Affinity

Your next deal is in your network.

Sales

Compliance CertificationsGDPRCCPASOC2ISO 27001

About Affinity

A relationship management platform for teams that helps organize contacts and track interactions. It stores emails, notes, and meeting histories and helps manage deals and workflows. Users search networks, coordinate outreach, and gain a view of engagement across relationships.

What Cakewalk Does With Affinity

Govern who on your team and which agents can access Affinity. AI agents can act inside Affinity with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in Affinity through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle Affinity TasksAgent Connection	A person asks their agent to do something in Affinity, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in Affinity is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.