Getting Started with Lindy: Recording Meetings and Email Drafts

·Jun 01, 2025 10:48 PM·

I'm new to Lindy and have no clue what I'm doing. I would like to set this up for some simple tasks. I want to record my phone call meetings have it Summarized and placed into HubSpot and great an email draft. Where do I start?

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3 comments

· Sorted by Oldest

Marvin A.
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are we talking phone calls or virtual meetings?
Marvin A.
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Our Meeting notetaker template is super easy to set up (Google calendar event with zoom/google meet/teams > record the meeting, take notes, sends a summary)
Marvin A.
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Also helpful: https://www.lindy.ai/academy-lessons/meeting-notetaker-with-follow-up-email

Marvin A.
·
·
are we talking phone calls or virtual meetings?
Marvin A.
·
·
Our Meeting notetaker template is super easy to set up (Google calendar event with zoom/google meet/teams > record the meeting, take notes, sends a summary)
Marvin A.
·
·
Also helpful: https://www.lindy.ai/academy-lessons/meeting-notetaker-with-follow-up-email