Summarize a procurement record in Source-to-Pay Workspace

  • Release version: Zurich
  • Updated July 30, 2026
  • 2 minutes to read

    • Get a quick overview of a procurement record's status, completed actions, and next steps, without reading through all the details. ServiceNow Otto for SPO generates a focused summary in seconds.

    Before you begin

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

    Role required: sn_spend_gen_ai.now_assist_fulfiller

    About this task

    The summary appears in different places depending on which interface you're using:
    • Core UI: The summary appears in a banner at the top of the record.
    • Source-to-Pay Workspace: The summary appears in the Details tab.
    What the summary includes
    Based on the type of procurement record, ServiceNow Otto for SPO generates a summary with three sections:
    • Overview: Basic information about the record.
    • Actions completed: Actions that have been taken so far.
    • Next steps: Actions you need to do next.

    Procedure

    1. Navigate to Source-to-Pay Workspace.
    2. Select the list icon (List icon.).
    3. Do one of the following:
      Table 1. List actions
      To Do this
      To generate a summary for the following procurement records:
      • Negotiation
      • Procurement case
      • Procurement task
      • Purchase requisition
      • Sourcing event
      • Sourcing request
      • Sourcing task
      1. Navigate to Lists > All work.
      2. Select the type of record you want to summarize:
        • Cases
        • Negotiations
        • Requisitions
        • Sourcing events
        • Sourcing requests
      3. Select the record number in the Number column to open it.
    4. Navigate to the Details tab.
    5. In the Record summary section, select Summarize.Record summary in Source-to-Pay Workspace.
      ServiceNow Otto for SPO begins generating your summary. This typically takes a few seconds. The summary will appear on screen once complete.

    When you opt to summarize a purchase requisition, you see the following message:

    ServiceNow Otto is summarizing your purchase requisition.

    Note:
    Generating and displaying the summary may take several seconds.
    1. Review the summary details.
    2. Optional: After ServiceNow Otto for SPO generates the summary, you can add it to the work notes, expand or collapse it, provide feedback, copy it, or view information about it.
      OptionProcedure
      Save the summary information by adding it to the record work notes
      1. Select Share.
      2. In the Share to work notes dialog box, edit the summary if needed.
      3. Select Save to work notes.
      Expand or collapse the summary Select the expand card icon (Expand card icon.) or the collapse card icon (Collapse card icon.) to see more details or fewer summary details.
      Provide feedback for the summary If you think that the summary was helpful, select the helpful icon (Helpful icon.). If you think that the summary wasn’t helpful, select the not helpful icon (Not helpful icon.).

      This feedback improves the generative AI model and can help to improve the future versions of this skill.
      Copy the record summary Select the copy to clipboard icon (Copy to clipboard icon.) to use the record summary information for another purpose, such as pasting into an email.
      View the information about the record summary If you want to check some details about the summary, select the more info icon (More info icon.).
      Refresh the record summary If you want to refresh the summary, select the refresh icon (Refresh icon.).