What is the Deal Summary Feature?
The AI Deal Summary feature allows you to quickly review a deal's progress and history.
It provides an Overview: A concise text summary covering key aspects of the deal.
Or a Recap: A detailed summary of updates over a specific timeframe (last 7, 14, 30, 60, 90 days, or all time).
This feature ensures you stay informed on the deal's journey, enabling you to make decisions faster and with greater confidence.
Enabling Deal Summaries
To use this feature, Productive AI must first be activated in your organization’s settings. Once enabled, Deal Summaries will become available for all users.
Using the Deal Summary Feature
Navigate to a Deal
Navigate to CRM > Deals and open the deal for which you’d like an AI-generated summary.
Select "Catch Up"
Navigate to the deal feed and click the Catch Up button to generate a summary.
Productive AI will analyze the deal's activities, updates, and communications to provide you with a summary.
Choose a Summary Format
Overview: A text summary that highlights the deal's title, key milestones, financial details, and overall status, giving you a quick snapshot.
Recap: Select a timeframe (e.g., last 7 days) to generate a chronological summary of activities and updates. This provides a more detailed view of changes, tasks completed, and next steps.
Review and Take Action
The generated summary includes hyperlinks (annotations) that open referenced comments or tracked events in a new tab for easy follow-up.
Here’s what you can do with the summary:
Add More Details: Expand the summary for deeper insights.
Copy the Summary: Share it with stakeholders or add it to deal notes.
Discard the Summary: Remove it if it’s no longer needed.
Benefits of Deal Summaries
Overview
Quickly grasp the current state of a deal.
Review essential details such as financial metrics and milestones at a glance.
Recap
Dive deeper into the deal's activity log over a specific timeframe.
Easily track progress, changes, and completed steps.
Key Considerations
Verification
AI-generated summaries support decision-making but may not replace manual review. Always double-check the information for accuracy.
Data Privacy
Productive AI ensures your data is secure and never uses customer data to train machine learning models. Your information remains private and confidential.