Generate the summary for selected or complete content with Planning Item Doc Summarization skill

Quickly learn the details of the documents from the summary that is generated by Now Assist in Strategic Planning.

Before you begin

Important:

This Now Assist skill is now turned on by default. The skill will be automatically available to appropriate role users for the application. This change simply activates the skill and does not touch the roles that are needed to use the skill. The new default behavior works as follows:

New customers

When you install a Now Assist product, designated skills will turn on automatically.

Existing customers who are upgrading

Any previously unconfigured skill will turn on automatically (the skill was never turned on, then off again).

There is no change to Now Assist skills that are currently enabled and customized.

Previously configured skills that were turned on, then off, will remain inactive.

If you have users with custom roles that need access to this skill, you must update ACLs for those roles and also add those custom roles to the In product role.

Role required: sn_align_core.ap_read_only, sn_align_core.pf_read, sn_apw_advanced.eap_read_only, sn_apw_advanced.pf_user, sn_align_core.apw_user, or sn_align_core.ap_read_only

About this task

Minimize the time that you spend reading documents, meeting notes, project reports and so on by using a summary that is generated by Now Assist. You can also copy-and-paste the source materials that meet your learning needs in Docs and generate a quick summary.

Procedure

1. Navigate to Workspaces > Strategic Planning Workspace and open any planning item records such as product idea from Feedback.
2. From the Docs tab, perform one of these actions according to your requirements.

   Gen AI actions	Procedure
   Summarize	Summarize the selected text from the Docs tab: Select the content that you want to summarize and then select Now Assist. Select Summarize. Summarize the entire page or complete content from the Docs tab: Select Summarize. Select Done.
   Elaborate	Elaborate the selected text by selecting Elaborate.
   Shorten	Shorten the selected text by selecting Shorten.
   Insert below	Add the generated summary after the selected content by selecting Insert below.

   Note:

   Summarization of the entire content is also permitted for users with the read role.
3. Optional: When you're finished summarizing the content in Docs, you can provide feedback, copy, or view information about it.

   Option	Procedure
   Provide feedback for the summary	If you think that the summary was helpful, select the helpful icon (). If you think that the summary wasn’t helpful, select the not helpful icon (). This feedback improves the generative AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the generative AI logs (sys_generative_ai_log_list.do).
   More information on summary	If you want to check some details about the summary, select the more info icon ().
   Copy the Docs summary	Select the copy to clipboard icon () to use the summary information for another purpose, such as pasting it into an email.

   

   Note:

   Because the information in these fields is AI generated, it's a good idea to review the text and make sure it's accurate.

   Only an administrator can activate the Now Assist skills. For more information, see Configure Now Assist Admin features.

   The Planning item doc summarization skill checks the doc content to determine if enough information is available to generate a summary. If there isn't enough content to summarize, you can add more content and retry.

   Note:

   The Summarize button is visible only if the Planning item doc summarization skill is active. If the selected text exceeds the token limit for Now Assist, the Planning item doc summarization skill can't be executed. If there is more content to summarize, you can remove some content and retry.