Set up a meeting prep assistant

Learn how to automate meeting prep, using Lindy to research attendees and send you timely context on them.

Welcome to the fifth lesson of our AI personal assistants course!

Being well-prepared for meetings is crucial—but it’s a time-consuming process, and frankly, many of us skip it. But not anymore!

In this tutorial, we’ll guide you through the process of creating an automated meeting prep assistant using Lindy. This assistant will automatically trigger based on your calendar events, research attendees using LinkedIn and your previous email interactions, and send you a comprehensive meeting prep alert before the meeting.

Steps we’ll follow in this tutorial:

  • Set up your meeting prep alert trigger
  • Define the research steps
  • Configure the email alert
  • Save and test the workflow

You’ll need:

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