What AI Employees can do with Affinity
Example tasks your workforce can handle once Affinity is connected.
Summarize recent activity in Affinity for your team
Create and update records in Affinity from email or chat context
Trigger follow-up work when something changes in customer relationships
Route exceptions to the right person with full context attached
Why use Odella with Affinity?
AI-native Affinity integration
- Native connection flow — AI Employees work inside Affinity, not through brittle copy-paste
- Structured actions so AI Employees can operate reliably inside Affinity
- Deep coverage across crm workflows your team already runs in Affinity
Managed auth
- Secure OAuth and credential storage — no API keys pasted into prompts
- Central place to connect, scope, and revoke Affinity access per AI Employee
- Per-worker credentials instead of shared keys sitting in workflow configs
Built for AI Employees
- Tools scoped to what each worker actually needs from Affinity
- Fits into broader employee workflows — not isolated one-off automations
- Clear work history so you always know what ran, when, and on whose behalf
Enterprise-grade security
- Control which AI Employees can access Affinity and what they can do
- Scoped, least-privilege permissions per worker
- Human approval gates for sensitive actions before they execute
Capabilities
Toolkits, triggers, and actions available to your AI Employees through Affinity.
Get a company s list entries
Get a company s lists
Get all companies
Get all list entries on a list
Get all list entries on a saved view
Get all opportunities
Get all persons
Get a person s list entries
Get a person s lists
Get a single company
Get a single opportunity
Get a single person
Get current user
Get metadata on all lists
Get metadata on a single list
Get metadata on a single list s fields
Get metadata on a single saved view
Get metadata on company fields
Get metadata on person fields
Get metadata on saved views
Frequently asked questions
Common questions about connecting Affinity to your Odella AI workforce.
How do Odella AI employees connect to third-party apps?
After you hire an AI Employee, connect the integration from their settings in a few clicks. Odella handles authentication securely so your worker can read, write, and act on data in the tools your team already uses.
Is my data secure when Odella connects to external tools?
Odella uses secure OAuth and credential storage for every integration. You control which tools each AI Employee can access, and sensitive actions can require your approval before they run.
How do triggers work with Odella AI Employees?
Where supported, triggers start work automatically when something happens in a connected app — like a new email, ticket, or record. Your AI Employee picks up the task and follows the workflow you trained them on.
Does Odella replace my existing software?
No. Odella works alongside the tools you already pay for. AI Employees operate inside Gmail, Slack, Salesforce, and the rest of your stack — they do not replace those systems.
How quickly can I connect Affinity to an Odella AI Employee?
Most teams connect Affinity in a few minutes through Odella's native integration flow. Choose the AI Employee who needs access, authenticate securely, and define which actions they can perform.
Try Affinity now
Type what you want done — sign in and connect Affinity to your AI workforce.
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