View summarization for approvals

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Check the generated approval summaries for cases, requested items, and requests for approvals. Based on the trigger selection by your admin, you can see contextual summary of the approval.

    Antes de Iniciar

    Ensure you have read access to the record to summarize.

    Role required:approver_user, sn_request_read, sn_write

    Procedimento

    1. Navigate to All > Self-Service > Employee Center > My tasks.
    2. Select the request from the available list that you want to work on.
      The details are displayed in the card with the summary
    3. See Now Assist for Employee Experience generated summaries.
      • Click the Summarize button when the trigger is manual.
        Figura 1. Summarize manually
        Summarization on NowAssist for Employee Experience on click
      • See the auto-generated summary when the trigger is automatic.
        Figura 2. Summarize automatically
        Automated summarization on NowAssist for Employee Experience
      For more information on how to configure, see Activate Now Assist for Employee Experience skills
    4. Select Approve or Reject.

    O que Fazer Depois

    Proceed to Manage approvals with Now Assist Approval Assistance AI agent. Review how to set up and use the Approval Assistance AI agent. For more information, see Platform Approval assistance AI agent.
    Nota:
    Ensure the portal approval record is configured as explained in