Lindy for small businesses: an AI assistant for inbox and calendar
An assistant that works in email, Slack, text and the calendar, takes meeting notes and makes simple calls. Closest to the owner’s own admin load.
| Type | AI assistant for inbox, calendar and calls |
|---|---|
| Pricing | Published |
| Website | lindy.ai |
Lindy describes itself as an AI employee that plugs into a person's tools and takes work off their plate. For a small business, that usually means the owner's inbox, calendar and follow-ups1.
Best for: Owners and small teams who want an AI assistant to manage email, meetings, scheduling and simple phone calls.
Not the right fit for: Businesses that need AI working inside their own operational records, such as orders, stock or the ledger.
What Lindy does
Lindy works in Slack, email, text and the calendar, takes notes in meetings and sends follow-ups, and handles phone calls such as booking times with callers. It connects to more than 1,500 apps and any hosted MCP server1. Lindy reports SOC 2 Type II, audited by a named firm, and GDPR verification, and says customer data is encrypted and never used to train models; Enterprise adds SSO, audit logs and HIPAA with a signed agreement1.
Pricing is by credits. A free start gives $50 of credits for seven days. The Team plan starts at $29.99 a month for 3,000 credits, is billed per active user and scales in tiers; top-ups cost $10 per 1,000 credits2.
Published evidence
No case studies with named customers are published.
Strengths and limits
Strengths
- Covers the owner’s own admin load: inbox, scheduling, meeting notes and follow-ups.
- States that customer data is never used to train models, and reports SOC 2 Type II.
- Credit-based pricing starts low and is published.
Limits
- Pricing is by credits per active user, so heavy use raises the bill.
- Audit logs and SSO are Enterprise features.
- Its pages contradict each other on which plan includes computer use.
Choose another option if: The work to automate sits in orders, invoices or stock rather than the inbox (OpenLazarus), or you need to connect many systems with rules (Zapier).
Pricing
Published (USD a month): Free with $50 of credits for 7 days; Team from $29.99 for 3,000 credits per active user; top-ups $10 per 1,000 credits; Enterprise on quote.
Questions to ask Lindy
- How many credits does a typical day of inbox and calendar work use?
- Which plan includes phone calls and computer use?
- Where can we see a record of what it did on our behalf?
See how Lindy compares with the other tools in the main guide.
Sources
- Lindy. Lindy. Accessed 8 Nov 2026.
- Lindy pricing. Lindy. Accessed 8 Nov 2026.