Skill inputs for Now Assist for Strategic Portfolio Management (SPM)

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Skill Inputs for Now Assist for Strategic Portfolio Management (SPM)

    Now Assist for Strategic Portfolio Management (SPM) enables you to configure specific skill inputs that control how AI-powered skills operate within the SPM application. These inputs define the data sources, such as tables and fields, that each skill uses to generate insights like summaries or recommendations. Administrators with appropriate roles can adjust these inputs to tailor skill functionality to organizational needs.

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    Key Skill Inputs and Their Functions

    • Demand Summarization Skill: Utilizes the Demand [dmndemand] table and numerous fields including descriptions, categories, investment types, financial metrics, timelines, risks, and related lists like work notes and cost plans. This configuration enables generating comprehensive demand summaries.
    • Feedback Summarization Skill: Draws data from the Feedback [snaligncorefeedback] table, focusing on fields such as name and description to produce feedback summaries.
    • Agile Story Generation Skill: Works with Epic [snaligncorescrumepic] and Feature [snaligncorefeature] tables. It includes a configurable input for the maximum number of story recommendations generated per epic or feature, with options to select 3, 4, or 5 stories, adjustable by admins.
    • Refine Records Skill (Writing Planning Item Skill): Involves multiple planning-related tables like Product idea, Demand, Capability, Epic, Project, Feature, and Story [rmstory] along with their respective fields. This skill supports refining and planning work items across the portfolio.

    Practical Benefits for ServiceNow Customers

    By understanding and configuring these skill inputs, ServiceNow customers can:

    • Customize AI-generated summaries and recommendations to align with their portfolio data and business context.
    • Enable more accurate and relevant insights by specifying the exact fields and tables that the skills use.
    • Control the quantity and scope of AI outputs, such as story generation, to fit team workflows and planning cycles.
    • Leverage Now Assist capabilities to enhance strategic portfolio management efficiency through tailored AI assistance.

    Administrator Considerations

    Administrators with the appropriate roles can modify editable input fields to fine-tune the AI skills. This flexibility allows organizations to adapt Now Assist for SPM to their unique data structures and business processes, ensuring the AI-generated outputs are actionable and contextually relevant.

    Learn about the inputs of each skill for the Now Assist for Strategic Portfolio Management (SPM) application. By configuring the inputs for a skill, you can determine how and when a skill is used.

    Now Assist for Strategic Portfolio Management (SPM) Overview

    Depending on the selected skill, you can configure inputs. These settings determine how a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to generate a feedback summary. If you have the admin role and any input fields are editable, you can modify the input data for a skill.

    Demand summarization skill inputs

    The demand summarization skill includes the inputs that identify the table along with the fields and related lists that are used to generate the demand summary. The following table provides more details on the input data.

    Table 1. Input data for the demand summarization skill
    Input Description
    Table Demand [dmn_demand]
    Fields
    • Short description
    • Category
    • Type
    • Description
    • Investment Class
    • Investment Type
    • Submitted by
    • Demand manager
    • Expense type
    • Priority
    • Department
    • Business Unit
    • Business Capabilities
    • Impacted Business Applications
    • Risk of performing
    • Risk of not performing
    • Enablers
    • Barriers
    • In scope
    • Out of scope
    • Assumptions
    • Capital expense
    • Operating expense
    • Total planned cost
    • Financial return
    • Financial benefit
    • Capital budget
    • Operating budget
    • Impact
    • Risk
    • T-Shirt size
    • Value
    • Size
    • Score
    • Start date
    • Due date
    • Approved start date
    • Approved end date
    • Business case
    Related lists
    • Work notes
    • Demand tasks
    • Cost plans
    • Monetary benefit plans
    • Non-monetary benefit plans
    • Resource assignments

    Feedback summarization skill inputs

    The feedback summarization skill includes the inputs that identify the table and fields that are used when a feedback summary is generated. The data source contains the tables and fields that the skill relies on. The following table lists the inputs for the feedback summarization skill.

    Table 2. Inputs for the feedback summarization skill
    Input Description
    Table Feedback [sn_align_core_feedback]
    Fields
    • Name
    • Description

    Agile story generation skill inputs

    The Agile story generation skill includes the inputs that identify the table and fields that are used to generate story recommendations for epics and features. The following table provides more details on the input data.
    Table 3. Epic input data for the Agile story generation skill
    Input Description
    Table Epic [sn_align_core_scrum_epic]
    Fields
    • Name
    • Description
    Maximum stories to generate This is the default number of stories that Now Assist recommends when a user prompts to create stories for an epic.

    If you have the admin role, you can modify this number. Choose from 3, 4, and 5.
    Table 4. Feature input data for the Agile story generation skill
    Input Description
    Table Feature [sn_align_core_feature]
    Fields
    • Name
    • Description
    Maximum stories to generate This is the default number of stories that Now Assist recommends when a user prompts to create stories for a feature.

    If you have the admin role, you can modify this number. Choose from 3, 4, and 5.

    Refine records skill inputs

    Table 5. Input data for the writing planning item skill
    Input Description
    Planning item fields Description
    Story fields
    • Description
    • Acceptance criteria
    Table

    Product idea [sn_align_core_product_idea]

    Demand [sn_align_core_demand]

    Capability [sn_align_core_capability]

    Epic [sn_align_core_scrum_epic]

    Project [sn_align_core_project]

    Feature [sn_align_core_feature]

    Story [rm_story]