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.
Immediate Value
After this tutorial, you’ll understand how Relationship Intelligence works, check connection strength on any profile, find warm intro paths through your team, and log introductions.Prerequisites
- Tutorial 2: Navigating Profiles
Quick-Start Roadmap
- Understand what Relationship Intelligence is
- Check relationship strength on any profile
- Find a warm intro path
- Choose warm vs. cold outreach
- Track an introduction
What Relationship Intelligence Is
Affinity analyzes the email and calendar history of every team member who has connected their account. It uses that data — sender / recipient / frequency / recency, not message content — to score the strength of your team’s relationship with every person and company. Whenever you open a profile, you can see who on your team knows that entity and how recently.Task 1: What Is Relationship Intelligence?
Context
RI runs automatically once team members connect their email and calendar. There’s nothing to log or maintain — the scores update as your team communicates.🎬 Watch
Action
RI surfaces four things on every profile:- Connection Strength — how strong your team’s relationship is with the entity
- Warm Intro Paths — which teammate(s) can introduce you
- Relationship History — interaction timeline
- Hidden Connections — relationships that exist across your team that you may not have known about
Expected Outcome
You understand that RI is automatic (no manual input needed) and based on your team’s actual email/calendar metadata.Task 2: Check Relationship Strength
Context
Before outreach, check whether anyone on your team has a connection — and how strong it is.🎬 Watch
Action
- Open any person or company profile.
- Find the strength indicator (bars) in the Connections section.
- Interpret the indicator: | Strength | Indicator | What it means | | --- | --- | --- | | 🟢 Strong | 3 bars | Active, frequent communication | | 🟡 Medium | 2 bars | Some history, warm enough to reference | | 🔴 Weak | 1 bar | Minimal or old communication |
- Click the indicator to see which teammates have a connection.
Expected Outcome
You can read relationship strength scores and identify which teammates have the strongest connections.📚 Help Center
Task 3: Find a Warm Intro Path
Context
The Connections section on any profile lists every team member who has interacted with the entity, ranked by strength.Action
- Search for a target person or company (Cmd+K / Alt+K).
- Open the profile and scroll to the Connections section.
- See team members listed with strength indicators (🟢 🟡 🔴).
- Click the strongest connection to see the interaction history.
- Reach out to that teammate for an introduction.
Expected Outcome
You’ve identified a teammate who can introduce you to a target contact.Task 4: Warm vs. Cold Outreach
Context
Whether to ask for an introduction or reach out cold depends on what RI shows you.Action
Before outreach, check the Connections tab:| What RI shows | Suggested approach |
|---|---|
| 🟢 Strong connection on team | Ask the teammate for a direct intro |
| 🟡 Medium connection on team | Mention the connector in your outreach |
| 🔴 Weak or no connection | Cold outreach, or build a relationship first |
Expected Outcome
You have a repeatable approach for deciding between warm and cold outreach.Task 5: Track an Introduction
Context
Logging introductions builds a historical record of your network’s introductions over time.Action
- Open the profile of the person or company involved in the introduction.
- Click the “Introductions” tab in the profile.
- Add a new introduction record:
- Who introduced (the connector)
- To whom (the target)
- Date
- Status: Pending / Accepted
- Save.
Expected Outcome
The introduction is logged and visible on both the connector’s and the target’s profiles.📚 Help Center
Common Questions
How far back does RI analyze?
How far back does RI analyze?
Affinity analyzes email and calendar history from the point your team’s email accounts were connected. The exact lookback depends on the data available in the connected accounts.
Does RI work across the whole team?
Does RI work across the whole team?
Yes. RI aggregates connections across every team member who has synced their email, so you can discover that a colleague has a connection you didn’t know about.
Can I see why a connection is rated "strong"?
Can I see why a connection is rated "strong"?
Yes. Click on a connection to see the interaction history — emails, meetings, and recency of communication that contribute to the strength score.
Is my email content visible to teammates?
Is my email content visible to teammates?
No. RI analyzes metadata (sender / recipient, timestamp, frequency) — not email body content. See your organization’s privacy settings for details.
See It In Action
Where to Go Next
- Next tutorial: Tutorial 7: Master List Views
- Learning Paths: Deal Sourcing (Step 3)
- Help Center: Leveraging your Connections and Relationship Strengths