--- sourceDocument: Australia Workflow Data Fabric sourceDocumentLink: https://www.servicenow.com/docs/r/australia/integrate-applications Release : - australia ft:locale : - en-US ft:publication_title : - Australia Workflow Data Fabric ft:clusterId : - crint bundleId : - crint workflow : - Creator --- # Example instructions for AI # Example instructions for ServiceNow Otto for RPA Hub {#ariaid-title1} Release version: Australia Updated July 2, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) 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 Example instructions for ServiceNow Otto for RPA Hub This document provides practical example instructions for using ServiceNow Otto with RPA Hub to create automation tasks. These examples illustrate how to build automations that interact with applications such as Microsoft Outlook, Excel, Word, and PDF files, as well as how to manipulate data formats like JSON and CSV. The instructions guide users in automating common business processes such as email management, file conversion, data extraction, and credential handling. Show full answer Show less ## Example Automations * **Retrieve and process meeting emails:** Fetch meeting-related emails from Outlook's Calendar folder, save attachments to a designated folder, and mark emails as read. * **Split and convert PDF pages to Excel:** Split each PDF page into separate files, retrieve them from a folder, and convert each to Excel format. * **Add property to JSON object:** Modify a JSON string by adding a new property with a specified value. * **Find and replace text in Word documents:** Open a Word file, replace placeholder text with new content, and save the updated file to a specified path. * **Modify and export data as CSV:** Load and update a DataTable, rename columns, and export the data as a CSV file. * **Generate and send Excel data as PDF:** Create a chart from Excel sales data, save it as a PDF, and email the PDF via Outlook. * **Extract and summarize work emails with attachments:** Retrieve emails with attachments from a specific folder, save attachments locally, generate a summary email, and send it to a project manager. * **Split and read PDF pages:** Split a PDF into individual pages saved in an output folder and read text from the first page. * **Fetch and save unread emails:** Retrieve unread emails from a specified inbox folder and save them locally. * **Retrieve and set application credentials:** Obtain credentials from the ServiceNow instance for an application, set username and password fields, and perform a login action. ## General Guidelines for Crafting AI Instructions * **Clarity and specificity:** Use clear, direct sentences specifying exact desired actions to ensure accurate automation outcomes. * **Avoid jargon and abbreviations:** Do not use internal ServiceNow or technical jargon; spell out terms for broader understanding. * **Prevent ambiguity:** Provide detailed context for methods and processes to avoid misinterpretation. * **Set expectations and constraints:** Include precise component parameters such as file paths, email addresses, and field names to guide automation execution. * **Step-by-step instructions:** Break down complex tasks into smaller, manageable steps to improve clarity and implementation success. ## Practical Use for ServiceNow Customers Customers can leverage these examples as templates or references to build their own automation workflows in ServiceNow Otto for RPA Hub. Following the guidelines ensures instructions are effective and produce reliable, accurate automation results. This approach enables organizations to streamline repetitive tasks, integrate with common business applications, and enhance operational efficiency with minimal manual intervention. Example instructions you can use with Now Assist for RPA Hub to get relevant, accurate responses. Refer to these examples when crafting instructions to guide automation tasks. The following examples show how you can create automations, activities, and automation logic additions. Example instruction 1: Retrieve and process meeting emails : You can use this instruction to create an automation for retrieving and processing meeting emails in Microsoft Outlook. Retrieve a list of meeting-related emails from the 'Calendar' folder in Outlook. For each email, store all attachments in a separate folder named 'Meeting Attachments'. Lastly, mark the email as read. Example instruction 2: Split and convert PDF pages to excel : You can use this instruction to create an automation for splitting and converting PDF pages to Microsoft Excel. Split each page of a PDF into a separate PDF files into the folder path 'C:\Users\Input', then retrieve all files from this folder, now iterate over each file then convert each PDF document into an Excel. Example instruction 3: Add property to JSON object : You can use this instruction to create an automation for adding a property to a JSON object.I have a sample JSON object represented as a string as follows: { "name": "Jane Doe", "id": 12345" } I want to add a new property called "Designation" and set its value to "Engineer". Example instruction 4: Find and replace text in a Word document : You can use this instruction to create an automation for finding and replacing text in a Microsoft Word document. Open a word document, find and replace the value #NAME with 'ServiceNow' in the word document. Save the word document at 'C:\Users\Desktop\test.docx'. Example instruction 5: Modify and export data as CSV : You can use this instruction to create an automation for modifying and exporting data as a CSV file.Load a DataTable from the list, set the name of the first column to 'Name', and update the row data. Finally, export the table as a CSV file. Example instruction 6: Generate and send excel data as PDF : You can use this instruction to create an automation for generating and sending the Microsoft Excel data as a PDF in an email via Microsoft Outlook. Open Excel from 'C:\Reports\Sales\Monthly_Sales_Data.xlsx'. Generate a chart based on sales data in sheet named Saleschart and then save this excel sheet as a PDF document at 'C:\Reports\Sales\Reports\Monthly_Sales_Data.pdf'. Now send an email to team@xyz.com using Outlook. Example instruction 7: Extract and summarize work emails with attachments : You can use this instruction to create an automation for extracting and summarizing work emails with attachments.Extract a list of work related emails from outlook with attachments from the 'Projects' folder. Save all the attachments to a designated folder on your system. Generate a summary email listing all the saved attachments and their respective emails. Send this email to the project manager. Example instruction 8: Split and read PDF pages : You can use this instruction to create an automation for splitting and reading PDF pages.Load a PDF file from the 'C:\input\test.pdf', split the PDF file, save them to 'C:\output folder', generate one PDF for each page, and then read the text from the first page. Example instruction 9: Fetch and save unread emails : You can use this instruction to create an automation for fetching and saving unread emails.Fetch all the unread mails from the 'AI-inbox' folder of the email account. Iterate through each email and save the mail to the folder 'C:\Mails'. Example instruction 10: Retrieve and set application credentials : You can use this instruction to create an automation for retrieving and setting application credentials.From the ServiceNow instance, get the application credentials for the app named 'SAP' application. Now, set the value into the Username field and password field. Then, click on the login element. ## General guidelines {#example-instructions-rpa__section_o4c_ly1_tdc} Follow these general guidelines when writing AI instructions: Be clear and specific : State exactly what you want. Use direct and clear sentences for the expected actions. Avoid vague language : Don't use jargon or abbreviations. Avoid ServiceNow jargon, such as FD - Flow Designer. For example, avoid instructions such as Trigger a FD action named 'Action1', retrieve its output, and insert it into an existing Word. Instead, use the phrase Trigger a flow designer action named 'Action1', retrieve its output, and insert it into an existing Word file located at 'C:\Users\Worddocs\wordoc1.doc'. Avoid ambiguity : Be specific for the context related to methods. For example, avoid instructions such as Open file from file path 'C:\Users\Analysis\DataAnalysis.xlsx'. Instead, use the phrase Open an excel file from file path 'C:\Users\Analysis\DataAnalysis.xlsx'. Set expectations and constraints : Specify component parameters wherever possible. For example, avoid instructions such as Read the content of the file located in C drive and copy that content as the body of an email and then send it to 'email@ss.ss'. Instead, use the phrase Read the content of the file 'c:/d/f1/txt', and use the content as body to compose an outlook email with subject "my email text", and send this email to 'email@ss.ss'. Use step-by-step instructions : Break down complex tasks into smaller, manageable steps. For example, use the phrase, Open a Microsoft Word document located at 'C:\Marketing\Templates\Promo_Letter_Template.docx.', delete a specific page based on its index, add a new column to a table at a particular position, and close the document with changes saved to make it clear and simple.