Automate Affinity with Caddi
Built for finance teams.
Affinity is a relationship-intelligence CRM used by dealmakers, private equity, and investment firms that auto-captures relationships from email and calendar. Caddi automates the record upkeep around it so deal and contact data stays current.
Automating Affinity takes one screenshare.
Show Caddi the Affinity workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Record it once
Screen-share the Affinity task the way you already do it.
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Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Affinity
Why teams automate Affinity
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 patternCaddi 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 patternCaddi syncs deal and portfolio data between Affinity and the firm's reporting stack so the pipeline view stays consistent.
Contact enrichment
Recommended patternCaddi 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Affinity with no model in the loop.
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.
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.