--- sourceDocument: Australia Finance and Supply Chain sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/source-to-pay-operations Release : - australia ft:locale : - pt-BR ft:publication_title : - Australia Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Creator --- # Summarize a record by using Now Assist for Sourcing and Procurement Operations (SPO) in Source-to-Pay Workspace # Summarize a record by using Now Assist for Sourcing and Procurement Operations (SPO) in Source-to-Pay Workspace {#ariaid-title1} * Versão de lançamento: Australia * * Atualizado 12 de mar. de 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura As a fulfiller, summarize procurement-related records to know about their status, progress, and action items by using the record summarization skills in the Now Assist for Sourcing and Procurement Operations (SPO) application. ## Antes de Iniciar Role required: sn_spend_gen_ai.now_assist_fulfiller ## Por Que e Quando Desempenhar Esta Tarefa You can use these record summarization skill in either Core UI or Source-to-Pay Workspace. * In Core UI, the summary appears in a banner in the record record. * In Source-to-Pay Workspace, the summary is generated in the Details tab. {#now-assist-spo-summarize-record__ul_dzf_mf4_fyb} ## Procedimento 1. Navigate to Source-to-Pay Workspace. 2. Select the list icon (![List icon.]()). 3. Do one of the following: {#now-assist-spo-summarize-record__table_nxt_bcd_5cc__entry__2} | To | Do this | |-|-| | To generate a summary for the following records: * Negotiation * Procurement case * Procurement task * Purchase requisition * Sourcing event * Sourcing request * Sourcing task {#now-assist-spo-summarize-record__ul_e2k_2cd_5cc} | 1. Navigate to ListsAll work. 2. Select any of the following modules and select the record link in the Number column. * Cases * Negotiations * Requisitions * Sourcing events * Sourcing requests {#now-assist-spo-summarize-record__ul_szh_rpz_5cc} {#now-assist-spo-summarize-record__ol_imm_jcd_5cc} | [Tabela 1. List actions] {#now-assist-spo-summarize-record__table_nxt_bcd_5cc} 4. On the Details tab, in the Record summary section, select Summarize. When you opt to summarize a purchase requisition, you see the following message: Now Assist is summarizing your purchase requisition. Nota: Generating and displaying the summary may take several seconds. 5. Review the summary details. A concise summary of a record, including the overview, actions completed, and next steps. The information that is displayed is based on the type of the record: * Overview: Provides information about the record. * Actions completed: Lists all the actions that have been taken so far. * Next steps: Lists the actions that the fulfillers need to take next. {#now-assist-spo-summarize-record__ul_tst_ky4_wyb} 6. **Opcional:** When you finish summarizing a record, you can add it to the work notes, expand or collapse it, provide feedback, copy it, or view information about it. | Option | Procedure | | Save the summary information by adding it to the record work notes | 1. Select Share. 2. In the Share to work notes dialog box, edit the summary. 3. Select Save to work notes. {#now-assist-spo-summarize-record__ol_trg_4yf_xyb} | | Expand or collapse the summary | Select the expand card icon (![Expand card icon.]()) or the collapse card icon (![Collapse card icon.]()) to see more details or fewer summary details. | | Provide feedback for the summary | If you think that the summary was helpful, select the helpful icon (![Helpful icon.]()). If you think that the summary wasn't helpful, select the not helpful icon (![Not helpful icon.]()). This feedback improves the generative AI model and can help to improve the future versions of this skill. | | Copy the record summary | Select the copy to clipboard icon (![Copy to clipboard icon.]()) to use the record summary information for another purpose, such as pasting into an email. | | View the information about the record summary | If you want to check some details about the summary, select the more info icon (![More info icon.]()). | | Refresh the record summary | If you want to refresh the summary, select the refresh icon (![Refresh icon.]()). | |-|-| {#now-assist-spo-summarize-record__choicetable_md1_nyf_xyb} **Conceitos relacionados** * [Use the Now Assist for Sourcing and Procurement Operations (SPO) skills in a Virtual Agent chat](https://servicenow-prod.fluidtopics.net/~dQt0Q3kNUdwa4DXtRBIeA "Request the contextual generative AI capabilities by using the conversational interface in the Now Assist for Sourcing and Procurement Operations (SPO) in a Virtual Agent chat.") **Tarefas relacionadas** * [Summarize a record by using Now Assist for Sourcing and Procurement Operations (SPO) in Shopping Hub](https://servicenow-prod.fluidtopics.net/JPxWp8MOEA_U9RNRGSBXhw "As a shopper, summarize sourcing request, purchase requisition, and purchase order records to know about their status, progress, and action items by using the record summarization skills in the Now Assist for Sourcing and Procurement Operations (SPO) application.") * [Request the generative AI capabilites in Now Assist for Sourcing and Procurement Operations (SPO) by using Now Assist panel](https://servicenow-prod.fluidtopics.net/nCJ2IUZvDWdKU5xuTla~xA "Request the contextual generative AI capabilities to summarize procurement-related records in the Now Assist for Sourcing and Procurement Operations (SPO) application by using the conversational interface in the Now Assist panel.") * [Generate email responses](https://servicenow-prod.fluidtopics.net/G1jhY_DinPEDAEl6YIQ_Gg "Enables procurement specialists and buyers to generate professional, accurate email responses using Now Assist. By minimizing manual drafting and review, it helps procurement specialists and buyers respond to requester inquiries more efficiently and focus on higher-value procurement tasks.") * [Analyze sentiment in procurement cases](https://servicenow-prod.fluidtopics.net/O0QM~61UxtZ7CdAKXhidPw "Analyze requester sentiments on active procurement cases to help procurement specialists quickly identify, prioritize, and track sensitive requests.")