Get a research brief on every prospect 10 minutes before the call
Annika Helendi copied Lindy's sales-call prep template: it researches each discovery-call contact and emails her a brief 10 minutes before the meeting. It worked within minutes.
Explain it simply
Before a sales call, you usually look the person up. Here an AI tool does it automatically: it checks LinkedIn and the web and emails a short summary 10 minutes before the meeting. It took minutes to set up from a ready-made template.
What was done
Annika Helendi tested Lindy for two months. She copied its sales-call prep template, which runs on calendar events with 'discovery' in the title.
It researches the contact on LinkedIn, Crunchbase and the web and emails her a short brief 10 minutes before the call. She also set up the meeting notetaker.
She then tried to rebuild her Make.com and Airtable content system in Lindy, and built a YouTube assistant agent.
How it went
The call-prep template and the notetaker worked out of the box. The content system did not: constant errors burned through her monthly credits, so it stayed on Make.
- Credit costs made her avoid experimenting, including with the YouTube agent.
- She reported 400 free credits without premium actions and $50 a month for 5,000 credits; the review is undated, so check current pricing.
- Her rule of thumb: fixed, step-by-step workflows belong in Make; simple agent tasks in Lindy.
- The review includes her Lindy referral link.
Prompt
When a calendar event with "discovery" in the title is 10 minutes away, research each external attendee: LinkedIn, company site, Crunchbase and recent news.
Email me a brief under 150 words: role, company stage, likely priorities, three sharp questions, and one thing we have in common.
If you can't verify something, leave it out.Setup notes
- Start from Lindy's sales-call prep template, or rebuild it in Grok Bot or Make.
- Trigger on a calendar keyword so it only runs for sales calls.
- Keep complex, multi-step content pipelines in Make or n8n.
Business fit
Who this helps, and how:
- AgenciesConsultants and agencies walk into every pitch prepared without manual research.
- StartupsFounder-led sales gets a consistent brief before every call.
- Local & serviceHigh-ticket service businesses can prepare before consultations.
Related
Similar tools
Other tools for this job, and how they differ. Chosen by our editors, never paid for.
- Grok Bot
Can run the same prep as a routine from its own computer, and mail it sends waits for your approval.
Setup guide: Get a research brief before every sales call
- n8n
A self-hostable version of the same calendar-to-research-to-email flow, with an AI step for the research.
- Zapier
Connects the widest range of apps and adds Zapier Agents for AI tasks; no sourced use case here yet.
Evidence grade B means: The person who did the work describes the setup and results in detail. How we grade. Spotted a mistake? Suggest a correction.