> ## 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

<Frame>
  <img src="https://mintcdn.com/lindyai/TJWq96enAVIiyk6e/lindy-brand-assets/best-practices-hero.png?fit=max&auto=format&n=TJWq96enAVIiyk6e&q=85&s=10265dba768fe779216ba07b20aba7ec" alt="Christopher on a 'Follow-up call' video meeting with Victoria, with a voice transcription overlay 'lindy will send that meeting invite...' and a Lindy iMessage card scheduling the follow-up for Friday at 3:00 PM" width="3023" height="2156" data-path="lindy-brand-assets/best-practices-hero.png" />
</Frame>

<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: '500px', maxWidth: '100%', margin: '0 auto', clipPath: 'inset(0 round 16px)' }}>
  <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>

## Make Sure to Tweak Your Settings

Configure Lindy's behavior through the web interface, or simply ask her in plain language — she'll update the settings for you and tell you where to fine-tune.

<Frame>
  <img src="https://mintcdn.com/lindyai/5yW1r27acTo5X1O1/lindy-brand-assets/tweak-settings-imessage.png?fit=max&auto=format&n=5yW1r27acTo5X1O1&q=85&s=ecba0e841dc27988615fb04b09c23ea5" alt="Texting Lindy 'auto-archive all my uber emails' and getting back 'done. i'll file those automatically from now on. you can tweak any of this in settings too'" width="3023" height="2156" data-path="lindy-brand-assets/tweak-settings-imessage.png" />
</Frame>

## Give Lots of Feedback

Lindy gets better the more you use her. If she gets anything wrong, just share quick feedback — she'll learn from it.

<Frame>
  <img src="https://mintcdn.com/lindyai/5yW1r27acTo5X1O1/lindy-brand-assets/feedback-imessage.png?fit=max&auto=format&n=5yW1r27acTo5X1O1&q=85&s=4f2d7e7134e29c7dece59a6c3159710e" alt="Lindy says 'heads up, new invoice from deel' and user replies 'no need to flag invoices — finance has those covered.' Lindy: 'got it, i won't flag those going forward'" width="2267" height="1617" data-path="lindy-brand-assets/feedback-imessage.png" />
</Frame>

## Text Me Like You'd Text a Human Assistant

Tell Lindy the outcome — she'll handle the back-and-forth.

<Frame>
  <img src="https://mintcdn.com/lindyai/5yW1r27acTo5X1O1/lindy-brand-assets/text-human-assistant-imessage.png?fit=max&auto=format&n=5yW1r27acTo5X1O1&q=85&s=3e6b942afc4373286bf74c29d75350a6" alt="Texting Lindy 'I need 15 min with Bob this week' and getting back 'done. Thursday 2pm, invite sent ✅'" width="3023" height="2156" data-path="lindy-brand-assets/text-human-assistant-imessage.png" />
</Frame>

## Get Things Out of Your Head

"Remind me Friday." "Tell me when Sarah replies." "Follow up with Acme if they go quiet for a week." Hand her the loop, then forget it.

<Frame>
  <img src="https://mintcdn.com/lindyai/5yW1r27acTo5X1O1/lindy-brand-assets/get-things-out-imessage.png?fit=max&auto=format&n=5yW1r27acTo5X1O1&q=85&s=ce1beeb7da3d844d32185c9ae2861faa" alt="Texting Lindy 'remind me to call the bank friday — and tell me if Sarah hasn't replied by end of day' and getting back 'got both. i'll ping you friday, and flag Sarah if she's quiet by 5'" width="3023" height="2156" data-path="lindy-brand-assets/get-things-out-imessage.png" />
</Frame>

<div style={{ marginTop: '2.5rem' }}>
  <Tip>
    **Start small.** Pick one time sink, let Lindy own it, then keep adding.
  </Tip>
</div>

## 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>

## Use Voice Memos

The easiest way to brain dump on Lindy. Hit the voice button in iMessage and talk like you're handing off to a human assistant.

<Frame>
  <img src="https://mintcdn.com/lindyai/cEO1ZADu7QQ3_Apl/lindy-brand-assets/voice-memo-imessage.png?fit=max&auto=format&n=cEO1ZADu7QQ3_Apl&q=85&s=2ae93a5a5458c23d4c6f5f2ddeb171a5" alt="Voice memo iMessage to Lindy ('Okay I'm out most of next week, here's what needs to happen...') with Lindy replying 'got all that. added 5 to-dos and i'll cover your inbox while you're out'" width="3023" height="2156" data-path="lindy-brand-assets/voice-memo-imessage.png" />
</Frame>

It's the fastest way to do what comes next — dump a brain-load of info Lindy needs about you.

## Give Lindy Lots of Information (Over Voice Memo)

The more Lindy knows about you, the better she can help. Open iMessage, **hit the voice button**, and brief her like a new hire — five minutes covers a lot.

<Frame>
  <img src="https://mintcdn.com/lindyai/5yW1r27acTo5X1O1/lindy-brand-assets/give-info-imessage.png?fit=max&auto=format&n=5yW1r27acTo5X1O1&q=85&s=b30d30442f48045471c22df5ba398254" alt="Texting Lindy 'couple things to know about me — top priority this quarter is the acme deal, and loop sarah in on anything finance related' and getting back 'got it, saved both. i'll keep these in mind going forward'" width="3023" height="2156" data-path="lindy-brand-assets/give-info-imessage.png" />
</Frame>

**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.

<div className="info-card">
  <h3>Start Here</h3>
  <p>Four things Lindy needs on day one:</p>

  <ol>
    <li>Your name, role, and company</li>
    <li>What you spend most of your day doing</li>
    <li>Things eating too much of your time</li>
    <li>Your work hours and time zone</li>
  </ol>

  <p>Everything below is optional. Share it whenever, in any order.</p>
</div>

<div className="info-card">
  <h3>Daily Basics</h3>

  <ul>
    <li><strong>Calendar:</strong> Protected blocks, preferred meeting length, buffer time, ideal meeting windows.</li>
    <li><strong>Meetings:</strong> Which meetings Lindy should join or skip. Post-meeting tasks that eat your time (follow-ups, CRM updates, Slack notes).</li>
    <li><strong>Email:</strong> Most important contacts, emails to alert you about, emails to auto-archive.</li>
    <li><strong>Briefings:</strong> Text or voice recap, time to receive them, content to include (news, quotes, etc.), whether you want an end-of-day brief.</li>
  </ul>
</div>

<div className="info-card">
  <h3>All About You</h3>

  <ul>
    <li><strong>Priorities:</strong> Top priorities, projects to protect time for, KPIs you're tracking.</li>
    <li><strong>Personal:</strong> Partner/kids/family names, recurring obligations, favorite restaurants, dietary restrictions, go-to gift ideas.</li>
    <li><strong>Working style:</strong> What a good day feels like, how direct you want feedback, routines Lindy should support, times you do your best thinking.</li>
    <li><strong>Tools:</strong> Your productivity stack, where tasks live today, how aggressive reminders should be, recurring annual reminders.</li>
  </ul>
</div>

## 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>