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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Summarize a case by using ServiceNow Otto for Supplier Lifecycle Operations (SLO) in Source-to-Pay Workspace

# Summarize a case by using ServiceNow Otto for Supplier Lifecycle Operations (SLO) in Source-to-Pay Workspace {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Summarize supplier-related cases to learn more about their status, progress, and action items by using the supplier case summarization skill in the ServiceNow Otto for Supplier Lifecycle Operations (SLO) application.

## Before you begin

Role required: sn_supplier_gen_ai.now_assist_fulfiller  
Note:  
This role must be provided to the sn_slm.fulfiller user.

## About this task

You can use the supplier case summarization skill in either Core UI or Source-to-Pay Workspace.

* In Core UI, the summary appears in a banner in the record.
* In Source-to-Pay Workspace, the summary is generated in the Details tab.
{#now-assist-slo-summarize-case__ul_dzf_mf4_fyb}

## Procedure

1. Navigate to Source-to-Pay Workspace.
2. Select the list icon (![List icon.]()).
3. Navigate to ListsAll work and select either of the following records:  
   * Cases
   * Closed cases
   {#now-assist-slo-summarize-case__ul_hjk_rqk_ddc}
4. Under the Number column, select the link to the supplier case.
5. In the Record summary section, select Summarize.  
6. Review the summary details.  
   A concise summary of a case includes the overview, actions completed, and next steps. The information that is displayed is based on the type of the case:
   * Overview: Provides information about the case.
   * Actions Completed: Lists all the actions that have been taken so far.
   * Next steps: Lists the actions that the supplier managers must take next.
   {#now-assist-slo-summarize-case__ul_tst_ky4_wyb}
7. **Optional:** When you finish summarizing a case, 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-slo-summarize-case__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 (). |
   | Refresh the record summary | If you want to refresh the summary, select the refresh icon (![Refresh icon.]()). |
   |-|-|

   {#now-assist-slo-summarize-case__choicetable_md1_nyf_xyb}
{#now-assist-slo-summarize-case__steps_qwj_n2f_vyb}

*[\>]: and then