Activate the document intelligence for utility invoices skill

  • Release version: Yokohama
  • Updated September 10, 2025
  • 1 minute to read

    • Activate and then configure document intelligence for utility invoices skill from Now Assist to automate the extraction of metrics data from utility invoices. Once activated, map the extracted data to the correct metric definitions and entities.

    Before you begin

    Role required: sn_nowassist_admin.nsa_admin

    About this task

    Important:
    This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

    Procedure

    1. Navigate to All > Admin Center > Now Assist Admin.
    2. On the Now Assist Skills tab, under the Technology workflow group, select Risk and Sustainability.
    3. On the Now Assist skills for Risk & Sustainability page, select Activate skill under the Document Intelligence for Utility Invoices skill.
    4. A predefined usecase is available in the Usecase overview tab, select Save and continue to proceed.
      You can use an extraction use case to define the data you must extract from a document.
    5. In the Review and activate tab, view the details of the skill, select Done.

    Result

    The document intelligence for utility invoices skill is active and is available to be used in the Operational Sustainability Workspace.