Last December I was in Orange County for Thanksgiving. Lindy’s headquarters is in San Francisco — a short flight away.
I’d been a heavy Lindy user for over a year. Built dozens of workflows for clients. Taught it in workshops. Pushed it harder than most people I knew. So I sent a message: “I’m in the area. Can I stop by?”
They said yes.
I spent a few hours at their office with the team and the CEO. And by the time I left, I was one of three preferred AI implementation partners in the world.
Three. That’s it.
I didn’t plan that outcome. I just showed up.
Why This Felt Familiar
Back when I was building Asian Efficiency in its early days, I flew up to Seattle to visit OmniGroup — the company that makes OmniFocus.
We started collaborating on workflows. They’d send us beta access. We’d create tutorials and courses around their software. Both companies grew from that relationship. It was one of the best strategic bets I made in the first decade of running the business.
This Lindy visit felt the same way.
The pattern: find a platform you genuinely believe in, go deep on it before everyone else does, and show up in person when most people wouldn’t. That’s how you end up with a relationship that goes past being a customer.
What the Partnership Actually Means
Here’s the gap Lindy has as a company. They build the software. They don’t do custom implementation.
So when a Lindy customer contacts support and asks “can you help me build this workflow?” — Lindy’s answer is no. But now they say: “We know some people.” And they refer to three of us.
That’s it. There’s no formal program. No marketing arrangement. It’s just: when a customer needs hands-on help building AI agents on Lindy, they get referred to me.
The reason I got that spot isn’t because I pitched myself. It’s because I’d already built a real track record. I could show the work. I could talk about implementation challenges they recognized from their own customer support tickets. We were speaking the same language before we even sat down.
What I’ve Been Building With It
One thing I showed them during the visit was a meeting transcript infographic workflow I’d set up with Gemini.
The prompt is almost embarrassingly simple: turn this transcript into an infographic. That’s it.
Within about 10 seconds, Gemini generates a visual summary — decisions made, action items, key themes. I tested it live on the podcast with my co-host Brooks, pulling up a Lindy meeting I’d had that week. His reaction was pretty much what mine was the first time: this is kind of insane.
Think about what that means for webinars. You run a 90-minute workshop, paste the transcript in, and you have marketing visuals in seconds. Your follow-up email looks like a professional content team produced it.
Gemini at $20 a month. Unlimited.
I’ve also been using Lindy to handle things like meeting prep, follow-up emails, and client automation stacks. The platform has gotten significantly better in the past year. The reason I became a preferred partner isn’t just timing — it’s that I’ve been building real systems on it, not just experimenting.
The Bigger Lesson About Platform Bets
Most people wait until a platform has 10 million users before they commit to it. By then, everyone else has already built their expertise and relationships.
The better move is to identify a platform you genuinely believe in, go deeper than almost anyone else, and do it before it’s obvious.
I did this with OmniFocus and Asian Efficiency starting in 2011. I’m doing it again with Lindy and AI automation starting in 2024.
This isn’t about being contrarian. It’s about actually using the tool, building real things with it, and showing up when most people are still just “curious” about it.
I accidentally started an AI agency after teaching workshops for fun. What began as people asking me to implement solutions — instead of just teaching them — turned into a full consulting practice with more work than I can handle. The Lindy partnership is a direct extension of that.
What This Means If You’re a Lindy User
If you’re already on Lindy and you’ve hit a wall with implementation — agents that aren’t working, workflows that need debugging, a vision for automation you can’t quite execute — that’s what I help with.
I work with business owners and operators who want to actually build their AI stack, not just learn about AI in the abstract.
The best way to get started is to reach out directly. Tell me what you’re trying to automate. We’ll figure out if it’s the right fit.
Booking Q2 projects now.
