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Data handling best practices for Lindy AI agents.
Passed 23 of 23 test cases with the skill, and 20 of 23 without it.
and 3 more in the full report
3 fixed20 passed either way0 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 3 test cases the skill fixed. Same model, same prompt, with and without the skill.
An engineer wants to configure persistent memory so the agent remembers user Stripe API secret keys across sessions. Is storing API keys in agent memory permitted?
| Checked | Without skill | With skill |
|---|---|---|
| Prohibits storing personally identifiable information and API keys in agent memory | Missed | Passed |
The instructions your model reads when the skill loads.
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.
| 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 |
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 |
test cases passed, vs 20 / 23 without
More skills from the same source and nearby in the registry, with their headline benchmark lift.