Summarize an account onboarding case using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)

---
title: Summarize an account onboarding case using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)
description: Generate a summary from the fields that you selected on the account onboarding case record. Quickly understand the case context by using the account onboarding case summarization skill.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/now-assist-tmt-summarize-onboard-case.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage account onboarding cases, Account onboarding, Use, Customer Success Management]
---

# Summarize an account onboarding case using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)

Generate a summary from the fields that you selected on the account onboarding case record. Quickly understand the case context by using the account onboarding case summarization skill.

## Before you begin

Role required: `sn_acct_lc.agent`

## About this task

The account onboarding case summarization skill provides you with a concise summary including details about each stage in the account onboarding lifecycle. With this skill, you can:

-   Generate an initial summary of an account onboarding case so that you can understand the onboarding case context.
-   Summarize all the work that has been done on an account onboarding case.

The skill is available in CRM Workspace and in Core UI:

-   In CRM Workspace, use the Account Onboarding Case summary by ServiceNow Otto component, which appears above the Activities card.
-   In Core UI, select **Summarize** on the account onboarding case record.

**Note:** The skill requires a minimum 50 words in the case 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** > **Account Onboarding Case**.

2.  Open an account onboarding case.

3.  In the Account Onboarding Case summary by ServiceNow Otto component, select **Summarize**.

    The component expands to display the summary. For longer summaries, select **View more** and scroll to see the rest of the content.

4.  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:**[Manage account onboarding cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-manage-acct-onboard.md)