Now Assist for Strategic Portfolio Management (SPM) release notes

  • Release version: Xanadu
  • Updated November 4, 2024
  • 3 minutes to read
  • The ServiceNow® Now Assist for Strategic Portfolio Management (SPM) application introduces generative AI skills into Strategic Portfolio Management. You can summarize feedback or content in Docs, create stories for epics, generate concise project summaries, create demands through conversations, and quickly gain insights into projects. Now Assist for Strategic Portfolio Management (SPM) is updated in the Xanadu release.

    Now Assist for SPM highlights for the Xanadu release

    Yokohama Patch 1: Use Now Assist for SPM AI agents to help optimize workflows, improve productivity, and automate your tasks.

    • Summarize multiple feedback records with the multi-feedback summarization skill to extract insights from feedback.
    • Copy a generated summary and then use it to create a planning or non-planning item.
    • Get assistance from Now Assist for writing content in Now Assist Docs. Generate a summary of the selected content by using the Now Assist skill and shorten or elaborate the content as needed.
    • Enable the email project summary skill to receive project updates via email.
    • Generate a summary of the complete content in Now Assist in Docs using the Gen AI docs skill and save time on manual content analysis.

    See Now Assist for Strategic Portfolio Management (SPM) for more information.

    New in the Xanadu release

    Xanadu Patch 7 Using AI agent agentic workflows in Now Assist for Strategic Portfolio Management (SPM)
    Use Now Assist for SPM AI agents to help enhance project efficiency by monitoring your tasks autonomously.
    Table 1. Available AI agents use case
    AI agent use case Description
    Monitor project tasks Track project tasks with AI agents to detect important updates such as delayed end dates, status turning red, or state updates. AI agents can help project managers to enhance productivity by delivering real-time visibility into key task changes, enabling proactive decision-making.
    Summarize multiple feedback records
    Summarize multiple feedback records through generative AI and save time by not having to do manual feedback analysis. You can generate a short summary for one or multiple feedback records at once and use it to make informed decisions on your product.
    Generate a summary in Now Assist in Docs
    Use Now Assist in Docs to create a concise summary of the selected text and quickly gain relevant information.
    Schedule the project summary emails with Email project summary skill
    Generate a comprehensive summary of the entire content in Docs by using the Gen AI Docs skill and reduce the time spent on manually analyzing all the information. The Gen AI Docs skill name is Project Gen AI Docs in Project Workspace, Planning item Gen AI Docs in Strategic Planning, and EAP Teams Gen AI Docs in Enterprise Agile Planning.
    Generate the summary for selected or complete content with Planning item doc summarization skill in Strategic Planning
    Set up automated emails by using the email project summary skill to stay updated on the project progress. The email is shared on a weekly, bi-weekly, or monthly cadence.

    Activation information

    Now Assist features are available with activation of the Now Assist for Strategic Portfolio Management (SPM) plugin. For more information, see .

    Additional requirements

    The Now Assist for SPM application requires a Strategic Portfolio Management (SPM) Pro plus license. Now Assist for SPM is supported from Xanadu patch 3 release.