Prompts for Affinity AI Chat
The assistant built into Affinity. No setup. Ask about your CRM and take four confirm-before-execute actions.
Prompts for Affinity MCP
Connect Affinity to Claude, ChatGPT, Copilot, Notion, or Gemini. Read + write across your CRM, parse documents, work across lists.
Which should I use?
Both answer questions and update your CRM (with your confirmation, using your permissions). The difference:
Legend used below: 💬 AI Chat · 🔌 Affinity MCP.
Guided workflows
A few common jobs, start to finish. Every action is confirmed before it’s applied.Bring deals that have gone quiet up to date — 💬 (🔌 for many at once)
Bring deals that have gone quiet up to date — 💬 (🔌 for many at once)
- “Which deals in [Pipeline] haven’t we contacted in 30 days?”
- “What’s the latest on [Company]?”
- “Move [Company] to [Stage]” — then set a reminder or add it to a re-engage list.
Get ready for an external meeting — 💬 (or 🔌)
Get ready for an external meeting — 💬 (or 🔌)
- “Help me prepare for my meeting with [Company].”
- “Who on our team has the strongest relationship there?”
- After the meeting: “Log a note on [Company] with the key points” and set a follow-up reminder.
Add a new company and set next steps — 🔌 to create · 💬 if it's already in Affinity
Add a new company and set next steps — 🔌 to create · 💬 if it's already in Affinity
- “Create a company for [Company] from this email and add it to my ‘[Thesis]’ list.”
- “Log a note: inbound via [source].”
- “Remind me to review in two weeks.”
Follow up after an event — 🔌 to cross-reference · 💬 to act one at a time
Follow up after an event — 🔌 to cross-reference · 💬 to act one at a time
- “Cross-reference this attendee list against Affinity and rank by relationship.”
- “Add [Company] to a ‘[Event] follow-ups’ list.”
- “Remind me to follow up with [Person] next week.”
Find portfolio companies you haven't spoken with recently — 💬 (or 🔌)
Find portfolio companies you haven't spoken with recently — 💬 (or 🔌)
- “Which portfolio companies haven’t we spoken to this quarter?”
- “Summarize our last interaction with [PortCo].”
- “Remind me to check in with [Founder] Tuesday.”
Find and request the warmest path to a target — 💬 Warm Intro (or 🔌 warm-intro skill)
Find and request the warmest path to a target — 💬 Warm Intro (or 🔌 warm-intro skill)
- “What’s the warmest path to [Company]‘s [role]?”
- “Draft an intro request to [connector].”
- Review the draft and send it yourself.
Writing an effective prompt
For anything beyond a simple lookup, think Context → Task → Constraints — what data to use, what to do, and how to present it. Instead of “Find companies” → “Search my Active Pipeline for B2B SaaS companies we haven’t contacted in 60 days, and show the last contact date for each.” Include entity names, list names, and timeframes; refine with follow-ups in the same thread.Not yet / on the way
- Reading your Meeting Prep brief in Chat and reviewing Suggested Field Updates in Chat — fast-follows; at launch you review agent output in Ascend.
- Attribute-based people search and location filtering — name/email search at launch.
- Document Synthesis — coming soon; no prompts yet.