Lindy Migration Deep Dive

Lindy Migration Deep Dive

Overview

Advanced migration strategies for moving to or upgrading Lindy AI integrations.

Prerequisites

• Source platform documentation
• Target Lindy environment ready
• Migration timeline approved
• Rollback plan defined

Migration Scenarios

Scenario 1: From Custom AI to Lindy

Assessment Phase:

// migration/​assess.ts
interface MigrationAssessment {
  sourceAgents: number;
  sourceWorkflows: number;
  complexity: 'simple' | 'moderate' | 'complex';
  estimatedDuration: string;
  risks: string[];
}

async function assessMigration(source: any): Promise<MigrationAssessment> {
  // Analyze existing system
  const agents = await source.getAgents();
  const workflows = await source.getWorkflows();

  const complexity = agents.length > 10 || workflows.length > 5
    ? 'complex'
    : agents.length > 3
    ? 'moderate'
    : 'simple';

  return {
    sourceAgents: agents.length,
    sourceWorkflows: workflows.length,
    complexity,
    estimatedDuration: complexity === 'complex' ? '2-4 weeks' : '1 week',
    risks: [
      'Feature parity gaps',
      'Data format differences',
      'Integration rewiring',
    ],
  };
}

Scenario 2: Agent Consolidation

Before:

┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│  Agent A    │ │  Agent B    │ │  Agent C    │
│  (Support)  │ │  (Support)  │ │  (Support)  │
└─────────────┘ └─────────────┘ └─────────────┘
      │               │               │
      └───────────────┴───────────────┘
                      │
              (Duplicated logic)

After:

┌─────────────────────────────────────────────┐
│           Unified Support Agent             │
│  (Consolidated logic, shared context)       │
└─────────────────────────────────────────────┘

// migration/​consolidate.ts
async function consolidateAgents(agentIds: string[]) {
  const lindy = new Lindy({ apiKey: process.env.LINDY_API_KEY });

  // Collect all instructions
  const agents = await Promise.all(
    agentIds.map(id => lindy.agents.get(id))
  );

  // Merge instructions
  const mergedInstructions = agents
    .map(a => `## ${a.name}\n${a.instructions}`)
    .join('\n\n');

  // Collect all tools
  const allTools = [...new Set(agents.flatMap(a => a.tools))];

  // Create consolidated agent
  const consolidated = await lindy.agents.create({
    name: 'Unified Support Agent',
    instructions: `
      You are a unified support agent combining multiple specializations.

      ${mergedInstructions}

      Use the appropriate section based on the user's query.
    `,
    tools: allTools,
  });

  console.log(`Consolidated ${agents.length} agents into: ${consolidated.id}`);

  return consolidated;
}

Scenario 3: Multi-Environment Migration

// migration/​multi-env.ts
interface MigrationPlan {
  phases: MigrationPhase[];
  rollbackCheckpoints: string[];
}

interface MigrationPhase {
  name: string;
  environment: 'development' | 'staging' | 'production';
  steps: string[];
  duration: string;
  successCriteria: string[];
}

const migrationPlan: MigrationPlan = {
  phases: [
    {
      name: 'Development Migration',
      environment: 'development',
      steps: [
        'Export agents from source',
        'Transform to Lindy format',
        'Import to Lindy dev',
        'Run integration tests',
        'Fix any issues',
      ],
      duration: '1 week',
      successCriteria: [
        'All agents imported',
        'Integration tests passing',
        'No critical errors in logs',
      ],
    },
    {
      name: 'Staging Migration',
      environment: 'staging',
      steps: [
        'Deploy to staging',
        'Run load tests',
        'Parallel run with source',
        'Compare outputs',
        'Fix discrepancies',
      ],
      duration: '1 week',
      successCriteria: [
        'Load tests passing',
        'Output parity > 95%',
        'Latency within SLA',
      ],
    },
    {
      name: 'Production Migration',
      environment: 'production',
      steps: [
        'Deploy to production (canary)',
        'Gradually shift traffic',
        'Monitor metrics',
        'Complete cutover',
        'Decommission source',
      ],
      duration: '2 weeks',
      successCriteria: [
        'No increase in errors',
        'Latency within SLA',
        'User satisfaction maintained',
      ],
    },
  ],
  rollbackCheckpoints: [
    'After dev import',
    'After staging deployment',
    'After 25% traffic shift',
    'After 50% traffic shift',
  ],
};

Data Migration

// migration/​data.ts
interface DataMigration {
  source: string;
  destination: string;
  transform: (data: any) => any;
}

async function migrateData(config: DataMigration) {
  const lindy = new Lindy({ apiKey: process.env.LINDY_API_KEY });

  // Export from source
  console.log('Exporting from source...');
  const sourceData = await exportFromSource(config.source);

  // Transform data
  console.log('Transforming data...');
  const transformedData = sourceData.map(config.transform);

  // Validate transformed data
  console.log('Validating...');
  const validationErrors = validateData(transformedData);
  if (validationErrors.length > 0) {
    throw new Error(`Validation failed: ${validationErrors.join(', ')}`);
  }

  // Import to Lindy
  console.log('Importing to Lindy...');
  for (const item of transformedData) {
    await lindy.agents.create(item);
  }

  console.log(`Migrated ${transformedData.length} items`);
}

// Transform functions for different sources
const transforms = {
  openai: (agent: any) => ({
    name: agent.name,
    instructions: agent.instructions,
    tools: mapOpenAITools(agent.tools),
  }),

  langchain: (agent: any) => ({
    name: agent.name,
    instructions: agent.prompt_template,
    tools: mapLangChainTools(agent.tools),
  }),

  custom: (agent: any) => ({
    name: agent.title,
    instructions: agent.system_prompt,
    tools: agent.enabled_tools || [],
  }),
};

Rollback Procedures

// migration/​rollback.ts
interface RollbackState {
  checkpoint: string;
  timestamp: Date;
  agentSnapshots: Map<string, any>;
  automationSnapshots: Map<string, any>;
}

class RollbackManager {
  private states: RollbackState[] = [];
  private lindy: Lindy;

  constructor() {
    this.lindy = new Lindy({ apiKey: process.env.LINDY_API_KEY });
  }

  async createCheckpoint(name: string): Promise<void> {
    console.log(`Creating checkpoint: ${name}`);

    const agents = await this.lindy.agents.list();
    const automations = await this.lindy.automations.list();

    const state: RollbackState = {
      checkpoint: name,
      timestamp: new Date(),
      agentSnapshots: new Map(agents.map(a => [a.id, a])),
      automationSnapshots: new Map(automations.map(a => [a.id, a])),
    };

    this.states.push(state);
    console.log(`Checkpoint created with ${agents.length} agents`);
  }

  async rollback(checkpointName: string): Promise<void> {
    const state = this.states.find(s => s.checkpoint === checkpointName);
    if (!state) {
      throw new Error(`Checkpoint not found: ${checkpointName}`);
    }

    console.log(`Rolling back to: ${checkpointName}`);

    // Delete new agents
    const currentAgents = await this.lindy.agents.list();
    for (const agent of currentAgents) {
      if (!state.agentSnapshots.has(agent.id)) {
        await this.lindy.agents.delete(agent.id);
      }
    }

    // Restore modified agents
    for (const [id, snapshot] of state.agentSnapshots) {
      await this.lindy.agents.update(id, snapshot);
    }

    console.log(`Rollback to ${checkpointName} complete`);
  }
}

Migration Checklist

[ ] Source system documented
[ ] Migration plan approved
[ ] Rollback procedures tested
[ ] Data transformation validated
[ ] Feature parity confirmed
[ ] Integration tests created
[ ] Load tests passed
[ ] Parallel run completed
[ ] Cutover window scheduled
[ ] Monitoring enhanced
[ ] Support team briefed

Output

• Migration assessment
• Consolidation strategy
• Multi-environment plan
• Data transformation
• Rollback procedures

Error Handling

Examples

Complete Migration Script

#!/​bin/​bash
# migrate-to-lindy.sh

echo "Starting Lindy migration..."

# Phase 1: Assessment
npm run migration:assess

# Phase 2: Export
npm run migration:export

# Phase 3: Transform
npm run migration:transform

# Phase 4: Validate
npm run migration:validate

# Phase 5: Import (with checkpoint)
npm run migration:checkpoint create pre-import
npm run migration:import

# Phase 6: Test
npm run migration:test

echo "Migration complete!"

Resources

• Lindy Migration Guide
• Data Import API
• Best Practices

Next Steps

This completes the Flagship tier skills. Consider reviewing Standard and Pro skills for comprehensive coverage.