Question 1

What is the main difference between Klipy AI and Lindy AI?

Accepted Answer

Lindy is a strong AI workflow and agent builder, ideal for teams that want to design and host their own automations. But as deals get bigger and cycles stretch over months, most teams start to feel a gap: they don’t need another canvas to draw flows on - they need a durable execution layer that reps actually live in, and that doesn’t collapse every time a field, schema, or GTM motion changes.

Most teams don’t rip out Lindy. They keep it for specific internal automations and add Klipy as a light, managed execution layer over the top.

Klipy doesn’t compete with your existing tools; it makes them work together to actually move deals forward - without forcing RevOps to moonlight as product and engineering.

Question 2

Who should choose Lindy AI?

Accepted Answer

You can add Klipy on top of Lindy AI when:

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Question 3

Who is Klipy designed for?

Accepted Answer

Klipy is designed for revenue teams and leaders running complex, high-stakes sales motions—where success depends on coordinating many people, channels, and steps across long cycles.

We work best with B2B organizations that sell into multiple stakeholders and rely on strong execution: founders and CROs, sales and account leaders, AEs and AMs, sales ops and RevOps, as well as customer success teams who manage renewals and expansions.

These teams choose Klipy not because they need another inbox tool or system of record, but because they need an execution layer that turns every interaction into structured follow-up, real account coverage, and more reliable forecasts.

Question 4

How does Klipy help reps and teams execute better?

Accepted Answer

Klipy sits on top of your existing sales stack and quietly turns messy, multichannel interactions into clear next steps and shared account truth.

Under the hood, more than 40 specialized AI agents encode industry-tested SOPs from global enterprise sales teams across qualification, sales operations, and sales management. Each agent focuses on a specific step in complex deal execution.

In practice, this means Klipy:
• Auto-captures emails, meetings, and messages into unified account timelines.
• Detects and tracks commitments, risks, and gaps in stakeholder coverage.
• Surfaces prioritized accounts and opportunities to work each day.
• Drafts high-quality follow-ups based on the actual history of the deal.

Reps don't have to remember every promise or manually stitch together context. Klipy ensures the right work happens, on the right accounts, at the right time.

Question 5

How is Klipy different from a CRM, an email assistant, or an all-in-one platform?

Accepted Answer

Klipy serves a different job than CRMs, email assistants, and generic all-in-one tools.

• CRMs (like Salesforce or HubSpot) are systems of record. They store pipeline and account data, but depend on manual updates to stay accurate.
• Email and inbox assistants help individuals process email faster, but leave true account context and execution spread across tools.
• All-in-one sales platforms try to replace everything, often becoming heavy, complex, and underused.

Klipy is a focused execution layer. It doesn't aim to be your CRM, inbox, or note-taking app. Instead, it sits on top of them, applying 40+ specialized AI agents to your existing signals so that deals actually move forward.

Rather than giving you another place to type notes or update fields, Klipy:
• Works across email, calendar, messaging, and CRM to build a living account picture.
• Encodes proven enterprise sales SOPs directly into how work is prioritized.
• Minimizes gaps and blind spots that traditional tools can't see.

The result: your current stack becomes more valuable, and your team executes with far less friction.

Question 6

How much setup is required to use Klipy?

Accepted Answer

Klipy is designed to plug into your existing stack with minimal setup and immediate value.

Getting started typically takes just a few minutes:
1. Create your Klipy account.
2. Connect your core tools (such as email, calendar, and CRM) via secure, read-only integrations.

From there, Klipy automatically begins stitching together emails, meetings, and messages into unified account timelines and surfacing prioritized work. There is no complex configuration, data migration, or long training cycle required.

You can start with a small group of users or a few strategic accounts to see impact quickly before rolling out more broadly.

Question 7

Is my data safe with Klipy?

Accepted Answer

Yes. Data privacy and security are foundational to how Klipy is built. We are architected to provide enterprise-grade protection for every customer.

Your data is processed in a secure, isolated cloud environment and protected with strong encryption in transit and at rest. We are aligned to modern compliance standards, adhere to GDPR principles, and are pursuing certifications such as SOC 2 and ISO 27001 to formally validate our security posture.

Klipy is designed to work safely with the tools and data that already power your revenue engine, without compromising confidentiality or compliance.

Question 8

Does Klipy train its AI models on my company data?

Accepted Answer

No. Your company's data is never used to train any third-party or internal foundation models. This is a strict, non-negotiable policy.

Klipy's 40+ AI agents operate on your data in a secure, single-tenant context for the sole purpose of supporting your team's execution. Your communications, account details, and deal history are not pooled, shared, or used to improve models for anyone else.

In addition, no human at Klipy can access the content of your private communications. Our business model is to sell software that makes your existing stack more effective—not to monetize or reuse your data in any way.


Primary Job	DIY AI workflow and agent builder for custom automations	Ready-made execution layer turning interactions into account-level action and CRM truth
Where It Lives	As an integration and automation platform alongside your GTM stack	Across email, calendar, meetings, messaging, and CRM as the rep-facing execution surface
What Reps See	Little to nothing directly; flows run in the background if someone builds them	Unified account timelines, prioritized accounts, clear tasks, and ready-to-send follow-ups
Main Outcomes	Flexible, custom automations for teams with builders and time to maintain them	Sustained, opinionated execution discipline without becoming an internal automation shop


Who has to build and maintain it	You design, implement, and debug every AI workflow and agent in Lindy	Klipy ships and maintains opinionated execution workflows purpose-built for complex sales
Day-to-day for reps	Reps rarely see Lindy directly; behavior change depends on whatever tools you wire it into	Reps start each day in a command center with prioritized accounts, tasks, risks, and drafted outreach
Account & stakeholder view	Possible to build with enough effort, but fragile across channels and ownership changes	Out-of-the-box timelines that stitch emails, meetings, chat, and notes into one shared account story
Forecast & reviews	You must define and maintain custom signals and syncs into CRM yourself	Behavior-based engagement and risk fields are automatically written into CRM to support or challenge commits

Lindy vs. Klipy: Do You Need Another Workflow or a Self-Executing Operations?

Teams running complex B2B cycles with Klipy typically see

What Lindy Is Great At - And Where It Hits a Ceiling

When Lindy AI alone is enough for the Basics

Where teams start to struggle with Just Lindy AI alone

How Klipy Complements Lindy as an Execution Layer

KPI gains from Stacking Lindy AI + Klipy

How Klipy makes this work with Lindy AI and more

Klipy's Core Job on top of Lindy AI

What This Looks Like in Practice

Forecast Review After Two Slipped Quarters

RevOps Wants to Change Stages and Fields

New Rep Taking Over a Complex Account

Do You Need a New Tool - or a New Execution Layer?

Keep Lindy AI as your core tool if…

Add Klipy on top of Lindy AI if…

You don’t need to rip out Lindy. You need an execution layer that sits on top of it.