📝 AI Deal Summaries

AI summaries make it easier to review and understand deals without digging through activity.

What’s new

• A new Summary card in the deal view that generates a structured overview of the deal
• Summaries include an overview, recent history, and suggested next steps
• Summaries persist on the deal once generated and can be copied with one click
• A new Summary column in pipeline view shows a short, one-line summary for each deal. Click the field to expand the full summary.
• Deal summaries are also visible in the Streak sidebar in Gmail, so context is available directly from email threads
• Summaries can be regenerated from the deal view or pipeline to reflect recent activity

AI summaries are free to use while the feature is in beta.