Make better decisions in less time

Go from deal decisions in your pipeline and deal meetings to next steps faster with a new action bar in kanban view that lets you instant take key actions without breaking focus.

You can now ensure consistent access to insights gleaned from your Zoom meetings with founders, LPs, and other partners. Connect Affinity Notetaker to Zoom to ensure that every meeting you host is transcribed, even if you're late or your assistant owns the call.

To help you move faster as you dive into companies in your pipeline, we've added profile tab counts to let you know exactly the number of entities in each profile tab. As you're evaluating deals you will be able to quickly know the number of notes there are in the Notes tab or number of relationships in the Connections tab.

Notes generated by Affinity Notetaker are an increasingly common source of deal updates for teams using Affinity. Customers using Affinity's Slack or MS Teams integrations can now access notes created by Notetaker in the two workspace collaboration tools. As well, customers can access these notes through webhooks with the note.created event.

You will now receive instant notifications for reminder activity, replies, and mentions from the iOS Affinity app. As well, you will now get a reminder for upcoming meetings and to capture a meeting note after a meeting.

You can now send a note to organization, person, and opportunity records in Affinity from an existing or new Slack message. Users have two ways to do this: click the more actions button to the right of every message or use the global shortcut to pull up the 'Add Note to Affinity' action.

Affinity for Salesforce now automatically creates and enriches Account records when customers interact with companies. Now, users will be able to get a complete view into the companies in their firm's shared network.

Affinity Analytics users can now track and report on their their manually logged Messages, Calls, and Meetings.

Admins can now choose to surface meeting notes generated by Notetaker during internal meetings on their internal company profile. Turning off this feature will mean meeting attendees only get an email with their meeting notes.

Enterprise Admins now have the option to set a default sharing selection, providing a streamlined experience when users are creating permission-controlled resources like Notes, Logged Interactions, and Reminders.

Users now have the option to view Affinity in dark mode, providing a comfortable user experience in low-light environments.

We’ve made improvements to the Kanban-style Board View so that users can add any field to their cards and customize their view for better readability, allowing for more productive Monday meetings and pipeline management.

You can now set up automations on date fields to update cells to today's date when a trigger occurs. This is great for tracking Deal Status Changes, NDAs, and more.

You can now turn off the avatar for notetaker and select ‘hide non-video participants’ so you can hide Notetaker from calls while still getting notes.

The “Select All” checkbox allows you to work more efficiently with large sets of profiles, easily selecting/deselecting entire lists for copying to other lists.

You no longer need to manually fill out 0s to ensure formulas work seamlessly across lists, whether you’ve filled in data for blank fields or not. This is a small step in further removing the burden of data drudgery from workflows. Note: Nulls are still treated as nulls for fields based on averages.