Agent skill · security · jeremylongshore
lindy-data-handling
Data handling best practices for Lindy AI agents.
Why this skill is useful
Provides specific data handling protocols and compliance guidelines for sensitive data that the AI wouldn't reliably generate on its own.
What it needs
About 5k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Lindy Data Handling Overview Lindy agents process data through triggers, LLM calls, actions, knowledge bases, and memory. Data flows through Lindy's managed infrastructure with AES-256 encryption at rest and in transit. This skill covers data classification, PII handling, prompt-level data controls, and regulatory compliance. Prerequisites Understanding of data types processed by your agents Knowledge of applicable regulations (GDPR, CCPA, HIPAA) For HIPAA: Business Associate Agreement (BAA) with Lindy (Enterprise plan) Lindy Data Architecture Component Data Storage Retention ----------- ------------- ----------- Tasks Task inputs, outputs, step data Visible in dashboard Memory Persistent snippets across tasks Until manually deleted Context Per-task accumulated context Task lifetime only Knowledge Base Uploaded files, crawled sites Until manually removed Integrations OAuth tokens, connection data Until disconnected Computer Use Browser session, screenshots 30 days after last use Instructions Step 1: Classify Data in Agent Workflows Map what data each agent processes: Data Category Examples Handling -------------- --------- ---------- Public Product info, FAQs, pricing No restrictions Internal Sales reports, meeting notes Limit to authorized agents Confidential Customer emails, CRM data Access controls + audit Restricted PII, PHI, payment data Minimize exposure + compliance Step 2: PII Controls in Agent Prompts Add data handling instructions directly to agent prompts: Step 3: Knowledge Base Data Safety Knowledge base files are searchable by the agent. Control what goes in: DO upload: Product documentation FAQ articles Policy documents Public knowledge articles DO NOT upload: Customer databases with PII Credentials or API keys Internal HR documents (unless agent specifically needs them) Financial records with account numbers Resync considerations: KB auto-refreshes every 24 hours. If you upload sensitive content by mistake, remove it AND trigger a manual Resync. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/lindy-data-handling