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Copy or share an AI summary

Copy a view's AI summary, or share it by email, to a Slack channel or in Microsoft Teams.

Last updated Nov 10, 2026

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Open in app
The Organization view, with the Summary button in its header that opens the summary panel.

Send a view's AI summary to the people who need it, without retyping it.

Copy the summary #

In the summary panel's toolbar, click the copy icon (Copy summary). The summary is copied as plain text, ready to paste.

Share the summary #

  1. On Organization or a team view, click Summary.
  2. In the panel's toolbar, click the share icon, the last button.
  3. Choose where to send it. Email opens your email app with a new message holding the summary. Slack and Teams open a dialog.
  4. For Slack, pick a channel under Post to and click Post. For Teams, pick My Brev chat, a channel or a person under Send to and click Send.
Success check
Slack shows "Summary shared to #<channel>". Teams shows "Sending to Microsoft Teams", or "Sending to your Brev chat in Microsoft Teams".

If an option is missing #

  • If Slack isn't connected, the Slack item shows Connect and opens Settings, where an admin connects the Slack app.
  • Teams appears only when your organization can send to Microsoft Teams.
  • Copy and share stay greyed out until the summary has loaded.
PreviousGet an AI summary of your goalsOpen the AI summary of a view to read how your organization's or team's goals are progressing, written by Brev.
NextChange how the AI summary is writtenEdit a view's prompt recipe to set the tone, audience and length of its AI summary or digest, and dismiss a bad version.
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Related

  • Get an AI summary of your goals

    Open the AI summary of a view to read how your organization's or team's goals are progressing, written by Brev.

  • Change how the AI summary is written

    Edit a view's prompt recipe to set the tone, audience and length of its AI summary or digest, and dismiss a bad version.

  • Views: the complete guide

    Every rule for views in one place: filters, drafts, saving and sharing views, layouts, KPI cards, the AI summary, prompt recipes and dismissing versions.

  • Connect Slack

    Connect Slack so your team gets meeting recaps and check-in reminders as Slack DMs, and can check in from Slack.

On this page
  • Copy the summary
  • Share the summary
  • If an option is missing