Summarize a procurement case

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

    • Use the Procurement case summarization for fulfillers skill to summarize procurement cases. Summaries include status, progress, and required actions to keep fulfillers informed.

    Before you begin

    Role required: sn_fsc_genai.now_assist_fulfiller

    About this task

    this record summarization skill in either Core UI or Source-to-Pay Workspace.
    • In Core UI, the summary appears in a banner in the record.
    • In Source-to-Pay Workspace, the summary is generated in the Details tab.

    Procedure

    1. Navigate to Source-to-Pay Workspace.
    2. Select the list icon ().
    3. Navigate to Lists > My work > Open cases.
    4. Select the procurement case number in the Number column.
    5. On the Details tab, in the Record summary section, select Summarize.
      Summarize option that appears at the top of the procurement case record in Source-to-Pay Workspace.
      The following message appears: ServiceNow Otto is summarizing your procurement case.
      Note:
      Generating and displaying the summary may take several seconds.
    6. Review the summary details.

      Summarized procurement order.

      • Overview: Provides information about the record.
      • Actions completed: Lists all the actions that have been taken so far.
      • Next steps: Lists the actions that the fulfillers need to take next.
    7. Optional: When you finish summarizing a record, you can add it to the work notes, expand or collapse it, provide feedback, copy it, or view information about it.
      OptionProcedure
      Save the summary information by adding it to the record work notes
      1. Select Share.
      2. In the Share to work notes dialog box, edit the summary.
      3. Select Save to work notes.
      Expand or collapse the summary Select the expand card icon () or the collapse card icon () to show more or fewer summary details.
      Provide feedback for the summary If the summary was helpful, select the helpful icon (). If the summary wasn't helpful, select the not helpful icon ().

      This feedback improves the generative AI model and may improve future versions of this skill.
      Copy the record summary Select the copy to clipboard icon () to use the summary in another location, such as an email.
      View the information about the record summary If you want to check some details about the summary, select the more info icon ().
      Refresh the record summary If you want to refresh the summary, select the refresh icon ().