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

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.

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

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

  1. Navigate to All > Demand > Demands > All.

  2. Select a demand from the All Demands list.

  3. Select the Summarize button on the demand form to generate a summary of the demand.

Result

The summary generated by Now Assist is displayed in the summary card.

Image omitted: summary-demand-classic.png
Demand summary generated by Now Assist.

Note: Select the copy icon to copy the generated summary for further use.

Parent Topic:Use Demand Management

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