Platform Generate my work plan agentic workflow

Use the Platform Generate my work plan agentic workflow to create personalized work plans for currently assigned work.

Generate my work plan overview

The Generate my work plan agentic workflow creates personalized work plans based on the current assigned work, reducing manual effort and guesswork out of work planning. The AI agents of the agentic workflow identify and retrieve all work assigned to the user, predict effort required to complete work, and generate an actionable work plan based on that information. Effort is estimated based on historical records related to the open work items. Generated work plans can emphasize the highest priority work by examining the following information and can result in faster resolution and fewer missed SLAs.

• User sentiment
• Short description
• Priority
• Description
• Due date
• Escalation
• State
• Updated
• Number
• Impact
• SLA

The agents, tools, and triggers that are associated with the Generate my work plan agentic workflow are provided by Now Assist applications. You can activate the agentic workflow template by adding triggers and setting the display settings to include the Now Assist panel. If you want to change this agentic workflow's instructions, you must duplicate it, 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 Now Assist for IT Service Management (ITSM).

Now LLM is not a supported LLM provider for the Generate my work plan agentic workflow.

Role masking

Required role: sn_uxc_gen_ai.platform_ai_work_planner.

Agentic workflows and their AI agents use role masking to determine which users can access them. Ones installed with Now Assist applications have specific roles that come included with the application. If you select Users with specific roles for user access, you must configure the security controls to include these roles. For the instructions to change the security controls, see Define security controls for an agentic workflow.

In the data access settings, you must also add the necessary roles to enable reading of the tables for the records you want to access for potential work plans. 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 Generate my work plan config.
• In the Now Assist Skill Config Var Set related list, select New.
• Enter a name for your Config Var Set.
• Set Config Type to be either User schedule or Generate my work plan.
• Save the Var Set record.
• Set the variables for the config type.
• Save the Var Set.

The Generate my work plan config var set includes the following variables. You can configure either the AIS fields or the GAF field for determining how the agentic workflow gathers what work the user has. If you configure, GAF takes priority when running the agentic workflow. For more information about GAF, see Group Action Framework.

Tableau 1. Generate my work plan config type configuration

Config field	Description
Table	Table for record types that someone can work on
Conditions	Conditions for what kind of records someone can work on
Record fields	Fields used to judge how much work a task will take
Time worked	Custom or edited field for specifying time worked. By default, the agentic workflow uses the Time worked field.
AIS Search Profile	Specific AI Search profile to use to determine what work a user has
AIS Search Fields	Fields used by AI Search to determine what work a user has
AIS Return Fields	Fields returned by AI Search to the agentic workflow to base decisions on
GAF Config	Group Action Framework grouping configuration record, which is a collection of groups of records to make searching easier

By default, the Generate my work plan agentic workflow relies on the User [sys_user] record's Schedule field. If there is no schedule defined on the User record, then the workflow consults the Schedule [chm_schedule] table for the user. If neither are present, then the assumed schedule is a weekday schedule from 8:00 AM to 5:00 PM.

You can change what tables and fields to look for schedule information with the User schedule config type.

Tableau 2. Generate my work plan User schedule configuration

Config field	Description
Table	Table where user schedule information is stored
Conditions	(Optional). Conditions to determine what user schedule to associate with the user.
Schedule column	Field where specific schedule information is stored

Accessing the Generate my work plan agentic workflow

To access the agentic workflow:

1. Navigate to All > AI Agent Studio > Create and manage.
2. Select Generate my work plan.

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 AI Agent Studio, 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.

Testing the Generate my work plan agentic workflow

You can manually test an agentic workflow execution or access on the Testing page of AI Agent Studio if you have the sn.aia_admin role and all other roles configured in the security controls. Start a manual test, select a test type and the name of the workflow, and use utterances in the Task field like the following samples. See Test an agentic workflow execution.

If you want to evaluate the agentic workflow over many different execution logs, run an automated evaluation.

Sample utterance

After the workflow has been activated in AI Agent Studio, enter What should I work on today? or similar phrases in the Now Assist panel to trigger the workflow. You must have the sn.now_assist_panel_user role to run 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 role.

Users must have the sn_uxc_gen_ai.platform_ai_work_planner role to execute the agentic workflow.

AI agents used in the Generate my work plan agentic workflow

The following table lists the agents that are used in the Generate my work plan agentic workflow.

Important :

In the Select channels and status step of each AI agent's guided setup, make sure that the Status toggle is enabled to activate the AI agent.

Tableau 3. AI agents names and descriptions in the Generate my work plan agentic workflow

AI agent name	AI agent description	Role required
Prioritize work AI Agent​	Dynamically orders tasks based on parameters like urgency, priority, SLAs, sentiment, and impact.	sn_uxc_gen_ai.platform_ai_work_planner

Other Platform agentic workflows

For more information on other agentic workflows associated with the Platform workflow, see Platform agentic workflows.