ServiceNow Otto for Sales CRM for Telecommunications AI agent Image to task plan template AI agent

concept australia Updated Sep 22, 2026 3 min read now-assist-task-template-generation-somt.md
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Use the AI agent to create a task plan template for a given specification. The agent uses an uploaded image file, or falls back to tasks from the closest matching specification when no image is available.

Image to task plan template AI agent overview

This agent processes an uploaded image, extracts tasks and task dependencies, and stores them as a task plan template for a given specification and order action. If no image is available for the specification, the agent instead searches historical order tasks for the closest matching specification and action.

The AI agent integrates with order action catalogs, file upload services, and template management systems to produce standardized task plan templates with dependency graphs and action mappings. NOW LLM does not support this agent.

The uploaded image should define the tasks and the tasks flow and dependency in a clear chart, with clear text visualization.

From the image the agent always expects the first node or the root node as the specification and not tasks and all others will be tasks.

[Omitted image "task-plan-template-1.jpg"] Alt text: example image for task plan template.

Guidelines for image:

  • Size of the image must be less than 10MB.

  • Format of the image must be PNG, PDF, JPG.

  • Connecting lines of tasks and node must not overlap.

    [Omitted image "task-plan-template-2.jpg"] Alt text: Connecting lines of tasks and node must not overlap.

    [Omitted image "task-plan-3.png"] Alt text: images with intersection or overlapping lines aren't supported by agent.

To generate a template from an image, see Generate a task plan template from an image. If no image is available, see Generate a task plan template without an image instead.

To modify the Image to task plan template AI agent, Duplicate an agentic workflow and adjust the settings according to your requirements.

To add tools and information, see Add tools and information to an AI agent for details.

Role required: sn_task_plan.admin and sn_prd_pm.product_catalog_admin

Important: In the select channels and status page, make sure that the Active button is turned on to activate the AI agent.

To access the agent in AI Agent Studio, see Access the Image to task plan template AI agent. To test the use case, see Test the Image to task plan template AI agent.

How the AI agent starts and applies templates

Each product offering requires a fulfillment journey that defines the order tasks for its orders. When a customer order is approved, the system checks for a fulfillment flow or published task plan template. The check is based on the specification and order action on an order line item. If none exists, the system creates an intermediate task for the AI agent. Assigning that task to the AI agent user starts the agent, which asks whether to create the template from an image or from historical data.

After you publish the template and close the intermediate task, the system adds the template's order tasks to the current order. For later orders with the same specification and order action, the system applies the published template directly and doesn't create an intermediate task for the AI agent.

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