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

Configure attachment summary

Customize the case summarization skill in Now Assist for HRSD to include summaries of case attachments.

Before you begin

Role required: sn_hr_core.admin

Procedure

  1. Navigate to All>Now Assist Admin>Skills.

  2. Select Employee, then select HRSD.

  3. Make a copy of the case summarization skill.

    For more information, see Make a copy of a Now Assist skill.

  4. Navigate to the Choose input step.

  5. In the +New data source drop-down, select Activity: Attachment.

    Configure this data source for all required input templates (Case new, Case work in progress, or Case resolved states).

  6. Review the remaining sections, then select Activate.

Parent Topic:Configure Now Assist for HR Service Delivery (HRSD)