Activate the Import OT device spreadsheet into OT CMDB agentic workflow

  • Release version: Zurich
  • Updated March 12, 2026
  • 1 minute to read

    • You must activate the agentic workflow from the AI Agent Studio. The Operational Technology (OT) Manager Foundation agent included with the application and used in the agentic workflows is active by default.

    Before you begin

    Role required: sn_aia.admin

    About this task

    Important:
    This agentic workflow is turned on by default. For more information, see AI agents, skills, and agentic workflows on by default.

    Procedure

    1. Navigate to All > AI Agent Studio > Create and manage.
    2. Under the Agentic workflows tab, select the Import OT device spreadsheet into OT CMDB agentic workflow.
    3. In the Define key requirements screen, review and update the information as needed then select Save and Continue.
      Note:
      In the Define who can access the agentic workflow section for the Import OT device spreadsheet into OT CMDB agentic workflow, a user must have the ot_excel_import_user role to access the agentic workflow.
    4. In the Select a UI display screen next to the ServiceNow Otto panel option, select the Display toggle to show the conversation with the agent in the panel.
    5. Select Save and test.
    6. Verify the Status toggle is on to confirm the OT Excel import task AI agent is active and running.
      1. Navigate to All > AI Agent Studio > Create and manage.
      2. Under the AI agents tab, select the OT Excel import task AI agent.
      3. In the Toggle display screen, select the Status toggle if the toggle isn't already selected.