Emails

Email Sender Qualifier

Build a Lindy that qualifies new email senders, performs research, and delivers insights on them and their company straight to your inbox.

In this tutorial, you'll learn how to get started with a Lindy that:

Filters inbound emails
Performs research on unique senders
Identifies if they are qualified / deserve a response
Sends an email report with key information about the sender and their company

This means no more sifting through inquiries, cold emails, company pitches, and unknown senders.

Get everything you need to know about the sender in one consolidated report, right in your inbox.

Never search for a sender again!

Get started with the Lindy here.

Customize The Email Received Trigger

First, select which Inbox Lindy will observe.

Apply filters to the trigger if you want Lindy to omit certain emails.

Modify the Condition

This step is optional, only if you want to modify or adjust the existing Conditional Statement.

Click the first Conditional under the Email Received trigger.

Now you can customize or modify the Conditional Statement that instructs Lindy when to proceed with the following actions.

Unlike other workflow builders, Conditional Statements in Lindy are written in natural language as AI prompts, not as a series of boolean If/Then statements.

This makes it easier to set up conditionals and allows for greater nuance in the logic of your workflows.

Search Email Action

The Search Email action finds emails between you and the sender within a specified time period.

You can limit the number of results using the 'Max Results' field.

We recommend keeping the 'Return Complete Body' field off to conserve credits, as we only need to identify unique senders, not retrieve entire email contents.

Under the "Filters" section, add this prompt to the "To" field:

the email address of the sender from the email received trigger

Because Lindy has context of each trigger and step that follows, Lindy will use this prompt and search in your inbox for emails sent and received from the email sender who triggered the workflow.

Understanding the Second Condition

The second condition below the List Email action instructs Lindy to only proceed if there were no emails found between you and the email sender in the past 12 months.

People Data Labs Search

The People Data Labs 'Find Person by Email' action enriches contact information using an email address. This feature uses a lead enrichment API to retrieve the most current, accurate data on individuals and their companies.

AI Agent

The AI Agent is where you can customize the research Lindy performs on the email sender.

In this example, the prompt tells Lindy to find information about their company, HQ, funding amount, headcount, etc – but this can be anything you want!

This AI Agent has a Web Search skill, meaning she can perform multiple Web Searches to perform research on the email sender.

Jump Condition

The Jump Condition under the AI Agent tells Lindy when to “exit” (or “jump”) out of the AI Agent “state”.

In this example, the Jump Condition is, “You have performed the web search on the email sender.”

Once Lindy has completed the web search on the sender, she will exit out of the AI Agent and continue to the following actions.

Customize Qualification and Sender Report

In the Send Reply action, you can customize exactly how Lindy qualifies your Lindy and sends you a report.

Ensure you include in your prompt what you need in the email, how an email sender should be qualified, who deserves a response, and what types of contacts can be ignored.

Ensure the “Reply To” field is set to Manually Select and on “user-only”. This means Lindy will reply to the email and send the response to YOUR email only. (not the sender)

Pro Tip: Add examples to help provide Lindy with inspiration on how she should structure and format the email.

Watch Lindy Do Magic!

Click "Apply Changes" and see how a 1 minute workflow set-up can save you hours.

Your new Lindy will:

Wake up when a new email is received from a unique sender
Verify if you've had contact with the email sender in the last 12 months
Conduct thorough research on the sender, collecting:some text
- Company details: name, headcount, founding date, funding, and HQ location
- Sender's role and company position
- A concise personal bio, including background and LinkedIn profile summary
Send you an email report with this key information about the sender and their company

No more trying to qualify a new emailer – let Lindy do the work!

Guides

Lindy 101: Getting Started

Calling any API

Meeting Scheduler: 101

Human in the Loop

Billing FAQ

Conditions