Affinity
Filament

Ask questions about your Affinity data

Connect Affinity to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Affinity tracks your deal pipeline and relationship history, but understanding which investor interactions predict successful closes or how portfolio company performance correlates with engagement patterns requires connecting to financial systems and communication tools. Filament links your Affinity relationship data to accounting platforms, email systems, and analytics tools so you can explore deal velocity, relationship strength, and portfolio performance without manual exports.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Affinity KPIs with Filament Analytics

Connect your Affinity account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Affinity metrics you can track in Filament:

Organizations
Track companies, firms, and portfolio entities with organization name, domain, industry classification, location data, and custom field values you've defined in Affinity.
records:
namedomainindustrylocationcustom_fields
People
Track contacts, investors, and founders with email addresses, job titles, organization affiliations, interaction history, and person-level custom fields.
records:
emailfirst_namelast_nameorganization_idcustom_fields
Opportunities
Track deals, investments, and transactions with opportunity stage, deal size, close date, probability, and custom opportunity fields for pipeline analysis.
records:
namestageamountclose_datelist_id
Lists
Track custom pipelines, deal stages, and categories with list entries, progression history, and position changes for velocity analysis.
records:
nametypelist_entriescreated_at
Notes
Track meeting notes, call summaries, and interaction records with note content, creator, associated people and organizations, and timestamps.
records:
contentcreator_idperson_idsorganization_idscreated_at
Field Values
Track custom field data across organizations, people, and opportunities including dropdown selections, dates, numbers, and text values for relationship scoring.
records:
field_identity_idvalueupdated_at
Interaction History
Track email exchanges, meetings, and touchpoints with interaction type, participants, timestamps, and relationship strength indicators.
records:
typedateperson_idsorganization_idscreator_id
Dormant Relationships
Track organizations and people without recent interactions to identify re-engagement opportunities with last contact date and relationship status.
records:
entity_identity_typelast_interaction_datestatus
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Combine Affinity with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Affinity lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Affinity data gets even more powerful when combined with other tools:

Affinity
Xero

Affinity + Xero

Connect Affinity portfolio companies with Xero financial data to see which investments show the strongest revenue growth, how relationship engagement correlates with financial performance, and which sectors in your pipeline generate the best returns.

Affinity
Google Sheets

Affinity + Google Sheets

Connect Affinity opportunities and interaction history with Google Sheets models to build a kpi dashboard tracking deal velocity by stage, relationship strength scores, and pipeline conversion rates without copying data manually.

Affinity
HubSpot

Affinity + HubSpot

Connect Affinity relationship data with HubSpot marketing activity to see which outreach campaigns generate the warmest introductions, how email engagement affects deal progression, and which communication patterns predict successful closes.

Benefits of Filament's Affinity Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Affinity account

Connect your Affinity account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Affinity data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Affinity dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Affinity integration FAQ

Everything you need to know about connecting Affinity with Filament and getting the most out of your data.