---
sourceDocument: Brazil Enable AI
sourceDocumentLink: https://www.servicenow.com/docs/r/intelligent-experiences

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Project summarization AI agent

# Project summarization AI agent {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
This Strategic Portfolio Management agent assists project managers to get a summary of the project. The agent helps in keeping their projects on track, by providing actionable and proactive updates on critical
changes to projects. It also generates the project summaries.

## Workflow {#spm-project-summarization-ai-agent__zsmdlwierhjt}

1. Produce project insights and update the status to the project manager.
2. Close without further interaction.
{#spm-project-summarization-ai-agent__ol_hcp_qwx_njc}  
{#spm-project-summarization-ai-agent__zsmdlwierhjt__entry__2}

| Field | Description |
|-|-|
| Allow third party to access this AI agent | When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the External discoverable field. |
| Allow AI specialists to access this AI agent | When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the Specialist enabled field. |
| Manage long-term memory | When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see [ServiceNow Otto AI agents reference](https://www.servicenow.com/docs/sa1bdHN6FqAGJmyqCFbo6w "Find more information about user roles, tables, and the different properties that are installed in ServiceNow Otto AI agents."). |
| Tools | Subflow :   Generates the project summary |
| Allowed user roles The specific user roles that can access this AI agent. | project_manager |
| Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | agent_role_config_viewer, agent_workspace_user, app_service_user, baseline_user, canvas_user, cmdb_ms_user, cmdb_query_builder, cmdb_query_builder_read, cmdb_read, currency_instance_report_admin, data_manager_user, decision_table_reader, demand_manager, demand_user, dependency_views, financial_mgmt_user, fiscal_calendar_user, idea_manager, interaction_agent, it_demand_manager, it_demand_user, it_project_manager, it_project_portfolio_user, it_project_user, notify_view, now_assist_panel_user, pa_viewer, planning_console_user, pps_resource, project_manager, project_portfolio_user, project_user, prompt_library_user, rate_model_user, report_group, report_user, resource_user, rm_doc_admin, rm_epic_admin, rm_release_scrum_admin, rm_scrum_task_admin, rm_sprint_admin, rm_story_admin, rm_task_admin, rm_test_admin, role_viewer, scrum_admin, scrum_user, skill_user, snc_internal, snc_required_script_writer_permission, sn_ace.ace_user, sn_ai_filter_assist.user, sn_ai_filter_tracker.user, sn_bm_client.benchmark_data_viewer, sn_change_read, sn_cmdb_user, sn_csm_household.viewer, sn_csm_pricing.pricelist_viewer, sn_customerservice.customer_data_viewer, sn_gf.goal_user, sn_gf.goal_user_read, sn_gf.strategy_planner, sn_gf.strategy_planner_read, sn_ind_tmt_orm.fulfillment_viewer, sn_ind_tmt_orm.order_viewer, sn_invst_pln.std_user, sn_invst_pln_investment_user, sn_invst_pln_v2.investment_user, sn_l2c_core.entity_mapping_viewer, sn_nowassist_admin.user, sn_ord_qual_mgmt.alternate_proposal_read, sn_prd_invt.product_inventory_operations_read, sn_prd_invt.product_inventory_viewer, sn_prd_pm.characteristics_viewer, sn_prd_pm.product_catalog_viewer, sn_prd_pm.product_model_characteristic_viewer, sn_pss_core.service_contract_viewer, sn_query_gen.user, sn_shn.user, sn_sow.sow_home, sn_sow.sow_list, sn_sow.sow_user, sn_spm_gen_ai.assist_user, sn_sttrm_condition_read, sn_tmt_core.inbound_queue_read, sn_udc.basic_read, sn_uib_collab.user, sn_workflow_studio.workflow_studio_read, survey_reader, task_editor, template_read_global, timecard_approver, timecard_user, timeline_user, view_changer, viz_creator, workspace_user |
| Triggers | Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://www.servicenow.com/docs/TTPcY_6jqFaCPLWj8oH1fQ "In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met."). |
| Channels | Not defined. |
| Used in agentic workflows | Generate Project Summary |
[Table 1. Configuration]

Learn more about Strategic Portfolio Management at [Strategic Portfolio Management](https://www.servicenow.com/docs/access?context=r_ITBusinessManagement&version=brazil&pubname=brazil-it-business-management&ft:locale=en-US).