Email yourself a client brief before each appointment
At a glance
A Lindy user received appointment emails containing attendee context, the meeting link and an agenda drawn from recent client discussions. This workflow is listed under meeting preparation, work admin, email automation.
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What they did
1) Start with Lindy's premade appointment-reminder workflow. Connect the calendar containing your calls, the email account used for delivery, and the prior client correspondence the brief should use. 2) Set the workflow to run before each relevant calendar event. Keep the event's attendees and meeting link available as inputs. 3) Have it assemble who you are meeting, the joining link and, for an existing client, a suggested agenda based on recent discussions. Deliver that brief to your own inbox. 4) Check an incoming brief against the calendar event and read it before joining the call; keep the workflow running for subsequent appointments.
How it went
Kimberly Charron described using these premade workflows daily and receiving the reminders just before calls. Her broader set of Lindy workflows saved her and clients hours each week, without a per-workflow measurement.
Worth knowing
She warned that AI-assisted workflow fixes sometimes miss the mark and recommended duplicating a workflow before changing it.
