---
sourceDocument: Zurich Finance and Supply Chain
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/source-to-pay-operations

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Summarize a procurement record in Shopping Hub

# Summarize a procurement record in Shopping Hub {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 30, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

As a shopper, use the record summarization skills in the ServiceNow Otto for Sourcing and Procurement Operations (SPO) application to summarize sourcing request, purchase requisition, and purchase order records. View their status, progress, and action items at a glance.

## 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](https://www.servicenow.com/docs/access?context=now-assist-skills-on-by-default&version=zurich&pubname=zurich-intelligent-experiences&ft:locale=en-US).

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.
{#now-assist-spo-summarize-shopping__ul_dzf_mf4_fyb}

## Procedure

1. Navigate to AllShoppingHubShoppingHub Home.
2. Select My purchases from your Shopping Hub profile.
3. Do one of the following:  
   {#now-assist-spo-summarize-shopping__table_nxt_bcd_5cc__entry__2}

   | 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. |
   [ ]

   {#now-assist-spo-summarize-shopping__table_nxt_bcd_5cc}  
   On the sourcing request or purchase requisition record, a widget is displayed with the Summarize option.
4. Select Summarize.  
   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.
   * Overview: Provides information about the record.
   * Your next steps: Lists the actions that the shoppers need to take next.
   {#now-assist-spo-summarize-shopping__ul_tst_ky4_wyb}
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.

   | Option | Procedure |
   | 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.]()). |
   |-|-|

   {#now-assist-spo-summarize-shopping__choicetable_md1_nyf_xyb}
{#now-assist-spo-summarize-shopping__steps_qwj_n2f_vyb}
**Related concepts**   

* [Use the ServiceNow Otto for Sourcing and Procurement Operations (SPO) skills in a Virtual Agent chat](https://www.servicenow.com/docs/bmLdL0cBiR97MHmcINc0Jg "ServiceNow Otto is a chat assistant that helps you complete procurement tasks through conversation. Instead of navigating forms or contacting procurement staff, you can use ServiceNow Otto for Sourcing and Procurement Operations (SPO) to request products, track orders, and get help with procurement questions.")  
**Related tasks**   

* [Summarize a procurement record in Source-to-Pay Workspace](https://www.servicenow.com/docs/cCqPlUKc1xHT2DCbFQfEtA "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.")
* [Request the generative AI capabilites in ServiceNow Otto for Sourcing and Procurement Operations (SPO) by using ServiceNow Otto panel](https://www.servicenow.com/docs/nvON8lZCVGesulMVMQXuEw "Request the contextual generative AI capabilities to summarize procurement-related records in the ServiceNow Otto for Sourcing and Procurement Operations (SPO) application by using the conversational interface in the ServiceNow Otto panel.")
* [Analyze sentiment in procurement cases](https://www.servicenow.com/docs/nbhSvEkDHigTEx~3TwzRhQ "Analyze requester sentiments on active procurement cases to help procurement specialists quickly identify, prioritize, and track sensitive requests.")
* [Generate an email response for procurement cases](https://www.servicenow.com/docs/19Ne0sqyRQVjIOtyR9tawA "Enables procurement specialists and buyers to generate professional, accurate email responses using ServiceNow Otto. By minimizing manual drafting and review, it helps procurement specialists and buyers respond to requester inquiries more efficiently and focus on higher-value procurement tasks.")

*[\>]: and then