Using Affinity's Email Bot

With Affinity’s Email Bot you can take a few core actions within Affinity without ever needing to leave your inbox. You can send an email to special email addresses in order to add notes to people, organizations, and opportunities; as well as, add people, organizations, and opportunities to lists. It is important to note that only current users of Affinity with email bodies syncing are allowed to use the email-bot. 

How to find the email bot:

To find the special email addresses for your organization:

1. Click the ellipsis and select List settings from the dropdown menu

2. Choose Email Bot.

How to format the emails:

Adding Objects to Lists (Organizations, People, Opportunities):

By selecting the Test button next to the adding objects email (e.g. lists+affinity+8242@affinity.co) you will receive an email explaining the formatting rules for emails sent to the Email Bot.

The first line will contain the domain, email address, or opportunity name you wish to add to that list.

The second line will include any information you wish to be added as a note to the object.

Note: When customizing the email, the new alias will take effect immediately, so if you have already started using the default email, and you have email bot emails that have not been processed yet, they will not be recognized.

Adding Notes:

By selecting the Test button next to the notes email (e.g. notes+affinity@affinity.co) you will receive an email explaining the formatting rules for emails sent to the Email Bot.

The first line will contain the domain, email address, or opportunity name you wish to add a note to.

The second line will include any information you wish to be added as a note to the object.

Note: Be sure to include a line break between the object and the information that should be added as a note. It will take an estimated 15-20 minutes before the note or new object will appear in Affinity. See the example shown below: