Customize a Now Assist for Accounts Payable Operations (APO) skill

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 5 min. de leitura

    • If you have the admin role, you can customize a Now Assist for Accounts Payable Operations (APO) skill so that an accounts payable (AP) fulfiller can use the generative AI skills in Source-to-Pay Workspace and in Core UI.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    From the Now Assist Admin console, you can select the input table, related records, and fields for each input template of the Invoice case Summarization, Invoice data extraction skill and then configure the prompt headers to be included in the general summary.

    Procedimento

    1. Navigate to All > Now Assist Admin > Skills to access the Now Assist skills tab of the Now Assist Admin console.
    2. In the Finance and Supply Chain workflow group, select Accounts Payable Operations to view the skills for the APO features.
    3. Create a copy of a skill and customize the input fields.
      1. On the Invoice case summarization for the APO specialists feature card, select View details.
      2. In the Active skills section, locate the skill that you'd like to copy and select the More actions icon (More actions icon.).
      3. Select Make a copy.

        The copy that you make is listed in the Active skills section.

      4. Select the copied skill from the Active skills section to open it.
        A guided setup leads you through the configuration of the general details, input, prompt, availability, display, review, and activation of the customized skill. If you complete the entire walk-through, the skill is activated.
    4. Enter a name and description for the skill.
    5. Select Save and continue to go to the next step.
    6. View the input data for each skill, such as the base input fields and related lists for the different input templates.

      Configure the base input table fields and related lists for the different input templates for the skill.

      Each skill relies on a base input table and input fields with descriptions to provide context for the Now LLM Service to generate a response.

      Select only those related tables that are offered as the base system, as part of the input data.

      1. For each input template state, select +New base input field and configure the base input table fields.

        Add multiple base input fields, as necessary.

        The following table lists the base input table fields and descriptions, including a relevant example.
        Tabela 1. Base input fields
        Field Description
        Base input field

        Field in the case table whose value this skill uses in its response.

        For example, Short description.
        Field description

        Description of the base input field value.

        For example, Short description of case, provides quick info about the case.
      2. For each input template state, configure the rule conditions by using the condition builder to filter the data.

        The rule conditions determine when the input template is used. By default, the record state determines the input template that the Now LLM Service uses.

        You can build the condition out further by selecting +New condition set and configuring additional parameters.

      3. For each input template state, select +New data source to configure the additional related table and activity stream data, as needed.

        You can add input data sources like related tables, activity streams, and relationships to provide more context to the Now LLM Service. You can also add rule conditions to these additional data sources.

        The selection of the related table fields may have a direct impact on the quality of the corresponding prompt header. For example, if a prompt header requires a specific field from the related table, but that field isn’t selected as input, the summary for that prompt header will contain missing information. For example, as a base case, you see one related table, such as Service level agreement (SLA), that includes all the required fields and filtering conditions for the prompt header. The SLA prompt header is preselected to help you understand how the related table, its fields, and the prompt header work together to produce a summary. You can use the SLA as a reference to configure the other related tables to determine which fields to select and which description adds the requirements of their respective prompt headers. Apply any additional conditions to filter the data further.
      4. Select Save and continue to go to the next step.
    7. Customize the prompt.

      Review and test the prompt for each input template configuration. You can edit the prompt by adding new predefined sections and reordering them, as needed.

      1. For each input template state, select the prompt sections from the list of available sections to include in the generated summary.

        To add a section, you must configure the relevant input data prior to this step.

        The available prompt sections that you can select:
        • Overview
        • Actions completed
        • Next steps

        The following table lists the mandatory prompt headers.

        Tabela 2. Mandatory prompt headers
        Input template state Mandatory prompt header
        Open
        • Overview
        • Actions completed
        • Next steps
        Closed
        • Overview
        • Actions completed
      2. Select Save to continue to the test response.
      3. Select a record in the Test response section, and test the prompt response output format by selecting Run Test.
      4. Select Save and continue to go to the next step.
    8. Define how the skill is available to your users.
      1. Configure the skill to be always available to users, or select conditions that must be met before the skill is available.
        Selecting Customize skill availability displays a condition builder to filter the data further.
      2. Select Save and continue to go to the next step.
    9. Configure where to display the Case summarization.
      1. Select In-product.
        In-product: When selected, the Now Assist skills are displayed on the forms and workspaces.

        For the skills that appear in-product, select the down arrow to identify the roles that can use the skill.

      2. Select Save and continue to go to the next step.
    10. Review and activate the skill.
      Review your choices and select Activate to complete the skill customization.
      You can now select Summarize in a record to generate the summary for the invoice cases.
    11. For Invoice data extraction:
      1. On the Invoice data extraction for the APO specialists feature card, select View details.
      2. In the Active skills section, locate the skill that you'd like to copy and select the More actions icon (More actions icon.).
      3. Select Make a copy.

        The copy that you make is listed in the Active skills section.

      4. Select the copied skill from the Active skills section to open it.
        A guided setup leads you through the configuration of the general details, input, prompt, availability, display, review, and activation of the customized skill. If you complete the entire walk-through, the skill is activated.
    12. To create and configure the use case for invoice extraction, follow the steps of .
    13. Review and activate the skill.
      Review your choices and select Activate to complete the skill customization.
      You can now leverage the generative AI skill for matching invoice lines with purchase order.