The Scenario
You joined a fund three weeks ago as VP of Investments. Your first partner meeting is Friday. Someone mentioned there are "about 25 Affinity lists" but couldn't tell you what's in most of them or how the data model is structured. You need to understand what you're working with before you can prioritize anything.
You want an Excel workbook with every Affinity list — names, types, IDs, and how many fields each one has — so you can walk into Friday's meeting knowing the landscape.
The bad version:
- Open Affinity's list view, count 27 lists, start copying names and types into a workbook manually.
- Realize some lists have the same name with different scopes and you're not sure how to distinguish them until you click into each one.
- Spend an hour building a reference table that's already out of date by the time you finish because two more lists got created while you were typing.
You've been at the fund for three weeks. You don't have time to become the Affinity admin before you can do your actual job.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. Through its Affinity integration, it can retrieve metadata for all lists in your Affinity account and write a complete inventory — names, types, IDs, field counts — into your workbook in one pass.
Export every Affinity list name and its available field definitions into an Excel table so I can audit our data model, one row per field with list name, list type, field name, field type, and field ID
What You Get
- One row per Affinity list (or one row per field if you ask for field-level detail).
- Columns: list name in A, list type in B, list ID in C.
- All 25+ lists pulled in a single operation.
- The list IDs in column C are what you need if you later want to pull data from specific lists by ID rather than name.
What If the Data Is Not Quite Ready
You want field counts alongside the list metadata
Get the metadata for all lists in my Affinity account. For each list, include the list name, type, ID, and the total number of fields configured on that list. Write to this workbook starting at row 2.
You only want organization-type lists
Get the metadata for all Organization lists in my Affinity account and put the list names and IDs in this workbook. Skip any People or Opportunities lists.
You want to include the full field definitions for each list
Export every Affinity list name and its available field definitions into a table in this workbook. Include columns for list name, field name, field type, and field ID — one row per field, with the list name repeated for every field that belongs to it.
Full kill-chain: get all lists, expand their fields, flag sparse lists, sort alphabetically
Get all Affinity lists and their field definitions. Write one row per field with columns for list name, list type, field name, field type, and field ID. Add a column that marks any list with fewer than 5 fields as "Sparse". Sort by list name alphabetically. Write starting at row 2.
One prompt produces the governance map you need before you can make informed decisions about the data model.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to map all your Affinity lists and their schemas. Once you know the landscape, see Export Portfolio Companies From Affinity Into an Excel workbook to start pulling actual data, or the Affinity integration overview.