信息 原因：步骤间的AI推理丢失上下文，或来自之前步骤的动态数据引用不符合预期结构 解决方案：将复杂工作流拆分为更小、聚焦的Agent。对于可预测的API负载，使用静态/手动主体模式替代“Prompt AI”模式。在串联前独立测试每个操作步骤。检查每个操作的输出是否与下一个步骤的预期输入格式匹配。

Meeting notes not appearing after calls

会议结束后未生成会议记录

Symptom: Lindy was supposed to record a meeting but no transcript/notes appeared Cause: Calendar sync disconnected, auto-join not enabled for that meeting type, or meeting platform (Zoom/Teams/Meet) blocked the bot Solution: Verify calendar integration is active in Settings. Check that auto-join is enabled for the correct calendar. For Zoom, ensure "Only authenticated users can join" isn't blocking Lindy. For Teams, check org policies for external bot access. Try a test meeting to confirm the flow works end-to-end.
症状：Lindy本应录制会议，但未出现转录文件/记录 原因：日历同步断开、未针对该会议类型启用自动加入，或会议平台（Zoom/Teams/Meet）阻止了机器人 解决方案：在设置中验证日历集成是否处于激活状态。检查是否为正确的日历启用了自动加入功能。对于Zoom，确保“仅认证用户可加入”未阻止Lindy。对于Teams，检查组织的外部机器人访问政策。尝试召开测试会议以确认流程端到端正常运行。

Email drafts don't match your writing style

邮件草稿不符合你的写作风格

Symptom: Lindy's email drafts sound generic or don't match your tone Cause: Lindy hasn't learned enough from your writing patterns yet, or the style training needs more examples Solution: Provide explicit style instructions in your Lindy settings — tone (formal/casual), signature preferences, common phrases you use. Send more emails through Lindy and provide feedback (approve/edit/reject drafts) to train the model. It typically takes 20-30 interactions before style matching improves noticeably.
症状：Lindy生成的邮件草稿语气生硬或不符合你的风格 原因：Lindy尚未充分学习你的写作模式，或风格训练需要更多示例 解决方案：在Lindy设置中提供明确的风格指令——语气（正式/随意）、签名偏好、常用短语。通过Lindy发送更多邮件并提供反馈（批准/编辑/拒绝草稿）以训练模型。通常需要20-30次交互后，风格匹配度才会显著提升。