Meeting insights are the foundation of deals but too often go uncaptured
Dealmakers spend the majority of their time in meetings with founders, portfolio companies, and limited partners—gathering critical information that forms the foundation of investment decisions. Yet capturing and organizing these insights takes time away from what matters most: the deals themselves.
When teams divide their attention between active participation and notetaking, the result is frequently incomplete or poorly structured notes that never make it to Salesforce. Critical information gets fragmented across personal notetaking apps, handwritten notes, or draft emails.
That's why we're introducing Affinity Notetaker for Salesforce—an AI-powered meeting companion that automatically captures comprehensive meeting insights and syncs them directly to Salesforce.
Never lose deal-critical meeting context again
Affinity Notetaker joins your virtual meetings and turns discussions into structured notes with key sections like Highlights and Next Steps—delivered straight to participants' inboxes and automatically synced to Salesforce Account records.
With Affinity Notetaker for Salesforce, your team can:
- Focus completely on conversations instead of splitting attention between participation and documentation
- Eliminate manual notetaking with AI-driven capture of meeting highlights, action items, and complete transcripts
- Access meeting context directly in Salesforce where you already manage relationships and deals, with built-in data privacy safeguards
- Keep your team aligned with meeting summaries delivered to inboxes and accessible within Salesforce Account records
- Maintain consistency across meeting tools with compatibility for Zoom, Google Meet, and Microsoft Teams
Designed specifically for private capital dealmaking
Unlike generic AI notetaking tools, Affinity Notetaker is optimized for private capital terminology and priorities, producing notes that capture what matters most in dealmaking conversations.
The automatic sync to Salesforce ensures that valuable meeting context is immediately available alongside all your relationship data—so you have easy access to the complete picture, even if you need to reference details weeks or months later.
Get started with Affinity Notetaker for Salesforce
Current Affinity for Salesforce customers can enable this feature today by contacting their customer success manager. Getting started is simple—visit our Help Center for detailed setup instructions.
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