Prepare a Company Context Brief
Read Affinity company [company ID] and its list entries. Summarize the available company fields and list context for this meeting: [meeting purpose].
affinity
Affinity AI Employee
Leina connects to Affinity to help you prepare company briefs from relationship and pipeline records. Ask in your team chat. Leina does the work and brings back the result.
Connect Affinity, choose what to share, and hand off your first task.
Leina + Affinity Example Result
You
Read Affinity company [company ID] and its list entries before our investment meeting. Summarize the company, recorded deal stage and owner, and any missing next-meeting date.
Leina
Cedar Robotics is recorded in due diligence with Maya as owner. The next-meeting field is empty.
Example · Company meeting brief
Cedar Robotics review
Company context and pipeline details from the available records.
- Company context
- Cedar Robotics · cedarrobotics.example · warehouse automation.
- Recorded deal context
- Due diligence · owner Maya Chen · next-meeting date not recorded.
What Is a Affinity AI Agent?
AI reads company fields and associated list entries to prepare meeting context, including recorded stages, owners, and missing information.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
Affinity
Affinity is a relationship intelligence CRM for teams managing networks, companies, and deal pipelines.
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Read the company
Retrieve the company and its available fields.
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Bring in list context
Read associated list entries and distinguish recorded values from gaps.
What to Ask Leina to Do with Affinity
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Compare a Saved View’s Records
Read Affinity list [list ID], saved view [view ID]. Summarize its entries using these review criteria and identify records missing required information: [criteria].
affinity
Your next Affinity task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in Affinity
Hand off these everyday tasks to your AI employee.
Get Current User
Get the authenticated Affinity user, tenant, and API grant summary.
List Persons
List Affinity persons with optional ID and field selectors.
Get Person
Get one Affinity person by ID with optional field selectors.
List Person Fields
List non-list-specific Affinity person field metadata.
List Person Lists
List the Affinity lists that contain one person.
List Person List Entries
List all Affinity list entries for one person across lists.
List Companies
List Affinity companies with optional ID and field selectors.
Get Company
Get one Affinity company by ID with optional field selectors.
List Company Fields
List non-list-specific Affinity company field metadata.
List Company Lists
List the Affinity lists that contain one company.
List Company List Entries
List all Affinity list entries for one company across lists.
List Opportunities
List Affinity opportunities with optional ID filtering.
Get Opportunity
Get one Affinity opportunity by ID.
List Lists
List the Affinity lists visible to the authenticated user.
Get List
Get one Affinity list by ID.
List List Fields
List the field metadata for one Affinity list.
List List Entries
List the Affinity list entries for one list with optional field selectors.
List Saved Views
List the saved views configured on one Affinity list.
Get Saved View
Get one Affinity saved view by list ID and saved view ID.
List Saved View List Entries
List the Affinity list entries returned by one saved view.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result Cedar Robotics is recorded in due diligence with Maya as owner. The next-meeting field is empty.
Cedar Robotics review
Affinity + Leina: Your Questions, Answered
Can AI compare custom fields in a list?
Yes. Specify the list and fields needed for your review. Field metadata can help identify which fields to request.
Can I reuse a saved view for a summary?
Yes. Provide both the list ID and view ID so the assistant reads the view’s entries.
Will AI update records during these tasks?
These supported Affinity operations read records and views. They do not modify them.
Make Leina Your Affinity AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect Affinity, choose what to share, and hand off your first task.