Platform Classify tasks agentic workflow

  • Release version: Xanadu
  • Updated February 7, 2025
  • 1 minute to read

    • Use the Platform Classify tasks AI agents agentic workflow to gather relevant information about tasks automatically and make decisions about priorities and assignments.

    Classify tasks overview

    The Classify tasks agentic workflow can help improve efficiency and accuracy by automatically gathering information, prioritizing tasks, assigning teams, detecting sentiment, and generating task summaries.

    The agents, tools, and triggers that are associated with the Classify tasks agentic workflow are provided by Now Assist applications. You can activate the agentic workflow template by making triggers active and setting the display settings to include the Now Assist panel. If you want to change this agentic workflow's instructions, you must duplicate it, adjust the settings to suit your specific needs, and activate the duplicated version of the agentic workflow instead.

    Prerequisites and set up

    To access this workflow, you must have Now Assist for Platform installed on your instance, which you can get if you install any other Now Assist application, such as Now Assist for IT Service Management (ITSM).

    For this agentic workflow to behave as expected, you must also configure Group Action Framework (GAF). See Set up AI Search for Group Action Framework and Configure Group Action Framework for more information on getting started with GAF.

    Sample utterance

    After the workflow has been activated in AI Agent Studio, enter these or similar phrases in the Now Assist panel to trigger the workflow. You must have the sn.now_assist_panel_user role to run the workflow. You can also run this workflow on the Testing page of AI Agent Studio with the same utterance in the Task field if you have the sn.aia_admin role.

    • Populate the priority and assignment group for INC0001
    • Populate the empty fields on INC0001
    • Find the priority for INC001

    AI agents used in the Classify tasks agentic workflow

    Table 1. AI agents names and descriptions in the Classify tasks agentic workflow
    AI agent name AI agent description
    Record management AI agent Fetches, creates, and updates records with the provided details.
    Record field value prediction AI agent Predicts the fields of a record after being given a sys_id.

    Other Platform agentic workflows

    For more information on other agentic workflows that are associated with the Platform workflow, see Platform agentic workflows.