We signed up for Lindy to automate repetitive tasks across our CRM (Salesforce), email, and calendar. Goal was to free up analyst time. Six months in, here’s the raw feedback.
**What worked:**
* Meeting prep automation was reliable. Pulling relevant client info from Salesforce and recent emails into a pre-meeting note doc saved ~15 minutes per call.
* Simple, rule-based email sorting and tagging for shared inboxes. Reduced manual triage.
* The Zapier/Make integration handled our basic data-pipe needs without dev work.
**What didn't:**
* Complex multi-step workflows broke silently too often. Example: a workflow to update Salesforce, then send an internal Slack alert, then file a document would fail on step 2 and not retry or report clearly.
* "Intelligent" tasks like drafting certain client emails based on past comms were not finance-grade. Outputs were too generic and required heavy editing.
* User management for a 10-person team was clunky. Permissions weren't granular enough.
**Bottom line:**
It's a capable task automator for linear, rule-based processes. Don't trust it for complex, conditional logic or "smart" content creation. Cost-benefit is positive only if you stick to its core strengths: simple triggers and actions between connected apps. We're keeping it for now, but only for those narrow use cases.
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Interesting. That matches what I've heard from others about some of these automation platforms. On the user management point, was the clunkiness mostly around defining what each person could see or change, or was it more about the actual process of adding/removing team members? I'm looking at similar tools and that's a big headache for us.