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Configure Now Assist for Accounts Payable Operations \(APO\) › Now Assist for APO › Accounts Payable Operations › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Invoice case summarization

Enable Accounts Payable fulfillers to use generative AI-powered invoice case summarization to quickly analyze invoice cases and determine next steps.

Before you begin

Role required: admin

Install the Document Intelligence for Accounts Payable Operations Content Pack from the ServiceNow® Store for the invoice data extraction skill.

Procedure

  1. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console.

  2. Expand the Finance and Supply Chain workflow group and select Accounts Payable Operations.

  3. Activate and configure the skills for the APO application.

    SkillsAction
      
    Invoice case summarizationOn the Purchase order line mapping skill card, select Activate skill.

  4. For Invoice case summarization skill:

Image omitted: invoice-case-na.png
Invoice case summarization in Now Assist
1.  Select **General Details**, review the details about the skill, and then select **Save and continue** to go to the next step.

2.  Follow the steps to configure and activate a skill by using the Guided Setup.

3.  Select **View Case Input**, review the base input table and input fields, and then select **Save and continue** to go to the next step.

4.  To test the prompt on a record, select **Customize and test prompt**.

5.  Select **Save and continue** to go to the next step.

6.  Select **Define Availability** and choose one of the following options.
OptionDescription
Skill is always availableThe skill is always available to users.
Customize skill availabilityThe skill is available only when the certain conditions are met \(default\).Use the condition builder to set your conditions.
1.  Select **Save and continue** to go to the next step.

2.  Choose **Select display** to determine where you'd like to display the skill.
OptionDescription
In-product desktopNow Assist skills are displayed on forms and workspaces.
Now Assist panelNow Assist skills are available in the Now Assist panel. Turn on multi-language support for user-entered text with Dynamic Translation in Now Assist applications. For more information, see Configure multilingual service for Now Assist applications.Note: If you don't see this option, you must activate the Now Assist panel. For more information, see Activate the Now Assist panel standard chat.

  1. Select Save and continue to go to the next step.

  2. Review your choices and select Activate to complete the configuration for the skill.

  3. Complete the setup by selecting Done.

    The skill is displayed in the Active skills section.

Result

The Invoice case summarization skill is activated.