Configure Invoice case summarization

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

    • Enable Accounts Payable fulfillers to use generative AI case summarization to quickly analyze invoice cases and determine next steps.

    Before you begin

    Role required: admin

    Install the Document Intelligence for Accounts Payable Operations Content Pack from the ServiceNow® Store for the invoice data extraction skill.

    Procedure

    1. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console.
    2. Expand the Finance and Supply Chain workflow group and select Accounts Payable Operations.
    3. Activate and configure the skills for the APO application.
      Table 1. Skills for Accounts Payable Operations
      Skills Action
      Invoice case summarization On the Purchase order line mapping skill card, select Activate skill.
    4. For Invoice case summarization skill:
      Invoice case summarization in Now Assist
      1. Select General Details, review the details about the skill, and then select Save and continue to go to the next step.
      2. Follow the steps to configure and activate a skill by using the Guided Setup.
      3. Select View Case Input, review the base input table and input fields, and then select Save and continue to go to the next step.
      4. Optional: To test the prompt on a record, select Customize and test prompt.
      5. Select Save and continue to go to the next step.
      6. Optional: Select Define Availability and choose one of the following options.
      OptionDescription
      Skill is always available The skill is always available to users.
      Customize skill availability The skill is available only when the certain conditions are met (default).

      Use the condition builder to set your conditions.
      1. Select Save and continue to go to the next step.
      2. Choose Select display to determine where you'd like to display the skill.
      OptionDescription
      In-product desktop Now Assist skills are displayed on forms and workspaces.
      Now Assist panel Now Assist skills are available in the Now Assist panel. Turn on multi-language support for user-entered text with Dynamic Translation in Now Assist applications. For more information, see Configure multilingual service for Now Assist applications.
      Note:
      If you don't see this option, you must activate the Now Assist panel. For more information, see Activate the Now Assist panel standard chat.
    5. Select Save and continue to go to the next step.
    6. Review your choices and select Activate to complete the configuration for the skill.
    7. Complete the setup by selecting Done.
      The skill is displayed in the Active skills section.