Configure Email response generation skill in Now Assist for Accounts Payable Operations (APO)

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • If you have the admin role, you can configure the Email response generation skill in Now Assist for Accounts Payable Operations (APO) so that an accounts payable (AP) fulfiller can use the generative AI skills in Source-to-Pay Workspace to draft professional responses automatically.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Now Assist Admin > Skills to access the Now Assist skills tab of the Now Assist Admin console.
    2. In the Finance and Supply Chain workflow group, select Accounts Payable Operations to view the skills for the APO features.
      1. Select Email response for invoice case if you want to activate the skill for invoice case.
      2. Select Email response for invoice task if you want to activate the skill for invoice task.
      For more information on email generation, see Generate email response for invoice case and Generate email response for invoice task.
    3. Select Activate skill.
      A guided setup leads you through the configuration of the input, availability, access, display, review, and activation of the customized skill. If you complete the entire walk-through, the skill is activated.
    4. Select Save and continue to go to the next step.
    5. Configure where to display the email response for invoice case or task.
      1. Select In-product.
        In-product: When selected, the Now Assist skills are displayed on the forms and workspaces.

        For the skills that appear in-product, select the down arrow to identify the roles that can use the skill.

      2. Select Save and continue to go to the next step.
    6. Review and activate the skill.
      For more information on drafting email responses in an invoice case or a task, see Composing emails with predefined content from the Source-to-Pay Workspace.

    Ergebnisse

    The Email generation for invoice case is activated. You can now select in the Email tab of an invoice case or a task to draft professional responses.