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Automate Affinity with AI Agents.

Automate Affinity with AI workers to manage relationship-driven workflows, improve follow-up, and give teams better visibility into deal activity.

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Your Affinity AI Worker

Affinity AI Worker

Active

You: Review our top 50 open deals and partner conversations in Affinity. Flag any account with no meaningful interaction in the last 21 days, rank them by projected pipeline value, and draft the best next follow-up...

Scanning recent Affinity relationship activity...

Ranking stale accounts by pipeline impact...

18 at-risk relationships prioritized for re-engagement.

The worker surfaced stalled deals and partner conversations, ranked them by likely revenue impact, and prepared tailored follow-up recommendations for each account owner...

18Accounts prioritized

18Follow-ups drafted

5 hoursBeforeto8 minWith Toolhouse

Use cases

Relationship intelligence automation with Affinity

Use case 1

Prioritize deal relationships

Toolhouse AI workers can use Affinity to help teams manage the relationship data behind deals, partnerships, and fundraising pipelines. Workers can monitor activity, organize next steps, and reduce the manual work required to keep relationship records current. This helps teams stay proactive in high-value relationship workflows.

Your Affinity AI Worker

Affinity AI Worker

Active

You: Analyze investor and strategic partner activity in Affinity from the last 60 days. Identify the warmest relationships based on meeting frequency, reply recency, and mutual introductions, then create a shortlis...

Reviewing investor and partner touchpoints...

Scoring relationship warmth across recent activity...

14 high-probability investor relationships shortlisted.

The worker identified the strongest current relationships by combining engagement signals into a practical outreach list. Instead of manually reviewing notes and contact...

14Warm relationships found

9Intro paths identified

2 daysBeforeto11 minWith Toolhouse

Use case 2

Track investor and partner activity

Relationship-driven teams often struggle with follow-up consistency. By combining Affinity with Toolhouse, AI workers can detect stale conversations, prompt outreach, and summarize recent interactions so account owners know what to do next. That helps teams protect deal momentum and improve response speed.

Your Affinity AI Worker

Affinity AI Worker

Active

You: Go through all active strategic accounts in Affinity and summarize the latest engagement across meetings, emails, and notes. Highlight upsell-ready accounts, accounts showing inactivity risk, and any owner who...

Compiling meeting, email, and note history...

Detecting engagement patterns and revenue signals...

22 account summaries generated with upsell and churn signals.

The worker turned scattered relationship history into concise account briefs your team can act on immediately. It highlighted which accounts show expansion potential, wh...

22Account briefs created

7Expansion opportunities flagged

7 hoursBeforeto14 minWith Toolhouse

Use case 3

Automate follow-up reminders

Pipeline visibility improves when relationship signals are easier to interpret. AI workers can use Affinity data to identify engaged contacts, surface inactivity risks, and support smarter prioritization across investors, customers, or partners. This makes relationship management more operational and less dependent on memory.

Your Affinity AI Worker

Affinity AI Worker

Active

You: Prepare a weekly relationship health report from Affinity for leadership. Show pipeline coverage by engagement level, list dormant high-value opportunities, and summarize which reps need to reconnect with crit...

Aggregating pipeline relationship signals...

Building leadership summary with risk highlights...

Weekly pipeline relationship report ready for leadership review.

The worker converted relationship activity into an executive-ready summary with clear risk areas and action items. Leadership can quickly see where deal momentum is heal...

11Dormant opportunities flagged

6Reps prompted

manual weekly reportingBeforeto9 minWith Toolhouse

Use case 4

Summarize account engagement

Revenue and partnership teams also benefit from better coordination. Toolhouse can automate reminders, internal handoffs, and account summaries using Affinity, ensuring important opportunities do not stall because of inconsistent process. That reduces administrative burden in relationship-heavy work.

Your Affinity AI Worker

Affinity AI Worker

Active

You: Automate Affinity with AI workers to manage relationship-driven workflows, improve follow-up, and give teams better visibility into deal activity.

Reading workflow context...

Preparing the next best action...

Summarize account engagement

Revenue and partnership teams also benefit from better coordination. Toolhouse can automate reminders, internal handoffs, and account summaries using Affinity, ensuring...

-Tasks handled

-Actions ready

manualBeforetominutesWith Toolhouse

Use case 5

Report pipeline relationship health

Leaders need clear reporting on engagement quality and pipeline health. AI workers can summarize Affinity activity into updates on touchpoints, inactive accounts, and relationship trends, helping teams allocate effort where it matters most. Better reporting supports more disciplined business development operations.

Your Affinity AI Worker

Affinity AI Worker

Active

You: Automate Affinity with AI workers to manage relationship-driven workflows, improve follow-up, and give teams better visibility into deal activity.

Reading workflow context...

Preparing the next best action...

Report pipeline relationship health

Leaders need clear reporting on engagement quality and pipeline health. AI workers can summarize Affinity activity into updates on touchpoints, inactive accounts, and re...

-Tasks handled

-Actions ready

manualBeforetominutesWith Toolhouse

Testimonials

What our customers say

1,000,000+ agents· 15,000+ teams· 1,000+ integrations· Start for free

“We built in record time what would have taken weeks otherwise! I can honestly say that without Toolhouse, our team would have been spending much MUCH more time delivering AI features in the products we're building.”

Marcos Ocón

COO @ Develative (Developer Agency)

EngineeringSince 2025

“I built an agent that qualifies my leads and books calls automatically. No developer, no agency. It paid for itself in the first week.”

Andrew Njoo

Founder @ Stack2Sale

MarketingSince 2025

“Our team of 12 was drowning in repetitive tasks. We described what we needed and the agent just worked. We didn't write a single line of code.”

Kristian Freeman

Manager @ Large Engineering Company

InfrastructureSince 2025

Pricing

Simple, transparent pricing

Start free, scale as you grow. No hidden fees, no surprises.

Business

$500/month

Includes FREE unlimited tokens

Credits / month25,000
Workers50
Log retention30 days
Worker email inboxIncluded
OnboardingIncluded
Organizations—
Account engineer—
SupportSlack, Email

Start now →

No credit card needed

For scaling businesses

Business Max

$1,200/month

Includes FREE unlimited tokens

Credits / month80,000
Workers500
Log retention1 year
Worker email inboxIncluded
OnboardingIncluded
OrganizationsIncluded
Account engineerOn demand
SupportPriority (Slack, Email, Phone)

Start now →

No credit card needed

For larger companies

Enterprise

Custom

For scaling needs

Credits / monthVolume pricing
WorkersUnlimited
Log retentionCustom
Worker email inboxIncluded
OnboardingIncluded
OrganizationsIncluded
Account engineerNamed
SupportCustom

Talk to sales →

14-day free trial on all plans · cancel anytime

FAQ

Using Affinity with AI workers

Common questions about Affinity automation with AI workers.

Can Toolhouse automate Affinity workflows?

Yes. Toolhouse can build AI workers that use Affinity to automate follow-up reminders, relationship tracking, account summaries, and reporting across deal, partnership, and fundraising workflows.

What is a strong use case for Affinity and AI workers?

A strong use case is automating relationship follow-up. AI workers can detect inactive opportunities, summarize recent engagement, and prompt the right next step without manual account review.

Why combine Affinity with workflow automation?

Combining Affinity with workflow automation helps teams improve follow-up discipline, reduce admin work, and manage relationship-based pipelines with better visibility and consistency.

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