Affinity

Bring your Affinity data into Claude 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.

You can use Affinity to:

Search your network:
"Which fintech companies have we met with this year?"

Example Use Case 2:
"What do we have on John Smith?"

Example Use Case 3:
"What notes did I create last week?"

Example Use Case 4:
"Find healthcare companies in our network with more than 50 employees"

Prepare for meetings:
"Help me prepare for my meeting with Acme"

Example Use Case 6:
"Summarize the notes and interactions we have on Acme"

Example Use Case 7:
"What's the current status of deals in our pipeline?"

Example Use Case 8:
"Who has the strongest relationship with Acme’s CEO?"

Update records:
"Create a note attached to our open Acme opportunity"

Example Use Case 10:
"Add 'Healthcare' as an industry tag on Acme Corp"

Example Use Case 11:
"Add Acme to our Pipeline list"

Example Use Case 12:
"Update Acme's deal stage to Due Diligence"

Example Use Case 13:
"Set a reminder to follow up with Acme's CEO next Tuesday"