Summarize a risk signal using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)

task brazil Updated Sep 10, 2026 1 min read now-assist-tmt-summarize-risk-signals-issues.md
Raw file servicenow.com

Generate a summary from a risk signal and issues record and all associated tasks.

Before you begin

Role required: sn_acct_lc.agent

About this task

The risk signal and issues summary skill provides a summary of the risk signal and issues record and associated risk occurrences and solutions. The skill is available in CRM Workspace and in Core UI:

  • In CRM Workspace, use the Risk signal and issues summary by ServiceNow Otto component, which appears above the Activities card.
  • In Core UI, select Summarize on the risk signal and issues 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 Risk Signal and Issues.

  2. Open a risk and select Summarize.

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

    • Overview: the primary goal, engagement, account, product, progress, and customer contact details.
    • Progress updates: status of work notes, activities, and recent emails.
    • Next steps: recommendations based on open Risk Solution records, or on the Risk Category if none are open.
  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:Risk and issues page

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