Install Now Assist for Accounts Payable Operations (APO)

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read

    • Install the APO plugin [sn_ap_gen_ai] to give AP fulfillers access to generative AI skills in Source-to-Pay Workspace and Core UI.

    Before you begin

    Role required: admin

    Install the Document Intelligence for Accounts Payable Operations Content Pack from the ServiceNow® Store for the invoice data extraction skill.

    Procedure

    1. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console.
    2. Expand the Finance and Supply Chain workflow group and select Accounts Payable Operations.

      The APO features are grouped under the Finance and Supply Chain workflow group. Each feature has its associated skills.

    3. Activate and configure the skills for the APO application.
      Table 1. Skills for Accounts Payable Operations
      Skills Action
      Purchase order line mapping To activate the skill, on the Purchase order line mapping skill card, select Turn on.
      Invoice case summarization On the Purchase order line mapping skill card, select Activate skill.
      Invoice data extraction On the Invoice data extraction mapping skill card, select Activate skill.
    4. For Invoice case summarization skill:
      Invoice case summarization in Now Assist
      1. Select General Details, review the details about the skill, and then select Save and continue to go to the next step.
      2. Follow the steps to configure and activate a skill by using the Guided Setup.
      3. Select View Case Input, review the base input table and input fields, and then select Save and continue to go to the next step.
      4. Optional: To test the prompt on a record, select Customize and test prompt.
      5. Select Save and continue to go to the next step.
      6. Optional: Select Define Availability and choose one of the following options.
      OptionDescription
      Skill is always available The skill is always available to users.
      Customize skill availability The skill is available only when the certain conditions are met (default).

      Use the condition builder to set your conditions.
      1. Select Save and continue to go to the next step.
      2. Choose Select display to determine where you'd like to display the skill.
      OptionDescription
      In-product desktop Now Assist skills are displayed on forms and workspaces.
      Now Assist panel Now Assist skills are available in the Now Assist panel. Turn on multi-language support for user-entered text with Dynamic Translation in Now Assist applications. For more information, see Configure multilingual service for Now Assist applications.
      Note:
      If you don't see this option, you must activate the Now Assist panel. For more information, see Activate the Now Assist panel standard chat.
    5. Select Save and continue to go to the next step.
    6. Review your choices and select Activate to complete the configuration for the skill.
    7. Complete the setup by selecting Done.
      The skill is displayed in the Active skills section.
    8. In case of Invoice data extraction for the APO specialists feature card, select Activate skill.
      1. In the Create Usecase step, select the Invoice Processing - GenAI use case.Invoice processing using generativeAI
      2. Select Make a copy to create a copy of the use case.
        For more information on the fields, test outputs, and integrations in the use case, see Set up a use case for Now Assist in Document Intelligence.
        Note:
        When you create a copy of the generative AI use case in Now Assist console, then "DocIntel Extract Values Flow - copied GenAI use case name-Invoice processing-GenAI integration" use case is created automatically in the flow designer. For more information on configuring the use case, see Configuring the invoice ingestion flows using Accounts Payable Operations integration with Document Intelligence.
      3. Select Save and continue to go to the next step.
      4. In the Review and activate step, select Activate.
      The Invoice data extraction skill is activated.
    9. On the Purchase order line mapping summarization for the APO specialists feature card, select Turn on.
      The generative AI skill auto-generates mappings between invoice lines and purchase order lines.