---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance
Release :
- australia
ft:locale :
- en-US
ft:publication_title :
- Australia Governance, Risk, and Compliance
ft:clusterId :
- grc
bundleId :
- grc
workflow :
- Technology
---
# Generate regulatory action plan
# Generate regulatory action plans {#ariaid-title1}
* Release version: Australia
*
* Updated March 12, 2026
*
*  3 minutes to read
Generate regulatory action plans by using the generate regulatory action plan agentic workflow in the ServiceNow Otto panel. This agentic workflow analyzes impacted areas and similar historical alerts to create change tasks and action tasks that help implement regulatory change.
## Before you begin
Important:
This agentic workflow is turned on by default. For more information, see [AI agents, skills, and agentic workflows on by default](https://www.servicenow.com/docs/access?context=now-assist-skills-on-by-default&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).
Role required: sn_grc_comp_genai.reg_change_ai_agent_user
Impacted areas must be associated with the regulatory alert. If no impacted areas are associated with the alert, the workflow returns a validation message and no tasks are created. For more information on adding impacted
areas, see [Add impacted areas manually to a regulatory alert](https://servicenow-prod.fluidtopics.net/nBx2HZOfslXr6HiPDagczw "Add impacted areas such as citations, control objectives, policies, and more to your regulatory alerts. Adding impacted areas to a regulatory alert captures additional impacts that you identified and impacts that weren’t initially recommended.").
Agentic workflows and their AI agents use [role masking](https://www.servicenow.com/docs/access?context=aia-role-masking&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US) to determine which users can access them. Ones installed with your applications have specific roles that come included with the application. If you select Users with specific roles for user access, you must configure the security controls to include these roles. For the instructions to change the security controls, see [Define security controls for an agentic workflow](https://www.servicenow.com/docs/access?context=define-sec-controls-aw&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).
## About this task
The generate regulatory action plan agentic workflow helps regulatory change management professionals create structured action plans for alerts in the New or In Progress state. The workflow analyzes impacted areas identified
on the alert and references similar historical alerts to generate change tasks and action tasks. These tasks are grouped by type such as control update, citation amendment, and policy revision, and appear in the
Regulatory tasks tab. You can accept or dismiss the proposed plan, and only tasks in the New state can be deleted manually.
Note:
When you modify an agentic workflow, AI agent, or tool, make sure that you update all instructions accordingly. To modify this workflow, duplicate it and adjust the settings according to your requirements. You can
activate the workflow template by making the triggers active and setting the display settings to include the ServiceNow Otto panel. For more information, see [Duplicate an agentic workflow](https://www.servicenow.com/docs/access?context=clone-aia-usecase&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).
## Procedure
1. Navigate to one of the following locations:
* WorkspacesCompliance Workspace, select the list icon ![]() and then navigate to Regulatory alerts.
* WorkspacesCompliance Workspace select the Regulatory Change Management dashboard icon ![](). Then in the Activity overview, Tracking, or Trends section, select any segment or value in an Alerts related widget to open the list of regulatory alerts with that state.
{#generate_regulatory_action_plans__ul_generate_action_plan_nav}
2. Select any regulatory alert in the New or In Progress state.
3. Initiate the generate regulatory action plan agentic workflow by selecting one of the following:
* Open the ServiceNow Otto panel by selecting the ServiceNow Otto panel icon (![]() and then select Generate regulatory action plans.
* Select Ask ServiceNow Otto and then Generate action plan.
The ServiceNow Otto panel icon is available to select anywhere in the Compliance Workspace.
The Ask ServiceNow Otto action menu is available when you are on a regulatory alert page.
4. Review the proposed action plan and choose whether to accept or dismiss it.
| Option | Description |
| Accept action plan | After initiating the generate regulatory action plan agentic workflow, it creates structured change tasks and action tasks based on the impacted areas identified in the alert and patterns from similar historical alerts. On the ServiceNow Otto panel, ask the agent to create regulatory change and action task records by selecting Yes. Note: * Each generated task is grouped by regulatory alert type such as control, citation, policy, and all tasks appear in the Regulatory tasks tab. * The "other" type is used to capture non-standard or cross-functional activities that don't directly map to impacted areas such as citations, control objectives, controls, or policies. These tasks are typically broader in scope and can apply to the entire regulatory alert rather than specific impacted elements. {#generate_regulatory_action_plans__ul_f5m_k4j_zgc} |
| Dismiss action plan | In the ServiceNow Otto panel, ask the agent to dismiss the regulatory change and action task record creation by entering No. Note: * No tasks are created. * You can navigate to the Regulatory tasks tab and manually create change tasks and action tasks. {#generate_regulatory_action_plans__ul_ncd_v4j_zgc} |
|-|-|
{#generate_regulatory_action_plans__choicetable_action_plan_options}
In the ServiceNow Otto panel, the agent receives a notification when the interaction is generated, enabling your users to follow the on-screen instructions and complete the task.
Important:
Be sure to check AI-generated plans and task records for accuracy.
## What to do next
Navigate to the Regulatory tasks tab to review, assign, or delete the generated tasks. You can manage all tasks created by the workflow from this tab. Only change and action
tasks in the New state can be deleted manually from a regulatory alert. You can assign tasks to users and update task details for tasks in the New and In Progress state.
For more information on tasks, see [Regulatory change tasks](https://servicenow-prod.fluidtopics.net/dtO9XM9Q9as07ZnjN~SJUg "When a regulatory alert is marked as applicable by the alert coordinator, manager, or administrator, the system initiates the creation of a regulatory change task. This task serves as a central point for stakeholders to determine the necessary modifications to organizational compliance practices.") and [Action tasks in Regulatory Change Management](https://servicenow-prod.fluidtopics.net/bQ42PbwYCNyyFdYt4FyMaw "The action tasks facilitating the change management process are associated with Regulatory Change. The ownership of these action tasks is managed by the respective business owners affected due to the regulatory change.").
**Related concepts**
* [Using agentic workflows in IRM](https://servicenow-prod.fluidtopics.net/NOeur1ULMBFkdrTZ_emctg "Use the Integrated Risk Management AI agent collection to help complete tasks autonomously.")
**Related tasks**
* [Activate the Generate regulatory action plan agentic workflow](https://servicenow-prod.fluidtopics.net/SbWYg7DTjid2QxUA18M9zQ "Configure and activate the Generate regulatory action plan agentic workflow. This workflow uses AI agents to transform regulatory insights into actionable compliance strategies by analyzing impacted areas and historical alerts, then generating structured tasks with clear ownership and timelines.")
* [Add impacted areas manually to a regulatory alert](https://servicenow-prod.fluidtopics.net/nBx2HZOfslXr6HiPDagczw "Add impacted areas such as citations, control objectives, policies, and more to your regulatory alerts. Adding impacted areas to a regulatory alert captures additional impacts that you identified and impacts that weren’t initially recommended.")
* [Accept or dismiss recommendations for regulatory alert impacted citations](https://servicenow-prod.fluidtopics.net/rg_QCIdOEHQ0sLPTl_68GA "Accept recommendations to mark specific business areas as impacted, helping compliance practitioners capture and address relevant regulatory alerts for citations. Dismiss recommendations to filter out irrelevant or unnecessary information.")
*[\>]: and then