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.
Ask about your CRM
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?”
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].”
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].”
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]?”
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?”
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].”
Take an action (confirm-before-execute)
Ask Chat to make a change; it shows the exact change, you confirm, then it executes. Four actions at launch — 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.)
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.
Good to know (what Chat doesn’t do at launch)
- One change at a time — no bulk updates across many records (do those over MCP).
- No file uploads — it can’t read a pitch deck or attach a file (an MCP client can).
- Search is by name/email — searching people by attribute (background, title, location) and location filtering are post-launch and can be unreliable.
- ~90-day activity window — very long-range “first ever interaction” questions can be truncated.
- Reading your Meeting Prep brief and reviewing Suggested Field Updates in Chat are fast-follows — at launch you review agent output in Ascend, not Chat.
Affinity AI can make mistakes. You review every suggestion before it’s applied.