> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lindy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Best Practices

<Note>
  **Welcome to saving 2 hours a day!** The more Lindy knows about you, the less she has to ask.
</Note>

* **Pin Lindy in iMessage** so she's always one tap away

<div style={{ width: '200px', borderRadius: '16px', overflow: 'hidden', margin: '0 auto' }}>
  <video src="https://mintcdn.com/lindyai/_wT-Af3PTNWSvHW1/lindy-brand-assets/pin_video.mov?fit=max&auto=format&n=_wT-Af3PTNWSvHW1&q=85&s=cce0603cd1a4edc43dfab0322bb619af" autoPlay muted loop playsInline style={{ display: 'block', width: '100%' }} data-path="lindy-brand-assets/pin_video.mov" />
</div>

* **Start with a voice note:** brain-dump for 5 minutes like you're briefing a new hire
* **Give feedback early:** "never do this" or "always remember this" helps Lindy learn fast
* **Start small:** pick one time sink, let Lindy own it, then keep adding

## Before You Begin

Open iMessage, hit record, and brief Lindy like a new hire. Five minutes covers a lot.

**On mobile?** Just cover the basics below and send more voice notes over the next few days.

**On desktop?** Open iMessage on your phone and go through as many sections as you want.

## Start Here

Four things Lindy needs on day one:

1. Your name, role, and company
2. What you spend most of your day doing
3. Things eating too much of your time
4. Your work hours and time zone

Everything below is optional. Share it whenever, in any order.

## Daily Basics

**Calendar:** Protected blocks, preferred meeting length, buffer time, ideal meeting windows.

**Meetings:** Which meetings Lindy should join or skip. Post-meeting tasks that eat your time (follow-ups, CRM updates, Slack notes).

**Email:** Most important contacts, emails to alert you about, emails to auto-archive.

**Briefings:** Text or voice recap, time to receive them, content to include (news, quotes, etc.), whether you want an end-of-day brief.

## All About You

**Priorities:** Top priorities, projects to protect time for, KPIs you're tracking.

**Personal:** Partner/kids/family names, recurring obligations, favorite restaurants, dietary restrictions, go-to gift ideas.

**Working style:** What a good day feels like, how direct you want feedback, routines Lindy should support, times you do your best thinking.

**Tools:** Your productivity stack, where tasks live today, how aggressive reminders should be, recurring annual reminders.

## Ask Lindy To...

<AccordionGroup>
  <Accordion title="Calendar and scheduling">
    * "Block 2 hours for deep work this week"
    * "Move my 3pm to Thursday"
    * "What does my week look like?"
    * "Schedule a 30-min call with \[name] next week"
    * "Cancel my meeting with \[name] tomorrow"
  </Accordion>

  <Accordion title="Email">
    * "Draft a reply to that last email from \[name]"
    * "Follow up with \[name] if they don't reply by Wednesday"
    * "What emails need my attention right now?"
    * "Draft a cold intro to \[name] at \[company]"
  </Accordion>

  <Accordion title="Meetings">
    * "Prep me for my next call"
    * "Research \[person/company] before my 2pm"
    * "Send \[name] a recap with next steps"
    * "What action items came out of today's meetings?"
  </Accordion>

  <Accordion title="Reminders">
    * "Remind me to follow up with \[name] on Thursday"
    * "Remind me every Monday to review my pipeline"
    * "Check in with me at 5pm about whether I finished the proposal"
  </Accordion>

  <Accordion title="Research">
    * "Summarize this" + paste a link
    * "What's \[company] been up to lately?"
    * "Find a restaurant near \[location] for a client dinner"
  </Accordion>

  <Accordion title="Daily habits">
    * "Send me my wins at 8pm every day"
    * "Text me my top 3 priorities every morning at 7am"
    * "Recap my day at 9pm as a voice note"
  </Accordion>

  <Accordion title="Tasks">
    * "Add \[task] to my to-do list"
    * "What's still on my list from this week?"
    * "What did I commit to after yesterday's meetings?"
  </Accordion>

  <Accordion title="Personal">
    * "Find a gift under \$100 for \[name]"
    * "Book a reservation for 2 at \[restaurant] Saturday night"
    * "What's coming up this week I might forget?"
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="iMessage & SMS" icon="message" href="/features/imessage-sms">
    Text Lindy like a friend from your phone
  </Card>

  <Card title="Inbox Management" icon="inbox" href="/features/inbox-management/email-triage">
    Let Lindy run your inbox
  </Card>

  <Card title="Meeting Assistant" icon="calendar" href="/features/meeting-assistant/meeting-prep">
    Prep, notes, and follow-ups on autopilot
  </Card>

  <Card title="Ad Hoc Tasks" icon="wand-magic-sparkles" href="/features/ad-hoc-tasks">
    Research, reminders, and on-demand tasks
  </Card>
</CardGroup>