Key takeaways
- Accept your workspace invitation before you sign up. Signing up separately at lindy.ai creates a different workspace.
- Lindy bills every active user a seat, and credits are shared across the team.
- Owners and admins can cap each teammate's monthly credit use from Settings, Members and groups.
- Lindy says customer data is never used to train models.
By the end of this walkthrough your team will share one Lindy workspace. Colleagues will be invited, credit limits set, and email, calendar and Slack connected. You will also have three prompts to start with. Lindy is an AI assistant that works in chat, email and your browser, and it measures work in credits.
Before you start
Pick an owner for the workspace. Only owners can manage the payment method, change the workspace name and logo, and delete the workspace. Have each person’s everyday work email ready, and decide whether you use Google or Microsoft for email and calendar.
Lindy’s pricing page lists the plans below. It says every active user in the workspace is billed, from $49.99 a month for 5,000 credits each.
| Plan | What it adds for a team | Price as listed |
|---|---|---|
| Free | $50 in free credits that last 7 days, no card needed | $0 |
| Team | One bill for all seats, shared credit pool, admin seat controls | From $49.99 a month per active user for 5,000 credits, with top-ups at $10 per 1,000 credits |
| Enterprise | SSO, SCIM, audit logs and a signed BAA for HIPAA | Custom |
Lindy’s invite screen names Plus, Pro and Max plans, which the docs do not describe. See the current price on the pricing page before you invite people.
Create the account and workspace
Lindy’s setup guide lists the order. If you are joining a team, accept the workspace invitation before you sign up.
- Sign up at Lindy as the owner.
- Connect a Google or Microsoft email account for inbox work.
- Connect a Google or Microsoft calendar for scheduling and meeting follow-ups.
- Optionally add your phone number and verify it with a code.
The docs do not list exact clicks for the email and calendar steps, so follow the prompts on screen.
Invite your team
Only owners and admins can invite. These steps come from Lindy’s team setup page.
- Click Invite colleague in the top right, or go to Settings, Members and groups and click Add member.
- Enter email addresses, pressing Space after each one.
- Choose a role, either Member or Admin.
- Choose a plan. Enterprise is not offered here, so contact Lindy support for that.
- Click Send invite.
Each person gets an email with a link to join, then connects their own accounts. To manage seats and plans later, return to Settings, Members and groups. Owners can transfer ownership from the role dropdown next to a member’s name.
Set the admin and data settings
Set a credit limit for each person so one routine cannot use the shared pool. Open the menu on a member’s row and choose Edit credit limit. Lindy says usage stops only after a limit is exceeded. A 100-credit limit with 90 used still lets a 50-credit task finish.
The same row menu has Deactivate membership. Lindy also says Admins get an email when someone joins through Slack, with a one-click link to remove them. People who join Slack that way get a 7-day free trial before billing.
On data, Lindy’s security page says customer data is never used to train models, by Lindy or by its providers. It says you set permissions and can revoke them, and it logs every action so you can review it. The page does not mention SSO. The pricing page lists SSO under Enterprise.
Connect your other apps
The quickstart says an admin installs Lindy from the Add to Slack screen. Each teammate then clicks Connect Slack to Lindy the first time they message it. Lindy’s setup page says new Slack installations need a paid Slack plan.
For tools such as Notion, HubSpot or Linear, open Integrations. Personal connections belong to you. Owners and admins can share connections with the workspace, and the team setup page says members can see team connections but not change them.
Tasks to try first
Lindy’s routines page says to open Routines, click New, and describe the routine in plain English. You can also ask in chat. Ask Lindy to dry-run each routine first.
Morning briefing
Use this when the owner wants one summary instead of checking three places.
Every weekday at 8:30, summarize my unread email and my calendar for today. List anything that needs a reply from me. Send it to my Slack DM. Dry-run it first and do not send anything.Meeting follow-up draft
Use this when notes from a call never become a message.
When a meeting on my calendar ends, write a short follow-up email draft to the attendees. Include the decisions and who owns each next step. Save it as a draft and do not send it.Weekly inbox check
Use this when customer emails get buried.
Every Monday at 9, check my inbox for emails from customers that I have not answered. Make a list with the sender, the subject and a one-line reminder of what they asked. Do not reply to anyone.Common problems
If a teammate cannot see shared skills, files or meetings, Lindy’s docs say they probably signed up separately and created their own workspace. Ask them to accept the invitation link instead.
Rather hand it over?
Frequently asked questions
Why does my coworker not see our team's files in Lindy?
Lindy's docs warn that signing up separately at lindy.ai creates a separate workspace. The person then does not share the team's skills, files or meetings, so they should accept the invitation first.
How do I limit how many credits one Lindy teammate can use?
Lindy's docs say admins and owners can open the menu on a member's row in Settings, Members and groups, and choose Edit credit limit. Usage stops only after a limit is exceeded.
Can I test a Lindy routine without sending anything?
Lindy's routines docs suggest asking Lindy in chat to dry-run it. A dry run uses real data but does not send or post anything.
Sources
About the author
Andy Kang, AI Partner Team. Andy Kang writes the AI directory for AI Partner Team, which sets up and builds AI tools for small businesses alongside managed IT. Each page is written from the vendor’s own pricing, help and trust pages, and shows the day those pages were checked.
- Facts come from the vendor’s own website and help docs, linked on every page.
- Each page shows the date we last read those sources.
- We do not score or rank tools. We say who each one suits and who it does not.
- If a vendor does not publish a price, we say so instead of guessing.