Activate the document intelligence for utility invoices skill

Activate and then configure the document intelligence for utility invoices skill to automate the process of extracting metrics data from utility invoices. After extracted, map the data to the correct metric definitions and entities.

Before you begin

Role required: sn_nowassist_admin.nsa_admin

About this task

Important:

This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

Procedure

1. Navigate to All > Admin Center > Now Assist Admin.
2. On the Now Assist Skills tab, under the Technology workflow group, select Risk and Sustainability.
3. On the Now Assist skills for Risk & Sustainability page, find the Document Intelligence for Utility Invoices skill and select Activate skill.
4. A predefined use case is available in the Usecase overview tab, select Save and continue to proceed.
   You can use an extraction use case to define the data you must extract from a document.
5. In the Review and activate tab, view the details of the skill.
6. Select Done.

• Setup metric definition and entity-mapping records
  Configure your environment so that values extracted using the Document Intelligence for Utility Invoices skill map to the correct Environmental, Social, and Governance metrics and entities. This eliminates manual data entry and improves accuracy.