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Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

Reference — comprehensive feature documentation.

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What is Affinity Labs?

Affinity Labs gives you early access to AI-powered features designed to accelerate your workflow. Test new capabilities before they’re generally available, share feedback that shapes our roadmap, and opt in or out of individual features anytime. Labs features that prove successful graduate into permanent capabilities in Affinity. Features that don’t deliver value are retired based on usage data and your feedback. Key benefits:
  • Early access: Be first to test intelligent features woven seamlessly into your workflow
  • Your choice: Select which innovations to try — opt in or out of individual features anytime
  • Shape the roadmap: Your feedback and usage directly influence what becomes permanent

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How Labs works

Finding Labs: Click Labs in Settings (accessed from your left nav) to access all available features. Opting in: Toggle individual features on or off based on what’s useful for your workflow. All Labs features are free while in testing. Providing feedback: Share your experience with Labs features through in-app surveys or by contacting your Customer Success Manager. Your feedback determines which features graduate to permanent status. Opting out: You can disable individual features or opt out of the entire Labs program at any time from the Labs section.
Admins control whether Labs is enabled for your organization in Settings → Affinity AI. See Manage AI Settings (Admin Guide) for org-level configuration.

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How we evaluate Labs features

Labs is an experimentation platform. We evaluate each feature within 4–6 weeks of launch using your feedback and usage data to decide what happens next. What we look at:
  • Feature usage and adoption patterns
  • Your feedback through surveys, support conversations, and in-app ratings
  • Performance and reliability
  • Strategic fit with Affinity’s roadmap

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Three possible outcomes

🎓 Graduate to General Availability Features that prove valuable become permanent Affinity capabilities. They’re removed from Labs and available to all customers based on subscription tier. 🔄 Improve and continue Features showing promise but needing refinement stay in Labs while we make improvements based on your feedback. 🌅 Sunset Features that don’t deliver sufficient value are retired with 1-week advance notice to active users. We preserve any content you’ve created and learn from the experiment. Timeline: Most experiments are evaluated within 4–6 weeks. We keep Labs focused on 3–5 active features at any time to ensure we can iterate quickly on what matters most.

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Active Labs features

Currently in testing — your feedback shapes these experiments. Labs features are organized by the type of workflow benefit they provide.

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Summarization

Surface the context you need — when you need it.

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Pitch Deck Analyzer

  • Status: Active experiment (launched December 2025)
  • What it does: Automatically summarize and extract key insights from PDF files with relevant recent news updates.
  • Access: Files tab on any profile

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Summarize Recent Notes

Get instant summaries of recent notes on any profile. Walk into every conversation with critical context — key decisions, next steps, and relationship history — automatically surfaced when you need it.
  • Status: Active experiment (launched November 2025)
  • Access: Notes tab on any person, company, or opportunity profile
  • What’s being improved: Adding scope control and source citations based on your feedback

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Content Creation

Focus on the strategy, not the syntax.

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Recent News on Company Profiles

  • Status: Active experiment (launched December 2025)
  • What it does: Generate recent news articles from the web for companies.
  • Access: Company profiles

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Workflow Efficiency

Trade repetitive busywork for high-value tasks.

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Field Suggestions for Files

Automatically extract data from uploaded files and suggest field updates for company, people, and opportunity profiles. Analyze pitch decks, CIMs, or other documents and update CRM fields with one click.
  • Status: Active experiment (launched December 2025)
  • Access: Files tab on profiles after analyzing a file with File Analyzer
  • What it does: AI reads uploaded files (pitch decks, investor memos, etc.) and extracts structured data like funding stage, revenue, team size, investors, and location. Shows before/after comparison for each suggested field update.
  • How it works: Upload file → Analyze with File Analyzer → Review field suggestions → Select which to accept → Click Apply
Trigger AI to analyze your meeting notes and suggest CRM field updates — funding stage, revenue, team size, and more. Review suggestions and click accept to eliminate manual data entry after meetings.
  • Status: Active experiment (launched April 2026)
  • Access: Notes editor (click Analyze button when adding/editing notes) or three-dot menu on any existing note (select Suggest Field Updates)
  • What it does: Extracts important details from your notes (funding stage, revenue, metrics, location, dates) and suggests field updates with before/after comparison. You control when AI analyzes notes — nothing happens automatically.
  • How it works: Write your note → Click Analyze → Review suggested field updates → Select which to accept → Click Apply

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Experiment archive

Labs features that were tested and retired — what we learned.

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Summarization

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Summarize Recent Activities

  • Tested: November 2025 – March 2026
  • Sunset: March 2026
  • What it did: Summarized recent interaction metadata (email/meeting counts, dates, contact names) without analyzing communication content.
  • Why retired: Feature operated on metadata only and couldn’t surface the insights users actually wanted — topics and themes of communications, actionable next steps.
  • What we learned: Users need content-based summaries that analyze what was discussed, not just metadata about when discussions happened.
  • Your data: Any summaries you created are preserved in your Notes.

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Content Creation

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Recent News on People Profiles

  • Tested: November 2025 – March 2026
  • Sunset: March 2026
  • What it did: Generated recent web news for individual people profiles.
  • What we learned: People-specific news wasn’t reliably providing valuable content to users.

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Labs feature change log

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March 2026

  • 🚀 Recommended Field Updates from Notes now launched
  • 🌅 Summarize Recent Activities sunset
  • 🌅 Recent News on People Profiles sunset
  • 🚀 Field Suggestions for Files now available for Opportunity profiles

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January 2026

  • 🚀 Field Suggestions for Files

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November 2025

  • 🚀 Summarize Recent Notes
  • 🚀 Summarize Recent Activities
  • 🚀 Pitch Deck Analyzer
  • 🚀 Recent News on Company Profiles
  • 🚀 Recent News on People Profiles
  • 🎉 Affinity Labs program launched

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Frequently asked questions

Yes, all Labs features are free while in testing. If a feature graduates to permanent status, we’ll communicate any pricing changes in advance.
You can opt in to receive email notifications when new Labs features launch. Manage this preference in the Labs section of Settings.
Yes. You can disable individual features or opt out of the entire Labs program at any time:
  • Individual features: Toggle off specific features in the Labs section.
  • Entire program: Contact your administrator or follow Affinity’s AI opt-out process.
Features that demonstrate strong usage and positive feedback graduate to General Availability (GA) within 4–6 weeks of launch, becoming permanent Affinity capabilities available to all customers based on subscription tier.
Features that don’t deliver sufficient value are retired. We provide 1-week advance notice before removing any feature you’re actively using. Any content you’ve created (summaries, notes, etc.) is preserved.
Features are evaluated within 4–6 weeks of launch. Based on usage data and feedback, they either graduate to become permanent features, continue in Labs with improvements, or are retired. We keep Labs focused on 3–5 active experiments at any time.
We provide 1-week advance notice to active users before retiring any feature. Any content you’ve created (summaries saved as notes, etc.) is preserved. We’ll explain why the feature is retiring and share what we learned from the experiment.
Successful Labs features graduate to General Availability (GA) and become permanent Affinity capabilities. Once graduated, they’re available to all customers based on subscription tier and are no longer experimental.
Yes. Graduated features are permanent and available based on your subscription tier (Scale, Advanced, or Enterprise). They’re no longer in Labs because they’re now core Affinity capabilities. You don’t need to toggle them on — they just work.
We monitor usage data and survey responses to evaluate each Labs feature. Your input directly influences which features become permanent, which need improvement, and how we enhance them.
Labs is available to all Affinity customers. Your account is automatically enrolled, but you choose which individual features to activate.
  • Complete in-app surveys when prompted
  • Use the feedback option in the Labs section
  • Contact your Customer Success Manager
  • Email support@affinity.co
Reach out to your Customer Success Manager or contact Affinity Support at support@affinity.co.