Cover Image for Lindy Onboarding - Meetings
Cover Image for Lindy Onboarding - Meetings
Avatar for Lindy
Presented by
Lindy
Hosted By
5 Going

Lindy Onboarding - Meetings

Zoom
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About Event

We'll show you how Lindy joins your meetings, remembers every one of them, and does the follow-through, all from Slack. In this 30-minute live walkthrough, we'll cover:

  • The notetaker: Lindy joins, records, and posts notes, action items, and a recap where your team works

  • Meeting folders defined in plain language ("any sales call") that fill themselves as meetings happen

  • Chatting with your meetings: ask one call or a whole folder at once, with answers that link back

  • Turning meetings into follow-through: CRM updates, follow-up emails, tickets, and docs

  • Live: recapping yesterday's sales calls in a channel

  • Live: querying a meeting folder for commitments

We'll wrap with group Q&A.

Avatar for Lindy
Presented by
Lindy
Hosted By
5 Going