Record summaries
Get an AI summary of where any record stands.
Available on plus, pro, enterprise and ultra plans.
Admins and members with full access to an object can enable record summaries for that object.
Record summaries don't use credits.
A record summary is a short, AI-generated overview of a record's current state, based on its attributes, emails, calls, notes, and tasks. It lets you catch up on a deal or account in a few seconds. Record summaries are enabled on Deals by default, and you can enable them on any other standard or custom object.
Where record summaries appear
You'll see a record summary in three places:
Record pages: At the top of the Overview tab, above highlights. The heading uses the object's name, such as Deal summary.
Record previews: At the top of the Overview tab when you preview a record from a table or kanban view.
Hover cards: In the card that appears when you hover over a record, such as its name in a table view or its card in a kanban view.
Update a summary
Attio generates a record summary on demand, for example when you open the record or hover over it. Each summary shows the timestamp for when it was generated. Once a summary is generated, every member who can see the record sees the same summary until someone updates it.
To update a summary after the record changes, click the Update summary icon next to the summary heading. Any member who can see the record can update its summary, including members with read-only access.
Understand what a summary can include
Record summaries only use information that everyone who can see the record can access, so a summary never reveals details a teammate couldn't see themselves.
Calls, notes, and tasks linked to the record are included. For emails, a summary uses what the whole workspace can see, based on the default sharing setting of the mailbox the email synced from:
Metadata only: Participants and timestamps.
Subject line and metadata: Participants, timestamps, and subject lines. This is the default.
Full access with workspace: The email's content, in addition to its subject line and metadata.
Because Subject line and metadata is the default, most summaries use email subject lines but not email bodies. Full access granted to specific individuals doesn't affect summaries. Learn how to change sharing levels in Share emails with your team.
Enable or disable record summaries for an object
You turn record summaries on or off for each object separately.
Click your workspace name, then Workspace settings.
Open Objects in the sidebar.
Click the object.
Open the Configuration tab.
Under Record summary, enable or disable the Enable record summary toggle.
Summaries appear for all members as soon as you enable the toggle.
Related resources
Choose which highlights and tabs appear below the summary in Configure record pages.
For a summary stored in an attribute that you can show in views and tailor with guidance, use the Summarize record type in AI attributes.
Frequently asked questions
Record summaries appear only when both of these are true:
Your workspace is on a Plus, Pro, Enterprise or Ultra plan. On the Free plan, the record summary setting shows an upgrade prompt instead.
Record summaries are enabled for the record's object. Ask an admin, or a member with full access to the object, to enable them.
Both produce a written summary of a record, but they work differently:
Record summaries: Appear automatically at the top of record pages, use emails, calls, notes, and tasks as well as attributes, and don't use credits.
Summarize record AI attributes: Store a summary in a text type attribute that you can show in views. They use attribute values only, accept Guidance on what to include, and use one workspace credit per record each time they're recalculated.
No, and you can't give it instructions. To change what it covers, update the record's data, such as its attributes or notes, then click Update summary.
The record doesn't have enough data yet, for example no emails, calls, or notes. Once it has more data, click Update summary.