Setting Up Lindy for Efficient Networking Follow-Up Emails | Lindy Community

Setting Up Lindy for Efficient Networking Follow-Up Emails

I'm trying to set up a Lindy for networking followup. I get a PDF after each meeting with names. As there is no LeadConnector integration yet I set up a sheet. The idea is Lindy searches the sheet and compares to the names. Adds new names and drafts an email but skips names already in the sheet. Message Recieved (where I put the PDF) Find Row Condition: if no row matches Search the Internet Extract Webpage Text Update Row Send (Draft) email. Worked like a charm for the first entry which was new (empty sheet). I tried to set up a loop from 'find row' to send email' but it only did the next person once (said it ran 5 loop cycles). Any ideas? (I am relatively new!)

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31 comments

Marvin A.
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sounds great!
Marvin A.
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you’re doing v well I’d say
Marvin A.
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did you try ‘find rows’ as in multiple?
Marvin A.
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also, feel free to share the task URL of one of those runs and I am happy to have a quick look 🙂
Marvin A.
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How to share your Lindy task URL: 1. Click your Lindy agent → click “tasks” 2. Find the task you need help with 3. Click the specific task (you should see the full execution) 4. Copy that page URL from your browser 5. Paste the URL in your support request Note: The URL should include “conversationID” followed by a number 💡 Screenshots are also helpful!
Marvin A.
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also —here is a quick run through example for looping: https://www.loom.com/share/c7379349b69a401ba077f5e705e8a8bb?sid=d0c1bca0-a18b-4e3c-82e4-fbceb7c417e4 (super simple but may give you an idea already)
Tracy H.
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Thank you 🙂 I'm a bit hesitant to put the link in as it may reveal all the names and contacts? I recreated this and ran it twice - the 'task pane' on the left shows the 13 names it looked at, but it only added one to the sheet. (RowS is not an option only row). I thought I'd try it again to see if I grabbed another name, and it ran only through 6 cycles and added no names. UGH. I just want it to add any new names to my list and draft an email and skip over people who are already in my list 🙂
Tracy H.
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The condition text is: no row in the spreadsheet is a match to any contact in the pdf. If there is a match, skip to the next name in the pdf.
Marvin A.
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hmm I’d need to look at it (the task url won’t be usable by anyone but Lindy admins → me 🙂 )
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Tracy H.
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here ya go 🙂 https://chat.lindy.ai/networking-6804b99d4b60b00969c8a45e/tasks?task=6807bde078ed2715cd269ba7
Marvin A.
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ohh the loop is not set up
Marvin A.
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if you pull the entry and end you’ll see that the actual loop is empty :S
Tracy H.
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It looks like it is? In the screenshot?
Marvin A.
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you’ll need to use that little plus icon to add actions within the loop
Tracy H.
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How odd o need to look that’s not how it looks on my screen
Marvin A.
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if you pull the entry and end you’ll see that the actual loop is empty :S
Tracy H.
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Ok when I added the loop I 'dragged it' to contain all the items I wanted in the loop - I I expanded it out and I can see what you mean that it doesn't operate that way, and it's not attached. So I'd need to recreate it then - I have been trying to 'attach' the plus to the existing flow of actions to no avail 🙂 Will try it
Tracy H.
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I recreated it and unfortunately it's still not pulling all the names https://chat.lindy.ai/networking-6804b99d4b60b00969c8a45e/tasks?e=6808818c274f60e04389dba8&task=68088371e59f37bd8c2faf65
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Marvin A.
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hmm did you tell the agent what names to pull?
Marvin A.
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looks like the LLM just got a bunch of images without any context → tried to start a loop with 13 contacts found
Marvin A.
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I am suprised it did! 😄 I think it’s missing context here. Like what is the agent going to get? what should it do? what can be ignored? Whats the end goal?
Tracy H.
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It’s supposed to do what I’d do : get the attendee list from my email (or I can drop it in) - that’s the two triggers. Read the PDF. Look at the first name in the contacts list - is she in my spreadsheet already? If yes that means I’m in contact already so skip to the next person. If they are not in my list, put them in and do a little research and update the sheet and draft an email. Repeat for all attendees :)
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Marvin A.
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got it yeah so your agent currently doesnt know any of this 😄 Quick Explainer → https://www.loom.com/share/fc83d9dc6c114382a5547f3a1e05d1f9
Marvin A.
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lmk if this is helpful!
Tracy H.
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Very helpfu. I a,just dded this to Settings: Context "You are my PA. You will get a PDF in my email or I will give it to you. I want you to take each of the contacts in the PDF and run it through the loop. The end goal is to add NEW people to the spreadsheet and draft an email to them, but to skip people who are already in the spreadsheet." No joy. I then added this to an add context step: "Extract each contact from the PDF and send it through this loop. I want all NEW people who are not in the spreadsheet to go through this loop but to skip people who are already IN the spreadsheet.". It still didn't work. It seems to see the contacts but then not do anything with them. I'm burning all my credits just testing this one Lindy!
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Tracy H.
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I’ve also added a second context after ‘find row’ - it’s still not working. I’ve ground through most of my credits in my first week trying to get this Lindy to work - I’m going to need this one a lot in the near future
Marvin A.
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What do you mean by ‘It still didn’t work. It seems to see the contacts but then not do anything with them.’? Tracy H.
Marvin A.
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From what I see you started 19 loops based off of that PDF
Marvin A.
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Marvin A.
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I think what’s a little misguiding are the conditions. They cause your Lindy not to research the person inside each loop 🙂 Currently these conditions are identical. You want to tell the LLM “Go here if X” and for the other one “Go here if Y”
Tracy H.
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Unfortunately I don’t think I have enough credits will next month to test this fix - used over half my credits testing this one Lindy