Why is this hack helpful?

Keeping your team informed about key updates in HubSpot can be time-consuming, especially when managing multiple records like contacts, deals, companies, or tickets. With HubSpot’s CoPilot integration, you can automate record summaries and share them instantly with your team using internal email notifications or other integrations, such as Slack.

This HubSpot hack will show you how to set up workflows to generate automated summaries and use internal emails or Slack for quick collaboration, ensuring your team stays aligned and efficient.

Steps to Set It Up

Step 1: Create a Workflow for Automated Record Summaries

  • Go to Automation > Workflows and select Create Workflow from Scratch.
  • Choose the event that will trigger the workflow. Examples include:
    • "Contact becomes a customer"
    • "Deal reaches a specific stage"
    • "Ticket is created"
    • "Company property is updated"

Pro Tip: If you want to get really clever, you could use the Lead Scoring Tools in HubSpot to trigger this workflow if a contact reaches a particular score and is determined as a highly-engaged client.

  • Add the Summarise Record Action
    • Add a new action by clicking the plus button and choosing the AI > Summarise Record action.
    • This will use HubSpot’s CoPilot to generate a summary of the relevant record (e.g., contact, deal, company, or ticket).
  • Send an Internal Email Notification
    • Click the + icon again and select Send internal email notification.
    • Configure the email to notify the contact owner or relevant team member.
    • If you click on the body area, a sidebar will appear, and you can open the dropdown to select Action outputs. Then, you can select Object summary. This will use the output of the Summarize record action in your internal email body.

Screenshot 2025-04-10 at 8.43.40 am

  • Optional: Add Slack Notifications
    • Add another "+" icon and select "Send Slack notification".
    • Similar to the internal email notification, if you click on the multi-line text area, a sidebar will appear, and you can open the dropdown to select Action outputs. Then, you can select Object summary. This will use the output of the Summarize record action in your notification.

Wrapping Up

With HubSpot’s CoPilot integration in workflows, you can create a seamless system for generating and sharing record summaries. Whether it’s notifying your team via email or collaborating in Slack, this hack ensures your team stays informed and ready to act.

Start using this workflow today and see how it transforms the way your team collaborates and communicates!