# AI Automation for Affinity

> 7 workflow automations purpose-built on top of Affinity — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/affinity/
- **Automation count:** 7
- **Roles:** Venture Capital Associate

## Automations

- [RMD & Distribution Tracking for Venture Capital Associates](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-venture-capital-associate-with-affinity/) — AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across 
- [New Client Onboarding for Venture Capital Associates](https://calish.com/workflows/with/new-client-onboarding-for-venture-capital-associate-with-affinity/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Affinity, orchestrates ACATs, and chases missing signatures — da
- [Client Meeting Prep Pack for Venture Capital Associates](https://calish.com/workflows/with/client-meeting-prep-pack-for-venture-capital-associate-with-affinity/) — AI assembles the review pack from Affinity, DealCloud, and the CRM — including recent life events from emails — and drafts talking points — 
- [Portfolio Drift & Rebalance Alerts for Venture Capital Associates](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-venture-capital-associate-with-affinity/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo
- [Quarterly Commentary & Client Letter for Venture Capital Associates](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-venture-capital-associate-with-affinity/) — AI drafts firm-level commentary and personalizes per-client paragraphs from Affinity data — every client gets a relevant letter, not boilerp
- [Communication Compliance Surveillance for Venture Capital Associates](https://calish.com/workflows/with/communication-compliance-surveillance-for-venture-capital-associate-with-affinity/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to
- [Loan File Assembly for Venture Capital Associates](https://calish.com/workflows/with/loan-file-assembly-for-venture-capital-associate-with-affinity/) — AI ingests each document into Affinity, classifies it, checks for completeness and consistency, chases missing items, and builds the underwr

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