> ## 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. # Put Affinity AI to Work: Agents and AI Chat > Let Affinity prepare your meetings, keep records current, and answer questions about your CRM — with you approving every change. *** ## Immediate Value By the end of this tutorial you will have generated a meeting brief, reviewed a suggested field update, and asked AI Chat to make a change you approved — the three things Affinity AI does for you every day. ## Prerequisites * **Tutorial 0.2 complete.** Affinity AI reads your synced email and calendar. Without sync there is nothing for it to work from. * **Scale, Advanced, or Enterprise.** All four agents and AI Chat are on these plans. * **Affinity AI is on for your organization.** Ascend turned on by default on August 5 for every firm that didn't opt out. If you can't see Ascend or AI Chat in the left navigation, ask your admin to check **Settings → Automations & AI → Affinity AI**. ## Quick-Start Roadmap | Task | What you'll do | | :- | :- | | 1 | Find Ascend and learn what each agent does | | 2 | Generate a meeting brief — no setup needed | | 3 | Turn on Monitoring so the agents work for you overnight | | 4 | Review and approve a suggested field update | | 5 | Ask AI Chat a question, then have it make a change | | 6 | Ask for a warm introduction | *** ## Why Affinity AI Matters Most CRM work is not deciding — it's assembling. Reading back through a thread before a call, remembering to log what changed, working out who knows someone at a target company. Affinity AI does that assembly. **Agents** work in the background and put suggestions in front of you. **AI Chat** answers questions on demand and can make changes when you approve them. The word to hold onto is *suggest*. Nothing is written to your CRM without you approving it, and there is no "always allow". *** ## Task 1: Find Ascend and Learn What Each Agent Does ### Context **Ascend** is where the agents live — a left-navigation item with a **New** badge. **AI Chat** is a separate item in the same navigation, and opens as a docked side panel. They work together but they are not the same thing. ### Action 1. Click **Ascend** in the left navigation. 2. You'll land on **Agent Activity** — the feed of what the agents have produced for you. 3. Click the **Agents** tab to see the four agent cards. There are four agents, and they don't all work the same way: | Agent | How it works | | :- | :- | | **Meeting Prep** | Background agent. Assembles a brief for an upcoming external meeting. | | **Data Update** | Background agent. Reads meeting notes and proposes field updates for your review. | | **Warm Intro** | On demand — you ask for it in AI Chat, it isn't a toggle. | | **Document Synthesis** | **Coming soon.** The card is visible so you know it's on the way; it will read inbound PDF decks and post a summary. | > [!NOTE] > > Only **Meeting Prep** and **Data Update** are background agents with a Monitoring toggle. Warm Intro is something you ask for, and Document Synthesis hasn't shipped yet. ### Expected Outcome You can find Ascend, you know the difference between Agent Activity and Agents, and you know which two agents actually run in the background. ### 📚 Help Center * [Affinity Ascend agents overview](https://support.affinity.co/s/article/Affinity-Ascend-agents-overview.md) * [Working with Affinity agents](https://support.affinity.co/s/article/Working-with-Affinity-agents.md) *** ## Task 2: Generate a Meeting Brief ### Context A brief pulls together the thread history, notes, and relationship context for an external meeting, so you walk in already caught up. You don't need to switch anything on first. You can generate a brief for any external meeting, whenever you want — this is the quickest way to see what Affinity AI does. ### Action 1. Open **Meetings** in the left navigation, or the **Start Your Day** module on your home page. 2. Find an upcoming **external** meeting — one with attendees outside your firm. 3. Click **Generate Brief**. The button shows a loading state while the agent works. 4. When the brief is ready, a **"Your meeting brief is ready"** notification appears in the top right. Click **View meeting brief** to open it. > [!NOTE] > > The notification only shows while you have the page open. If you navigate away, the brief still generates — go back to the meeting and click **View Brief**, which replaces **Generate Brief** once a brief exists. > [!NOTE] > > The button appears on external meetings only. An internal-only meeting won't offer one, which is expected rather than a fault. ### Expected Outcome You have read a brief for a real upcoming meeting and know you can reopen it any time with **View Brief**. ### 📚 Help Center * [Meeting Prep and Data Update](https://support.affinity.co/s/article/Meeting-Prep-and-Data-Update.md) *** ## Task 3: Turn On Monitoring So the Agents Work for You Overnight ### Context Generating a brief yourself works any time. **Monitoring** is what makes the background agents do it for you: with it on, **Meeting Prep** has briefs for your external meetings ready by about 7:00 AM your local time, and **Data Update** proposes field updates after your meetings. Your admin turning on Affinity AI for the organization does **not** switch Monitoring on for you — each member turns it on for themselves. ### Action 1. Go to **Ascend → Agents**. 2. On the **Meeting Prep** card, switch **Monitoring** on. 3. Do the same on **Data Update** if you want suggested field updates. It suggests updates to the editable fields on the records linked to the meeting; enriched fields are never suggested. > [!NOTE] > > You can turn Monitoring off again at any time, per agent. Turning it off stops the overnight run and new suggestions; it doesn't remove what the agent has already produced, and you can still generate briefs on demand. ### Expected Outcome Monitoring is on for the background agents you want, so briefs and suggestions arrive without you asking. ### 📚 Help Center * [Set up and configure your agents](https://support.affinity.co/s/article/Set-up-and-configure-your-agents.md) *** ## Task 4: Review and Approve a Suggested Field Update ### Context The **Data Update** agent reads your meeting notes and proposes field changes — a stage moving on, a detail you mentioned on a call. It proposes; you decide. It only works from a note that is **attached to the meeting**, not just to a company or person. **Affinity Notetaker** attaches its notes to the meeting automatically. Notes from other notetakers, such as Granola, usually attach to the person or company instead and won't produce suggestions. This is the habit worth building, because it is what keeps records current without anyone doing admin. ### Action 1. Go to **Ascend → Agent Activity**. 2. Find a set of **Suggested Field Updates** and expand **Review**. 3. For each field, compare the **Current Value** with the **Suggested Value**, and check it against the meeting note it came from. 4. Tick the fields you want, or use **Select all**. To correct a value first, click **Edit** next to it. 5. Click **Apply Updates**. Anything you leave unchecked is declined, and nothing is written for it. > [!WARNING] > > Review the suggestion against the source, don't approve on autopilot. The agent works from what was said in a meeting, and what was said isn't always what was decided. ### Expected Outcome You have applied or declined at least one suggestion and understand that nothing reaches your CRM until you click **Apply Updates**. ### 📚 Help Center * [Review and approve agent suggestions](https://support.affinity.co/s/article/Review-and-approve-agent-suggestions.md) *** ## Task 5: Ask AI Chat a Question — Then Have It Make a Change ### Context **AI Chat** is a docked side panel that has read every company, person, note, and interaction you have access to. It answers questions, and it can make four kinds of change once you approve them. ### Action **First, ask it something:** 1. Open **AI Chat** from the left navigation. 2. Try a real question — *"What's the latest with Acme Corp?"*, or *"Who at our firm has the strongest relationship with Sequoia?"* 3. Ask a follow-up in the same thread to refine the answer. **Then, have it do something:** 4. Ask it to make a change — for example, *"Create a reminder to follow up with Acme in two weeks."* 5. It will propose the change and wait. Read the proposal, then **approve** it. These four actions are available today: * **Update a field** — a field value, or an opportunity's pipeline stage * **Add to a list** — add a record to one of your lists * **Create a note** — draft and log a note on a record * **Create a reminder** — so a follow-up doesn't slip > [!NOTE] > > **What AI Chat will not do.** It will not send email or outreach, merge or delete records, or make bulk changes. It can't upload a file, create a saved view, or create a list. > [!NOTE] > > You can't read your meeting briefs or review Suggested Field Updates inside Chat. Open briefs from **Meetings** or **Start Your Day**, and review suggestions in **Ascend**. ### Expected Outcome You have asked a question, had AI Chat propose a change, and approved it — and you know where its limits are. ### 📚 Help Center * [What AI Chat can do](https://support.affinity.co/s/article/What-AI-Chat-can-do.md) * [Take actions with AI Chat](https://support.affinity.co/s/article/Take-actions-with-AI-Chat.md) * [Affinity AI Prompt Library](https://support.affinity.co/s/article/Affinity-AI-Prompt-Library.md) — ready-made prompts to copy *** ## Task 6: Ask for a Warm Introduction ### Context The **Warm Intro** agent finds the strongest path into a company through your firm's collective network. Unlike Meeting Prep and Data Update, you ask for it rather than toggling it on. ### Action 1. In **AI Chat**, ask for a path in — *"Who can introduce me to someone at Acme Corp?"* 2. Read the paths it returns, strongest first, with who can make the introduction. 3. If you want, ask it to draft the intro request. It drafts; it never sends — you review it and send it yourself. > [!TIP] > > Some paths run through **inferred** connections — based on shared work history or a funding round, not a recorded relationship. Each connection has a Strong, Moderate or Weak label and the evidence behind it. Treat inferred ones as leads to check, not facts. ### Expected Outcome You know how to find a warm path into a target company without asking around the firm manually. ### 📚 Help Center * [Warm Intro Agent](https://support.affinity.co/s/article/Warm-Intro-Agent.md) * [Warm Intros in AI Chat and MCP](https://support.affinity.co/s/article/Warm-Intros-in-AI-Chat-and-MCP.md) *** ## Good to Know * **Everything is confirm-before-execute.** Agents and AI Chat both propose; you approve. There is no "always allow" setting. * **Activity history reaches back about 90 days**, so very long-range "first ever interaction" questions may be truncated. * **Answers are scoped to what you can already see.** Affinity AI respects your permissions — it can't surface a record you don't have access to. * **You can always generate a brief yourself.** Monitoring only controls what the agents do overnight on their own. *** ## Troubleshooting **I can't see Ascend or AI Chat in the navigation.** Your plan may not include them, or an admin hasn't enabled Affinity AI at **Settings → Automations & AI → Affinity AI**. **Ascend is empty.** Check, in order: * **Monitoring** is on for you for Meeting Prep and Data Update. It's a per-member setting — see Task 3. * You have **external** meetings. Internal-only meetings don't get a brief. * Your **calendar is synced**, and the meeting synced in time. * For suggested field updates, your meeting note is **attached to the meeting** — see Task 4. **There's no Generate Brief button on my meeting.** Briefs are for external meetings. Check the meeting has attendees outside your firm. **A suggestion looks wrong.** Open the meeting note to check it against the source. If the value is close, correct it with **Edit** before applying; if it shouldn't be applied at all, leave it unchecked so it's declined. Suggestions come from what was said in a meeting, which isn't always what was concluded. ### 📚 Help Center * [Troubleshooting Affinity Ascend agents](https://support.affinity.co/s/article/Troubleshooting-Affinity-Ascend-agents.md) * [Affinity Ascend FAQ](https://support.affinity.co/s/article/ascend-faq.md) *** ## What's Next You've used Affinity's own AI. The natural next step is bringing Affinity **into the AI tools you already work in** — Claude, ChatGPT, Copilot and others — with [Connect AI Tools to Affinity with MCP](https://support.affinity.co/s/article/Tutorial-MCP-connect-ai-tools-to-affinity.md). ## Related topics - [Working with Affinity agents](https://support.affinity.co/s/article/Working-with-Affinity-agents.md) - [Affinity AI Chat Overview](https://support.affinity.co/s/article/Affinity-AI-chat-overview.md) - [Prompts for Affinity AI Chat](https://support.affinity.co/s/article/Prompts-for-Affinity-AI-Chat.md) - [Affinity Ascend agents — Overview](https://support.affinity.co/s/article/Affinity-Ascend-agents-overview.md) - [Affinity MCP Reference](https://support.affinity.co/s/article/Affinity-MCP-reference.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.