Lindy Core Workflow B

Lindy Core Workflow B: Triggers & Multi-Agent Automation

Overview

Configure trigger-based automation, scheduled agents, and multi-agent delegation ("Societies of Lindies"). Covers all trigger types, trigger filters, multiple triggers per agent, and the Agent Send Message delegation pattern.

Prerequisites

• Completed lindy-core-workflow-a (agent creation)
• Integrations authorized (Gmail, Slack, etc.)
• For delegation: multiple agents created

Instructions

Step 1: Configure Trigger Filters

Trigger filters add conditional logic that determines WHICH events wake the agent. Filters are not case-sensitive and support AND/OR operators with condition groups.

Email trigger filter example:

Filter: sender contains "support" AND subject does not contain "auto-reply"

Slack trigger filter example:

Filter: channel equals "#help-desk" AND message contains "urgent"

Step 2: Multiple Triggers (Same Workflow)

One agent can respond to multiple trigger types feeding into the same workflow:

1. Create first trigger (e.g., Webhook Received)
2. Click "New Trigger" to add a second (e.g., Email Received)
3. Connect grey arrows from both triggers to the first action step
4. The agent processes both identically

Step 3: Multiple Workflows (Different Triggers)

A single agent can run entirely different workflows based on trigger type:

• Trigger A (Email Received) -> Classify + Draft Reply
• Trigger B (Chat Message) -> Search KB + Respond in chat Each trigger connects to its own action chain.

Step 4: Schedule-Based Triggers

For recurring automation (daily reports, weekly digests):

1. Add trigger > Schedule
2. Configure timing: Every weekday at 9:00 AM
3. Options: daily, weekly, monthly, or custom cron
4. The agent runs automatically at the scheduled time

Step 5: Calendar Event Trigger

For meeting-related automation:

1. Add trigger > Calendar Event Start
2. Set Minutes Offset:
   • -30 = trigger 30 minutes BEFORE event
   • +5 = trigger 5 minutes AFTER event starts
3. Use case: Pre-meeting briefing agent pulls attendee data and sends summary

Step 6: Multi-Agent Delegation (Societies of Lindies)

Build modular agent systems where specialized agents collaborate:

Architecture:

[Lead Generator Lindy]
    ↓ Agent Send Message
[Outreach Lindy]
    ↓ Agent Send Message
[Meeting Scheduler Lindy]

Setup:

1. Give the receiving agent an Agent Message Received trigger
2. In the sending agent, add action: Agent Send Message
3. Select the target Lindy from the dropdown (shows all agents with Agent triggers)
4. Choose what context to pass — selective context reduces token cost

Benefits:

• Modularity: Change one agent without affecting others
• Cost savings: Send only relevant context, not full history
• Specialization: Each agent excels at one task
• Shared memory: Societies share memory across tasks

Step 7: Linked Actions & Channels

Linked Actions create downstream execution paths after an action completes:

• Standard linked action: Immediate follow-up (email sent -> log to sheet)
• Channel: Listen for future events (email sent -> wait for reply -> process reply)

Multi-channel example:

Send Email → [Channel: Email Reply Received]
           → [Channel: Slack Message Received]
Each channel maintains its own conversation thread.

Step 8: Looping

For batch processing (e.g., process 50 leads from a spreadsheet):

1. Add a Loop step
2. Configure:
   • Items: Static list, dynamic data, or AI-generated
   • Max Cycles: Limit iterations (prevent runaway)
   • Max Concurrent: Parallel execution limit
   • Output: Data passed from inside the loop to subsequent steps
3. Only defined loop output is accessible outside the loop

Trigger Types Quick Reference

Error Handling

Resources

• Triggers
• Delegation 101
• Action Configuration

Next Steps

Proceed to lindy-common-errors for troubleshooting.

Source: jeremylongshore/claude-code-plugins-plus-skills → skills/.curated/lindy-core-workflow-b/SKILL.md

Also appears in: jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/lindy-pack/skills/lindy-core-workflow-b/SKILL.md