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Affinity, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Affinity account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Connects with a key
  • 20 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Affinity is

Affinity helps private capital investors to find, manage, and close more deals

You paste in a key from your own Affinity account. It is kept encrypted, and you can withdraw it from inside Affinity whenever you like.

How a run works

One message in, the work done in Affinity.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Affinity. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Affinity account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

20 tools it already has

What it can do in Affinity

These are the ready-made tools your AI employee already has in Affinity. It is not limited to them, but it never has to be taught these.

  • Get a company s list entriesSummarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
  • Get a company s listsReturns metadata for all the lists on which the given company appears.
  • Get a person s list entriesSummary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
  • Get a person s listsReturns metadata for all the lists on which the given person appears.
  • Get a single companyRetrieve basic company info and specific field data by using fieldids or fieldtypes parameters. multiple fields can be queried. no field data if parameters aren't specified. requir
  • Get a single opportunityGet basic details about an opportunity without field data via provided endpoints. field data requires using specific list entry apis and the "export data from lists" permission.
  • Get a single personUse get /v2/persons/fields with fieldids or fieldtypes for detailed data; basic info by default. request multiple fields at once. "export all people" permission needed.
  • Get all companiesAffinity api allows paginated access to company info and custom fields. use fieldids or fieldtypes to specify data in a request. retrieve field ids/types via get /v2/companies/fiel
  • Get all list entries on a listAccess and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via fieldids or fieldtypes. "export data from lists" permission
  • Get all list entries on a saved viewUse the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requir
  • Get all opportunitiesPagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
  • Get all personsThe affinity api offers paginated access to person data using fieldids or fieldtypes. bulk extraction needs special permissions and supports multiple parameters.
  • Get current userReturns metadata about the current user.
  • Get metadata on a single listReturns metadata on a single list.
  • Get metadata on a single list s fieldsReturns metadata on the fields available on a single list. use the returned field ids to request field data from the get /v2/lists/{listid}/list-entries endpoint.
  • Get metadata on a single saved viewReturns metadata on a single saved view.
  • Get metadata on all listsReturns metadata on lists.
  • Get metadata on company fieldsReturns metadata on non-list-specific company fields. use the returned field ids to request field data from the get /v2/companies and get /v2/companies/{id} endpoints.
  • Get metadata on person fieldsReturns metadata on non-list-specific person fields. use the returned field ids to request field data from the get /v2/persons and get /v2/persons/{id} endpoints.
  • Get metadata on saved viewsReturns metadata on the saved views on a list.
Access, and who is in charge of it

You stay the boss of your Affinity account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Affinity account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Affinity is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Affinity and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Affinity

Can an AI employee really work inside Affinity?
Yes. It signs in to your own Affinity account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Affinity?
No. Nothing moves and nothing is replaced. Your records stay in Affinity, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Affinity account?
You paste in a key from your own Affinity account. It is kept encrypted, and you can withdraw it from inside Affinity whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Affinity?
It has 20 ready-made tools in Affinity today, among them Get a company s list entries, Get a company s lists and Get a person s list entries. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Affinity and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Affinity and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Affinity?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Affinity is written down with what it did and when.