Overview
Wokelo seamlessly integrates with Affinity CRM to auto-generate research and enrich your pipeline in a secure, compliant way. By bridging due diligence with relationship management, we eliminate manual data entry and embed updated, context-aware insights directly into your workflow—empowering your team to evaluate opportunities faster than before.Key Capabilities & Workflows
Enterprise-Grade Security
We operate on a restricted user model, accessing only the specific lists you explicitly authorize. Your sensitive pipelines, private notes, and contact data remain completely isolated from the integration.Automated Research Triggers
Instantly launch analysis based on deal activity. Adding a company to a list or updating a status field triggers Wokelo to generate the appropriate output—from preliminary screening recommendations to deep-dive investment memos.- Company stage change: Updating an organization’s deal stage triggers a company research workflow.
- New company added: Adding a new organization initiates a new company research flow automatically.
Bespoke Workflow Execution
We execute your custom workflows and write structured outputs back into Affinity.Seamless Company Enrichment
Wokelo writes insights directly back into your workflow. We can push sections from your custom workflows to the companies’ notes, ensuring data is always decision-ready.
Use Cases
- New organization added: When a new company is added to your Affinity CRM, Wokelo automatically kicks off the right research workflow for that company. There’s no need for your team to manually request, track, or manage research reports—everything starts running in the background as soon as the company appears.
- Stage change: When a company moves from one stage to another (for example, from Screening to Under Diligence), Wokelo detects the change and automatically runs the relevant research for that stage. This ensures your team always has the right level of insight at the right point in the deal cycle.
- Insights enrichment: Wokelo can also push key insights from its reports directly back into Affinity. These insights can be written into company notes or any custom field you choose, so your CRM stays continuously enriched with up-to-date, decision-ready intelligence.