Affinity integrates with MeetGeek to log every meeting to the right relationship automatically. Once connected, your summaries and highlights sync as notes linked to the matching person, organization, and opportunity in Affinity. Sync a past meeting on demand, or set a workflow to handle every future call.
In this guide:
Connect Affinity to MeetGeek
In the MeetGeek dashboard, go to the Integrations & Automations page and click the Affinity card.
Authenticate with your Affinity account and grant MeetGeek access.
Generate your Affinity API key
To finish the connection, MeetGeek needs an API key from your Affinity account:
Open your Affinity dashboard.
Go to Settings > Manage Apps.
Find the API keys section and click Generate New Key.
Copy the key and paste it into MeetGeek to authenticate your account.
Set up an automated workflow
A workflow syncs every meeting or highlight to Affinity automatically, right after the call is analyzed.
How it maps: every meeting insight starts as a note attached to a person, which links to their organization and any related opportunity.
Note → Person → Organization → Opportunity
Go to the Workflows tab and click Create new workflow.
Set Send to to Affinity.
In Given a, choose Meeting to sync full summaries, or Highlight to send only selected highlights (e.g. next steps).
Configure your filters (for example, only meetings whose name contains specific words).
Set your sharing preferences, including whether to create opportunities, people, and companies automatically.
Click Save workflow. Your next meeting syncs to Affinity automatically.
Note: The Create reminder option is available only for Meeting workflows. When enabled, MeetGeek generates reminders for any "Next Steps" captured during the meeting analysis.
Share a past meeting manually
Before you start: if the Create opportunity switch is on, you must select an existing opportunity list first. An opportunity list is created manually in the Affinity dashboard, automatically when a workflow with List set to Create new list is saved, or automatically when no opportunity is found for the current participants and Create new list is on.
To share a meeting, go to the Past Meetings page and click the Share button next to it.
Select the settings you need and click Send.
To share specific highlights, open the meeting and select highlights in the Highlights section on the right.
Select the appropriate settings and click Send.
How MeetGeek maps to Affinity
MeetGeek works with these Affinity resources: List, Opportunity, Organization, Person, Note, and Reminder.
When a meeting or highlight is shared (manually or via a workflow):
An Affinity note is created for every shared meeting or highlight.
If an opportunity between all current participants already exists, the note is attached to it.
If an opportunity with the current meeting name already exists in the same list, current participants are added to it.
Only new opportunities are added to the selected list.
If no opportunity exists between the current participants, one is created with the meeting name. Participants are attached as people, and their organizations are attached too.
Organizations that don't exist are created automatically when people are created, based on their email domain.
Every participant is looked up in Affinity. If the Create people switch is on, a person is created for every participant who doesn't exist yet.
If a person list is selected, existing and new people are added to it.
If an organization list is selected, existing and new organizations are added to it.
An opportunity can belong to only one list. A person or organization can belong to multiple lists, but never appears twice in the same list.
Reminders (from meeting workflows): a meeting analysis may produce Next Step highlights. For each one, a reminder is created:
Assigned to the user who shared the meeting.
One-time only, due the day after it's created.
Attached to the opportunity if one exists; otherwise attached to the organization.
Because everything is connected, notes are visible from the organization view, the person view, and the opportunity view.
Here's how it appears in Affinity.
Person view:
Opportunity view:
Organization view:
On the Affinity homepage, opportunity lists are marked with an orange dollar sign. Open any opportunity to find the related notes, reminders, and attached people that MeetGeek shared.
Disconnect Affinity
Go to the Integrations & Automations page and find Affinity in your connected apps.
Go to Settings > Disconnect > Save.
Note: Disconnecting removes all workflows set for Affinity in MeetGeek.
Need Help?
If you have any questions or need assistance, reach out at [email protected] or use the chat messenger in the MeetGeek app.
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