Summarize and refine Docs content in EAP using Now Assist for SPM

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Use Now Assist capabilities to elaborate, shorten, and summarize selected content in Docs, or to get a summary of the whole document in Enterprise Agile Planning (EAP).

    始める前に

    重要:
    This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

    Role required: sn_apw_advanced.eap_user

    If you have custom roles that require access to this skill, update the ACLs for those roles that require access. For more information, see Implement access control in Now Assist AI agents.

    手順

    1. Navigate to Workspaces > Strategic Planning Workspace > Enterprise Agile Planning.
    2. Navigate to your Doc.
      TypeActions
      Team Doc
      1. Use the Agile structure in the navigation panel to open your team.
      2. Select the Docs tab and open your Doc.
      Planning item Doc
      1. From the Backlog or Planning board pages of a team, select a planning item.
      2. Select Full details.
      3. Select the Docs tab and open your Doc.
    3. From your Doc, open the page you want to summarize or refine.
    4. Choose to summarize the selected text on the page or the whole page.
      • To refine the selected text:
        1. Select a single block or multiple blocks of content on the page.
        2. Select Now Assist and choose an option.
          1. Summarize to summarize the selected text.
          2. Elaborate to lengthen the selected text based on the existing context.
          3. Shorten to make the selected text concise.

          Summarize, elaborate, or shorten the selected text

      • To summarize the entire content on the page, select Now Assist from the Doc header and select Summarize.

        Summarize the entire content on the page

      ヒント:
      If there’s more content to summarize, you can remove some text and retry.
      Now Assist analyzes the text and generates an output in a separate pop-up.
    5. オプション: Based on the output generated, you can further refine the result or insert the generated content into the Doc.

      Summarize selected content.

    6. オプション: Copy the generated output by selecting the Copy to clipboard icon () to use it for purposes such as sending an email, saving to notes, and others.
      重要:
      Because the output is AI-generated, review it to ensure accuracy.