The Scenario
You're managing outreach for a Series B fundraise. Your firm tracked 600 VCs in Affinity over the past two years — names, emails, companies, stages, and custom fields marking who's been contacted and at what stage. Your email tool needs a clean import: one row per person, with name, email, company name, and stage. Your Affinity account has all of it, scattered across custom fields and list memberships.
You've been handed this task the day before the campaign is supposed to launch.
The bad version:
- Export the Affinity persons list to CSV — discover it only exports base fields, not the custom fields like Stage or the list-level fields that mark contact history.
- Manually open each person record to get the custom field values, copy them into the CSV, repeat 600 times.
- Get to row 200 and realize 40 of the email addresses are formatted with trailing spaces that will cause import failures, add deduplication to your to-do list, and wonder if you missed the Stage field for some records.
The campaign launch is tomorrow morning. You have 600 rows to get clean.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. Through its Affinity integration, it can pull every person record from your Affinity account — with their custom fields, email, company, and list memberships — into a flat table in one operation. No record-by-record clicking, no JSON parsing.
Pull every person record from Affinity into this workbook including all custom person fields and the metadata for their most recent list entry, one person per row starting at row 2
What You Get
- One row per person across your entire Affinity person network.
- Columns: name in A, email in B, company name in C, list memberships in D (comma-separated).
- Persons with no email address get a blank cell in B rather than an error, so they're easy to filter out before your import.
- Persons appearing on multiple lists have all list names listed together in column D.
What If the Data Is Not Quite Ready
You need custom person fields included
Pull every person record from Affinity into this workbook including all custom person fields and the metadata for their most recent list entry — one person per row starting at row 2
You want to filter to only persons on a specific list
Export all persons from my Affinity 'Series B Targets' list into this workbook with their name, email, company name, and stage field — one person per row
Some email addresses have formatting issues you need to clean before importing
Export all persons from my Affinity workspace into this workbook. Trim any whitespace from email addresses. Flag any row where the email column is blank or doesn't contain an "@" with "Invalid email" in a new column. Sort so flagged rows appear at the bottom.
Full kill-chain: export all persons, clean emails, deduplicate, add stage, sort for import
Export all persons from my Affinity workspace into this workbook. Include name, email, company name, and the Stage custom field. Trim whitespace from emails. Remove duplicate rows where the email address repeats. Flag rows with a blank or malformed email in a new column. Sort by company name alphabetically. Write starting at row 2.
One prompt gets you an import-ready file — deduped, cleaned, and sorted — before the launch window closes.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook the night before your next import, then ask it to export all persons from Affinity with the fields your email tool needs. For checking which lists those persons appear on, see Check Affinity List Membership for Companies in an Excel workbook or the Affinity integration overview.