Quick tipHow toSales Hub

Summarize an email thread in the iOS app

Useful when handing off a thread.

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Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: on the iOS app, open the record's Activity tab, tap the email thread and generate an AI summary. Helpful when handing off a thread.

1. In HubSpot

The relevant screen in my demo portal.

Record activity More menu showing Log SMS, Log a LinkedIn message and Log a WhatsApp message
The same record type users log by hand from the More menu (1).

2. Worth knowing

Read the full thread before acting on anything the summary leaves out.

3. Related

Comments on activities.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

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