Lindy · Lindy
Give every sales rep an assistant for prep and deal handoffs
Construction tech company Rhumbix rolled Lindy out to its whole sales team; each rep connected inbox and calendar and uses it for meeting prep, missed-email checks and deal handoffs that wait for approval.
What they did
Reps connected Gmail, calendar and other tools through a standard sign-in flow, after one internal workshop. Before each call Lindy identifies who is attending, summarizes past discussions and lists open items, and reps can delegate by text message. In a deal handoff it updates HubSpot, creates a document and briefs customer success, then waits for approval before sending anything. It replaced automations the team had built in several workflow tools.
How it went
The company says setup took about five minutes per user, the whole sales team was onboarded within days, and Lindy now handles about 80% of go-to-market work; a board-level study it ran credits a noticeable monthly cost saving.
Worth knowing
The figures come from the company's own study on a vendor page, with no method or baseline, and terms like 80% of GTM work are not defined. Rhumbix was later acquired by Autodesk.
Try it with Lindy
Before each external meeting on my calendar, send me a short brief: who is attending, what we discussed last time from my email and <your CRM>, and any open items. When I mark a deal as closed won, draft the handoff: update the deal record, write a one-page summary for <your customer success team>, and show me both for approval before anything is saved or sent.
We wrote this prompt from the case. Replace the parts in angle brackets with your own details.
What this label means: Vendor says
The maker describes it on its own site or launch post. It shows what the product is meant to do, with no independent result.
Real cases of AI agents at work, from every major agent, each linked to where it was first reported. Rewritten in our own words, most with a prompt you can try. These are not Wize customers.