Set up automation opportunity discovery in Now Assist Center

  • Release version: Australia
  • Updated June 3, 2026
  • 1 minute to read
  • Configure the data sources, filters, and schedule that AI Agent Advisor uses to analyze your instance and identify automation opportunities.

    AI Agent Advisor runs a scheduled analysis of your instance records to discover automation opportunities. Follow these steps to specify which records to include, apply filters to focus the analysis, and set the frequency and timing of the analysis.

    For more information, see Set up automation opportunity discovery for AI Agent Advisor.