Skill inputs for Now Assist for Strategic Portfolio Management (SPM)

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Skill Inputs for Now Assist for Strategic Portfolio Management (SPM)

    Now Assist for Strategic Portfolio Management (SPM) enables configuration of skill inputs to control how and when specific AI-driven skills operate within the application. Inputs define the data sources, such as tables and fields, that the skills use to generate summaries, acceptance criteria, or other outputs. Administrators with the proper role can modify these inputs to tailor the skill behavior to organizational needs.

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    Key Skill Inputs

    • Demand Summarization Skill: Utilizes the Demand [dmndemand] table, referencing numerous fields such as short description, category, investment class, priority, department, financial metrics, risk factors, and timelines. It also uses related lists like work notes, demand tasks, cost plans, and benefit plans to generate comprehensive demand summaries.
    • Feedback Summarization Skill: Draws from the Feedback [snaligncorefeedback] table, primarily using fields like name and description to create feedback summaries.
    • Acceptance Criteria Generation Skill: Applies to both Enterprise Agile Planning and Agile Development 2.0, sourcing data from the Story [rmstory] table. Key fields include short description and description, with flexibility to add more fields for richer context. A customizable acceptance criteria template is provided, and tagging reference stories helps the skill generate better acceptance criteria aligned with best practices.
    • Refine Records (Writing Planning Item) Skill: Supports multiple planning item tables such as Product idea, Demand, Capability, Epic, Project, Feature, and Story. It uses description fields from these tables to refine and enhance planning items.

    Practical Application for ServiceNow Customers

    By configuring these skill inputs, customers can optimize how Now Assist leverages data within Strategic Portfolio Management to automate and enhance portfolio insights, feedback processing, and agile story development. This improves decision-making, accelerates delivery, and ensures consistency in acceptance criteria. Admins can adjust input configurations to fit their organization's terminology and processes, thereby increasing the relevance and accuracy of AI-generated content.

    Learn about the inputs of each skill for the Now Assist for Strategic Portfolio Management (SPM) application. By configuring the inputs for a skill, you can determine how and when a skill is used.

    Now Assist for Strategic Portfolio Management (SPM) Overview

    Depending on the selected skill, you can configure inputs. These settings determine how a skill is used. An input identifies the data that is used for a skill, such as the table and fields that are used to generate a feedback summary. If you have the admin role and any input fields are editable, you can modify the input data for a skill.

    Demand summarization skill inputs

    The demand summarization skill includes the inputs that identify the table along with the fields and related lists that are used to generate the demand summary. The following table provides more details on the input data.

    Table 1. Input data for the demand summarization skill
    Input Description
    Table Demand [dmn_demand]
    Fields
    • Short description
    • Category
    • Type
    • Description
    • Investment Class
    • Investment Type
    • Submitted by
    • Demand manager
    • Expense type
    • Priority
    • Department
    • Business Unit
    • Business Capabilities
    • Impacted Business Applications
    • Risk of performing
    • Risk of not performing
    • Enablers
    • Barriers
    • In scope
    • Out of scope
    • Assumptions
    • Capital expense
    • Operating expense
    • Total planned cost
    • Financial return
    • Financial benefit
    • Capital budget
    • Operating budget
    • Impact
    • Risk
    • T-Shirt size
    • Value
    • Size
    • Score
    • Start date
    • Due date
    • Approved start date
    • Approved end date
    • Business case
    Related lists
    • Work notes
    • Demand tasks
    • Cost plans
    • Monetary benefit plans
    • Non-monetary benefit plans
    • Resource assignments

    Feedback summarization skill inputs

    The feedback summarization skill includes the inputs that identify the table and fields that are used when a feedback summary is generated. The data source contains the tables and fields that the skill relies on. The following table lists the inputs for the feedback summarization skill.

    Table 2. Inputs for the feedback summarization skill
    Input Description
    Table Feedback [sn_align_core_feedback]
    Fields
    • Name
    • Description

    Acceptance criteria generation skill inputs

    The Acceptance criteria generation skill includes the inputs that identify the fields that are used as context to generate acceptance criteria for a story. The following table provides more details on the input data.

    These inputs are available to configure for both Enterprise Agile Planning and Agile Development 2.0 applications.

    Table 3. Story input data for Generate acceptance criteria skill
    Input Description
    Table Story [rm_story]

    This value can't be changed.
    Fields Short description, Description

    You can choose to add more fields to serve as context to generate acceptance criteria.
    Acceptance criteria template A default template is provided.

    You can choose to modify the existing template or define a new template based on your team's requirements.
    Reference stories Tag a story as a reference when it contains ideal acceptance criteria. These tagged stories serve as examples for Now Assist, giving it additional context to generate well-structured acceptance criteria for new stories.

    Refine records skill inputs

    Table 4. Input data for the writing planning item skill
    Input Description
    Planning item fields Description
    Story fields
    • Description
    • Acceptance criteria
    Table

    Product idea [sn_align_core_product_idea]

    Demand [sn_align_core_demand]

    Capability [sn_align_core_capability]

    Epic [sn_align_core_scrum_epic]

    Project [sn_align_core_project]

    Feature [sn_align_core_feature]

    Story [rm_story]