How to govern Lindy
AI assistants that read your inbox, schedule, and act across connected apps without a person approving each step.
Lindy · Certrak checks Lindy every quarter, and sooner when Lindy ships a capability change or a customer declares a new use of it · Last checked 23 Oct 2026 · Next check by 23 Jan 2027
No change Reviewed the changelog from 10 August to 18 October. Lindy gained its own phone number and now places and answers calls on a person's behalf (14 October), booking links that write meetings into a calendar (16 October), and integrations that read and write records in Airtable, Intercom, WordPress, Smartlead and HubSpot (13 to 18 October), alongside a quick-question step where the agent pauses to ask before deciding. Certrak already governs Lindy as an agent that changes records and acts without a person approving each step, so the governance stack is unchanged by this review. Full changelog ↓How Lindy is used
We see three common ways businesses use Lindy, and we govern each one on its own terms. If your team uses it differently, that is fine: you describe the use in your own words and Certrak works out the governance from what it actually does.
Autonomous task agent
Consequence to people: HighGeneral-purpose AI agent that takes actions across your tools and systems - email, calendar, messaging, files
Workflow automation across systems
Consequence to people: MediumAutomating tasks across business systems - triggers, data movement, decisions in workflows
Customer communications drafting
Consequence to people: MediumDrafting customer emails, support replies, or other outbound communications - reviewed before sending
Governing Lindy in practice
- Name one person who owns Lindy in your business. Governance starts with a name.
- Write down what Lindy is used for. Certrak recognises 3 common uses: Autonomous task agent, Workflow automation across systems and Customer communications drafting. Yours may differ; write down yours.
- Decide what Lindy may and may not be given. Personal information is in scope for some uses; write the boundary down before it is needed.
- There is no human review of outputs. Decide whether that is acceptable for each use, and what would make you change it.
- Lindy can create, change, or delete records in another system without a person approving. Record which of these you allow, and who can change that.
- Look again at each use on the rhythm shown against it, and sooner on any of these: industry incidents, vendor model updates, autonomy level changes and data classification changes.
What changed, and how Certrak responded
We record every check here, including the ones that changed nothing. A check that found no governance change proves we looked.
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No change Scheduled review
Airtable, Intercom, Google Analytics and more
Lindy shipped it 18 Oct 2026.
Reviewed the changelog from 10 August to 18 October. Lindy gained its own phone number and now places and answers calls on a person's behalf (14 October), booking links that write meetings into a calendar (16 October), and integrations that read and write records in Airtable, Intercom, WordPress, Smartlead and HubSpot (13 to 18 October), alongside a quick-question step where the agent pauses to ask before deciding. Certrak already governs Lindy as an agent that changes records and acts without a person approving each step, so the governance stack is unchanged by this review.