Is there any OOB document summarization skill available in ServiceNow?

[Mohamed_009]

Hi Everyone,

I would like to understand whether ServiceNow provides any out-of-the-box (OOB) document summarization skill using Generative AI.

Use case:

When a user attaches a document (PDF/Word, etc.) to a record, I want to display a “Summarize Document” button on the form. On clicking the button, the system should generate and display a summary of the attached document using GenAI.

I found the below community post that explains how to get the document summary using a script-based approach:

https://www.servicenow.com/community/developer-forum/attachment-summarization-with-genai-ready-to-us...

My questions are:

1. Is there any OOB capability or skill available in ServiceNow for document summarization?
2. Or is the script / custom implementation the only recommended approach?
3. Has anyone implemented this using Now Assist / Generative AI Controller / Flow Designer?

Any guidance or best practices would be really helpful.

Thanks in advance!

[PaulSylo]

Hi @Mohamed_009 - 

1. Summarize feature is OOB , you will be having option to UI action. There is no need of script.

2. No need of scripting or major customization

3.  Flow designer comes here unless you are planning to infuse this during your workflows . In other words, if you think user upload the document any point in time during the ticket lifecycle or during any workflow, you can create a flow through designer and have this document summarized automatically.  If you are considering "button" Option, you not much needed for flow designer. I have done in both. for your case mentioned, not required, as it is available out of box.

[Mohamed_009]

@PaulSylo 

Thank you for the clarification, this is helpful 👍

I understand that attachment/document summarization is available out of the box via a UI Action and does not require custom scripting.

To help me implement this correctly, could you please share the high-level or step-by-step process for using the OOB summarization feature, for example:

• Where exactly is the OOB UI Action configured (table/form)?

• Does the summarization work automatically for all attachments, or are there any preconditions or configurations required?

• Is this supported only on specific record types (Incident, Case, etc.), or can it be enabled on custom tables as well?

My use case is simple:
When a user attaches a document and clicks a button, they should be able to see the generated summary using the OOB capability, without custom scripting.

Any guidance or documentation links would be greatly appreciated. Thanks in advance!

[PaulSylo]

@Mohamed_009  - See the below from Vamshi , He nailed it !  

Good Work @Vamsi_Krishna07 

[Vamsi_Krishna07]

Thank you @PaulSylo , need to learn more under your guidance.