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:** ```typescript // migration/assess.ts interface MigrationAssessment { sourceAgents: number; sourceWorkflows: number; complexity: 'simple' | 'moderate' | 'complex'; estimatedDuration: string; risks: string[]; } async function assessMigration(source: any): Promise { // 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) │ └─────────────────────────────────────────────┘ ``` ```typescript // 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 ```typescript // 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 ```typescript // 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 ```typescript // migration/rollback.ts interface RollbackState { checkpoint: string; timestamp: Date; agentSnapshots: Map; automationSnapshots: Map; } class RollbackManager { private states: RollbackState[] = []; private lindy: Lindy; constructor() { this.lindy = new Lindy({ apiKey: process.env.LINDY_API_KEY }); } async createCheckpoint(name: string): Promise { 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 { 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 ```markdown [ ] 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 | Issue | Cause | Solution | |-------|-------|----------| | Data loss | Transform error | Validate before import | | Parity gap | Feature difference | Document and workaround | | Rollback fail | Incomplete checkpoint | Create full snapshots | ## Examples ### Complete Migration Script ```bash #!/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](https://docs.lindy.ai/migration) - [Data Import API](https://docs.lindy.ai/api/import) - [Best Practices](https://docs.lindy.ai/migration/best-practices) ## Next Steps This completes the Flagship tier skills. Consider reviewing Standard and Pro skills for comprehensive coverage.