Generate the summary for selected or complete content with Planning item doc summarization skill in Strategic Planning

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read

    • Quickly learn the details of the documents from the summary that is generated by Now Assist in Strategic Planning.

    Before you begin

    Make sure that the Planning item doc summarization skill is active.

    Role required: pf_user, pf_read, sn_align_core.apw_user, or sn_align_core.ap_read_only.

    About this task

    Minimize the time that you spend reading documents, meeting notes, project reports and so on by using a summary that is generated by Now Assist. You can also copy-and-paste the source materials that meet your learning needs in Docs and generate a quick summary.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace and open any planning item records such as product idea from Feedback.
    2. From the Docs tab, perform one of these actions according to your requirements.
      Gen AI actionsProcedure
      Summarize
      Summarize the selected text from the Docs tab:
      1. Select the content that you want to summarize and then select Now Assist.
      2. Select Summarize.
      Summarize the entire page or complete content from the Docs tab:
      1. Select Summarize.
      2. Select Done.
      Elaborate Elaborate the selected text by selecting Elaborate.
      Shorten Shorten the selected text by selecting Shorten.
      Insert below Add the generated summary after the selected content by selecting Insert below.
      Note:
      Summarization of the entire content is also permitted for users with the read role.
    3. Optional: When you're finished summarizing the content in Docs, you can provide feedback, copy, or view information about it.
      OptionProcedure
      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. The system gathers the feedback on each generated summary and stores it in the generative AI logs (sys_generative_ai_log_list.do).
      More information on summary If you want to check some details about the summary, select the more info icon (More information icon.).
      Copy the Docs summary Select the copy to clipboard icon (Copy to clipboard icon.) to use the summary information for another purpose, such as pasting it into an email.

      Animated tour of Docs Gen AI skill in Strategic Planning.

      Note:
      Because the information in these fields is AI generated, it's a good idea to review the text and make sure it's accurate.

      Only an administrator can activate the Now Assist skills. For more information, see Configure Now Assist for Strategic Portfolio Management (SPM).

      The Planning item doc summarization skill checks the doc content to determine if enough information is available to generate a summary. If there isn't enough content to summarize, you can add more content and retry.

      Note:
      The Summarize button is visible only if the Planning item doc summarization skill is active. If the selected text exceeds the token limit for Now Assist, the Planning item doc summarization skill can't be executed. If there is more content to summarize, you can remove some content and retry.