Troubleshooting Affinity Ascend agents

Ascend agents work in the background and surface things for you to review. If something isn’t appearing, it’s almost always one of a few things. Start here.

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Where to look first

• Ascend → Activity History — what the agents have already done (a run that found nothing is still logged here).
• Ascend → Agent Activity — what’s pending your review.
• Ascend → Agents — is Monitoring on for the agent (Meeting Prep, Data Update)?
• Is Ascend enabled for your org? Ask your admin — it’s set at Settings → Automations & AI → Affinity AI.

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Meeting briefs

No brief this morning? Check, in order:

• Ascend is enabled for your org, and Monitoring is on for Meeting Prep (Ascend → Agents).
• The meeting is external (internal-only meetings don’t get a brief at launch).
• Your calendar is synced to Affinity, and the meeting synced in time.
• You actually have external meetings that day. Briefs are generated overnight and ready in-app by about 7 AM your local time — on the home page (Start Your Day / Ready for You) and in Agent Activity. There’s no email, Slack, or mobile notification.

The brief shows an old or wrong meeting? If a meeting was rescheduled, or your calendar synced late, the morning brief may not reflect a same-day change (briefs are prepared overnight). Check your calendar sync and the meeting time/timezone. The brief looks thin? The agent draws only on your Affinity data — if an attendee isn’t a record in Affinity yet, or there’s little history, there’s less to include. It won’t invent context.

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Suggested field updates (the Data Update agent)

No suggestions after a meeting?

• The note has to be attached to the meeting. Affinity Notetaker does this automatically. Notes from Granola or other notetakers typically attach to a person/company record instead, which won’t trigger suggestions — see Getting your meeting notes into Affinity for the fix.
• The meeting is external and the note has content.
• Some suggestions are filtered out before you see them — the agent skips fields that are already correct, identity fields (name, domain, email), and anything it can’t clearly support from the note.

A suggested value looks wrong? Open View Meeting Note to check it against the source, and leave that field’s checkbox unchecked so it isn’t applied. Use 👎 to flag it. You applied an update but a Status/Stage automation didn’t fire? At launch, applying a Suggested Field Update doesn’t trigger Status/Stage automations.

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You don’t see Ascend at all

• Ascend may not be enabled for your org — ask your admin to enable it at Settings → Automations & AI → Affinity AI.
• Ascend requires a Scale, Advanced, or Enterprise plan.
• If your account doesn’t sync a calendar, the Start Your Day module stays empty.

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Still stuck?

Contact your Affinity CSM or support@affinity.co.

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Affinity AI can make mistakes. You review every suggestion before it’s applied.