---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Summarize and refine EAP Docs

# Summarize and refine Docs content in EAP using ServiceNow Otto for SPM {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use ServiceNow Otto capabilities to elaborate, shorten, and summarize selected content in Docs, or to get a summary of the whole document in Enterprise Agile Planning (EAP).

## Before you begin

Important:  
This generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. 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).  
Note:  
Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. For more information, see [ServiceNow product tiers](https://www.servicenow.com/docs/access?context=ai-native-sku-overview&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).  
* [Create a Doc in EAP](https://servicenow-prod.fluidtopics.net/9vZeuZUorRG1ANBpDuz9qw "Store information related to your work, iterations, and teams, and collaborate in real-time using Docs in Enterprise Agile Planning workspace.").
* Activate the EAP doc summarization ServiceNow Otto skill.
{#summarize-and-refine-docs-content-in-eap__ul_w2g_cqp_1fc}

Role required: sn_apw_advanced.eap_user

If you have custom roles that require access to this skill, update the ACLs for those roles that require access. For more information, see [Implement access control in AI agents](https://www.servicenow.com/docs/access?context=aia-security-implementation&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).

## Procedure

1. Navigate to WorkspacesStrategic Planning WorkspaceEnterprise Agile Planning.
2. Navigate to your Doc.

   | Type | Actions |
   | Team Doc | 1. Use the Agile structure in the navigation panel to open your team. 2. Select the Docs tab and open your Doc. {#summarize-and-refine-docs-content-in-eap__ol_mgz_jq3_bcc} |
   | Planning item Doc | 1. From the Backlog or Planning board pages of a team, select a planning item. 2. Select Full details. 3. Select the Docs tab and open your Doc. {#summarize-and-refine-docs-content-in-eap__ol_wt5_mq3_bcc} |
   |-|-|

   {#summarize-and-refine-docs-content-in-eap__choicetable_wz1_jq3_bcc}
3. From your Doc, open the page you want to summarize or refine.
4. Choose to summarize the selected text on the page or the whole page.
   * To refine the selected text:
     1. Select a single block or multiple blocks of content on the page.
     2. Select ServiceNow Otto and choose an option.
        1. Summarize to summarize the selected text.
        2. Elaborate to lengthen the selected text based on the existing context.
        3. Shorten to make the selected text concise.

        {#summarize-and-refine-docs-content-in-eap__ol_mpw_lmp_1fc}

     {#summarize-and-refine-docs-content-in-eap__ol_prw_jmp_1fc}
   * To summarize the entire content on the page, select ServiceNow Otto from the Doc header and select Summarize.

   {#summarize-and-refine-docs-content-in-eap__choices_psg_jmp_1fc}  
   Tip:  
   If there's more content to summarize, you can remove some text and retry.  
   ServiceNow Otto analyzes the text and generates an output in a separate pop-up.
5. **Optional:** Based on the output generated, you can further refine the result or insert the generated content into the Doc.  
6. **Optional:** Copy the generated output by selecting the Copy to clipboard icon (![]()) to use it for purposes such as sending an email, saving to notes, and others.  
   Important:  
   Because the output is AI-generated, review it to ensure accuracy.

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