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Prompts you can run in Affinity AI Chat — the conversational assistant built into Affinity (no setup). Chat answers questions about your CRM with cited sources and takes four confirm-before-execute actions: it proposes the change, you confirm, then it executes. Nothing is written until you approve. These are examples — natural language, so wording is flexible. Be specific: name the entity, the list, the timeframe, and the criteria. For anything beyond a lookup, think Context → Task → Constraints.
Want to run prompts from Claude, ChatGPT, Copilot, or another tool instead? Those connect over Affinity MCP and can do more (parse a pitch deck, work across a whole list, combine outside data). See Prompts for Affinity MCP. This page is for the in-app AI Chat.

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Ask about your CRM

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Sourcing & discovery

  • “Find B2B SaaS companies at Series B in our network.”
  • “Show me companies backed by [Investor].”
  • “Find companies that raised $10M+ in the past 6 months.”
  • “Which companies in [List] are in [sector]?”
  • “Find companies similar to [Portfolio Company].”
  • “Which companies did we first email in Q1?”

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Research on a company or person

  • “Tell me about [Company] — description, location, and any fields we track.”
  • “What is [Company]‘s [field]?”
  • “What’s [Person]‘s current title and company?”
  • “What lists is [Company] on?”
  • “Summarize our recent activity with [Company].”

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Relationships

  • “Who on my team has the strongest relationship with [Company]?”
  • “Who on our team knows someone at [Company]?”
  • “Who is our warmest connection to [Person]?”
  • “Rank my team by relationship strength with [Company].”

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Meeting prep

  • “Help me prepare for my meeting with [Company].”
  • “Summarize our last few conversations with [Company].”
  • “Who on my team has met with [Company], and when?”
  • “What were the key points from my last call with [Company]?”
Want a full brief instead? Open Meetings in the left nav, go to the meeting’s date, and click Generate Brief on the external meeting (or View Brief if one already exists). This works even if Monitoring is off. Use the prompts above when you want to dig into a company conversationally.

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Pipeline

  • “Which deals in [Pipeline] haven’t we contacted in 90 days?”
  • “Which opportunities moved to [Stage] this week?”
  • “Show me deals in [Stage] with no activity recently.”
  • “What needs updating before Monday’s pipeline meeting?”

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Portfolio & IR / LP

  • “Which portfolio companies haven’t we spoken to this quarter?”
  • “Summarize our last interaction with [Firm].”
  • “When did I last speak with [LP / Firm]?”
  • “Show me the team’s notes on [Firm].”

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Take an action (confirm-before-execute)

Ask Chat to make a change; it shows the exact change, you confirm, then it executes. Four actions — Chat handles them one at a time (never a bulk change):
  • Update a field or pipeline stage — “Move [Company] to ‘Due Diligence’.” · “Set [Company]‘s employee count to 500.” · “Set [Company]‘s priority to High.”
  • Add to a list (one record at a time) — “Add [Company] to my ‘Q3 Targets’ list.”
  • Create a note (on a person, company, or opportunity) — “Log a note on [Company]: discussed Series B timeline; follow up in two weeks.”
  • Create a reminder (for yourself) — “Remind me to follow up with [Person] next Tuesday.”
Create Note in Chat attaches to a record, not a meeting — so it doesn’t create the meeting note that the Data Update agent reads. If you want post-meeting suggestions, use Affinity Notetaker or add a note to the meeting itself (see Getting your meeting notes into Affinity). (Running notes onto a meeting is possible via Affinity MCP.)

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Warm introductions

The Warm Intro agent runs on demand from Chat — it finds the strongest paths to a target across your firm’s network and drafts the outreach. It never sends on your behalf.
  • “Who can introduce me to [Person] at [Company]?” → ranked paths, with the connector for each.
  • “What’s the warmest path to [Company]‘s [role]?”
  • “Draft an intro request to [connector] for [target].” → a draft you review, edit, and send yourself.
See Warm Intros in AI Chat and MCP.

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Good to know (what Chat doesn’t do)

  • One change at a time — no bulk updates across many records (do those over MCP).
  • No deletes or merges — Chat can’t delete or merge records. Affinity MCP can, and waits for your explicit confirmation on each one.
  • No file uploads — it can’t read a pitch deck or attach a file (an MCP client can).
  • People search is by name or email — searching people by attribute (background, title, location) or filtering by location isn’t supported and can return unreliable results.
  • ~90-day activity window — very long-range “first ever interaction” questions can be truncated.
  • Chat can’t read your Meeting Prep brief or review Suggested Field Updates — you review agent output in Ascend, and click Generate Brief in Meetings for a brief.
Affinity AI can make mistakes. You review every suggestion before it’s applied.