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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.

Concept — background and overview.

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Overview

  • Help your team stay connected on deals by setting up field update notifications in Slack.
  • Share wins with the whole team, or configure individual notifications to help investors stay on top of follow-up actions.
  • Send updates to channels or individual users, and include dynamic information on the relevant person, organization, or opportunity using custom message tokens.
  • Send notes directly from Slack to the relevant people, organizations, and opportunities in Affinity.

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Set up automations between Affinity and Slack

  • Before you set up any automations between Affinity and Slack, you’ll need to install the Affinity app for Slack as part of this set-up flow.
  • If your Slack Workspace requires admin approval for new apps, you will likely need help from your IT team. Send them to this page so they can unblock you.
    • IT admin? Use this link to review and install the Affinity for Slack app directly.
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