Feature Request: Enable Export & Reporting for Copilot-Generated Record Summaries

HubSpot Ideas

Status: Idea Submitted

1

Hi HubSpot Product Team,

I’m currently using HubSpot’s AI feature, Copilot, which generates Record Summaries for various objects, including deals. While these summaries provide valuable insights, they are only visible in the UI and not stored in standard properties like “Notes.”

I’d love to see enhanced functionality that allows users to:

1.Export Copilot-generated summaries (via API, workflows, or reports).

2.Use these summaries in reports and dashboards within HubSpot for better visibility and analysis.

Having the ability to retrieve these summaries programmatically or leverage them in reporting would greatly improve their usability and allow teams to integrate AI-generated insights into their workflows.

Is this something HubSpot could consider for future development?

Thanks!

Julian Díaz

2

Agreed it would be very helpful to be able to export the lists generated by copilot.

3

Absolutely! Crazy you have to manually copy the summary for every deal in order to include in any automations.