Summarize a success initiative using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)

---
title: Summarize a success initiative using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)
description: Generate a summary from a success initiative record and all associated success tasks.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/now-assist-tmt-summarize-success-init.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Add a success initiative, Create a success blueprint manually, Create a success blueprint, Manage engagements, Customer success, Use, Customer Success Management]
---

# Summarize a success initiative using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)

Generate a summary from a success initiative record and all associated success tasks.

## Before you begin

Role required: `sn_acct_lc.customer_success_agent`

## About this task

The success initiative summary skill provides a summary of the success initiative record and associated success initiative tasks. The skill is available in CRM Workspace and in Core UI:

-   In CRM Workspace, use the Success initiative summary by ServiceNow Otto component, which appears above the Activities card.
-   In Core UI, select **Summarize** on the success initiative record.

**Note:** The skill requires a minimum 50 words in the record to generate a summary. If the skill isn't active, summaries are generated using the out-of-box case summarization skill instead.

## Procedure

1.  Navigate to **Workspaces** > **CRM Workspace** > **Lists** > **All Success initiatives**.

2.  Open a success initiative and select **Summarize**.

    Based on the inputs from Engagement, Account, and Short Description, the summary includes:

    -   **Overview:** the primary goal, engagement, account, product, progress, due date, squad, and customer contact details.
    -   **Progress updates:** current status, total task count, and open/closed task counts.
    -   **Next steps:** all open tasks, required agent actions, and tasks due in the next 7 days.
3.  After you're finished, manage the results: view more/less detail, provide helpful/not-helpful feedback, copy the summary, or view summary info using the icons on the summary card.


**Parent Topic:**[Add a success initiative](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-success-initiative.md)