---
sourceDocument: Australia ServiceNow AI Platform Capabilities
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/servicenow-platform

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia ServiceNow AI Platform Capabilities

ft:clusterId :

    - platcap

bundleId :

    - platcap

workflow :

    - Platform


---

# Generate a document summary

# Generate a document summary by using ServiceNow Otto in Document Management {#ariaid-title1}

Release version: Australia  
Updated August 20, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Generate a document summary to get quick insights into key information from documents by using ServiceNow Otto in Document Management.

## Before you begin

Configure the Smart documents skill. For more information, see [Configure the smart documents skill](https://www.servicenow.com/docs/StzDr07SXgfYYNdCmMgstQ "The smart documents skill is activated by default on all the tables. Configure it to customize access control, specify which tables use it, or adjust display preferences to get document insights through conversational interactions.").

Role required: sn_nowassist_admin.nsa_admin

## Procedure

1. Navigate to your workspace.
2. In the list section, go to the table that has the document summarization skill activated and open the record.  
   For example, an incident record.
3. Open the attached document to view it in the document viewer.
4. Generate a summary of the document by selecting Ask Otto.  
   Note:  
   The Summarize button is now integrated into the Ask Otto button.  
   This gives the option to generate document summary with extract key insights.
5. **Optional:** Copy the summary by selecting the copy icon ![copy icon.]().  
   The summary is copied and can easily be shared across emails, reports, or collaboration tools.