---
sourceDocument: Australia Build workflows
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/build-workflows

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Build workflows

ft:clusterId :

    - crworkflow

bundleId :

    - crworkflow

workflow :

    - Creator


---

# Generate a playbook summary

# Generate a playbook summary {#ariaid-title1}

Release version: Australia  
Updated May 26, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Generate an AI-generated summary of the stages, activities, triggers, and inputs of a playbook from the Workflow Studio canvas.

## Before you begin

Verify that the ServiceNow Otto for Creator plugin is installed and the Playbook Summarization skill is turned on. For more information about turning on the AI skills for Playbooks, see [Turn on AI skills for Playbooks](https://www.servicenow.com/docs/sPSQdB7Ur_HPyiarWaSqdA "Turn on the ServiceNow Otto for Creator skills for using generative AI for creating and managing Playbooks.").  
Note:  
AI skills are available in AdminAI Admin HubAI SkillsCreator.

For information about installing ServiceNow Otto for Creator, see [Install ServiceNow Otto for Creator](https://www.servicenow.com/docs/access?context=install-now-assist-for-creator&version=australia&pubname=australia-application-development&ft:locale=en-US)

The playbook must have at least one stage and activity before a summary can be generated.

Role required: pd_author

## Procedure

1. Navigate to AllProcess AutomationWorkflow Studio.
2. Open the playbook for which you want to generate the summary.
3. From the More Actions menu ![](), select Summarize.  
   The Playbook Summary pane displays. {#generate-playbook-summary__cmd_zbf_zpv_jjc}
4. On the Playbook Summary panel, select Summarize playbook.  
5. Select a summary format: Standard, Short, or Elaborate.  
   The summary is generated and displayed in the panel. The first paragraph provides a brief overview of the playbook, followed by a description of each stage.
{#generate-playbook-summary__steps_lyl_bpv_jjc}

## What to do next

After generating a summary, you can perform the following actions:

* To refine the summary, enter a custom instruction in the AI chat field.
* To copy the summary to the playbook description field, select Set as description, then select Save and close.
* To regenerate the summary after playbook changes, select Refresh. If the playbook structure has changed since the last summary was generated, a warning appears prompting you to refresh.
{#generate-playbook-summary__ul_wsx_dkj_cjc}
**Related concepts**   

* [Playbook summarization](https://www.servicenow.com/docs/liwDkgNjDhsc3lozt4ROqw "Use AI to generate overviews of a playbook's stages, activities, triggers, and inputs. Understand a playbook's purpose and flow without going into the details of what is being done at activity and stage level.")

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