View summarization for approvals
Check the generated approval summaries for cases, requested items, and requests for approvals. Based on the trigger selection by your admin, you can see contextual summary of the approval.
Before you begin
Ensure you have read access to the record to summarize.
Role required:approver_user, sn_request_read, sn_write
Procedure
Navigate to All > Self-Service > Employee Center > My tasks.
Select the request from the available list that you want to work on.
The details are displayed in the card with the summary
See Now Assist for Employee Experience generated summaries.
- Click the Summarize button when the trigger is manual.
Summarization on NowAssist for Employee Experience on click
- See the auto-generated summary when the trigger is automatic.
Automated summarization on NowAssist for Employee Experience
For more information on how to configure, see [Activate Now Assist for Employee Experience skills](activate-now-assist-skills-uex.md)
- Select Approve or Reject.
What to do next
Proceed to Manage approvals with Now Assist Approval Assistance AI agent. Review how to set up and use the Approval Assistance AI agent. For more information, see Platform Approval assistance AI agent.
Note: Ensure the portal approval record is configured as explained in
Parent Topic:Using Now Assist for Employee Experience
Related topics
Check your to-do tasks by using the Now Assist in Virtual Agent
Check your approvals by using Now Assist in Virtual Agent
Manage approvals with Now Assist Approval Assistance AI agent