Is there any OOB document summarization skill available in ServiceNow?

Mohamed_009 · Monday

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:

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

Any guidance or best practices would be really helpful.

Thanks in advance!

Vamsi_Krishna07 · Monday

Hello @Mohamed_009 ,

There is a OOB platform Now Assist Skill called "Document Extraction".

1. Once it's turned on you have to navigate to workspace.
2. Open any case or inc which has attachments
3. Click on the attachment icon in workspace right hand side(Refer to screenshot)
4. Now Click in the attachment, then it will open in new window where you have the option to summarize. (Refer to screenshot)
5. This is completely OOB, you can easily turn it on like any other Now Assist Skill

Mohamed_009 · Tuesday

@Vamsi_Krishna07 and @PaulSylo

I have verified that the Document Extraction Now Assist skill is already activated in our instance(PFA), as mentioned.
However, when I open the attachment from UI Builder, I do not see the Summarize option(PFA).

Please note that this is a scoped application.
Could you please let me know if there are any additional configurations, permissions, or limitations specific to scoped applications that need to be considered for this feature to appear?

Any guidance on this would be appreciated. Thank you.

Vamsi_Krishna07 · yesterday

Hi @Mohamed_009 ,

This is the correct skill; I believe you might be referring to a different one (please see the screenshot).

Also, while activating the feature, you need to explicitly define the table. In my case, I selected the Case and Incident tables, which is why the document summarization button is available in the respective workspaces.