---
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


---

# Summarize a success initiative

# Summarize a success initiative 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  
Generate a summary from a success initiative record and all associated success tasks.

## Before you begin

Role required: `sn_acct_lc.customer_success_agent`

## About this task

The success initiative summary skill provides a summary of the success initiative record and associated success initiative tasks. The skill is available in CRM Workspace and in Core UI:

* In CRM Workspace, use the Success initiative summary by ServiceNow Otto component, which appears above the Activities card.
* In Core UI, select Summarize on the success initiative record.

Note:  
The skill requires a minimum 50 words in the record to generate a summary. If the skill isn't active, summaries are generated using the out-of-box case summarization skill instead.

## Procedure

1. Navigate to WorkspacesCRM WorkspaceListsAll Success initiatives.
2. Open a success initiative and select Summarize.  
   Based on the inputs from Engagement, Account, and Short Description, the summary includes:
   * **Overview:** the primary goal, engagement, account, product, progress, due date, squad, and customer contact details.
   * **Progress updates:** current status, total task count, and open/closed task counts.
   * **Next steps:** all open tasks, required agent actions, and tasks due in the next 7 days.
3. **Optional:** After you're finished, manage the results: view more/less detail, provide helpful/not-helpful feedback, copy the summary, or view summary info using the icons on the summary card.
{#now-assist-tmt-summarize-success-init__steps_dyn_hrp_5bc}

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