Accessing & Exporting Copilot Record Summaries in HubSpot

[JDiazRojas1]

Hi HubSpot Community,

I’m currently using HubSpot’s AI feature, Copilot, which generates Record Summaries for different objects, including deals. I need to know if there is a way to:

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

2. Use them in reports or dashboards within HubSpot.

Since these summaries are visible in the UI but not stored in standard properties like “Notes,” I’d like to understand if there’s a way to retrieve them programmatically or through built-in reporting tools.

Could you confirm if this is possible and what the best approach would be?

Thanks in advance for your help!

Best,

Julian Diaz

[karstenkoehler · Accepted solution]

Hi @JDiazRojas1,

At the moment, no, this is not possible. HubSpot might introduce this in the future but as of now, this company summary is only accessible through the copilot sidebar.

I would find this useful as well and you could request this in the HubSpot Ideas section of the community, reviewed by the product team: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

Best regards!