Use the AI reporting assistant

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • Use the AI reporting assistant to generate report from ServiceNow data using prompts directly within Microsoft Word.

    Before you begin

    Install the ServiceNow Document designer add-in. For more information, see Install the ServiceNow Document Designer add-in.
    Note:
    The AI reporting assistant is part of the AI for document designer app and is available only if the AI for document designer app is installed.

    Role required: sn_grc_doc_design.reader

    Procedure

    1. Open the required document in Microsoft Word.
    2. Open the Document designer add-in.
      The Document designer add-in opens with the Now Assist panel.
    3. Enter a prompt in the reply field or select from the prebuilt suggestions displayed in the panel.
    4. When prompted, select Yes or No to track all content added to the document within this conversation.

      You're asked to enable tracking only the first time you add content in a new conversation.

    5. Review the generated plan and select one of the following.
      OptionDescription
      Approve Inserts the generated content into your Microsoft Word document.
      Make changes Returns to the prompt for further refinement.
      Cancel Discards the generated plan.

    What to do next

    To view all AI-generated content inserted during a tracked conversation, see Manage content.