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Get an automatic research brief by email before each discovery call

Annika Helendi tested the no-code agent builder Lindy for about two months and wrote an honest review. Her most useful setup came from a ready-made sales call prep template. When a calendar event has the word discovery in it, Lindy looks up the person she is meeting using LinkedIn, Crunchbase and the web. A short email with the key facts arrives ten minutes before the call. The meeting notetaker also worked out of the box. The downsides were real. The free plan's 400 credits block premium actions, and the 50 dollar plan's 5,000 credits went fast while she was testing. Trying to rebuild her complex content system, which runs on Make.com and Airtable, failed with constant errors.

Tools used

  • Lindy
  • LinkedIn
  • Crunchbase

Sources (2)