Summarize an internal play using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)

task brazil Updated Sep 10, 2026 1 min read now-assist-tmt-summarize-plays.md
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Generate a summary from an internal play record and all associated internal play tasks.

Before you begin

Role required: sn_acct_lc.customer_success_agent

About this task

The internal play summary skill provides a summary of the internal play record and associated internal play tasks. The skill is available in CRM Workspace and in Core UI:

  • In CRM Workspace, use the Internal play summary by ServiceNow Otto component, which appears above the Activities card.
  • In Core UI, select Summarize on the internal play record.

Note: The skill requires a minimum 50 words in the record to generate a summary.

Procedure

  1. Navigate to Workspaces > CRM Workspace > Lists > All Internal plays.

  2. Open an internal play and select Summarize.

    Based on the inputs from Engagement, Account, and Short Description, the summary includes:

    • Overview: the primary goal, engagement, account, product, progress, due date, squad, and details of any contracts under consideration.
    • Progress updates: current status, total number of internal play tasks, and number of open/closed tasks.
    • Next steps: all open internal play tasks, required agent actions, and tasks due in the next 7 days.
  3. 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:Create an internal play

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