Summarize a record in-product using ServiceNow Otto for App Engine

task australia Updated Sep 10, 2026 2 min read summarize-record-in-product-na-for-app-engine.md

Quickly understand the contents of a record in a custom application within Core UI or a custom workspace.

Before you begin

Role required: admin

Verify that the custom app record summarization skill is activated and configured. For more information, see Activate the custom app record summarization skill.

The following procedure describes how to summarize a record from a custom application in-product in both Core UI and in a custom workspace. To learn how to add a record summarization card to your custom workspace, see the following resources:

You can also summarize the contents of a record through chat in the ServiceNow Otto panel. For more information, see Summarize a record through chat using ServiceNow Otto for App Engine.

Procedure

In Core UI or a custom workspace, open the record that you want to summarize.
Select Summarize.

Note: Generating and displaying the summary may take several seconds.
When you're finished summarizing a record, you can copy the summary, expand or collapse the summary, or provide feedback about the summary.

Option	Procedure
Expand or collapse the summary	Select the expand card icon ([Omitted image "icon-expand.png"] Alt text: expand card icon.) to view the complete summary or the collapse card icon ([Omitted image "icon-collapse.png"] Alt text: collapse card icon.) to view a collapsed summary.
Provide feedback about the summary	If you think that the summary was helpful, select the helpful icon ([Omitted image "icon-helpful.png"] Alt text: Helpful icon.). If you think that the summary wasn’t helpful, select the not helpful icon ([Omitted image "icon-not-helpful.png"] Alt text: Not helpful icon.).Note: This feedback improves the generative AI model and can help to improve future versions of this skill.
Copy the record summary	If you want to reuse the summary, select the copy to clipboard icon ([Omitted image "icon-copy.png"] Alt text: Copy to clipboard icon.).

**Parent Topic:**[Using ServiceNow Otto for App Engine](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/now-assist-for-app-engine/use-now-assist-for-app-engine-enterprise.md)

Keywords ServiceNow Otto for App EngineSummarize recordsummarize a record in a custom tablesummarize a table in a custom appgenerate summary for table

80 lines · 4.3 KB Wrap lines

---
title: Summarize a record in-product using ServiceNow Otto for App Engine
description: Quickly understand the contents of a record in a custom application within Core UI or a custom workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/application-development/now-assist-for-app-engine/summarize-record-in-product-na-for-app-engine.html
release: australia
product: Now Assist for App Engine
classification: now-assist-for-app-engine
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
keywords: [ServiceNow Otto for App Engine, Summarize record, summarize a record in a custom table, summarize a table in a custom app, generate summary for table]
breadcrumb: [Use, ServiceNow Otto for App Engine, Run, AI Workflow Factory Prime, Agentic app development, Building applications]
---

# Summarize a record in-product using ServiceNow Otto for App Engine

Quickly understand the contents of a record in a custom application within Core UI or a custom workspace.

## Before you begin

Role required: admin

Verify that the custom app record summarization skill is activated and configured. For more information, see [Activate the custom app record summarization skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/now-assist-for-app-engine/activate-custom-app-record-summarization-na-for-app-engine.md).

The following procedure describes how to summarize a record from a custom application in-product in both Core UI and in a custom workspace. To learn how to add a record summarization card to your custom workspace, see the following resources:

-   [Customize UI Builder pages using components](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/ui-builder/work-components.md)
-   [Components documentation for the AI summary card](https://horizon.servicenow.com/workspace/components/now-ai-summary-card?release=zurich)
-   [UI Builder setup documentation for the AI summary card](https://developer.servicenow.com/dev.do#!/reference/next-experience/zurich/now-components/now-ai-summary-card/uib-setup)

You can also summarize the contents of a record through chat in the ServiceNow Otto panel. For more information, see [Summarize a record through chat using ServiceNow Otto for App Engine](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/now-assist-for-app-engine/summarize-record-through-chat-na-for-app-engine.md).

## Procedure

1.  In Core UI or a custom workspace, open the record that you want to summarize.

2.  Select **Summarize**.

    **Note:** Generating and displaying the summary may take several seconds.

3.  When you're finished summarizing a record, you can copy the summary, expand or collapse the summary, or provide feedback about the summary.

<table id="choicetable_md1_nyf_xyb"><thead><tr><th align="left" id="d256484e163">

Option

</th><th align="left" id="d256484e166">

Procedure

</th></tr></thead><tbody><tr><td id="d256484e172">

**Expand or collapse the summary**

</td><td>

Select the expand card icon \(\[Omitted image "icon-expand.png"\] Alt text: expand card icon.\) to view the complete summary or the collapse card icon \(\[Omitted image "icon-collapse.png"\] Alt text: collapse card icon.\) to view a collapsed summary.

</td></tr><tr><td id="d256484e193">

**Provide feedback about the summary**

</td><td>

If you think that the summary was helpful, select the helpful icon \(\[Omitted image "icon-helpful.png"\] Alt text: Helpful icon.\). If you think that the summary wasn’t helpful, select the not helpful icon \(\[Omitted image "icon-not-helpful.png"\] Alt text: Not helpful icon.\).**Note:** This feedback improves the generative AI model and can help to improve future versions of this skill.

</td></tr><tr><td id="d256484e216">

**Copy the record summary**

</td><td>

If you want to reuse the summary, select the copy to clipboard icon \(\[Omitted image "icon-copy.png"\] Alt text: Copy to clipboard icon.\).

</td></tr></tbody>
</table>
**Parent Topic:**[Using ServiceNow Otto for App Engine](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/now-assist-for-app-engine/use-now-assist-for-app-engine-enterprise.md)