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Collaborate using Docs › Use › Enterprise Agile Planning › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Summarize and refine Docs content in EAP using Now Assist for SPM

Use Now Assist capabilities to elaborate, shorten, and summarize selected content in Docs, or to get a summary of the whole document in Enterprise Agile Planning (EAP).

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.

Note: Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. For more information, see ServiceNow product tiers.

Role required: sn_apw_advanced.eap_user

If you have custom roles that require access to this skill, update the ACLs for those roles that require access. For more information, see Implement access control in Now Assist AI agents.

Procedure

  1. Navigate to Workspaces > Strategic Planning Workspace > Enterprise Agile Planning.

  2. Navigate to your Doc.

TypeActions
Team Doc1. Use the Agile structure in the navigation panel to open your team. 2. Select the Docs tab and open your Doc.
Planning item Doc
  1. From the Backlog or Planning board pages of a team, select a planning item.
  2. Select Full details.
  3. Select the Docs tab and open your Doc.

  1. From your Doc, open the page you want to summarize or refine.

  2. Choose to summarize the selected text on the page or the whole page.

    • To refine the selected text:
      1. Select a single block or multiple blocks of content on the page.

      2. Select Now Assist and choose an option.

        1. Summarize to summarize the selected text.
        2. Elaborate to lengthen the selected text based on the existing context.
        3. Shorten to make the selected text concise.
Image omitted: eap-now-assist-selected-content.png
Summarize, elaborate, or shorten the selected text
-   To summarize the entire content on the page, select **Now Assist** from the Doc header and select **Summarize**.
Image omitted: eap-now-assist-doc-summarize.png
Summarize the entire content on the page
**Tip:** If there’s more content to summarize, you can remove some text and retry.

Now Assist analyzes the text and generates an output in a separate pop-up.
  1. Based on the output generated, you can further refine the result or insert the generated content into the Doc.
Image omitted: eap-na-doc-summarization.png
Summarize selected content.
  1. 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:Use Now Assist for Strategic Portfolio Management (SPM)