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Deepdive
AI features
AI Summaries: review deals faster with clear, up-to-date context
Use AI to quickly understand where things stand without digging through your deal timeline.
AI Summaries are currently in beta. AI features are free to use during the beta period. We’ll continue to communicate timing and any upcoming changes with plenty of time to plan for your team's usage. For now, you can try AI Summaries and start using it in your day-to-day workflows for free.
Need deal updates fast?
Reviewing a deal often means clicking through emails, notes, and timelines to piece together recent interactions—work that repeats every time you come back.
AI summaries turn unstructured deal activity into a clear, shared summary, so you can understand the state of a deal in seconds.
Each summary pulls together recent activity, deal history, and next steps to quickly explain where things stand.
How AI Summaries work
A new Summary card now appears in the deal view. Once generated, the summary stays with the deal so anyone reviewing it can quickly get context—no re-generating, no waiting.
Each summary includes:
- Overview of the deal
- Key history from recent interactions
- Next steps based on what’s happened so far
You can also copy the summary with one click to share updates or prepare for a review.
Deal context wherever you’re working
You can find AI summaries anywhere you're working on a deal.
In your pipelines
A Summary column shows a short, focused one-liner for each deal, making it easy to scan for status and next steps across the pipeline. Click to expand for a complete summary.
In the deal view
Get a full summary of each deal when working in the box view. Collapse this to save space or drag and drop the summary card to set up a customized view for your deals.
In Gmail
When you’re writing or replying to emails in your inbox, the Summary column in the Streak sidebar lets you see deal context directly from the email thread.
Always see the latest updates
When deal activity changes, you can regenerate the summary to pull in the latest context.
Refresh summaries directly from the deal view or pipeline to keep history and next steps current as work progresses.
Faster, clearer deal reviews
- Faster deal reviews — no digging or context switching
- Better manager visibility — quick insight before 1:1s or pipeline reviews
- Shared understanding — everyone sees the same summary when opening a deal
- More accurate next steps — grounded in real activity, not memory
FAQs
What are AI summaries in Streak?
AI summaries are AI-generated overviews of a deal that analyze emails, notes, and interactions to highlight the current state of the deal, recent history, and suggested next steps. They’re designed to help you understand a deal quickly without digging through activity.
What information does an AI summary include?
Each AI summary includes a high-level overview of the deal, anything blocking the deal, recommended next steps based on deal activity, and a history of key interactions. The summary is structured to support fast reviews and consistent updates.
Where can I see AI summaries?
You can view AI summaries directly on each deal, as a summary column in pipeline view, and in the Streak sidebar while working inside Gmail email threads.
How do I generate or update an AI summary?
You can generate a summary from the Summary card in the deal view. When activity changes, you can regenerate the summary from the deal view or pipeline to pull in the latest context.
Who are AI summaries for?
AI summaries are especially useful for managers reviewing deals, but they’re helpful for anyone who needs quick context—before a follow‑up, handoff, or pipeline review.
Are AI summaries free?
AI summaries are free to use while the feature is in beta.
Still have questions?
Can't find the answer you're looking for? Feel free to chat with our friendly team!
