Duplicate smart files across projects
Creating new smart files has never been so easy. Now, you can duplicate smart files in the same, or across other, projects.
AI actions
AI actions bring the most useful HoneyBook AI tools—like email drafts, project insights, and suggested action items—to your pipeline and project workspaces. With just a few clicks, you can get quick, focused support exactly when and where you need it.
Meeting notetaker for in-person meetings
Use the new in-person notetaker on the mobile app to capture in-person conversations. The notetaker will prompt you to enable recording for an IRL chat, then generate notes shortly after the meeting wraps up. Whether you're leading a presentation or catching up with a client over coffee, just hit record to start taking notes automatically.
Archived date shown in pipeline and reports
Gain clearer visibility into your project history with archived dates now shown in your pipeline and reports. You can also sort projects by their archived date directly from the pipeline to uncover deeper insights.
Add smart fields to subject lines
Now, you can add smart fields to your email subject lines to automatically populate key client and project details. Consider adding these to your email templates for even more time savings.
HoneyBook AI chat threads and history
Keep your HoneyBook AI conversations organized with separate threads for each conversation. It’s easier than ever to revisit past chats or start fresh, so you can stay focused and keep every topic clear.
| New features are rolled out in batches to ensure steady deployment and might not be instantly accessible. Feel free to contact our Support team if you have any questions. |
