Warm Intro Agent — overview

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What it does

1. Surfaces ranked paths. Given a target person or company, it identifies who at your firm has the strongest relationships and returns candidate paths ranked by strength.
2. Drafts the ask on request. When you ask, it prepares an intro request for the connector to forward, ready for you to review.
3. Hands it back to you. You take the draft and make the intro yourself — the agent doesn’t send.

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A typical flow

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Step 1 — Name your target

“I’d like an intro to the founder of Greenfield Systems.”

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Step 2 — Review the ranked paths

Best path to Greenfield Systems (founder)
  Jordan Lee — strongest relationship
  Why: emailed last month · shared board seat
  Alternate: Priya Shah (met at conference, weaker)
[ Use Jordan ]   [ Use alternate ]

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Step 3 — Ask for a draft

To: Jordan Lee
“Would you be open to introducing me to [founder] at Greenfield
Systems? We're exploring their space and your connection would
mean a lot. Happy to send a forwardable blurb.”

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Step 4 — Send it yourself

1. You want an intro to a founder at Greenfield Systems, so you ask the agent in AI Chat.
2. The agent surfaces the best internal paths, ranked — e.g. “Jordan Lee has the strongest relationship (recent email + shared board).”
3. You ask it to draft the ask for Jordan to forward.
4. You review and edit the message.
5. You send it yourself through your normal channel.

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How to stay in control

• You run it on demand. The agent doesn’t monitor in the background — it acts when you ask, in AI Chat or through the MCP skill.
• It drafts; it doesn’t send. No automatic outreach.
• Each suggested path shows why it’s a strong route (the relationship evidence).
• It respects permissions — it only uses connections your account can already see.

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Common questions

• Will it email anyone automatically? No. It surfaces paths and drafts on request; you send the message yourself.
• How do I run it? Ask a warm-intro question in AI Chat, or use the affinity-warm-intro skill via the Affinity MCP.
• How does it rank the paths? Relationship strength across your firm’s interaction data — and it shows that evidence.
• What if the suggested path is wrong? Choose another suggested connector, or edit the draft before you send.

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Coming later