Generate recommendations for placeholder activities

task australia Updated Sep 10, 2026 2 min read generate-playbook-recommendations.md
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Select the activity definition for a placeholder activity from a list of AI-generated recommendations. The system generates recommendations based on an activity's name and description.

Before you begin

  • Verify that the ServiceNow Otto for Creator plugin is installed and the Playbook recommendations skill is turned on. For more information about turning on the AI skills for Playbooks, see Turn on AI skills for Playbooks.

    Note: AI skills are available in Admin > AI Admin Hub > AI Skills > Creator.

    For information about installing ServiceNow Otto for Creator, see

  • You can only generate recommendations for placeholder activities in a generated playbook outline. To learn how to generate a playbook outline, see Generate a playbook from text or image.

  • Role required:

    • admin, playbook.admin, pd_author, or a delegated developer permission

Procedure

  1. Open you playbook and hover over the placeholder activity and select the recommendations icon [Omitted image "recommendations-icon.png"] Alt text: Now Recommendations icon in the mini-picker.

    [Omitted image "playbook-recommendation-otto.png"] Alt text: Sample AI recommendation for placeholder activity.

  2. Select one of the recommended activity definitions, if appropriate.

    Note: If there are no recommendations listed, then no activity definitions are considered relevant to the activity name and description.

  3. Try updating the Label and Description to improve results.

    1. Open the placeholder activity.

    2. Update the Label and Description.

    3. Under the Activity definition field, select the recommendations button ([Omitted image "now-recommendations-button.png"] Alt text: Recommendations button) to try to generate recommendations again.

    4. Select one of the recommended activity definitions, if appropriate.

  4. Continue on with activity configuration from Step 8.e of the Generate a playbook from text or image procedure.

Result

When your playbook's trigger conditions are met, your playbook runs. As a result, the system creates a Process Execution record and renders user-facing configurations for Playbook Experience. For an example of how to digitize a manual business process that renders as a playbook, see Create a sample playbook.

What to do next

Design the Playbook Experience for your agents and fulfillers in UI Builder. To learn how to design and customize the runtime playbook experience in UI Builder, see Customizing the Playbook Experience.

Parent Topic:Playbook recommendations for placeholder activity

Related topics

Playbook recommendations for placeholder activity

Keywords ServiceNow OttoAI Agentsgenerative AIagentic AI
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