Configure the manage contract repository agentic workflow for Software Asset Management

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

    • Install the Now Assist in Contract Management plugin (sn_cm_gen_ai) and activate the generative AI skills to use the manage contract repository agentic workflow.

    Before you begin

    Role required: sn_cm_gen_ai.ai_contract_admin

    Procedure

    1. Install the Now Assist in Contract Management plugin (sn_cm_gen_ai).
      For information about the plugin installation process, see Install Now Assist plugins.
    2. Navigate to All > Now Assist Admin > Skills.
    3. Access the Now Assist Skills tab of the Now Assist Admin console.
    4. Navigate to Employee > CM Pro.
    5. Select the Activate skill on the skill that you want to activate.
      Figure 1. Now Assist skills for Contract Management Pro
      Now Assist skills available for Contract Management Pro
    6. In the skill guided setup, configure the use cases and other mappings for the Contract obligation extraction and Contract metadata extraction skills.
      For more information on configuring contract metadata extraction skill, see Configuring contract metadata extraction.
      Note:
      For the Contract metadata extraction skill, complete the creation of use case, mapping use case, and enable notifications setup.

      For more information on configuring Contract obligation extraction skill, see Configuring contract obligation extraction.

      Note:
      On the use case mapping page, the Contracts created from contract request check box is visible only if the Contracts core (sn_cm_core) plugin is installed. If you have the Contracts core (sn_cm_core) plugin installed, it means you're already availing the contract pre-signature capabilities. You must clear the Contracts created from contract request check box.

      If the Contracts core (sn_cm_core) plugin is not installed, this check box will not be displayed.

    7. In the Define access page, select Save and continue.
    8. In the Review and activate page, select Activate.

    Result

    When a software contract record is created, the Initiate contract extraction button is displayed on the contract form.

    What to do next

    Initiate metadata and obligation extraction from a signed contract in the Software Asset Workspace