Summarize demands with demand summarization skill

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Summarize demand records using the demand summarization skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand.

    Before you begin

    Important:
    This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

    Role required: it_demand_user, it_demand_manager, sn_ppm_read

    If you have custom roles that require access to this skill, update the ACLs (access control lists) for those roles that require access. For more information, see Implement access control in Now Assist AI agents.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Demands.
    2. Select a demand from the All Demands list.
    3. Navigate to the Details tab.
    4. Select the Summarize button to generate a summary of the demand.

    Result

    The summary generated by Now Assist is displayed in the summary card.

    Summary generated by Now Assist.
    Note:
    Select the copy icon to copy the generated summary for further use.