Summarize a record

If you've toggled on CRM and Customer conversation data in your AI settings in your HubSpot account, you can use Breeze AI to summarize contact, company, deal, and ticket records. Additionally, if you've toggled on Breeze Copilot in your HubSpot account, you can expand on the summary or ask Copilot questions on the data. You can summarize records in the following ways:

• Use the Breeze record summary card on record previews and record views. This summary includes information about the currently viewed record's activities, notes, and ownership in your CRM. This summary is automatically generated and cannot be manually customized. Instead, it is dynamically influenced by the activities logged to the record.
• Generate a summary on a record or in the Copilot chat. This summary includes information about the currently viewed record's activities, notes, and ownership. It also includes general details about the record based on property values (e.g., Nick Halden was created on April 11, 2025. Other key properties include email: nick.h@finewines.com). This summary is automatically generated and cannot be manually customized. Instead, it is dynamically influenced by the activities logged to the record.

If you're searching for a record, you can also generate summaries from your account search results. If you want to summarize calls, learn more about summarizing call recordings.

Please note: if you've turned on Sensitive Data, you may encounter limits when summarizing records. For example, you will not be able to summarize certain activities such as calls and sales emails.

Use the Breeze record summary card

You can use the Breeze record summary card to when previewing or viewing a record to access an AI-generated summary of the record. The summary includes information about your connection with the record, such as details about activities and ownership. The card's summary generates immediately on preview or record page load and can be refreshed manually.

To view general summarized information about the record, use Copilot to summarize the record instead.

Add the Breeze record summary card to a view

The Breeze record summary card is included on records by default if you haven't yet customized your record or preview views. If you have previously customized views, you can add it as a middle column or right sidebar card.

To add the Breeze record summary card:

1. Navigate to the record preview editor or record view editor for contacts, companies, deals, or tickets.
2. Hover in the middle column or right sidebar, the click the addIcon add icon.
   • Click the Card library tab.
   • On the Breeze record summary tile, click Add card. 
   • Click the X to close the panel.
3. To change the order in which the card appears, click and drag the card to its desired position.
4. In the top right, click Save and exit to apply your changes.

Learn more about removing a card from a column.

Please note: you can also remove the Breeze record summary card from the sales workspace for target accounts and deals.

View the Breeze record summary card

Once you've added the Breeze record summary card to your preview or record views, to view the summary:

1. Navigate to your records:
   • Contacts: In your HubSpot account, navigate to CRM > Contacts.
   • Companies: In your HubSpot account, navigate to CRM > Companies.
   • Deals: In your HubSpot account, navigate to CRM > Deals.
   • Tickets: In your HubSpot account, navigate to CRM > Tickets.
2. To preview a record and view the summary card, hover over a record, then click Preview. The Breeze record summary card will be visible in the preview panel.

3. Click the name of a record to view the summary card on a record. In the right sidebar, navigate to the default Breeze record summary card.

4. Click the breezeRegenerateIcon regenerate icon to refresh the summary if desired.

Generate a summary on a record

You can generate a Breeze record summary using Breeze Copilot either from the record you're viewing or in the Copilot chat.

1. Navigate to your records:
   • Contacts: In your HubSpot account, navigate to CRM > Contacts.
   • Companies: In your HubSpot account, navigate to CRM > Companies.
   • Deals: In your HubSpot account, navigate to CRM > Deals.
   • Tickets: In your HubSpot account, navigate to CRM > Tickets.
2. Click the name of the record you want to summarize.
3. Click the Actions dropdown menu, then select Summarize. In the Copilot panel, review the record summary.

The Breeze record summary will display a table of the record's properties, as well as paragraphs that summarize the record's notes and activities. Depending on the object and the data stored on the record, the following properties are displayed in the table:

• Company: Company name, Create date, Owner, Status (from Type, Lifecycle stage, or Lead status), Number of employees, Revenue, Last activity date, Phone number, Address, and Industry. If the company is a prospect, the summary will also show Number of open deals, Potential revenue, and Upcoming close dates. If the company is a customer, the summary will also show ARR from closed won deals and Number of open tickets.
• Contact: First name, Last name, Create date, Owner, Company name, Association labels, Job title, Phone number, Email, Status (Lifecycle Stage), and Last activity date. If the contact is a prospect, the summary will also show Number of open deals, Potential revenue, and Upcoming close dates. If the contact is a customer, the summary will also show ARR from closed won deals and Number of open tickets.
• Deal: Deal name, Create date, Company name, Owner, Pipeline, Deal stage, Deal amount, close date, Deal type, Last activity date, Forecast category, and Next step.
• Ticket: Ticket name, Description, Create date and time, Time since the ticket was opened, Company name, Owner, Pipeline, Ticket status, Source, Priority, Time to close, SLA due date, and Last activity date. If the ticket is closed, the summary will also show Close date and Resolution.

Learn more about using Copilot.