Getting Started

Lindy 102: Getting Started

If you haven't gone through our Getting Started: 101 guide, make sure to check that out before diving into 102.

Taking it One Step Further

Now that you have an email assistant responding to inquiries about your product, service, or company, let’s take it one step further!

Lindy can triage emails, pre-draft responses, alert you on Slack, create reminders, send follow-ups to recipients, and more.

In this guide, we’ll show you how to create a priority list that alerts you on Slack with a pre-drafted response when an important email comes in.

Adding a Priority List

We’ll start by creating a Google Doc with the criteria we’ll want Lindy to use to define whether an email is high-priority.

Create a new Google Doc (outside of the Lindy app, you can click: www.docs.new), give the Document a title, and insert an email address (ideally an email address you have access to and can test with once your automation is complete) to be added to your “Priority List.”

Now go back to your Email Assistant built in the Getting Started: 101 Guide and open the Flow Editor.

Hover over the branch below your Email Received trigger and click “Add step”.

‍Referring to the Priority List

Now, we will have Lindy refer to the list of emails in the Google Doc every time you receive an email.

Select “Perform an action” and add the “Get Document” action under “Google Docs.”

Switch the Document field to “Set Manually” and add the link to the document you just created.

Create a Second Conditional

Now we are going to create a second set of actions for Lindy to take if the email sender’s email address exists on the Google Doc.

Click the plus sign on the Conditional, and set the second condition to, “the email came from a sender that was in the Google Doc”.

‍Create a Slack Alert

Now that Lindy knows whether an email is high priority, let’s make her alert us on Slack when one is received.

Click, “Perform an action,” search for Slack and select the “Send Direct Message” action.

Update the User field setting to “Set Manually” and add your email or Slack User ID.

From here, we are going to customize your Slack alert using a prompt in the "Message" field. To do this, set the field setting to “AI Prompt” and add instructions for Lindy on how to compose and format the message.

Example prompt:

Send a short summary of the important email received, then pre-draft a concise response.
Format the message like so:
“Important Email Alert! 🚨
Email received summary:
[insert]
— —
Suggested response
[insert]”

Your Lindy will now look like this:

‍Test It Out

Click Save and test out your Lindy!

Send yourself an email (using the email address found on your Priority List Google Document) and watch Lindy immediately alert you on Slack.

‍

Updating Lindy's Priority List, Using Lindy

Sounds meta, right?

In this section, we'll give Lindy a second trigger that will update the High Priority email list on the Google Doc when she's BCC'ed in an email chain. This will automate the high-priority contact list simply by BCC'ing her or forwarding emails to her.

Note: You can add multiple triggers to a single Lindy to have her perform different sets of actions.

(These steps can also be used for Lindy to self-update an email response knowledge base and learn from your responses.)

To begin:

Add a second Trigger to Email Responder Lindy.

Click Lindy Mail and select “Email Received.”
Customize the email address for this trigger.

Example: priority-lindy@lindymail.ai.

Now, Lindy will also be woken up by a new email received to this email address.

We are then going to add an action.

Choose “Update Document” from the available Google Docs actions

In the “ID, Name Or Link” field, select “Set Manually” and paste the link of your Google Doc.
Insert this prompt in the “Content” field (update the Content setting to “AI Prompt”)

Extract the email address of the recipient (not the user’s email) and append it to the Google doc. Add nothing other than the raw email address.

‍

Select “Set Manually” and put the Mode to “Append”.

To add an email to your High Priority List, simply reply and BCC Lindy at [your lindymail address from the trigger you created] or forward the email directly to her.

Now, your list will continuously update and alert you as needed!

Guides

Meeting Notetaker with Follow-Up Email‍

Lindy Actions