---
sourceDocument: Yokohama Enable AI
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/intelligent-experiences
Release :
- yokohama
ft:locale :
- en-US
ft:publication_title :
- Yokohama Enable AI
ft:clusterId :
- platai
bundleId :
- platai
workflow :
- Platform
---
# Process images for new tasks
# Platform Process images for new tasks agentic workflow {#ariaid-title1}
Release version: Yokohama
Updated November 18, 2025
 4 minutes to read
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## Summary of Platform Process images for new tasks agentic workflow
The Platform Process images for new tasks agentic workflow automates the conversion of images into actionable task records, reducing manual data entry and enhancing task organization.
It extracts key information from images (such as error messages), presents these details for user review and edits, and then creates an incident record with the image attached.
This workflow is part of the Now Assist suite and is designed to streamline task creation from visual inputs within the ServiceNow platform.
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## Prerequisites and Setup
* Requires Now Assist for Platform installed on your instance, typically included with other Now Assist applications like ServiceNow Otto for ITSM.
* Users must have the **snuxcgenai.platformaiimageprocessor** role to invoke the workflow.
* To enable task creation from images via Now Assist for Virtual Agent, activate the Image Processor Agent, Record Management AI Agent, and Document and Visual Insights AI Agent, and configure the display to include Virtual Agent.
* Role masking controls security by limiting agentic workflow privileges; ensure necessary roles (e.g., itil for Incident records) are included in security and data access settings.
## Configuration
Adjustable via the **Now Assist Skill Config Var Set** in the Platform AI Agents and Skills scope, particularly the **Image to task config** record. Key configurations include:
* **roleandtablemap:** Maps user roles to permissible tables for creating records from images, enabling tailored access control.
* **tableslist:** Defines which tables can receive tasks created from images.
## Access and Usage
* Access the workflow through AI Agent Studio under *All \> AI Agent Studio \> Create and manage* by selecting "Process images for new tasks."
* Review included AI agents and tools in the guided setup steps.
* Agentic workflows appear in the Core UI and workspaces within the AI Workflows panel for monitoring progress and results.
* Enable UI actions in AI Agent Studio's *Select channels and access* step to allow users to trigger the workflow via UI buttons; ensure the system property **com.glide.agenticprocessesview.enabled** is true.
* Trigger the workflow using utterances like "Convert image to new task" in the Now Assist panel or run it in AI Agent Studio's Testing page with proper roles.
## AI Agents Involved
The workflow primarily uses the **Document and visual insights AI agent**, which extracts information from images to facilitate task creation. Ensure the agent's status toggle is enabled in its guided setup to activate it.
## Practical Benefits for ServiceNow Customers
* Automates image-based task creation, saving time and reducing data entry errors.
* Improves accuracy by allowing users to review and adjust extracted task details before submission.
* Integrates seamlessly with existing Now Assist applications and security frameworks for controlled access.
* Supports customization through duplication and configuration to fit specific organizational needs.
Use the Platform Process images for new tasks agentic workflow to convert images to actionable tasks.
## Process images for new tasks overview
The process images for new tasks agentic workflow can help decrease manual data entry and improve task organization by automatically converting images into task records. First, the agentic workflow extracts information from the image,
such as error messages, and presents the analysis to the user. Then, the user is presented with the details of the task, such as short description, category, and priority, before it is submitted so that they can make any changes. Once
the information is confirmed, the agentic workflow creates an incident record and attaches the image.
The agents, tools, and triggers that are associated with the process images for new tasks agentic workflow are provided by Now Assist applications. You can [activate the agentic workflow template](https://servicenow-prod.fluidtopics.net/A9lknZbcIxQ5cGtzgbrgNA "Activate triggers and change display settings for agentic workflows in AI Agent Studio that come installed with Now Assist applications.") and set the display settings to include the Now Assist panel. If you want to change this agentic workflow's instructions, you must [duplicate it to create a custom agentic workflow](https://servicenow-prod.fluidtopics.net/ju9DgqK5y_SBvEMgDvZULw "Duplicate an existing agentic workflow in AI Agent Studio to save time by not having to manually configure or create agentic workflows."), adjust the settings to suit your specific needs, and activate the duplicated version of the agentic workflow instead.
## Prerequisites and setup
To access this workflow, you must have Now Assist for Platform installed on your instance, which you can get if you install any other Now Assist application, such as ServiceNow Otto for IT Service Management (ITSM).
Users must have the sn_uxc_gen_ai.platform_ai_image_processor role to invoke the agentic workflow.
If you want the ability for users to create tasks from images using Now Assist for Virtual Agent, you must activate the Image Processor Agent, Record management AI agent, and Document and visual insights AI agent and set the display to include Virtual Agent. This agentic workflow cannot be discovered in Virtual Agent, so you must enable the individual AI agents that comprise it.
## Role masking
Required role: sn_uxc_gen_ai.platform_ai_image_processor.
[Role masking](https://servicenow-prod.fluidtopics.net/KXA9rY7HDpJq5qk3qK1KPg "Role masking for AI agents and agentic workflows running as dynamic users enhances security by enabling users to limit the roles with which AI agents and agentic workflows execute, verifying that AI agents run with minimum necessary privileges.") enables users to limit the roles and privileges of agentic workflows during tool execution. Agentic workflows and their AI agents that get installed with Now Assist applications are assigned pre-defined roles. If you select Users with specific roles for user access, you must configure the security controls to include these roles. Data access settings must also include these roles. For the instructions to change the security controls, see [Define security controls for an agentic workflow](https://servicenow-prod.fluidtopics.net/BxlfGCh0M5stfHIyBZXlnw "In the guided setup for an agentic workflow, define security controls for who can access the agentic workflow and what data the agentic workflow has access to.").
In the data access settings, you must also add the necessary roles to enable reading of the tables for the records you want to be able to make tasks on. For example, you can add the itil role to the agentic workflow's list of approved roles so that it can access Incident records.
## Additional configuration
You can change different settings related to the agentic workflow by changing values for the Now Assist Skill Config Var Set. To access the variable set and make changes, do the following while in the Platform AI Agents and Skills scope:
* Go to the Now Assist Skill Config \[sn_nowassist_skill_config\] table.
* Open the record named Image to task config.
* In the Now Assist Skill Config Var Set related list, select the Tables Mapping configuration variable set.
* Set the variables for the configuration type.
* Save the Var Set.
{#images-tasks__entry__2}
| Config field | Description |
|-|-|
| role_and_table_map | When a user triggers this agentic workflow, it checks the role of the invoking user and uses the map to determine what tables a user can make a record on. For example, if you map itil to Incident table, then users with the itil role can make Incident records with images. |
| tableslist | List of tables where you can make tasks from images |
[Table 1. Tables Mapping configuration]
## Accessing the Process images for new tasks agentic workflow
To access the agentic workflow:
1. Navigate to AllAI Agent StudioCreate and manage.
2. Select Process images for new tasks.
{#images-tasks__ol_fkq_csr_y2c}
The first step of the guided setup includes a complete list of included AI agents. Selecting the name of an AI agent opens it in a new browser tab, where you can see the full description, role, list of steps, and tools. Tools are
displayed in the second step of the AI agent guided setup, Add tools and information.
## In-product agentic AI and UI actions
Agentic workflows can be accessed in the Core UI and in workspaces in the AI Workflows panel. From there, you can track their progress, provide or review input, and see the results of the work performed. For more information, see [In-product agentic AI](https://servicenow-prod.fluidtopics.net/N0JhgMY1Ebivh2YFtaZiww "Dedicated spaces in workspaces and in the Core UI enable you to use agentic workflows directly in record forms. You can view agentic workflow progress and previous executions, and you can answer follow-up questions for ones that require human supervision.") for more details about the AI Workflows panel.
To enable users to access agentic workflows with UI actions, you can open the agentic workflow in AI Agent Studio and navigate to the Select channels and access step. You can select a UI action as a possible way to access the workflow
If you don't see your UI actions after configuring it in AI Agent Studio, ensure that the property com.glide.agentic_processes_view.enabled is set to true.
## Sample utterance
After the workflow has been activated in AI Agent Studio, enter Convert image to new task or similar phrases in the Now Assist panel to trigger the workflow. You can also run this workflow on the Testing page of AI Agent Studio with the same utterance in the Task field if you have the sn.aia_admin and sn_uxc_gen_ai.platform_ai_image_processor roles.
## AI agents used in the Process images for new tasks agentic workflow
The following table lists the agents that are used in the Process images for new tasks agentic workflow.
Important:
In the Define availability step of each AI agent's guided setup, make sure that the Status toggle is enabled to activate the AI agent.
{#images-tasks__table_bff_fnf_m2c__entry__3}
| AI agent name | AI agent description | Role required |
|-|-|-|
| Document and visual insights AI agent | Extracts information from images. | platform_ml_di.creation_agent |
[Table 2. AI agents names and descriptions in the Process images for new tasks agentic workflow]
{#images-tasks__table_bff_fnf_m2c}
## Other Platform agentic workflows
For more information on other agentic workflows associated with the Platform workflow, see [Platform agentic workflows](https://servicenow-prod.fluidtopics.net/WDyeqIZ9ANUDnZFJ~J9_0g "You can use the available Now Assist AI agents Platform agentic workflows to achieve business outcomes with self-executing autonomous AI agents.").
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