---
sourceDocument: Australia Enable AI
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/intelligent-experiences

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# OT Excel import task AI agent

# OT Excel import task AI agent {#ariaid-title1}

Release version: Australia  
Updated September 29, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 OT Excel import task AI agent

The OT Excel import task AI agent automates the import of Operational Technology (OT) device data from spreadsheets into the ServiceNow Configuration Management Database (CMDB).
It streamlines the validation of imported records, generates remediation tasks for invalid entries, and imports valid data efficiently.
Show full answer Show less  

## Workflow

* Create an OT Excel import task record and share it with the user.
* User attaches an OT device data spreadsheet following a provided template.
* The agent processes the spreadsheet into the SG OT Excel Stagings table and reports any failures for correction.
* Once staging succeeds, the agent validates records, categorizing them as valid, partially valid, or invalid.
* For invalid records, remediation tasks can be created.
* Valid and partially valid records can be imported into the CMDB upon user confirmation.
* The import executes in the background, updating the task state to "CMDB import complete" when finished.

## Configuration and Access

* **Third-party access:** Disabled by default; can be enabled to allow external AI agents to use this agent.
* **AI specialist access:** Disabled by default; enabling it unlocks additional configuration options for input and output mapping.
* **Long-term memory:** Disabled by default; when enabled, previous user interactions provide context for the language model.
* These settings are managed via the AI Agent configs and system properties.

## Tools Utilized

* CMDB Importer
* Excel Sheet Importer
* Import Task Link Generator
* Remediation Task Creator
* Staging Validator

## Permissions and Integration

* User roles and data access roles are not predefined and should be configured as appropriate.
* No default triggers are set; administrators can define triggers to automate agent invocation.
* The agent can be integrated with Virtual Agent or ServiceNow Otto panel via Assistant Designer.

## Practical Benefits

This AI agent simplifies importing OT device data into the CMDB by automating validation and remediation workflows, reducing manual errors, and providing clear user guidance throughout the process. It enables ServiceNow customers to maintain accurate OT device records efficiently, ensuring better configuration management and operational visibility.  
The OT Excel import task AI agent imports Operational Technology (OT) device data from a spreadsheet into the Configuration Management Database (CMDB). The agent validates the imported records, creates remediation tasks for
invalid records, and imports the valid records.

## Workflow {#otm-ot-excel-import-task-ai-agent__vwalrwrhtnjf}

The agent helps the user import OT devices from a spreadsheet into the CMDB.

1. Create an OT Excel import task record and share a link to it with the user.
2. Ask the user to attach a spreadsheet of OT device data to the import task record, using the template available in the Attachments panel as a guide.
3. After the user confirms the spreadsheet is attached, process it into the SG OT Excel Stagings table.
4. Share any failure messages so that the user can correct and re-upload the spreadsheet.
5. Ask the user to wait until the import task state changes to Staging import succeeded.
6. After the user confirms, validate the staged records and report how many are valid, partially valid, and invalid.
7. If any records are invalid, offer to create remediation tasks for them.
8. If any records are valid or partially valid, ask whether to import them into the CMDB, and start the import if the user confirms.
9. Tell the user that the import runs in the background and that the task state changes to CMDB import complete when it finishes.
{#otm-ot-excel-import-task-ai-agent__ol_byx_wwm_uim}  
{#otm-ot-excel-import-task-ai-agent__vwalrwrhtnjf__entry__2}

| Field | Description |
|-|-|
| Allow third party to access this AI agent | When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the External discoverable field. |
| Allow AI specialists to access this AI agent | When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the Specialist enabled field. |
| Manage long-term memory | When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see [ServiceNow Otto AI agents reference](https://www.servicenow.com/docs/MUqSU8rHp3ao~q3QEWgHkA "Find more information about user roles, tables, and the different properties that are installed in ServiceNow Otto AI agents."). |
| Tools | Script :   \[AIA Tool\] CMDB Importer :   \[AIA Tool\] Excel Sheet Importer :   \[AIA Tool\] Import Task Link Generator :   \[AIA Tool\] Remediation Task Creator :   \[AIA Tool\] Staging Validator |
| Allowed user roles The specific user roles that can access this AI agent. | Not defined. |
| Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | Not defined. |
| Triggers | Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://www.servicenow.com/docs/NXqRJBQV_Vw00FEzklcAJw "In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met."). |
| Channels | Configure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://www.servicenow.com/docs/access?context=configure-now-assist-va&version=australia&pubname=australia-conversational-interfaces&ft:locale=en-US). |
| Used in agentic workflows | Import OT device spreadsheet into OT CMDB |
[Table 1. Configuration]