Summarize demands with the demand summarization skill

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Summarize demand records using the demand summarization skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand.

    Before you begin

    Important:
    This generative AI 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: it_demand_user, it_demand_manager

    If you have custom roles that require access to this skill, update the ACLs (access control lists) for those roles that require access.

    Procedure

    1. Navigate to All > Demand > Demands > All.
    2. Select a demand from the Demands list.
    3. Select the Summarize button on the demand form.
      Note:
      • The summary of the record is auto-generated for demands in the Submitted, Screening, Qualified, and Approved states if the skill trigger is selected as Automatic.
      • The summary is initiated when users select the Summarize action on a demand record if the skill trigger is selected as User trigger.

    Result

    The executive summary generated by AI is displayed in the summary card.

    Demand summary generated by AI.
    Note:
    Select the copy icon to copy the generated summary for further use.