Lindy and the Rise of Workflow-Driven AI

This evaluation is a component of a bigger sequence of LinkedIn newsletters titled AI in Market Research: Reviews of AI tools, platforms, and solutions that market researchers should use today.

As GenAI evolves, probably the most highly effective instruments aren’t essentially those with probably the most conversational prowess—they’re those that join. Enter Lindy (https://www.lindy.ai/), a platform designed not simply to talk, however to do—by linking collectively the messy backend of analysis workflows with clever automation that saves time and delivers actual worth.

Most AI instruments are nonetheless utilized in isolation: one for writing, one other for evaluation, and one other for storing or organizing information. Lindy hyperlinks these instruments collectively into end-to-end workflows, all with no need to write down code. For instance, in case your crew shops interview transcripts from a instrument like Fathom in a shared spreadsheet, Lindy can monitor that file, robotically generate a abstract for every new entry, and ship it to the suitable stakeholder—streamlining reporting and follow-up throughout tasks.

Lindy works by connecting your present instruments—like spreadsheets, paperwork, and even your Gmail account—to giant language fashions comparable to Claude, ChatGPT, or Perplexity. You possibly can outline workflows that move information between these methods and generate helpful outputs. For instance, in the event you preserve a spreadsheet with firm names or product listings, Lindy can provoke a secondary analysis job (OSINT), pull related data, summarize the outcomes, and draft an e mail or report—robotically triggered every time a brand new row is added.

One other potential use case is market or expertise development monitoring. Consider it as a extra versatile and customised model of Google Alerts: Lindy can observe particular phrases, summarize what’s taking place available in the market, and ship a digest on a recurring foundation.

It’s additionally helpful for assembly preparation. Lindy can pull collectively related context earlier than a consumer name or stakeholder assembly—surfacing previous e mail threads, LinkedIn profiles, CRM notes, and associated analysis. As a substitute of manually piecing this collectively, Lindy delivers it in minutes—turning what was once a scattered, time-consuming course of right into a streamlined, automated one.

From a safety standpoint, Lindy’s mannequin is constructed to prioritize information privateness. Whereas it leverages fashions like OpenAI and Claude for some duties, it doesn’t retain information in a manner that places delicate supplies in danger—a vital consideration if you’re working with client-confidential interview information or product roadmaps. Importantly, when Lindy makes use of these platforms, the information you submit is just not saved or used within the coaching information for OpenAI, Anthropic, or different mannequin suppliers. This ensures that your proprietary data stays personal and isn’t repurposed to coach future variations of these fashions.

Lindy isn’t alone on this house. Platforms like Make (previously Integromat) additionally allow customers to attach instruments and automate workflows utilizing logic and triggers. We’ll be taking a better take a look at how instruments like Make examine—and the place they may complement or overlap with options like Lindy in analysis and past.

Rankings:

Usability:

• 4.5 stars. Clean interface with considerate defaults and simple integration setup.

Energy:

• 4.5 stars. Automating workflows like interview summarization and assembly prep saves hours every week.

Flexibility:

• 4 stars. Not an open-ended agent, however loads of room to customise inside particular duties and flows.

Price:

• TBD. Pricing is use-case and quantity dependent, however the time financial savings for analysis groups might justify the spend rapidly.

In Sum:

Lindy shifts how market researchers ought to take into consideration AI—not as standalone assistants, however as linked instruments that plug into actual workflows. Whether or not it’s prepping for consumer conferences or automating abstract supply, Lindy brings structured intelligence into your day by day course of. For groups seeking to scale with out shedding high quality, it’s a quiet powerhouse. And it’s only one signal amongst many who analysis ops is altering.nt.