How to Use Hubspot AI to Generate Email Summaries

Hubspot gives marketers powerful built-in AI tools to quickly generate clear, consistent marketing email summaries. These summaries help you document campaign details, share context with teams, and compare test variants without manually rewriting every email overview.

This step-by-step guide walks you through how to enable, generate, edit, and manage AI-generated email summaries inside your marketing email tool. You will also learn how this feature works with A/B tests and how to keep your summaries accurate and compliant.

What Are Hubspot AI Email Summaries?

The AI email summary feature in Hubspot automatically creates a short description of your marketing email based on its content and settings. The summary is stored in the email's settings and can be used for reporting, internal communication, and quick campaign reviews.

When you turn on the AI option, the system analyzes elements such as:

• Subject line and preview text
• Body content and main call-to-actions
• Target audience and personalization tokens
• Key offers or value propositions

The result is a concise summary that captures what the email is about and why it is being sent.

Requirements Before Using Hubspot AI Summaries

Before you can use this feature, your Hubspot account must meet standard AI feature requirements and permission settings. Make sure that:

• Your subscription includes access to marketing email tools.
• AI features are allowed in your account's data and privacy settings.
• You have permission to edit marketing emails and email settings.

If you are not sure whether AI tools are enabled, check with your account administrator or refer to your internal governance policy for using AI within your CRM.

How to Turn On Hubspot AI Email Summaries

AI email summaries can be enabled directly in the settings for each marketing email. Follow these steps to activate the feature.

Step 1: Open Your Marketing Email in Hubspot

1. Go to your marketing email dashboard.
2. Select an existing email or create a new marketing email.
3. Open the email editor so you can access its details and settings.

Step 2: Navigate to the Email Summary Settings

1. Within the email editor, locate the section that holds general email settings (such as name, internal description, and campaign).
2. Find the field or area labeled "Email summary" or similar internal notes section.
3. Look for the option to generate or manage an AI-generated summary.

Step 3: Enable AI-Generated Summaries

1. Toggle on the AI summary option to allow the system to create a summary for this email.
2. Confirm any prompts about using AI features in your Hubspot account.
3. Save your email settings so the AI can start analyzing the content.

Once enabled, a draft summary will be generated based on the current version of your email.

How to Generate and Refresh Hubspot AI Summaries

After you turn on the feature, you can generate a new summary or refresh an existing one whenever your content changes.

Generate a New Summary

1. Open the marketing email in your editor.
2. Go to the summary field in the email settings.
3. Click the option such as "Generate with AI" or "Create summary."
4. Wait a few seconds while the AI analyzes your email.

The summary field will automatically populate with a short, descriptive paragraph that outlines the core goal and content of your email.

Refresh a Summary After Editing Your Email

1. Make changes to your subject line, body content, or offers.
2. Return to the summary field.
3. Use the "Regenerate" or "Refresh with AI" option to update the text.
4. Review the new summary for accuracy and save your changes.

This keeps your Hubspot email documentation aligned with the actual message your contacts receive.

Editing and Reviewing Hubspot AI Email Summaries

AI-generated text is a starting point. You should always review and refine summaries before publishing or sharing them internally.

Best Practices for Editing AI Summaries

• Check for accuracy: Confirm that the summary reflects the real offer, audience, and intent.
• Stay compliant: Remove any wording that might conflict with your brand, legal, or regulatory requirements.
• Keep it short: Aim for one or two concise sentences.
• Use internal language: Add campaign names, product codes, or internal tags that your team understands.

You can type directly into the summary field to overwrite or adjust the AI-generated draft. The edited text will be saved like any other field in your marketing email.

Using Hubspot AI Summaries with A/B Test Emails

If you run A/B tests in your marketing email tool, AI summaries can help you quickly compare the intent and structure of each variant.

How Summaries Work for A/B Variants

• Each variant can have its own AI-generated summary.
• The AI analyzes the specific subject line and body for variant A and variant B.
• You can edit each summary separately to highlight differences in offer, tone, or design.

This is particularly useful when reporting which version performed better and why. For example, you might note that one variant focuses on a discount while another highlights a free trial.

Tips for Managing A/B Test Summaries in Hubspot

• Include the variant label (A or B) at the start of each summary.
• Mention the main change being tested, such as "subject line" or "CTA button."
• Use summaries later in your reporting notes to explain performance differences.

Governance and Responsible Use of Hubspot AI

Using AI tools in your CRM should follow your organization's data, privacy, and compliance policies. Within Hubspot, administrators can configure AI usage settings to align with your company's standards.

Consider the following governance steps:

• Document who can enable AI features in your account.
• Train your team on reviewing AI content before saving or sharing.
• Establish guidelines for what must never appear in AI-generated text (for example, sensitive or regulated claims).

Because summaries are internal, they are typically lower risk than customer-facing content, but they can still influence decisions and reporting, so accuracy matters.

Practical Ways to Use Hubspot Email Summaries

Once you are consistently generating summaries, they can support several workflows beyond simple documentation.

• Campaign organization: Quickly scan email summaries to understand what each send covers.
• Team collaboration: Share context with sales or service teams so they know what contacts received.
• Reporting: Pair performance metrics with summaries to see which themes or offers work best.
• Knowledge transfer: Help new team members understand historical campaigns without reading every email in full.

AI tools in Hubspot reduce manual writing time while keeping your marketing assets well documented and searchable.

Learn More About Hubspot and AI Email Tools

For full technical details and up-to-date instructions, always review the official documentation at Hubspot's AI email summary guide. Features and interface labels may change, so confirm any visual differences inside your own account.

If you want help building a broader email strategy, automation workflows, and CRM architecture, you can also explore consulting resources such as Consultevo, which focuses on implementation and optimization services.

Conclusion: Streamline Email Management with Hubspot AI

AI-generated email summaries in Hubspot make it easier to keep your campaigns organized, transparent, and easy to analyze. By enabling the feature, generating and refreshing summaries, and applying them to A/B tests, your team spends less time on repetitive documentation and more time on strategy.

Adopt a simple review process, align AI usage with your governance rules, and use summaries as a central part of your email reporting. Over time, this will create a reliable, searchable record of your marketing efforts, directly inside your Hubspot account.

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