---
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


---

# Monitoring tasks agentic workflow for SPM

# Strategic Portfolio Management AI agents for the monitor project tasks agentic workflow {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use the Monitor project tasks agentic workflow to autonomously generate a project insights email by using AI agents. AI agents help project managers to manage risks, resolve issues, or take actionable decision on the
projects.

## Monitor project tasks overview {#na-spm-task-monitoring-usecase__section_nl2_nlf_j2c}

The Monitor project tasks agentic workflow can help to trigger a project insights email and provide real-time visibility into key project updates. Use the project insights generation skill to generate a project summary and send it
as an email to the project managers.

This proactive monitoring and alert system saves time and effort for project managers, ensuring that they can respond promptly to keep project schedules on track. By leveraging these AI agents, project managers can optimize their
operations and enhance the overall project efficiency.  
The email summary includes the following sections:

* Overall project insights
* Summary of insights needing attention
* Project insights
* Project task insights
* Milestone insights
* Resource insights
* RIDAC insights
* Financial insights
{#na-spm-task-monitoring-usecase__ul_n3y_5dw_m2c}

If you want to change this agentic workflow, you can [duplicate it](https://www.servicenow.com/docs/access?context=clone-aia-usecase&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US), adjust the settings to suit your specific needs, and activate the duplicated version of the agentic workflow instead.

## Monitor project tasks agentic workflow {#na-spm-task-monitoring-usecase__section_r2j_k1n_m2c}

Autonomously generate a project insights email using AI agents. To use Monitor project tasks, make sure that the project insights generation skill is active. For more information on how to activate the skill, see [Configure AI Admin Hub](https://servicenow-prod.fluidtopics.net/Ek_zjLBZYb4Lpa6PDEWviA "Use the AI Admin Hub console to activate the various AI applications and skills that you’re entitled to.").  
To access the Monitor project tasks agentic workflow:

1. Navigate to AllAI Agent StudioCreate and manage.
2. Select Monitor project tasks.
{#na-spm-task-monitoring-usecase__ol_bw5_kcn_m2c}

To configure the Monitor project tasks agentic workflow and associated AI agents, see [Configure the Monitor project tasks AI agent in AI Agent Studio](https://servicenow-prod.fluidtopics.net/lL5bUvZSXyHKDIqm6PQcGA "Monitor project tasks autonomously by configuring the AI agent in the AI Agent Studio.").

## AI agents used in the Monitor project tasks agentic workflow {#na-spm-task-monitoring-usecase__section_hxp_wlf_j2c}

The following AI agents are used for the Monitor project tasks agentic workflow:

* Project summarizer
* Project eligibility analyzer
{#na-spm-task-monitoring-usecase__ul_rb4_wt2_l2c}

## Other agentic workflow {#na-spm-task-monitoring-usecase__section_nnf_g32_l2c}

For more information on other agentic workflow that are associated with the Platform workflow, see [Platform agentic workflows](https://www.servicenow.com/docs/access?context=platform-use-cases&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).
**Related topics**   

* [AI Agent Studio (legacy)](https://www.servicenow.com/docs/access?context=na-ai-agents&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US)
* [Install ServiceNow Otto AI Agents](https://www.servicenow.com/docs/access?context=install-ai-agents-plugins&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US)
* [AI Agent Studio overview](https://www.servicenow.com/docs/access?context=ai-agent-studio&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US)

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