Flo Crivello from Lindy shows how to build a “Lindy brain” - an agent that joins every user research conversation and becomes a resident expert on your customers. Imagine having one person who’s been in thousands of user research chats and can answer any question in 5 seconds about everything they’ve seen.
Here’s Flo’s workflow for building this UXR agent:
First, set up a calendar trigger. When a calendar event starts containing “UXR” in the name, Lindy automatically joins and records the meeting. Flo emphasizes: “I’m going to do nothing - it’s just going to automatically figure out what to join.”
Second, configure post-meeting actions with minimal setup. After recording, the agent appends a row to a spreadsheet. The magic: “I’m going to configure none of this. It’s just going to be able to figure out what I want to add based on the header of the spreadsheet.” If you add a new column like “satisfaction on a scale of one to 10,” Lindy automatically populates it without changing configuration.
Third, create meeting notes automatically. Lindy creates a Google Doc in your UXR notes folder with a simple prompt: “Enter the summary notes for this user research call.”
Fourth, enable RAG (retrieval augmented generation) to search across all conversations. Add a chat trigger so you can ask questions about your entire research corpus. Flo demonstrates asking: “What did people say about their needs on the compliance side?” and getting specific answers from past conversations.
Fifth, integrate with Slack for team access. Set up a filter for “@UXR Lindy” mentions, then the agent searches the knowledge base and replies in thread. Your whole team can query customer insights directly from Slack: “Lindy brain, what do you think?”
Bonus automation: Set a weekly trigger for Friday at 5 PM to send a summary of all user research notes from that week.
Flo shows a real example from their own Lindy brain: when they released email attachments, they asked which customers wanted this feature and got a detailed list with names, dates, and use cases for each customer who mentioned it.
➡️ Stop relying on scattered meeting notes. Build an AI agent that attends every customer conversation and becomes your team’s searchable institutional memory.
If you want to go deeper on implementation and adoption, I offer live courses and workshops.