I am looking for help to automate task creation when a Performance Analytics KPI exceeds a threshold.
I have a KPI in ServiceNow Performance Analytics that tracks the percentage of reports not viewed in the last 12 months. When this KPI reaches or exceeds 20%, I need to automatically:
1. Create a task assigned to a specific assignment group to follow our standard operating procedure (SOP) for report cleanup.
2. Ensure Change Management compliance by triggering a Change Request for report deletions, since actual removal requires ITIL-approved processes.
3. Send notifications to stakeholders about the upcoming cleanup process.
I’m considering using Flow Designer to automate task creation based on a KPI Signal, but I’m not sure if a Task, Change, or PA Target Task is best suited for this type of automation.
For those who have implemented something similar:
• What record type did you use (Task, RITM, Change, or something else)?
• How did you trigger the flow when the KPI threshold was exceeded?
Would love to hear how others have handled similar scenarios. Thanks in advance!
