NewPlan your 2027 AI roadmap with Caddi DiscoverOther eventsNext: ADVISE AI, Oct 20–22
In-ProgressFinance

Automate Affinity with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Affinity. It runs the Affinity steps your team does by hand today, and connects it to Salesforce, HubSpot, and Addepar. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Affinity integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Affinity and every tool it touches, including the screens with no API.

Visit affinity.co

How to automate Affinity

  1. Connect Affinity to Caddi

    Allow

    1Sign in to Affinity

    One click with your own Affinity login. No API keys.

  2. Automate CRM record upkeep in Affinity.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Affinity integrations

Connect Affinity with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Affinity

Why teams automate Affinity

Affinity is a relationship-intelligence CRM used by dealmakers, private equity, and investment firms that auto-captures relationships from email and calendar. Caddi AI Agents automate the record upkeep around it so deal and contact data stays current.

Relationship intelligence is only useful when the records are complete and current. Caddi runs the enrichment, sync, and reconciliation so the Affinity pipeline reflects reality without manual updates.

Loops Caddi runs against Affinity

  • CRM record upkeep

    Recommended pattern
    1. Affinity
    2. Salesforce
    3. HubSpot

    Caddi keeps Affinity relationship records current by reconciling contacts and deals against the firm's other systems and writing back the corrected fields.

  • Deal data sync

    Recommended pattern
    1. Affinity
    2. Addepar
    3. Microsoft Excel

    Caddi syncs deal and portfolio data between Affinity and the firm's reporting stack so the pipeline view stays consistent.

  • Contact enrichment

    Recommended pattern
    1. Affinity
    2. HubSpot
    3. Google Sheets

    Caddi enriches new Affinity contacts with firm data, dedupes against existing records, and flags conflicts for review.

Where finance teams use it

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Affinity with no rekeying.

  • Meeting prep & follow-up

    Pull the right Affinity data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Affinity metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Affinity, and write the audit-ready record back to the right account.

Questions about automating Affinity

Does Caddi have a real Affinity integration?

Yes. Caddi runs verified code against Affinity's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Affinity is reviewed before it runs in production.

Do I need engineering help to automate Affinity with Caddi?

No. You demonstrate the workflow, clicking through Affinity the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Affinity data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Affinity, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Affinity to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Affinity, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Affinity?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Affinity

Browse all
See it on your stack

Ready to automate Affinity?

Drop your work email and we'll show you Caddi running end-to-end against Affinity and the rest of your stack.