Exploring Now Assist for Collaborative Work Management (CWM)

  • Release version: Yokohama
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of Exploring Now Assist for Collaborative Work Management (CWM)

    Now Assist for Collaborative Work Management (CWM) leverages generative AI to enhance productivity and efficiency within the CWM workspace. It enables users to create, summarize, and improve content directly in their Docs, facilitating faster drafting and refined ideas without leaving the page.

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    Key Features

    • Doc Generation and Insights: Users can generate content, summarize sections, and refine drafts in their Docs. This is particularly useful for various teams, such as marketing, legal, and product teams, to create tailored content efficiently.
    • Doc Summarization: Gain quick insights by summarizing long documents, allowing for efficient review and meeting preparation. The summarization skill helps tailor content quality by shortening or elaborating on key points.
    • Task Generation from Docs: Automate the creation of tasks for your CWM Board using information from your Docs. This feature ensures clear descriptions and reduces administrative workload, enabling teams to focus on execution.
    • AI Model Integration: Now Assist can utilize various AI model providers such as Azure OpenAI and others, with configurations managed through the AI Control Tower and Now Assist Admin console.

    Key Outcomes

    By utilizing Now Assist for CWM, customers can expect to save time, enhance productivity, and streamline task management processes. The interactive features allow for a smoother workflow, reducing manual effort and fostering team alignment on project goals.

    Learn more about the generative AI capabilities of Now Assist for CWM and how they can help you save time and improve efficiency for the actions your team performs within the CWM workspace.

    Skills

    CWM Doc generation and insights

    Generate content with Now Assist for CWM directly in your Docs using custom prompts. In addition, summarize existing sections, elaborate where needed, and refine drafts to help improve your productivity.

    You can interact with Now Assist directly in your Doc to create new content, add context, or improve existing sections. This helps you draft faster, refine ideas, and keep your work relevant without leaving the page.

    Work with content of the whole page
    Some examples are:
    • For Marketing teams: Create a compelling product launch announcement highlighting the key benefits and emotional appeal for our target audience.
    • For Legal teams: Write a plain-language summary of the privacy policy in this doc, that customers can easily understand.
    • For product teams: Analyze the customer feedback comments in this Doc, group into top 5 themes, and suggest top 3 enhancements for highest impact.

    Now Assist uses the context from your Doc page to generate a response.

    Refine, elaborate, or improve the existing content within the page
    Some examples are:
    • If you have a list of stakeholders, you can ask Elaborate on the scope of these roles.
    • Rewrite this in a casual tone.

    CWM Doc page showing the Now Assist inline context menu open over selected stakeholder text, with the prompt 'Elaborate on the scope of these teams.' entered in the text field.

    Take assistance on a blank page
    Some examples are:
    1. Generate 5 icebreaker questions for a virtual team-building session.
    2. Write a 3-paragraph blog post explaining why [industry trend] is changing how businesses operate.
    3. Generate an outline for the Instagram campaign tasks for a Hackathon initiative.

      Blank CWM Doc page with the Now Assist prompt open in the toolbar, showing the example prompt 'Generate an outline for the Instagram campaign tasks for a Hackathon initiative.'

    Answer questions in the context of this Doc
    Whether the content in the Doc is added manually or generated using Now Assist, you can ask questions to find anything in the page's context.

    For example, if you have a project charter document, you can try asking What is the total budget of this project and which part is the most expensive?

    Ask questions in the context of the document. Here, user asks questions on project budget, in the context of a Project Charter document.

    Doc summarization

    Gain insights into the contents of the page by summarizing it in CWM Docs. Whether you're reviewing long documents or preparing for meetings, Doc summarization skill helps you stay informed and efficient.

    With the Doc summarization skill, you can also elaborate and shorten content, resulting in improved content quality in the CWM Doc pages. Quickly shorten lengthy paragraphs, paraphrase bullet points, or expand on key points ensuring that your content is tailored to specific needs.

    CWM Doc page titled 'Phases and milestones' with the Now Assist panel open on the right showing an AI-generated summary of the document's key milestones.

    Generate CWM Tasks from Docs

    Creating tasks with detailed descriptions for your CWM Board requires significant time and manual effort. If the tasks aren’t detailed enough, it can lead to confusion and misalignment within the team, affecting their understanding of the expected outcomes. To avoid this manual effort and improve time to value, Now Assist can generate tasks for your Board using the information in your Docs. This way, you can ensure clear and comprehensive task descriptions, allowing you to focus more on execution and less on the administrative work.

    Based on the recommendations, you can ask Now Assist to perform one of the following:
    • Generate task according to its original recommendations.
    • Split a task recommendation into multiple tasks.
    • Combine multiple task recommendations into one task.
    • Remove any task recommendation.

    CWM planning Doc page with the Now Assist panel open on the right showing generated tasks for a hackathon, including logistics, cross-functional meetings, and project management.

    Thus, by using the Task generation skill within CWM, you can:
    • Remove initial roadblocks to create tasks for a CWM Board.
    • Save time and increase productivity by automating the task creation process.

    You can use Now LLM Service, Now LLM Long Term Stable models (LTS), Azure OpenAI, Google Gemini or Anthropic Claude on AWS as the AI model provider for all Now Assist skills and AI agents. Use the Configuration Controls in AI Control Tower to define which options are available, then set the skill-level preferences in the Now Assist Admin console. For more information, see Large language models on the ServiceNow AI Platform®.

    Now Assist Admin console

    An administrator can activate and manage Now Assist features and skills for the CWM workspace using the Now Assist Admin console. For more information, see Now Assist Admin console.

    Now Assist panel in CWM workspace

    A knowledge worker can use the Now Assist panel in CWM workspace. This conversational interface enables the user to generate CWM tasks from the context of a Doc page. For more information about the Now Assist panel, see Now Assist panel.