Summarize demands with the 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

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. Access a demand record in one of the following ways.

1. Select the Summarize button to generate a summary of the demand.

Result

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

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

Parent Topic:Use Now Assist for Strategic Portfolio Management (SPM)