Platform Process images for new tasks agentic workflow

  • Release version: Zurich
  • Updated November 18, 2025
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    Summary of Platform Process images for new tasks agentic workflow

    The Platform Process images for new tasks agentic workflow automates the conversion of images into actionable task records, reducing manual data entry and enhancing task organization. It extracts key information from images, such as error messages, and presents this analysis to users who can then review and modify task details like description, category, and priority before submission. Once confirmed, it creates an incident record attaching the original image.

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    This workflow is integrated with Now Assist applications and can be activated with display settings that include the Now Assist panel. To customize instructions, you must duplicate and modify the agentic workflow before activation.

    Prerequisites and Setup

    • Requires Now Assist for Platform installed on your instance, commonly included with other Now Assist applications like Now Assist for ITSM.
    • Users need the snuxcgenai.platformaiimageprocessor role to invoke this workflow.
    • To enable task creation from images in Now Assist for Virtual Agent, activate the Image Processor Agent, Record Management AI agent, and Document and Visual Insights AI agent, and configure the display to include Virtual Agent. Note that this workflow itself is not discoverable directly in Virtual Agent.
    • Role masking controls access by limiting roles and privileges during execution; ensure security controls and data access settings include the necessary roles, such as itil for incident record creation.

    Configuration Options

    Adjust workflow settings via the Now Assist Skill Config variable set, specifically the Image to task config record under Platform AI Agents and Skills scope. Key configuration includes:

    • roleandtablemap: Maps user roles to tables they can create records on (e.g., itil role to Incident table).
    • getlocationdetails: Controls whether image location metadata is extracted.
    • tableslist: Defines which tables support task creation from images.

    Accessing and Using the Workflow

    • Access via All > AI Agent Studio > Create and manage, then select Process images for new tasks.
    • The guided setup provides detailed views of included AI agents, their roles, steps, and tools.
    • Agentic workflows can be used in the Core UI and workspaces through the AI Activity panel, allowing users to track progress, provide input, and review results.
    • Enable UI actions for workflow access by configuring the “Select channels and access” step in AI Agent Studio and setting the property com.glide.agenticprocessesview.enabled to true if UI actions do not appear.
    • Trigger the workflow with utterances like “Convert image to new task” in the Now Assist panel or run it on the AI Agent Studio Testing page with appropriate roles.

    AI Agents Involved

    The workflow leverages the following key AI agent:

    • Document and visual insights AI agent: Responsible for extracting information from images. Requires the platformmldi.creationagent role.

    Ensure all AI agents in the workflow have their Status toggle enabled in their guided setup to activate them.

    Use the Platform Process images for new tasks agentic workflow to convert images to actionable tasks.

    Process images for new tasks overview

    The process images for new tasks agentic workflow can help decrease manual data entry and improve task organization by automatically converting images into task records. First, the agentic workflow extracts information from the image, such as error messages, and presents the analysis to the user. Then, the user is presented with the details of the task, such as short description, category, and priority, before it is submitted so that they can make any changes. Once the information is confirmed, the agentic workflow creates an incident record and attaches the image.

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

    Prerequisites and setup

    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).

    Users must have the sn_uxc_gen_ai.platform_ai_image_processor role to invoke the agentic workflow.

    If you want the ability for users to create tasks from images using Now Assist for Virtual Agent, you must activate the Image Processor Agent, Record management AI agent, and Document and visual insights AI agent and set the display to include Virtual Agent. This agentic workflow cannot be discovered in Virtual Agent, so you must enable the individual AI agents that comprise it.

    Role masking

    Required role: sn_uxc_gen_ai.platform_ai_image_processor.

    Role masking enables users to limit the roles and privileges of agentic workflows during tool execution. Agentic workflows and their AI agents that get installed with Now Assist applications are assigned pre-defined roles. If you select Users with specific roles for user access, you must configure the security controls to include these roles. Data access settings must also include these roles. For the instructions to change the security controls, see Define security controls for an agentic workflow.

    In the data access settings, you must also add the necessary roles to enable reading of the tables for the records you want to be able to make tasks on. For example, you can add the itil role to the agentic workflow's list of approved roles so that it can access Incident records.

    Additional configuration

    You can change different settings related to the agentic workflow by changing values for the Now Assist Skill Config Var Set. To access the variable set and make changes, do the following while in the Platform AI Agents and Skills scope:

    • Go to the Now Assist Skill Config [sn_nowassist_skill_config] table.
    • Open the record named Image to task config.
    • In the Now Assist Skill Config Var Set related list, select the Tables Mapping configuration variable set.
    • Set the variables for the configuration type.
    • Save the Var Set.
    Table 1. Tables Mapping configuration

    Config field

    Description

    role_and_table_map

    When a user triggers this agentic workflow, it checks the role of the invoking user and uses the map to determine what tables a user can make a record on. For example, if you map itil to Incident table, then users with the itil role can make Incident records with images.

    get_location_details

    Determines whether information about the image's location is included in metadata extraction.

    tableslist

    List of tables where you can make tasks from images

    Accessing the Process images for new tasks agentic workflow

    To access the agentic workflow:
    1. Navigate to All > AI Agent Studio > Create and manage.
    2. Select Process images for new tasks.

    The first step of the guided setup includes a complete list of included AI agents. Selecting the name of an AI agent opens it in a new browser tab, where you can see the full description, role, list of steps, and tools. Tools are displayed in the second step of the AI agent guided setup, Add tools and information.

    In-product agentic AI and UI actions

    Agentic workflows can be accessed in the Core UI and in workspaces in the AI Activity panel. From there, you can track their progress, provide or review input, and see the results of the work performed. For more information, see In-product agentic AI for more details about the AI Activity panel.

    To enable users to access agentic workflows with UI actions, you can open the agentic workflow in AI Agent Studio and navigate to the Select channels and access step. You can select a UI action as a possible way to access the workflow

    If you don't see your UI actions after configuring it in AI Agent Studio, ensure that the property com.glide.agentic_processes_view.enabled is set to true. See Enable the in-product experience for agentic workflows.

    Sample utterance

    After the workflow has been activated in AI Agent Studio, enter Convert image to new task or similar phrases in the Now Assist panel to trigger 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 and sn_uxc_gen_ai.platform_ai_image_processor roles.

    AI agents used in the Process images for new tasks agentic workflow

    The following table lists the agents that are used in the Process images for new tasks agentic workflow.
    Important:
    In the Define availability step of each AI agent's guided setup, make sure that the Status toggle is enabled to activate the AI agent.
    Table 2. AI agents names and descriptions in the Process images for new tasks agentic workflow
    AI agent name AI agent description Role required
    Document and visual insights AI agent Extracts information from images. platform_ml_di.creation_agent

    Other Platform agentic workflows

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