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Connect Jamie to Affinity to log meeting notes as interactions, attach them to existing interactions, or create notes linked to people, companies, and opportunities.
Affinity integration requires an Enterprise plan.

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Setup

Affinity connects with a workspace-wide API key. A workspace admin sets it up once for the whole team.
  1. In Affinity, go to Settings → Manage Apps (under Developer Tools)
  2. Click New App and create an API key for Jamie
  3. In Jamie, go to Settings → Integrations → Affinity
  4. Paste the API key and click Connect
  5. Once verified, your workspace will show the connection as active
Generating an API key requires the “Generate an API key” permission in Affinity, which is controlled by your Affinity admin. API access is also only available on select Affinity license types.
The API key is shared at the workspace level, so every member can send meetings to Affinity once an admin has connected it. Only admins can connect, disconnect, or change sync settings.

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Sending Meetings to Affinity

  1. Open a meeting in Jamie
  2. Click the Share button and navigate to Integrations
  3. Select Send to Affinity
The modal opens with up to three options, depending on what your admin has enabled: Create Note, Create Interaction, and Existing Interaction. When you open the modal, Jamie automatically matches the meeting’s calendar participants (and your own email) to Affinity people and pre-selects them.
Rich text formatting from your meeting notes (headings, bold text, and lists) is preserved when sent to Affinity.

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Create Note

Create a note with your meeting content and link it to existing records.
  1. Select any combination of People, Companies, and Opportunities
  2. Click Create Note
A note must be linked to at least one person, company, or opportunity.

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Create Interaction

Create a new meeting interaction linked to the attendees.
  1. Review the matched attendees:
FieldDescription
Internal AttendeesPeople on your team, matched to Affinity by email
External AttendeesExternal participants, matched to Affinity by email
  1. Add or remove people as needed
  2. Click Create & Send
At least one internal attendee is required to create an interaction. Emails that could not be matched to an Affinity person are shown via the help icon next to the attendee fields.

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Existing Interaction

Add your meeting notes to an interaction that already exists in Affinity.
  1. Search for and select an interaction from the dropdown
  2. Click Overwrite & Send
Jamie surfaces interactions linked to the meeting’s attendees and tries to smart-match by meeting title. The selected interaction’s content is overwritten with your meeting notes, while its existing participants are preserved.

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Settings

Once connected, each member can configure what content to include when sending:
OptionDescription
SummaryMeeting notes with executive summary
TranscriptFull transcript in HTML format
At least one option must be enabled.

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Sync Features (Admin Only)

Workspace admins can control which sending options are available to the whole team:
FeatureDescription
Interaction syncingEnables the Create Interaction and Existing Interaction tabs
Note syncingEnables the Create Note tab
At least one feature must stay enabled.
To change these:
  1. Go to Settings → Integrations → Affinity
  2. Toggle Interaction syncing and Note syncing