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 a special email address in order to add notes to a people, organization, or opportunities, as well as add a person, organization, or opportunity to a list. 

Important Notes

• Only current Affinity users are allowed to use the Email Bot.
• You must be syncing into Affinity successfully to use the Email Bot (you can check by going to Settings > Accounts to see if there is a "disabled sync" description or not).
• If you are currently disabling email body syncing, then the Email Bot will not work (check with support@affinity.co to confirm).
• The Email Bot is recommended for Microsoft Exchange users who do not use Gmail and the Chrome web browser.
• If you use Gmail and the Chrome web browser, it is highly recommended that you use the Affinity Gmail Chrome Extension when using a laptop/desktop. Gmail users will still be able to use the Email Bot when on mobile, given that there is limited access to a laptop/desktop and the Chrome extension.

 Index

• I. How to find the Email Bot
• II. How to use the Email Bot
•   i. How to add Notes to Profiles
•   ii. How to add Objects to Specific Lists
• III. How to add Notes to Opportunities 

How to find the Email Bot

1.  Click List options, then click Email bot
   
   
   
2. Click either of the two email addresses to copy and eventually paste in your draft.
   
   
   

• By selecting Test, you will receive an email providing an example on how to format the Email Bot. A walkthrough is provided below.
• notes+[subdomain]@affinity.co - This notes email address is used to attach notes to a person's/organization's profile. This address is custom to each organization.
• lists+[subdomain]+[list ID]@affinity.co - This list specific email address is used to add an organization as an entry to an organization list. Please be aware that list ID will change depending on which list you are on.

How to use the Email Bot's Email Addresses

To Add Notes:

Using the Notes email address:

The first line of the email will contain either the:

1) Domain (i.e. affinity.co) of the Organization you wish to attach a note to.

or

2) Email Address of the person you wish to attach a note to.

or

3) For adding notes to Opportunities please see below.

The second line should include any notes you wish to associate with the organization or person.

Below is an example of attaching a note to a person with the note "John Doe would love to trial Affinity"

Note: Be sure to include a line break between the object (line 1) and the note (line 2). It will take an estimated 15-20 minutes before the new note appears in Affinity.

Below is an example of how the attached note (via Email Bot) would look like:

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

Using the list specific email address:

The first line will contain the:

1) Domain (Such as affinity.co) of the Organization you wish to add to an Organization list.

or

2) Email Address of the person you wish to add to a People list.

or

3) Opportunity Name of the opportunity you wish to add to an Opportunity list. 

The second line will contain the note you wish to attach with the new object being added.

Note: Be sure to include a line break between the object (line 1) and the note (line 2). It will take an estimated 15-20 minutes before the new note appears in Affinity.

A few things to note:

When adding objects to lists, please be aware that if you add a domain to a People list (or an email address to an Organization list) the email bot will fail. Please use the correct formatting for best results.

Below is an Example:

Adding Notes to an Opportunity

Adding notes to an Opportunity is possible using the Opportunity's list specific email.