---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Summarize an opportunity

# Summarize an opportunity using ServiceNow Otto for Sales Automation {#ariaid-title1}

Release version: Australia  
Updated August 7, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Generate an AI-powered summary of an opportunity in the CRM Workspace to get an immediate view of key details, customer needs, recent activity, and risks without reviewing multiple records.

## Before you begin

The opportunity summarization skill must be active before you can generate summaries. For more information, see [Customize the opportunity summarization skill in ServiceNow Otto for Sales Automation](https://www.servicenow.com/docs/m29VbLbSuf1hq~jqWGYJvA "Configure the opportunity summarization skill to generate AI-powered opportunity summaries in the CRM Workspace, including which data sources and fields contribute to the summary.").

Role required: sn_sfa.sales_rep, sn_sfa.sales_manager

## About this task

Opportunity summary tile provides a synthesized summary of emails, meetings, touchpoints, work notes, and line items in a concise deal overview. Use opportunity summary to:

* Understand the current state of a deal at a glance, without opening multiple records.
* Surface the top customer needs and pain points identified across recent emails and meetings, with inline source attribution.
* Review the most recent and upcoming activity on an opportunity in a single view.
* Share deal context quickly by copying the summary or pushing it to work notes.
* Keep summaries current by refreshing on demand to reflect the latest opportunity data.
{#now-assist-som-summarize-opportunity__ul_t4b_tjz_dkc}

## Procedure

1. In the CRM Workspace, open the opportunity to summarize.
2. Select the Overview tab.  
   The Opportunity Snapshot panel appears and displays the AI-generated summary. The summary loads automatically when the page opens. Generating and displaying the summary may take several seconds.
3. **Optional:** To generate a new summary, select Summarize in the Opportunity Snapshot panel.  
   Use this option after significant updates to the opportunity, such as new emails, meetings, or changes to line items.
4. **Optional:** After reviewing the summary, take any of the following actions.

   | Option | Procedure |
   | Expand or collapse the summary | Select the expand icon ![]() or the collapse icon ![]() to show more or fewer summary details. |
   | Provide feedback on the summary | Select the helpful icon ![]() if the summary was useful, or the not helpful icon ![]() if it was not. This feedback helps improve the AI model for future summaries. |
   | Copy the summary | Select the copy to clipboard icon ![]() to copy the summary text for use in another context, such as an email or a note. |
   | View summary details | Select the more info icon ![]() to check details about how the summary was generated. |
   |-|-|

   {#now-assist-som-summarize-opportunity__choicetable_opp_summary_actions}
5. Review the summary on the Opportunity summary card.  
   An at-a-glance summary of key deal information includes:
   * Deal size and scope (number of users, contract value)
   * Most recent meeting with the Champion (title and recency)
   * Most recent activity (for example, a check-in email) and when it occurred
   {#now-assist-som-summarize-opportunity__ul_kvh_kfq_kjc}

## Result

The Opportunity snapshot card displays a structured summary with up to four sections: opportunity overview, customer needs and pain points, recent and upcoming activity, and risks detected from activity. Sections without data
are not displayed.