Configure the manage contract repository agentic workflow for Software Asset Management

task australia Updated Sep 10, 2026 1 min read configure-manage-contract-repository-agentic-workflow.md
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Install the ServiceNow Otto for Contract Management Pro plugin (sn_cm_gen_ai) and activate the generative AI skills to use the manage contract repository agentic workflow.

Before you begin

Role required: sn_cm_gen_ai.ai_contract_admin

Procedure

  1. Install the ServiceNow Otto for Contract Management Pro plugin (sn_cm_gen_ai).

    For information about the plugin installation process, see Install AI plugins in AI Admin Hub.

  2. Navigate to All > Admin Hub > Skills.

  3. Access the AI Skills tab of the AI Admin Hub console.

  4. Navigate to Employee > CM Pro.

  5. Select the Activate skill on the skill that you want to activate.

    [Omitted image "sam-cmpro-now-assist-skills-activate.png"] Alt text: AI skills available for Contract Management Pro

  6. In the skill guided setup, configure the use cases and other mappings for the Contract obligation extraction and Contract metadata extraction skills.

    For more information on configuring contract metadata extraction skill, see Configuring contract metadata extraction.

    Note: For the Contract metadata extraction skill, complete the creation of use case, mapping use case, and enable notifications setup.

    For more information on configuring Contract obligation extraction skill, see Configuring contract obligation extraction.

    Note: When adding a new use case mapping record for the contract metadata extraction and contract obligation extraction skills, clear the Contracts created from contract request check box.

  7. In the Define access page, select Save and continue.

  8. In the Review and activate page, select Activate.

Result

When a software contract record is created, the Initiate contract extraction button is displayed on the contract form.

What to do next

Initiate metadata and obligation extraction from a signed contract in the Software Asset Workspace

Parent Topic:Use manage contract repository agentic workflow in the Software Asset Workspace

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