Named by Nikhil · www.lindy.ai

Lindy

An 'AI employee' that lives in your team's Slack (shared @Lindy in channels, a private Lindy in DMs) and runs inbox, calendar, meetings, research and routines across 1,500+ connected tools; sold per seat to teams with a pooled credit balance.

Why it's here: Nikhil named it; best-known no-code AI employee/assistant builder with a credit-based free tier.

Full flow21 steps

How they turn free users into paying ones

Lindy signs users up with Google identity only and keeps onboarding to three skippable asks: text it, connect your inbox and calendar, connect Slack. It immediately personalizes the home page from the email domain alone. Every new workspace gets a 7-day trial with 10,000 credits and no card, and the cost of each reply is shown inline. Premium models are visibly locked to 'Auto' with 'Upgrade to choose a model'. Expansion is built in: a $50-credit, 30%-commission referral card, an 'Invite colleague' button, and (per docs) Slack @mentions that create billed seats after a 7-day seat trial. When credits run out, work pauses rather than billing, with opt-in overages at double price.

Sharpest tactic

Opt-out seat expansion through Slack (per docs): a teammate's first @mention creates a seat on a 7-day free trial that becomes billed unless an admin removes it. In-app, the clearest push is the premium model lock ('Upgrade to choose a model').

The flow, step by step

Click any screenshot to enlarge; use ← → to page through. Viewport 1440×900; tall pages are full-page captures. Steps marked docs come from public help pages, not the live app.

Step 1 — Lindy landing above the fold: 'Hire Lindy, get it done.' Primary CTA 'Try for free' with sub-line '$50 in free credits • Set up in 2 minutes'; secondary 'Book a demo' in both hero and nav.

Step 2 — Pricing page: 'Start with $50 in free credits. No credit card required.' Three cards: Free $0 ($50 in credits), Team $29.99/mo with a '3,000 credits / mo' dropdown, Enterprise Custom ('Book a demo'). Both Free and Team CTAs say 'Try for free'.

Step 3 — Team plan credit slider opened: 3,000 credits $29.99 up to 175,000 credits $999.95 per seat/month (15,000 credits for $99.99 is a volume break). Free card fine print: 'Free credits last 7 days'.

Step 4 — Pricing 'What's a credit?' explainer: Everyday Asks 2-250 credits, Deep work 250-1,000 credits (e.g. competitor research report), Big Builds 1,000-2,500 credits. Each band illustrated with a Slack @Lindy exchange.

Step 5 — Pricing FAQ (expanded): running out pauses credit-using actions ('no surprise bill'), top-ups $10 per 1,000 credits; 'Anyone who uses Lindy takes a seat... New teammates who join through Slack get a 7-day free trial before the seat is billed'; free credits last 7 days, then $29.99 per user per month.

Step 7 — Signed in with Google using a real company Google Workspace account (identity scopes only: openid, profile, email). First onboarding screen: 'How did you hear about us?' with 10 channels incl. 'AI Search (ChatGPT, Perplexity, etc)' and 'Podcast', plus Skip

Step 8 — Onboarding step 2: 'Lindy's magic happens over text.' Scan a QR code to text Lindy from Messages ('Waiting for your text — we'll verify automatically'), which also collects a phone number. Skippable ('Skip for now')

Step 9 — Step 3: 'Get the most out of Lindy with your work email.' Connect Google or Outlook (mail + calendar) so it can draft replies in your voice; trust badges (GDPR, SOC 2, HIPAA). Skipped: 'Skip email and calendar setup' (no mailbox access granted)

Step 10 — Home after setup (the progress bar was '1. Verify, 2. About, 3. Phone, 4. Connect, 5. Trial'). The workspace is auto-named after the company email domain, and 'Suggestions' are tailored to that company (e.g. weekly research on its real competitors, finding prospects, community monitoring). Also: a 'Complete your setup' checklist, a 'Connect Slack' toast, 'Invite colleague', and a sidebar referral card 'Send a team $50 in Lindy credits. You earn 30% of everything they pay.' (Names masked.)

Step 11 — Settings > Billing on day 1: plan 'Lindy Trial', 10,000 credits left (resets Nov 4), 'Your new billing plan Free Monthly will start on Nov 4th 2026'. No card on file; 'Change workspace plan', automatic top-up and 'Enable overages: keep using Lindy after you run out, up to 4x your subscription; overage credits cost twice as much'

Step 12 — First task (37 s): competitor research + LinkedIn draft for Kite. It found Okara, Runlo and Eli as Kite's competitors, with pricing, and closed with 'Nothing was posted or sent.'

Step 13 — The reply footer shows the run's cost in credits ('10.7 • Auto'): per-message metering is visible inline, and the model is fixed to 'Auto' on the trial

Step 14 — Model picker on the trial: 'Choose your AI model: Upgrade to choose a model'. Claude, GPT-6, Gemini and DeepSeek options are listed but locked to 'Auto' until you pay (premium-model gate)

Step 15 — [DOCS] Billing): a seat is created when someone signs up OR '@mention[s] Lindy in your team's Slack for the first time'; Slack joiners get a 7-day free trial, then 'Every admin gets an email: who joined, that they're free for a week, and a one-click link to remove them.' Paid seat stays billed until an admin removes it.

Step 16 — [DOCS] Billing > Plan features): in-app plans are Plus / Pro / Max (not the 'Team' card on the public pricing page); 'Live onboarding on Pro and up', 'Computer use on Pro and Max', connected-inbox limits vary by plan; SSO/SCIM/HIPAA on Enterprise.

Step 17 — [DOCS] Usage & Limits): an in-thread 'Usage Warning' pauses a task that 'is using significantly more resources than usual' and asks to continue or stop, framed as 'a protection for your team, not an error'. Credits cost $0.01 each on base plans.

Step 18 — [DOCS] Team Setup): in-app 'Members and groups' page shows Members 4/5, shared Credits 30,000, Next billing period, per-member credits used (one capped at 413 / 3,000); inviting a colleague means picking a plan per person: 'Plus, Pro, or Max'. Mock data from Lindy's own docs.

Step 19 — [DOCS] In-app Home (Lindy's own docs screenshot): a chat box, meetings, 'Need to know', 'What I've been up to' (3,171 emails triaged, 306 drafts written) and a credit meter pill at the bottom of the left sidebar ('403,960 / 640,000', filled bar). Docs: the sidebar shows 'your credit balance at the bottom'; a setup checklist (connect email and phone) greets new users.

Step 20 — [DOCS] Set up Lindy: onboarding = connect email + calendar (Google/Microsoft), phone (iMessage/SMS/voice notes), then install the Slack app (MS Teams 'Coming soon'). Callout: 'New Slack installations require a paid Slack plan.' Invite step: admin enters colleagues' emails and chooses 'their roles and plans' before 'Send invite' (every invitee is a billed seat).

Step 21 — [DOCS] Usage & Limits, 'What Happens When Your Team Hits the Limit?': 'Lindy pauses credit-using work when the pool runs out'; admins either 'Buy a top-up' (non-expiring) or 'Change the plan' in Settings → Billing; 'Does adding a teammate add credits? Yes... every seat adds its tier's allotment to the pool'; 'If your team is regularly hitting the limit, reach out'.

Monetization mechanics

Trial / free offer	7-day 'Lindy Trial' with 10,000 credits (billing page; the site advertises '$50 in free credits'), no card. On day 8 the workspace moves to a 'Free Monthly' plan rather than locking.
Card required	No (per pricing page and docs; not verified in-app)
What free actually allows	Trial: 10,000 credits for 7 days. One research + LinkedIn task used 10.7 credits (shown under the reply). Model choice is locked to 'Auto' ('Upgrade to choose a model'). After the trial: a Free Monthly plan.
How usage is shown	Cost per reply under each answer ('10.7 · Auto'); Settings → Billing shows plan, period end and a credit bar ('10,000 credits left'); Settings → Usage breaks credits down by agent, task and member.
Discounts & annual nudges	No promos, countdowns or annual toggle on the pricing page. Volume pricing only: 3,000 credits $29.99 (1¢/credit) vs 15,000 for $99.99 (0.67¢). Top-up credits never expire while plan credits reset monthly, which nudges teams that top up often toward a bigger plan.
Sales assist	'Book a demo' in the nav, hero and Enterprise card; 'Live onboarding on Pro and up' (human onboarding as a paid-tier perk); support@lindy.ai for Enterprise; docs ask teams that keep hitting limits to 'reach out'.
Time to value	~4 minutes: Google sign-in, 3 onboarding screens (attribution, text-Lindy QR, connect email, all skippable), home; the first research + LinkedIn draft took 37 seconds.
Aha moment	Home suggestions tailored to the company inferred from the email domain (weekly research on its real competitors, prospect finding, community monitoring) before connecting anything. The first task returned a sourced Kite competitor brief and LinkedIn draft in 37 s.
Account used	Google sign-in with a real company Google Workspace account Nikhil signed into the Composio cloud browser (identity scopes only; name and email masked on screenshots). Earlier throwaway-email attempt was rejected by the work-email check.
Geo note	Prices shown in USD from the India IP; no language redirect.

Plans

Plan	Price	Billing	Includes
Free	$0		'$50 in credits for free' (5,000 credits at $0.01), no credit card, 'Free credits last 7 days'
Team (public pricing page)	$29.99/mo per seat for 3,000 credits; dropdown 4,000 $39.99 … 15,000 $99.99 … 20,000 $149.99 … up to 175,000 $999.95	monthly, per seat; no annual toggle shown	Everything in Free + monthly credits that reset (no rollover), 'Top up anytime, $10 per 1,000 credits' (top-ups never expire), shared credit pool across seats
Plus / Pro / Max (in-app, per docs)	not public: 'See Settings → Billing for current plan details and pricing'	per seat	'Live onboarding on Pro and up', 'Computer use on Pro and Max', connected-inbox limits vary by plan; each seat adds its tier's credits to the pool
Enterprise	Custom	'Custom credits and billing'	HIPAA + signed BAA, SSO & SCIM, audit logs, 'Shared usage + bonus credits', dedicated support; 'Book a demo'

Paywall triggers

Model picker: 'Choose your AI model: Upgrade to choose a model' with Claude / GPT / Gemini / DeepSeek padlocked (step 14)
Trial end on Nov 4 → Free Monthly plan (billing page, step 11)
[DOCS] Credit pool empty → credit-using actions pause; in-thread 'Usage Warning' on heavy tasks
[DOCS] Invited teammates or Slack @mentions create billed seats after a 7-day seat trial

Upgrade prompts & copy

Billing: 'Change workspace plan', 'Manage subscription', 'Enable overages: keep using Lindy after you run out of credits, up to four times your subscription; overage credits cost twice as much' (step 11)
Model picker 'Upgrade to choose a model' (step 14)
Sidebar referral card: 'Send a team $50 in Lindy credits. You earn 30% of everything they pay.' (step 10)
Home 'Invite colleague' + 'Complete your setup' checklist (Google, Slack, Microsoft, phone, invite team, Chrome extension)

Lifecycle emails

None arrived during the run.

What Kite could take from it

Personalize the first screen from the work-email domain alone (Lindy suggested research on the company's real competitors without any setup). Kite can infer company, site and competitors before asking anything.
Show the credit cost under every reply; it makes the trial balance tangible and builds trust in usage pricing.
Lock a visible premium lever (model choice) rather than core work, so the trial still delivers value.
A referral card that pays the referrer (30% of what the friend pays) turns satisfied trial users into a channel.

Caveats: The 10,000-credit trial grant (vs '$50' on the site) was seen on this account's billing page; it may vary by sign-up path. Seat billing via Slack comes from docs (Slack wasn't connected).