Document Synthesis — overview

Document Synthesis is one of Affinity’s Ascend agents. When a pitch deck, teaser, or CIM lands in your inbox today, you’d normally open it, skim for the key points, find the record, and type up a summary. Once Document Synthesis is available, it will do that reading and summarizing for you — then surface the summary on the related record in your Agent Activity feed for review. Like every Ascend agent, it will follow the same trust model: the agent suggests, you review, you decide. Nothing will be written to your CRM until you save it, and the agent will only see and act on what your own account can already access.

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What it will do

Detect → summarize → surface on the related record in Agent Activity.

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Detect

It will watch for inbound pitch decks, teasers, and CIMs arriving as attachments on your own email, and recognize each document by its content rather than its filename.

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Summarize

It will read the document and pull out the key points — company, stage, the ask, notable highlights — automatically once a qualifying document is detected. You won’t have to forward, upload, or trigger anything.

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Surface for review

It will attach the summary to the related record and surface it as an item in your Agent Activity feed, with a link back to the source document. With “ask me first,” nothing is saved on its own — you review the summary and decide what to keep.

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What’s coming later

Beyond summarizing documents, Document Synthesis is planned to feed the Data Update agent — so a summarized document can help suggest field updates on the related record. That will come after the initial release.

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Where it will live

You’ll find Document Synthesis alongside the other agents under Ascend in the left navigation and on the home page. For now it appears as a “Coming soon” card — there’s no toggle and nothing to turn on yet.

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Common questions

• Is it available now? No. It appears as a “Coming soon” card with no toggle.
• What will it do? Monitor your inbound email for pitch decks, teasers, and CIMs, summarize each, and attach the summary to the related record in your Agent Activity feed for review.
• Will it change anything on its own? No — it will only summarize and surface for review; nothing is written until you decide. “Ask me first” is the default.
• Who will see the summary? Only you — the person who received the document — until you choose to save it.

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Affinity AI can make mistakes. Review each summary before approving it.