# Lindy Scheduling Assistant: CC, Booking Links and Meeting Prep

> How Lindy books meetings: CC its address, let it draft three open slots, share booking links or text it. Calendar setup, link settings and prep briefs.

_Source: https://professionalstoolkit.com/articles/lindy-scheduling-assistant — The Professional's Toolkit · updated November 2026_

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Lindy (often searched as Lindy AI) schedules meetings four ways: you CC its email address on a thread, it drafts a reply with three clickable open slots, it hosts booking links on your calendar, or you ask it by text or chat. Booking links need a connected Google Calendar or Outlook Calendar where Lindy can create events, and the people you meet never need a Lindy account. Our read is simple. It is a capable scheduling assistant for someone who already lives in Gmail or Outlook and wants prep briefs from the same tool. If all you need is one public booking page, it is a lot of assistant for one job.


**3** — Open slots Lindy offers in one reply when you CC it on a thread with no agreed time.



- **4 ways** — CC, email drafts, booking links, text or chat
- **No account** — Guests book, reschedule or cancel without Lindy
- **Very low** — Credit impact of meeting prep, per Lindy's docs


## Connect a calendar Lindy can write to

Scheduling starts with permissions, not prompts. Booking links need a Google Calendar or Outlook Calendar where Lindy is allowed to create events, and every booking lands on your own calendar [1]. Email and calendar connect from a Google or a Microsoft account. In a team rollout, Lindy's docs give a short order: an admin adds Lindy to Slack, each teammate links with one tap, then everyone connects email and calendar and, if wanted, a phone number. **No API keys and no IT ticket** are part of that path.

Where you ask matters as much as what you connect. Lindy's calendar, email, SMS and reminder tools work only in your direct messages and your own threads. In a shared Slack channel it sticks to web search, public Slack search, image generation and Notion. Scheduling is therefore personal work by design, and each teammate who wants bookings connects their own calendar. Teams that do not use Slack still get the personal assistant through the web app, Lindy's own email address and iMessage or SMS, not the shared teammate. New Slack installations also need a paid Slack plan.

Meeting scheduling is one of Lindy's built-in routines, next to meeting prep, daily briefs and email drafting, and each one is toggled per connected account. A work calendar and a personal calendar can carry different settings. Draft-based scheduling also needs a connected Gmail or Outlook inbox, and the plans cap those inboxes: two on Plus, three on Pro and five on Max, with a custom number on Enterprise. Count your inboxes before you pick a plan.


> 💡 **Toggle scheduling per account:** Meeting scheduling is a built-in routine switched on per connected account, so turn it on for your work calendar first and leave a personal one off until the results look right.


## CC Lindy, or let it draft the slots

The fastest route is the CC. Add lindy@lindy.ai to an email thread and Lindy acts only when two things are true: its address is on CC, and the thread shows an intent to schedule. If the people on the thread already agreed a time, Lindy books it. If not, it replies once with three open slots, and the other side needs no Lindy at all [2]. Lindy shipped this as Smart Scheduling in September 2026. It suits a thread with a client or candidate where you want the back-and-forth gone.

The draft route keeps you as the sender. Lindy writes a reply in your drafts folder with three open slots as clickable links, and when the recipient clicks one, the meeting is booked on both calendars. Lindy's page claims this saves about three minutes per invite; that figure is the vendor's. The draft is written in your voice, using the thread and your calendar, and nothing goes out until you approve it. Drafting works with or without the Chrome extension, which runs only inside Gmail for now.

By default, anything with outside impact, such as sending an email, waits for your approval, while read-only lookups do not. You can loosen that over time. One detail surprises people: per-integration guardrails apply in shared Slack threads, not in direct messages, web chat, iMessage or SMS. If you want a human check on what Lindy sends, the draft step is that check. For threads that go quiet, follow-up bumps draft a nudge, for your review by default, after one, two, three, five or seven days without a reply.


> ⚠ **A CC alone does nothing:** Lindy acts on a CC only when the thread shows an intent to schedule, so a CC on a thread about something else will not produce times.


## Booking links: set the rules before you share one

Booking links arrived in October 2026, and they are the route for people you are not already emailing. Each link has its own hours and its own meeting length. Video can be Google Meet, a connected Zoom account or none; links that book on Outlook use Microsoft Teams by default, or Zoom. Guests pick a time, enter a name and email, and receive a link to reschedule or cancel. Lindy rechecks your availability before it confirms, which guards against a slot that filled while the guest was choosing.

| Setting | What it controls |
|---|---|
| Hours and length | When this link offers time, and how long each meeting runs |
| Minimum notice | How close to the present a guest can book |
| Booking horizon | How far ahead a guest can book |
| Breaks before and after | Buffer time around each booked meeting |
| Custom address, logo and website | How the page looks to guests |
| Single-use | Turns the link off after one booking |
| Video | Google Meet, Zoom or none; Microsoft Teams by default on Outlook |

Because every link carries its own rules, several links beat one. A short intro call can sit on a link with a long horizon and generous notice, while a longer review gets tighter hours and a break after it. The single-use option fits the one invitation you send to one person, such as a candidate interview, since the link stops working once it is used. A standing link with a custom address and logo is the one to put in an email signature or on a website.

## Text it, call it, or check a teammate's calendar

You do not need a laptop to book. Lindy works over iMessage on an iPhone and SMS on any phone, with no app to install; setup is a verified phone number added at signup. By text you can schedule meetings, ask about past meetings, set reminders, or send a voice note that Lindy transcribes and acts on. Settings can be changed the same way, by asking in plain language. On Android, RCS has to be turned on in Google Messages. This is the route for scheduling from a parking lot.

Callers can book too. A Lindy phone line takes messages and books callers through a booking link you choose, and outside callers never reach your inbox, files, memory or private conversations. The number carries a US or Canadian area code and needs a paid plan. Calls use credits from 25 credits a minute, plus a separate monthly fee for the number. By our arithmetic, 1,000 credits cover at most 40 minutes of calls. Outbound calls need your approval of destination and purpose, and the line is not for cold calling. Our [Lindy phone agent guide](/articles/lindy-phone-agent) covers the receptionist setup.

Across a team, Lindy can check any teammate calendar shared with the workspace to find time between people. Lindy's executive-assistant role page goes further: it plans the week with focus blocks, finds meeting times across several calendars and fixes double-bookings. That page shows the work with Gmail, Google Calendar, Outlook and Zoom. **Every person who uses Lindy is a billed seat**, so an executive and an assistant who both use it count twice. The [Lindy for executives guide](/articles/lindy-for-executives) walks through that pairing.

## Meeting prep: what arrives after the invite is accepted

Booking is half the job. Meeting prep, another built-in routine, sends a brief with the meeting's time and name, the attendees, each external attendee's job title, company and LinkedIn profile, and summaries of past meetings with the same people [3]. You choose whether it covers all meetings or external ones only, and whether it arrives as a daily digest or minutes before each meeting. Delivery is by email or by SMS and iMessage. That pairing, a booked slot and a brief before it, is where Lindy differs from a plain booking page.

The daily brief is the other calendar habit. It runs at a time you pick, arrives by Slack DM, SMS, iMessage or Lindy chat, and covers whatever you prompt it to cover, so a morning rundown of the day's meetings is one sentence of setup. Between meetings you can ask Lindy what someone said in an earlier call, or have it research a contact using your email, meetings and calendar alongside the web. Our [Lindy AI assistant guide](/articles/lindy-ai-assistant) covers inbox triage, alerts and the rest of the personal routines.

On cost, Lindy's docs rate the daily brief and meeting prep as very low credit impact, and meeting recaps as low. The seat is the bigger number. Lindy's pricing page starts at $29.99 per user a month for 3,000 credits; on some visits the same page instead opens at $49.99 per user a month for 5,000 credits [4]. Credits pool across the workspace, reset monthly without rollover, and when the pool runs out Lindy pauses rather than billing overage. A new account starts with $50 in free credits that last 7 days. No card is needed.


> 💡 **Start prep with external meetings:** Meeting prep can cover external meetings only and arrive as one daily digest, which keeps briefs to the people you know least.



## FAQ

**Does Lindy join the meetings it books?**

It can, as a separate setting. Lindy joins Google Meet, Zoom and Microsoft Teams calls as a visible, named participant, records and takes notes, and you choose all meetings, internal only or external only; recording needs a connected Google or Outlook calendar.

**Does a teammate who signs up on their own join the team's workspace?**

No. A teammate who signs up separately at lindy.ai creates a separate workspace without the team's skills, files or meetings, so they should accept the workspace invite instead.

**What happens to scheduling when the credit pool runs out?**

Lindy pauses credit-using actions until the monthly reset, with no overage bill, unless an admin buys top-ups at $10 per 1,000 credits or moves to more monthly credits. Top-up credits do not expire.

**Can I schedule meetings from Microsoft Teams chat?**

Not yet. Lindy's docs list Microsoft Teams as a chat channel coming soon; today you can ask by Slack DM, web chat, email, iMessage or SMS, and Lindy's booking links on Outlook already use Teams for the video call by default.


## Which scheduling route to turn on first

Start with the route that matches where your meetings come from. If most begin in email threads with clients or candidates, connect your inbox and calendar, use the CC for threads you want gone, and keep drafts for the ones where your name is on the reply. If strangers book you from a website or signature, build two or three booking links with their own hours, notice and buffers before you publish any. If you are often away from a desk, set up the verified phone number so texts work. Turn on external-only meeting prep last, once the calendar fills from the right places.



## Sources

[1] Lindy documentation: Booking links — https://docs.lindy.ai/features/booking-links (2026-11)
[2] Lindy documentation: Smart Scheduling — https://docs.lindy.ai/features/meeting-assistant/scheduling (2026-11)
[3] Lindy documentation: Meeting Prep — https://docs.lindy.ai/features/meeting-assistant/meeting-prep (2026-11)
[4] Lindy pricing — https://www.lindy.ai/pricing (2026-11)
[5] Lindy documentation: Billing — https://docs.lindy.ai/teammate/lindy-teammate-billing
[6] Lindy Terms of Service — https://www.lindy.ai/terms-of-service
[7] Trustpilot: Lindy reviews — https://www.trustpilot.com/review/lindy.ai