Lindy Migration Deep Dive

Overview

Migrate existing automation workflows from Zapier, Make (Integromat), n8n,

LangChain, or custom code to Lindy AI. Key insight: Lindy replaces rigid

rule-based automations with AI agents that can reason, adapt, and handle

ambiguity — so migration is a redesign opportunity, not a 1:1 translation.

Prerequisites

• Inventory of existing automations (source platform)
• Lindy workspace ready with required integrations authorized
• Migration timeline approved
• Rollback plan defined for customer-facing workflows

Migration Source Comparison

Instructions

Step 1: Inventory Source Automations

For each existing automation, document:

Step 2: Classify Migration Complexity

Step 3: Migration Strategy by Source

From Zapier:

Zapier Pattern → Lindy Pattern
────────────────────────────────
Trigger (New Email) → Trigger (Email Received)
Filter Step → Trigger Filter (more efficient)
Formatter → AI Prompt field mode (AI does formatting)
Lookup → Knowledge Base search or HTTP Request
Multi-step Zap → Single agent with conditions
Paths → Conditions (natural language branching)

From Make (Integromat):

Make Pattern → Lindy Pattern
────────────────────────────────
Scenario → Agent workflow
Module → Action step
Router → Conditions
Iterator → Loop
Aggregator → Run Code action (consolidation logic)
Error Handler → Agent prompt error instructions

From n8n:

n8n Pattern → Lindy Pattern
────────────────────────────────
Trigger Node → Trigger
Function Node → Run Code (Python/JS)
HTTP Request Node → HTTP Request action
IF Node → Condition
Merge Node → Agent step (AI merges intelligently)

From LangChain/Custom Code:

LangChain Pattern → Lindy Pattern
────────────────────────────────
Agent → Agent Step with skills
Tool → Action or HTTP Request
Memory → Lindy Memory (persistent)
Chain → Workflow steps
Vector Store → Knowledge Base
Retrieval Chain → Knowledge Base + AI Prompt

Step 4: Execute Migration (Phased)

Phase 1: Internal-Only Agents (Days 1-3)

1. Migrate non-customer-facing automations first
2. Build in Lindy using natural language description
3. Test with real data for 48 hours
4. Compare output quality to source automation
5. Decommission source automation after verification

Phase 2: Low-Risk Customer-Facing (Days 4-7)

1. Build Lindy agent alongside existing automation (parallel run)
2. Route 10% of traffic to Lindy agent
3. Compare results for 48 hours
4. Gradually increase to 50%, then 100%
5. Monitor task success rate and response quality

Phase 3: Critical Workflows (Days 8-14)

1. Build Lindy agent as exact replacement
2. Test extensively with staging data
3. Schedule cutover during low-traffic window
4. Keep source automation pausable (not deleted) for 7 days
5. Monitor closely for 48 hours post-cutover

Step 5: Redesign Opportunities

Migration is a chance to improve, not just replicate:

Step 6: Validate and Cutover

# Post-migration validation checklist
echo "=== Migration Validation ==="

# 1. Task completion rate
echo "Check: Agent Tasks tab - expect >95% success rate"

# 2. Response quality
echo "Check: Compare 10 agent outputs to old automation outputs"

# 3. Trigger coverage
echo "Check: All events triggering correctly (no missed events)"

# 4. Performance
echo "Check: Task duration within acceptable range"

# 5. Cost
echo "Check: Credit consumption within budget"

Migration Checklist

• [ ] Source system inventory complete
• [ ] Each automation classified by complexity
• [ ] Lindy integrations authorized
• [ ] Phase 1 (internal) agents migrated and verified
• [ ] Phase 2 (low-risk) agents running in parallel
• [ ] Phase 3 (critical) agents tested with staging data
• [ ] Cutover window scheduled
• [ ] Rollback procedure tested
• [ ] Source automations paused (not deleted)
• [ ] 7-day post-cutover monitoring complete
• [ ] Source automations decommissioned

Error Handling

Resources

• Lindy Templates
• Lindy Agent Builder
• Lindy Documentation
• Lindy vs n8n

Next Steps

This completes the Flagship tier. Review Standard and Pro skills for comprehensive

Lindy mastery.