Aug 14, 2026
Deal Summary now brings together the quick hits from emails, meetings, notes, and related deals.
Last updated
Deal Summary now gives you the quick hits from the activity behind each open deal.
At the top of the deal page, the AI summary pulls together emails, meetings, notes, and related deals. It shows what has happened, what is still unresolved, and whether the deal in HubSpot matches what the buyer is doing.
Deal Health and Status remain separate below the summary. The summary focuses on the activity behind the deal, while those fields show Data Parrot's current assessment of it.
Where to find it
Open any active deal from Deals. Deal Summary appears at the top of the deal page after Data Parrot analyzes the deal.
Markdown version