Tutorial 4: Notes and Research Workflows

Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

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Immediate Value

After this tutorial, you’ll create notes from profiles, use templates for consistent documentation, collaborate via @mentions, and set reminders for follow-ups.

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Prerequisites

• Tutorial 2: Navigating Profiles

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Quick-Start Roadmap

1. Create your first note from a profile
2. Use a note template
3. Collaborate with @mentions
4. Use rich text formatting
5. Set a reminder for follow-up
6. Log a manual interaction

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What Notes Are For

Notes capture meeting outcomes, call summaries, due diligence findings, and any unstructured information you need to retain. They’re linked to one or more entities (people, companies, opportunities) and appear on their profiles plus in the activity timeline.

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Task 1: Create Your First Note

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Context

Creating from a profile is the fastest method — the entity is pre-linked.

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Action

1. Open any profile (use Cmd+K / Alt+K to search).
2. Click “Add Note”.
3. The entity is already linked.
4. Type your note.
5. Click “Publish”.

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Expected Outcome

Your note appears in the profile’s Notes tab and in the Activity Timeline.

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📚 Help Center

• How to add and view notes in Affinity

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Task 2: Use a Note Template

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Context

Note templates pre-fill structure (sections, prompts) so your team’s documentation is consistent. Default templates include Meeting Notes, Due Diligence, and Call Summary; admins can create custom templates.

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Action

1. Click “Add Note” from any profile.
2. Find the “Templates” dropdown in the note editor toolbar.
3. Select a template (e.g., “Meeting Notes”).
4. The pre-filled structure appears with sections and prompts.
5. Fill in the content → “Publish”. To create your own template: Settings → Note Templates → Create.

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Expected Outcome

You’ve published a note using a template with pre-filled structure.

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📚 Help Center

• How to create and use Note Templates within Affinity

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Task 3: Collaborate with @Mentions

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Context

@mentions notify a specific teammate that they should look at the note.

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Action

1. In the note editor, type @.
2. A dropdown appears with teammate names.
3. Click to select a teammate.
4. They receive an email notification about the note.
5. Click “Publish”.

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Expected Outcome

Your teammate receives an email notification linking to the note.

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📚 Help Center

• How to add and view comments in Affinity

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Task 4: Rich Text Formatting

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Context

Headers, bullets, and emphasis make notes easier to scan during meeting prep.

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Action

In the note editor, highlight any text to surface the formatting toolbar, or use shortcuts:

• Bold: Cmd+B / Ctrl+B
• Italic: Cmd+I / Ctrl+I
• Underline: Cmd+U / Ctrl+U
• Highlight: Cmd+Shift+H
• Bulleted list: type - then space
• Numbered list: type 1. then space
• Headers: use the formatting toolbar

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Expected Outcome

You’ve created a formatted note with headers, bullets, and emphasis.

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📚 Help Center

• Rich text formatting for notes within Affinity
• How to add images to a note

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Task 5: Set a Reminder

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Context

Reminders surface a follow-up at a chosen date and time, assigned to you or a teammate.

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Action

1. On any profile, click the dropdown menu (top-right, ⋯ icon).
2. Select “Set Reminder”.
3. Choose a date and time.
4. Add a description (e.g., “Follow up on term sheet discussion”).
5. Assign to yourself or a teammate.
6. Click “Create”.

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Expected Outcome

A notification is sent at the scheduled time with the reminder description.

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📚 Help Center

• How to set reminders in Affinity

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Task 6: Log a Manual Interaction

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Context

Affinity auto-captures email and calendar interactions. Phone calls, in-person meetings, and conference encounters aren’t synced automatically — log them manually to keep the activity timeline complete.

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Action

1. Open the relevant profile.
2. In the Activity Timeline section, click “Log Interaction”.
3. Choose the interaction type (Call, Meeting, In-Person, etc.).
4. Set the date and add a brief description.
5. Click “Save”.

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Expected Outcome

The interaction appears in the Activity Timeline alongside auto-captured emails and meetings.

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Notetaker (AI Meeting Notes)

Affinity Notetaker can join scheduled video meetings (Zoom, Google Meet, MS Teams) and automatically generate notes. Tutorial 4 covers manual note-taking; Notetaker is configured in Settings if your plan includes it. See How to set up and use Affinity Notetaker.

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Common Questions

Can I edit a published note?

Yes. Open the note and click “Edit” to make changes.

Who can see my notes?

Notes visibility depends on your organization’s permissions and the lists they’re linked to. Notes linked to a shared list are visible to list members by default.

Can I link a note to multiple entities?

Yes. When creating or editing a note, you can add multiple entities (people, companies, opportunities) to the same note.

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See It In Action

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Where to Go Next

• Next tutorial: Tutorial 5: Pipeline Basics
• Learning Paths: Fundraising & IR (Step 3), Portfolio Management (Step 3)
• Help Center: How to create and use Note Templates