For Data Update to suggest field updates, the note has to be attached to the meeting — not just to a company or person profile.
1. Turn on Affinity Notetaker (easiest)
Affinity Notetaker joins your external meetings, captures the notes for you, and attaches them to the meeting automatically — nothing to remember afterward. Available on Scale, Advanced, and Enterprise. → How to set up and use Affinity Notetaker2. Connect your own notetaker
Already use a tool like Granola? Connect it to send meeting notes into Affinity automatically. Already use a tool like Granola? Connect it to send meeting notes into Affinity automatically — each note you share is saved in Affinity on the people and companies who attended. Granola attaches its notes to the person and company records — not to the meeting itself. Since the Ascend Data Update agent only proposes suggested field updates from notes attached to the meeting, Granola notes won’t trigger those suggestions on their own. To get suggestions from a meeting, add a note to the meeting yourself. → How to integrate Affinity with GranolaWant Data Update suggestions from Granola notes? Granola attaches its notes to the person and company records — not to the meeting itself.The Data Update agent only proposes suggested field updates from notes attached to the meeting, so Granola notes won’t trigger those suggestions on their own.To get suggestions from a meeting, use Affinity Notetaker (it attaches the note to the meeting automatically) or add a note to the meeting yourself (option 3 below).
3. Add a note yourself
Prefer to write or paste notes manually? Add a note to the meeting after it happens. → How to add and view notes in Affinity Tip: add the note to the meeting so Data Update can act on it. Also — from a Meeting Prep brief: open the brief and use Add as note to turn it into a note (it appears in Agent Activity as View Note). A quick option if you don’t use Affinity Notetaker.Once a note is on the meeting, Data Update proposes field updates within about a minute — you review and approve. Nothing changes in your CRM without your click. Affinity AI can make mistakes. You review every suggestion before it’s applied.