---
sourceDocument: Brazil Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Draft close notes for a risk signal

# Draft close notes for a risk signal using ServiceNow Otto for Telecommunications, Media, and Technology (TMT) {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Automatically generate closure notes and close eligible risk signals at the end of each day based on the status of their associated risk solutions.

## Before you begin

Role required: `sn_acct_lc.customer_success_agent`

## About this task

A scheduled job runs every day and automatically drafts closure notes for all risk signals eligible to be closed that meet the following criteria:

* All associated risk solutions are in a closed or inactive state.
* No new risk occurrences have been created after the last runtime of the scheduled job.

## Procedure

1. Navigate to AllAI Admin HubAI Skills.
2. Select Activate in the Draft close notes card.
3. Select the user role that can use this skill and select Save to activate the skill.  
   The daily scheduled job identifies all eligible risk signals, reviews the activity data from associated risk solutions, and generates closure notes. The Closure notes and State fields are updated on the risk signal record and visible in the Activity stream.
4. **Optional:** To use additional fields or tables when generating closure notes, add an activity context using the Customer Central guided setup.  
   Navigate to AllCustomer CentralActivity Contexts, select Risk signal, create an activity context group, and map it to the additional table you want to use. See [Configure activity groups for the Customer History view](https://www.servicenow.com/docs/access?context=configure-activity-groups-ca&version=brazil&pubname=brazil-customer-service-management&ft:locale=en-US) for details.

*[\>]: and then