Use AI agent or agentic workflows in ServiceNow Otto for Strategic Portfolio Management

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

    • Use the AI agents for SPM to monitor project tasks autonomously.

    Table 1. Available AI agents for SPM
    Agentic workflow name Description Available AI agents
    Monitor project tasks

    Autonomously monitor project tasks on the critical path of a project. Detect key updates, such as a delay to planned end dates, status updates to red, or state updates to incomplete or skipped.

    When these changes occur, the AI Agent autonomously triggers a project summary email to the project manager, highlighting the specific updates that triggered the alert.
    • Project summarizer
    • Project eligibility analyzer
    Create stories Convert epics into actionable user stories quickly. Powered by an agentic workflow, generative AI analyzes epic details to recommend the optimal number of stories. You can adjust the recommendations and refine story content based on your feedback to create relevant and accurate story records. Validate the work item and generate stories

    There might be AI agents installed on your instance that are not used in agentic workflows. To learn how to see all agents that are available to you, see Find AI agents.

    Important:

    All agentic workflows and AI agent records are read-only by default.

    To run the AI agents autonomously, you must do the following steps:
    • Activate the agentic workflow.
    • All AI agents in a agentic workflow are active by default.