Welcome to Affinity. The Getting Started library starts with Tier 0 (Setup & Pre-flight) — the workspace setup motions you complete before diving into Tier 1 — then progresses from Foundation to Mastery. Brand-new to Affinity? Begin with Tier 0. Already set up? Start at Tier 1, or jump to a later tier if you’re comfortable with the basics. Move through it at your own pace.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.
Before you start — Setup & Pre-flight
Tier 0: Setup & Pre-flight
5 tutorials. Set up your account, connect your inbox and calendar, plan your data migration, import your existing data, and invite your team. Required for brand-new workspaces; skip if your admin has already done these.
Pick your tier
Tier 1: Foundation
6 tutorials
Lists, profiles, search, notes, pipeline basics, and relationship intelligence. The core mental model for using Affinity day-to-day.
Tier 2: Building Confidence
5 tutorials
Saved views, keyboard shortcuts, pipeline stages, team collaboration, and data quality. Habits that compound over time.
Tier 3: Going Deeper
5 tutorials
Advanced pipeline management, automation rules, analytics dashboards, advanced list management, and RI for due diligence.
Tier 4: Mastery
2 tutorials
Executive dashboards, board reporting, advanced deal flow, and forecasting. Power-user territory.
Just want to start?
Begin with Tutorial 1: Your First List
Create your first list, add entries, understand the column color system, and switch to Board view.