---
sourceDocument: Brazil Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/field-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Summarize a record on ServiceNow Agent

# Summarize a record using ServiceNow Otto
Virtual Agent {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
You can create a summary of a work order task record using the Now Assist in Virtual Agent directly from the ServiceNow Agent application.

## Before you begin

Role required: wm_agent

## About this task

You can summarize a record by launching ServiceNow Otto® from the home screen and typing "summarize a record". You can also navigate to a specific work order task record and using the Quick actions menu. Both methods provide a quick and
efficient way to generate a summary.

## Procedure

1. Navigate to My work.
2. From quick actions, select Ask ServiceNow Otto.  
   For Android users, this icon appears as a plus symbol ().

   For iOS users this icon appears as an ellipsis symbol (![ellipses icon]())
3. In the Now Assist panel, type a "summarize a record" and follow the prompts.
4. Tap Send.
5. Tap Done.
6. **Optional:** Tap the plus icon to begin a new conversation.
{#summarize-a-record-using-now-assist-virtual-agent__steps_ig4_4hs_1fc}

## Summarize a record directly from a work order task record using ServiceNow Otto
Virtual Agent {#ariaid-title2}

Generate summary from the work order task record.

### Before you begin

Role required: wm_agent

### Procedure

1. Navigate to My work.
2. In the My tasks section, tap a work order task record.
3. Tap the Quick actions icon in the top right corner of the screen.
4. Tap Ask ServiceNow Otto.
5. Tap Show all my options.  
   Note:  
   Any skills configured by an admin for ServiceNow Otto®
   Virtual Agent are shown.
6. Tap Summarize a record.
7. Tap Done.
8. **Optional:** Tap the plus icon to begin a new conversation.