--- sourceDocument: Australia Enable AI sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/intelligent-experiences Release : - australia ft:locale : - pt-BR ft:publication_title : - Australia Enable AI ft:clusterId : - platai bundleId : - platai workflow : - Platform --- # Generate my work plan # Platform Generate my work plan agentic workflow {#ariaid-title1} * Versão de lançamento: Australia * * Atualizado 12 de mar. de 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 min. de leitura Use the Platform Generate my work plan agentic workflow to create personalized work plans for currently assigned work. ## Generate my work plan overview The Generate my work plan agentic workflow creates personalized work plans based on the current assigned work, reducing manual effort and guesswork out of work planning. The AI agents of the agentic workflow identify and retrieve all work assigned to the user, predict effort required to complete work, and generate an actionable work plan based on that information. Effort is estimated based on historical records related to the open work items. Generated work plans can emphasize the highest priority work by examining the following information and can result in faster resolution and fewer missed SLAs. * User sentiment * Short description * Priority * Description * Due date * Escalation * State * Updated * Number * Impact * SLA The agents, tools, and triggers that are associated with the Generate my work plan agentic workflow are provided by Now Assist applications. You can [activate the agentic workflow template](https://servicenow-prod.fluidtopics.net/VkBy_syEfQx9Z1rmKNTgzQ "Activate an agentic workflow that come installed with Now Assist applications in AI Agent Studio.") by adding triggers and setting the display settings to include the Now Assist panel. If you want to change this agentic workflow's instructions, you must [duplicate it](https://servicenow-prod.fluidtopics.net/CituCGRe1pWS0Jt9dEcvlg "Duplicate an existing agentic workflow in AI Agent Studio to save time by not having to manually configure or create agentic workflows."), adjust the settings to suit your specific needs, and activate the duplicated version of the agentic workflow instead. ## Prerequisites and setup To access this workflow, you must have Now Assist for Platform installed on your instance, which you can get if you install any other Now Assist application, such as Now Assist for IT Service Management (ITSM). Now LLM is not a supported LLM provider for the Generate my work plan agentic workflow. ## Role masking Required role: sn_uxc_gen_ai.platform_ai_work_planner. Agentic workflows and their AI agents use [role masking](https://servicenow-prod.fluidtopics.net/_VXDP7tTBNfXqFaWIHXELg "Role masking for AI agents and agentic workflows helps users enhance security by enabling them to limit their roles during tool execution and verify that AI agents run with least-access privileges.") to determine which users can access them. Ones installed with Now Assist 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://servicenow-prod.fluidtopics.net/8ME3OQGmsHBdSPn3xBS7wA "In the guided setup for an agentic workflow, define security controls for who can access the agentic workflow and what data the agentic workflow has access to."). In the data access settings, you must also add the necessary roles to enable reading of the tables for the records you want to access for potential work plans. For example, you can add the itil role to the agentic workflow's list of approved roles so that it can access Incident records. ## Additional configuration You can change different settings related to the agentic workflow by changing values for the Now Assist Skill Config Var Set. To access the variable set and make changes, do the following while in the Platform AI Agents and Skills scope: * Go to the Now Assist Skill Config \[sn_nowassist_skill_config\] table. * Open the record named Generate my work plan config. * In the Now Assist Skill Config Var Set related list, select New. * Enter a name for your Config Var Set. * Set Config Type to be either User schedule or Generate my work plan. * Save the Var Set record. * Set the variables for the config type. * Save the Var Set. The Generate my work plan config var set includes the following variables. You can configure either the AIS fields or the GAF field for determining how the agentic workflow gathers what work the user has. If you configure, GAF takes priority when running the agentic workflow. For more information about GAF, see [Group Action Framework](https://servicenow-prod.fluidtopics.net/HLx6i8t~yRIJpBFTUSlu_w "Group Action Framework (GAF) is an intelligence feature on the ServiceNow AI Platform that groups related records and applies actions to them using LLMs."). {#generate-work-plan__entry__2} | Config field | Description | |-|-| | Table | Table for record types that someone can work on | | Conditions | Conditions for what kind of records someone can work on | | Record fields | Fields used to judge how much work a task will take | | Time worked | Custom or edited field for specifying time worked. By default, the agentic workflow uses the Time worked field. | | AIS Search Profile | Specific AI Search profile to use to determine what work a user has | | AIS Search Fields | Fields used by AI Search to determine what work a user has | | AIS Return Fields | Fields returned by AI Search to the agentic workflow to base decisions on | | GAF Config | Group Action Framework grouping configuration record, which is a collection of groups of records to make searching easier | [Tabela 1. Generate my work plan config type configuration] By default, the Generate my work plan agentic workflow relies on the User \[sys_user\] record's Schedule field. If there is no schedule defined on the User record, then the workflow consults the Schedule \[chm_schedule\] table for the user. If neither are present, then the assumed schedule is a weekday schedule from 8:00 AM to 5:00 PM. You can change what tables and fields to look for schedule information with the User schedule config type. {#generate-work-plan__entry__20} | Config field | Description | |-|-| | Table | Table where user schedule information is stored | | Conditions | (Optional). Conditions to determine what user schedule to associate with the user. | | Schedule column | Field where specific schedule information is stored | [Tabela 2. Generate my work plan User schedule configuration] ## Accessing the Generate my work plan agentic workflow To access the agentic workflow: 1. Navigate to AllAI Agent StudioCreate and manage. 2. Select Generate my work plan. {#generate-work-plan__ol_fkq_csr_y2c} The first step of the guided setup includes a complete list of included AI agents. Selecting the name of an AI agent opens it in AI Agent Studio, where you can see the full description, role, list of steps, and tools. Tools are displayed in the second step of the AI agent guided setup, Add tools and information. Figura 1. Generate my work plan agentic workflow in AI Agent Studio ## In-product agentic AI and UI actions Agentic workflows can be accessed in the Core UI and in workspaces in the AI Workflows panel. From there, you can track their progress, provide or review input, and see the results of the work performed. For more information, see [In-product agentic AI](https://servicenow-prod.fluidtopics.net/G_9GkjuI4voECWHnpu1elQ "Dedicated spaces in workspaces and in the Core UI enable you to use agentic workflows directly in record forms. You can view agentic workflow progress and previous executions, and you can answer follow-up questions for ones that require human supervision.") for more details about the AI Workflows panel. To enable users to access agentic workflows with UI actions, you can open the agentic workflow in AI Agent Studio and navigate to the Select channels and access step. You can select a UI action as a possible way to access the workflow If you don't see your UI actions after configuring it in AI Agent Studio, ensure that the property com.glide.agentic_processes_view.enabled is set to true. ## Testing the Generate my work plan agentic workflow You can manually test an agentic workflow execution or access on the Testing page of AI Agent Studio if you have the sn.aia_admin role and all other roles configured [in the security controls](https://servicenow-prod.fluidtopics.net/8ME3OQGmsHBdSPn3xBS7wA "In the guided setup for an agentic workflow, define security controls for who can access the agentic workflow and what data the agentic workflow has access to."). Start a manual test, select a test type and the name of the workflow, and use utterances in the Task field like the following samples. See [Test an agentic workflow execution](https://servicenow-prod.fluidtopics.net/EyksAdiTjKwRc~m2JvT7uQ "Test your agentic workflow in AI Agent Studio to analyze how it functions while it executes the instructions that you defined."). If you want to evaluate the agentic workflow over many different execution logs, run an [automated evaluation](https://servicenow-prod.fluidtopics.net/he2kFV6WLQwi6a4v1pckPQ "Evaluate agentic workflow and AI agents against datasets of your choice to monitor performance and evaluate against different benchmarks."). ## Sample utterance After the workflow has been activated in AI Agent Studio, enter What should I work on today? or similar phrases in the Now Assist panel to trigger the workflow. You must have the sn.now_assist_panel_user role to run the workflow. You can also run this workflow on the Testing page of AI Agent Studio with the same utterance in the Task field if you have the sn.aia_admin role. Users must have the sn_uxc_gen_ai.platform_ai_work_planner role to execute the agentic workflow. ## AI agents used in the Generate my work plan agentic workflow The following table lists the agents that are used in the Generate my work plan agentic workflow. Importante: In the Select channels and status step of each AI agent's guided setup, make sure that the Status toggle is enabled to activate the AI agent. {#generate-work-plan__entry__29} | AI agent name | AI agent description | Role required | |-|-|-| | Prioritize work AI Agent​ | Dynamically orders tasks based on parameters like urgency, priority, SLAs, sentiment, and impact. | sn_uxc_gen_ai.platform_ai_work_planner | [Tabela 3. AI agents names and descriptions in the Generate my work plan agentic workflow] ## Other Platform agentic workflows For more information on other agentic workflows associated with the Platform workflow, see [Platform agentic workflows](https://servicenow-prod.fluidtopics.net/~s~v~BqYJvre4RICNTwaSA "You can use the available Now Assist AI agents Platform agentic workflows to achieve business outcomes with self-executing autonomous AI agents.").