IT Service Management AI agent collection create standard change template proposal

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of IT Service Management AI Agent Collection Create Standard Change Template Proposal

    The Create Standard Change Template Proposal agentic workflow enables ServiceNow users to quickly generate a change template proposal record based on existing similar change requests. Accessible through the ServiceNow Otto panel, this workflow streamlines the creation of standardized change templates by analyzing and listing similar change requests for user selection.

    Show full answer Show less

    Once a preferred change request and relevant content are chosen, the workflow creates a proposal record that is submitted for review and approval by the change management team. This process helps standardize frequently created change requests and facilitates efficient change management.

    Key Features

    • Manual Invocation: The workflow does not trigger automatically and must be started manually by users with the changemanager or itil roles.
    • Integration with ServiceNow Otto Panel: Users can access the workflow via the AI Agent Studio and interact with it through the Otto panel, including querying by change request number.
    • AI Agent Assistance: An AI agent identifies similar change requests and assists users in selecting the appropriate request and content to generate the proposal.
    • Configurable Workflow: Administrators can duplicate and modify the workflow to tailor it to organizational requirements.
    • Activation Controls: To enable autonomous triggering of the AI agent, the workflow’s Active status and the AI agent’s Status field must be enabled.

    Using the Workflow

    To use the Create Standard Change Template Proposal workflow:

    • Navigate to AI Agent Studio > Create and manage, and select the workflow.
    • Review and update the key requirements, then save and continue.
    • Enable the display option to add the workflow icon to the ServiceNow Otto panel’s menu bar.
    • Save and test the workflow to execute the agent’s request.
    • From the Otto panel, query by change request number to initiate template proposal creation based on similar changes.

    Benefits for ServiceNow Customers

    This workflow accelerates the creation of standardized change templates, reducing manual effort and promoting consistency in change management. By leveraging AI to identify similar past changes, users can efficiently draft proposals that align with best practices and organizational standards. Additionally, the approval process ensures quality control by involving the change management team before templates are finalized.

    Use the create standard change template proposal agentic workflow to help users quickly create a change template proposal record based on similar change requests.

    Create standard change template proposal agentic workflow overview

    The create standard change template proposal agentic workflow lets users quickly create a change template proposal record from the ServiceNow Otto panel. The workflow analyzes similar change requests and lists them to the user. The user can select the preferred change request and the content for template generation, and the workflow then creates a proposal record with the specified values.

    Using this agentic workflow, you can quickly propose a change template for a change request that you frequently create. This template is later sent for approval to the change management team, which reviews the request and approves the template as part of the approval process.

    To modify the Create standard change template proposal agentic workflow, duplicate it, and adjust the settings according to your requirements. The Create standard change template proposal agentic workflow doesn’t have a trigger and is invoked manually.

    Note:
    The workflow can be accessed by the change_manager and itil role.
    To access the agentic workflow:
    1. Navigate to All > AI Agent Studio > Create and manage.
    2. Select Create standard change template proposal.
    Important:
    In the Edit trigger form, make sure that the Active button is turned on to enable the AI agent to trigger autonomously.

    AI agent used in the create standard change template proposal agentic workflow

    You can access the standard change template proposal AI agent in the Define key requirements screen by scrolling to the Add AI agents that can perform these steps section. When a change is provided, this agent finds similar changes and lists them. The user can then select the preferred change request and the content for template generation, and the agent then creates a proposal record with the specified content.

    Important:
    In the Define availability screen for the AI agent, make sure that the Status field is enabled to activate the AI agent.

    Use the create standard change template proposal agentic workflow

    1. Review the information in the Define key requirements screen and make the necessary updates, and then select Save and Continue.
    2. In the Select display screen, turn on the Display option to add the icon for the ServiceNow Otto panel in the menu bar.
    3. Select Save and test.

      The agent executes the request for the workflow.

      Figure 1. Example of the create standard change template proposal agentic workflow output in ServiceNow®AI Agent Studio
      Create standard change template proposal agentic workflow output in ServiceNowAI Agent Studio.
    4. Access and use the create standard change template proposal agentic workflow from the ServiceNow Otto panel.
      You can query in the ServiceNow Otto panel with the change request number. For the query instructions, read the steps specified in the List of steps field of the corresponding AI agent (standard change template proposal AI).
      Figure 2. Example of the create standard change template proposal agentic workflow output in the ServiceNow Otto panel
      Create standard change template proposal agentic workflow output in the ServiceNow Otto panel.