---
sourceDocument: Xanadu Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu 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}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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.

## Before you begin

Role required: agents, fulfillers, and sn_spend_psd.admin

## About this task

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}

## Procedure

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: * Procurement case * Sourcing request * Purchase requisition {#now-assist-spo-summarize-record__ul_e2k_2cd_5cc} | 1. Navigate to ListsAll work. 2. Select any of the following modules and select the link to the record under the Number column. * Cases * Sourcing requests * Requisitions {#now-assist-spo-summarize-record__ul_szh_rpz_5cc} {#now-assist-spo-summarize-record__ol_imm_jcd_5cc} |
   [ ]

   {#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.  
Note:  
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. **Optional:** 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 to work notes. 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.]()). |
   |-|-|

   {#now-assist-spo-summarize-record__choicetable_md1_nyf_xyb}
**Related concepts**   

* [Request the generative AI capabilities by using the Now Assist for SPO Virtual Agent](https://servicenow-prod.fluidtopics.net/Qf56FqyHQsbBoTj1SqQOdg "Request the contextual generative AI capabilities by using the conversational interface in Now Assist for SPO Virtual Agent.")

*[\>]: and then