Summarize a record by using Now Assist for Sourcing and Procurement Operations (SPO) in Shopping Hub

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read

    • As a shopper, summarize sourcing request, purchase requisition, and purchase order records to know about their status, progress, and action items by using the record summarization skills in the Now Assist for Sourcing and Procurement Operations (SPO) application.

    Before you begin

    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.

    Role required: sn_spend_gen_ai.now_assist_requester

    About this task

    You can use these record summarization skill in either Core UI or Shopping Hub.
    • In Core UI, the summary appears in a banner in the record.
    • In Shopping Hub, the summary is generated in a widget in the record.

    Procedure

    1. Navigate to All > ShoppingHub > ShoppingHub Home.
    2. Select My purchases from your Shopping Hub profile.
    3. Do one of the following:
      To Do this
      To generate a summary for a sourcing request records.

      Select a sourcing request record to view it.
      To generate a summary for purchase requisition record.

      Select a purchase requisition record to view it.
      To generate a summary for purchase order record.

      Select a purchase order record to view it.
      On the sourcing request or purchase requisition record, a widget is displayed with the Summarize option.
    4. Select Summarize.
      Summarize option that appears at the top of the record in ShoppingHub.
      Note:
      Generating and displaying the summary may take several seconds.
    5. Review the summary details.

      A concise summary of a record, including its overview and next steps you need to take. The information that is displayed is based on the type of the record.Summarized purchase order.

      • Overview: Provides information about the record.
      • Your next steps: Lists the actions that the shoppers need to take next.
    6. Optional: When you finish summarizing a record, you can add it to the activity, expand or collapse it, provide feedback, copy it, or view information about it.
      OptionProcedure
      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.).