Summarize and refine content of a Doc page in Collaborative Work Management (CWM)

Gain insights into the page content by summarizing it or improve content quality by refining it in CWM Docs.

Before you begin

Create a Doc in CWM.

Important:

This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

Role required: sn_cwm_ai.cwm_ai_user

Procedure

1. Navigate to Workspaces > Collaborative Work Management.
2. From the Spaces menu, navigate to the Space where your Doc is located and open it.

   

3. From your Doc, open the page you want to summarize or refine.
4. Choose to summarize the selected text on the page or the whole page.
   • To refine the selected text:
     1. Select a single block or multiple blocks of content on the page.
     2. Select Now Assist and choose an option.
        • Summarize to summarize the selected text.
        • Elaborate to lengthen the selected text based on the existing context.
        • Shorten to make the selected text concise.

        

   • To summarize the entire content on the page, select Now Assist from the Doc header and select Summarize.

     

   Tip:

   If there’s more content to summarize, you can remove some text and retry.
   Now Assist analyzes the text and generates an output in a separate pop-up.
5. Optional: Based on the output generated, you can further refine the result.
6. Optional: Copy the generated output by selecting the copy to clipboard icon () to use it for purposes such as sending an email, saving to notes, and others.
   Important:

   Because the output is AI-generated, review it to ensure accuracy.