Prep sales calls and research YouTube ideas with agents
A Lindy agent researches YouTube ideas and scripts, and another emails a brief on discovery-call contacts 10 minutes before meetings; complex content stayed on Make.
What they did
She copied Lindy's sales call prep template, which the author calls a simple automation rather than an agent workflow. It triggers on calendar events with "discovery" in the title. It researches the contact using LinkedIn, Crunchbase and web search, then emails a brief 10 minutes before the call. She also built a YouTube assistant agent with YouTube scraping, web browsing, Notion and AI writing tools.
How it went
The call-prep template worked within minutes. Rebuilding her Make.com and Airtable content system in Lindy gave constant errors and used up credits, so it stayed on Make. Credit use made her reluctant to use the YouTube agent.
Worth knowing
The free plan's 400 credits exclude premium actions. The $50/month plan gives 5,000 credits, which she used up quickly just building and testing workflows.
Labels
She copied Lindy's sales call prep template, which the author calls a simple automation rather than an agent workflow.
She copied Lindy's sales call prep template, which the author calls a simple automation rather than an agent workflow.
It researches the contact using LinkedIn, Crunchbase and web search, then emails a brief 10 minutes before the call.
A Lindy agent researches YouTube ideas and scripts, and another emails a brief on discovery-call contacts 10 minutes before meetings; complex content stayed on Make.
She copied Lindy's sales call prep template, which the author calls a simple automation rather than an agent workflow.
Rebuilding her Make.com and Airtable content system in Lindy gave constant errors and used up credits, so it stayed on Make.
The “Material” label failed its quality check and is not used for selection.
Details
- Agents
- Lindy, Make
- Source
- blog
- Source date
- undated
- Accounts
- 1
- In registry since
- Oct 14, 2026