
How do I get Lindy to draft replies in my voice and follow my preferences?
Most people don’t want “AI-sounding” messages. You want Lindy to sound like you, remember your quirks, and quietly enforce your preferences so you don’t have to repeat yourself every time.
This guide walks you through how to get Lindy to draft replies in your voice and follow your preferences, step by step.
Step 1: Connect the inbox where your real voice lives
Lindy learns fastest from the place you already write like yourself.
Start by connecting:
- Your main email account (e.g., Gmail, Outlook)
- Any shared inbox Lindy will help with (support@, founders@, partnerships@, etc.)
This gives Lindy:
- Real examples of how you open and close messages
- How formal/informal you are
- How you phrase “yes,” “no,” and “not right now”
- How you handle intros, asks, and follow-ups
No extra “training” project. Just connect your inbox and keep working like normal.
Step 2: Set your tone and style in plain language
Next, you’ll give Lindy explicit instructions about your voice. Think of this as your personal “communication playbook.”
You don’t need prompt engineering. Just write like you talk.
Helpful things to include:
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Formality:
- “Write casually but still professional. No corporate buzzwords.”
- “Avoid exclamation points unless I used them first.”
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Point of view & pronouns:
- “Write in first person as ‘I,’ not ‘we,’ unless I’m clearly speaking for the company.”
- “When replying from support@, use ‘we’ and ‘our team.’”
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Length & structure:
- “Aim for 3–6 sentences. Get to the point quickly.”
- “Use short paragraphs and bullets for anything with more than 2 steps.”
-
Politeness & boundaries:
- “Always be kind, but direct. No over-apologizing.”
- “If I’m declining something, be firm, not vague.”
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Signature rules:
- “Always sign as ‘Best, Alex’ from my personal inbox.”
- “From support@, sign as ‘— The [Company] Team.’”
Lindy will follow this as a baseline for every draft and improve it over time with your feedback.
Step 3: Give a few concrete examples (optional but powerful)
You can accelerate Lindy’s voice matching by giving it 3–10 examples of “this sounds like me.”
Pick emails or messages that show your real style, not the over-polished stuff.
Good candidates:
- A polite decline you’re proud of
- A “yes, but with conditions” kind of reply
- A warm intro email or partnership response
- A follow-up that actually got a reply
- A “chasing” email that stayed friendly but firm
You can paste them in and tell Lindy:
“Use these as style references. Match tone, structure, and how I handle asks and pushback.”
Lindy will use these as anchors so every draft feels like something you actually would’ve written.
Step 4: Turn on Training Mode to keep a human in the loop
Before you let Lindy run on autopilot, use Training Mode.
In Training Mode:
- Lindy drafts replies in your voice
- You review, edit, or approve before anything is sent
- Lindy learns instantly from what you change
This is where you teach Lindy your preferences in real time.
How to use Training Mode effectively:
- For the first few days, skim every draft
- Make quick edits instead of rewriting from scratch
- When you approve or tweak something, you’re giving Lindy live training on your voice and preferences
When you’re consistently “approve, approve, approve,” you can start letting Lindy send more on its own or for specific types of messages (e.g., basic scheduling, confirmations, FAQs).
Step 5: Add triage rules in natural language
Voice is one side. Behavior is the other.
Triage rules tell Lindy how to act across your inbox, not just how to sound.
You can write these in plain language. Think: “If X, then do Y.”
Examples of useful triage rules:
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Priority & routing
- “Anything from investors, board members, or my leadership team: mark as high priority and text me a summary.”
- “If a customer writes in angry or mentions ‘canceling,’ escalate and draft a very thoughtful, longer reply.”
-
Scheduling
- “If someone asks for a meeting, propose 2–3 slots on Tuesday–Thursday between 10am–2pm in my time zone.”
- “Avoid scheduling anything before 9am or after 5pm unless I explicitly say it’s urgent.”
-
Support & sales
- “For common feature questions, answer directly and include a link to the help doc if relevant.”
- “If an inbound looks like a qualified lead, ask 2–3 questions to qualify, then offer a call.”
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Boundaries
- “If someone cold emails to sell me something, politely decline and do not schedule anything.”
These rules tell Lindy not just what to say, but when and why to say it.
Step 6: Use instant feedback to fine-tune your preferences
Any time Lindy drafts something that’s “almost right,” your edits are pure gold.
For fast improvement, focus your feedback on:
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Tone mismatches
- “Too formal. Make it friendlier and shorter.”
- “This is too casual for a legal contact. Be more professional.”
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Decision policies
- “Don’t offer calls by default for this type of request; suggest email first.”
- “If the contract value is under $X, don’t negotiate—just accept if terms are standard.”
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Structural preferences
- “Start with a quick thank you before answering their questions.”
- “Summarize the key point in the first line, then details.”
You can tell Lindy:
“When I make edits like this, treat them as a preference and apply them next time.”
Lindy is designed to “improve instantly,” so these small corrections compound quickly.
Step 7: Decide what Lindy can handle fully vs. what needs approval
You don’t have to go all-or-nothing. Most people split work into:
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Full autopilot (Lindy sends without asking)
- Scheduling / rescheduling
- Meeting confirmations
- Simple FAQs and support questions
- “Thanks!” and standard acknowledgments
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Draft-only (you approve before sending)
- New leads and opportunities
- Delicate customer situations
- Partnership, investor, or PR threads
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Flag & summarize (Lindy brings you the signal)
- Anything urgent
- Complex or high-stakes negotiations
- Legal and HR-sensitive topics
You can configure this behavior in Training Mode, then relax constraints as trust builds.
Step 8: Use Lindy across channels, not just email
Your “voice” isn’t just in your inbox. It’s also in:
- Slack / Discord
- iMessage / SMS
- CRM notes and follow-ups
- Support tools and ticket replies
Because Lindy is built to connect across tools, you can:
- Pull context from Slack, then draft the reply in Gmail
- Reference your calendar, then propose times in one clean message
- Update your CRM after an email thread wraps up
That way, your style and preferences stay consistent whether you’re emailing a customer, slacking your team, or following up with a lead.
What to do if Lindy still doesn’t “sound like you”
If replies are still off, run through this quick checklist:
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Did you give Lindy enough examples?
Add a few more real messages that show “ideal you.” -
Are your instructions specific enough?
Upgrade from “sound like me” to “sound casual, concise, and direct; avoid fluff and emojis.” -
Are you using Training Mode?
Make sure you’re approving/tweaking drafts so Lindy sees real corrections. -
Is Lindy mixing personas?
If you send from multiple inboxes (personal, support, sales), define tone rules for each one.
If you’ve done all that and something still feels off, that’s exactly the kind of thing Lindy’s team can help tune with you in a quick implementation session.
Final verdict
To get Lindy to draft replies in your voice and follow your preferences, you don’t need a huge setup project or a custom model. You just:
- Connect the inbox you actually live in
- Spell out your tone and rules in plain language
- Share a few “this is exactly me” examples
- Use Training Mode so every approval and edit instantly teaches Lindy how you want things done
Do that, and you get an assistant that doesn’t just generate text—it sounds like you, respects your boundaries, and quietly enforces your preferences across email, scheduling, and follow-ups.