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How it works
Bring your Affinity data into ChatGPT to search contacts, companies, and deals; prep for meetings using your actual notes and interaction history; and update records as deals progress. Every email captured, every meeting logged, every relationship scored by your firm is now available directly in the conversation.
What else can you do?
Prepare an account brief
Affinity Prepare a brief for this account using its records, notes, and recent interactions. Highlight open opportunities, unresolved questions, and the next follow-up.
Prioritize deal follow-ups
Affinity Review my open deals and identify the ones most in need of follow-up. Explain the signals in the records and draft a next step for each without sending anything.
Update relationship records
Affinity Apply these approved meeting notes to the matching account and deal records. Flag ambiguous matches and summarize exactly which records changed.
What’s included
App
Affinity
Resources
Add the Affinity plugin in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
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