Collaborate with Docs › Use › Collaborative Work Management › Strategic Portfolio Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Generate and improve Docs content with Now Assist for Collaborative Work Management (CWM)

Generate content with Now Assist for CWM directly in your Docs using custom prompts. In addition, summarize existing sections, elaborate where needed, and refine drafts to help improve your productivity.

Before you begin

Important: This generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

Role required: sn_cwm_ai.cwm_ai_user

About this task

You can interact with Now Assist directly in your Doc to create new content, add context, or improve existing sections. This helps you draft faster, refine ideas, and keep your work relevant without leaving the page.

Procedure

Navigate to Workspaces > Collaborative Work Management.
From the Spaces menu, navigate to the Space where your Doc is located and open it.

Image omitted: cwm-spaces-navigation-doc.png
Spaces menu in CWM.

From your Doc, open the page you want to work with and use Now Assist for any of your use cases.

Choice Steps

Work with content of the whole page

From the page header, select Now Assist.
In the text box, enter your prompt.

Some examples are:

For Marketing teams: Create a compelling product launch announcement highlighting the key benefits and emotional appeal for our target audience.
For Legal teams: Write a plain-language summary of the privacy policy in this doc, that customers can easily understand.
For product teams: Analyze the customer feedback comments in this Doc, group into top 5 themes, and suggest top 3 enhancements for highest impact. Note: Now Assist uses the context from your Doc page to generate a response.

Refine, elaborate, or improve the existing content within the page

Select the content blocks that you'd like to work on.
Select the Now Assist icon (
Image omitted: cwm-icon-na-docs.png
).</li>
In the box, enter your prompt.

Some examples are:

If you have a list of stakeholders, you can ask Elaborate on the scope of these roles.
Rewrite this in a casual tone.
Image omitted: na-inline-open-text.png
Now Assist inline prompt for selected content on the page.</li>

Take assistance on a blank page

From the page header, select Now Assist.
Enter a prompt with context for Now Assist to create your first draft.

Some examples are:

1.  **Generate 5 icebreaker questions for a virtual team-building session.**
2.  **Write a 3-paragraph blog post explaining why \[industry trend\] is changing how businesses operate.**
3.  **Generate an outline for the Instagram campaign tasks for a Hackathon initiative.**

Image omitted: na-blank-page-nacm.png
Creating first draft for a page using Now Assist.</td></tr><tr><td id="d295865e278">Answer questions in the context of this Doc</td><td>Whether the content in the Doc is added manually or generated using Now Assist, you can ask questions to find anything in the page's context.For example, if you have a project charter document, you can try asking What is the total budget of this project and which part is the most expensive?

Image omitted: cwm-nacm-ask-questions.png
Ask questions in the context of the document. Here, user asks questions on project budget, in the context of a Project Charter document.</td></tr></tbody>

Now Assist analyzes the text and generates an output in a separate pop-up.

Based on the output generated, you can further refine the result.
Copy the generated output by selecting the copy to clipboard icon (

Image omitted: icon-copy-spm.png
\) to use it for purposes such as sending an email, saving to notes, and others.

**Important:** Because the output is AI-generated, review it to ensure accuracy.

Parent Topic:Collaborative documentation using CWM