Generate insights for a goal in Strategic Planning Workspace using Now Assist for SPM
Review AI-generated insights to identify at-risk goals, assess forecasted statuses, and act on recommendations before goals fall off track.
Before you begin
Important:
This Now Assist 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: sn_apw_advanced.spw_goal_user and (sn_align_core.apw_user or sn_gf.goal_admin)
About this task
The Goal insights skill analyzes the goal, its targets, subgoals, and aligned work, then delivers concise, data‑driven insights—including AI forecasted status, confidence of achieving the goal,
targets at risk, delayed or stalled aligned work and recommendations.
Note:
When you generate insights for a goal, insights are also generated individually for each of its targets.
The skill analyzes the real-time data — including check-in patterns,
comments, and planned versus actual progress — to forecast goal status and surface proactive recommendations.
Tip:
For better reviews and recommendations, use the Goal insights skill with the AWS Claude model.
Note:
Only the owner or contributors of the goal can generate insights for the goal.
Note:
If the Goal insights generation job is enabled, it automatically generates insights for each goal based on the job's run frequency. Before manually regenerating, check the timestamp on the goal
insights summary card to confirm when insights were last generated — regenerating unnecessarily increases token consumption. You can also view the last generated insights in the AI rationale column of
the goal list. If goal or target data has changed since the last run, select the refresh icon on the goal insights summary card to regenerate the insights.