Summarize demands with demand summarization skill
Summarize demand records using the demand summarization skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand.
[Omitted video] Description: This video explains how you can summarize your demand records using Now Assist for SPM in Next Experience for Demand Management.
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: it_demand_user, it_demand_manager, sn_ppm_read
If you have custom roles that require access to this skill, update the ACLs (access control lists) for those roles that require access. For more information, see Implement access control in Now Assist AI agents.
Procedure
Navigate to Workspaces > Strategic Planning Workspace > Demands.
Select a demand from the All Demands list.
Navigate to the Details tab.
Select the Summarize button to generate a summary of the demand.
Result
The summary generated by Now Assist is displayed in the summary card.
Summary generated by Now Assist.
Note: Select the copy icon to copy the generated summary for further use.