Project summarization AI agent
This Strategic Portfolio Management agent assists project managers to get a summary of the project. The agent helps in keeping their projects on track, by providing actionable and proactive updates on critical changes to projects. It also generates the project summaries.
Workflow
- Produce project insights and update the status to the project manager.
- Close without further interaction.
|
Field |
Description |
|---|---|
|
Allow third party to access this AI agent |
When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field. |
|
Allow AI specialists to access this AI agent |
When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field. |
|
Manage long-term memory |
When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference. |
|
Tools |
Generates the project summary |
|
Allowed user roles The specific user roles that can access this AI agent. |
project_manager |
|
Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. |
agent_role_config_viewer, agent_workspace_user, app_service_user, baseline_user, canvas_user, cmdb_ms_user, cmdb_query_builder, cmdb_query_builder_read, cmdb_read, currency_instance_report_admin, data_manager_user, decision_table_reader, demand_manager, demand_user, dependency_views, financial_mgmt_user, fiscal_calendar_user, idea_manager, interaction_agent, it_demand_manager, it_demand_user, it_project_manager, it_project_portfolio_user, it_project_user, notify_view, now_assist_panel_user, pa_viewer, planning_console_user, pps_resource, project_manager, project_portfolio_user, project_user, prompt_library_user, rate_model_user, report_group, report_user, resource_user, rm_doc_admin, rm_epic_admin, rm_release_scrum_admin, rm_scrum_task_admin, rm_sprint_admin, rm_story_admin, rm_task_admin, rm_test_admin, role_viewer, scrum_admin, scrum_user, skill_user, snc_internal, snc_required_script_writer_permission, sn_ace.ace_user, sn_ai_filter_assist.user, sn_ai_filter_tracker.user, sn_bm_client.benchmark_data_viewer, sn_change_read, sn_cmdb_user, sn_csm_household.viewer, sn_csm_pricing.pricelist_viewer, sn_customerservice.customer_data_viewer, sn_gf.goal_user, sn_gf.goal_user_read, sn_gf.strategy_planner, sn_gf.strategy_planner_read, sn_ind_tmt_orm.fulfillment_viewer, sn_ind_tmt_orm.order_viewer, sn_invst_pln.std_user, sn_invst_pln_investment_user, sn_invst_pln_v2.investment_user, sn_l2c_core.entity_mapping_viewer, sn_nowassist_admin.user, sn_ord_qual_mgmt.alternate_proposal_read, sn_prd_invt.product_inventory_operations_read, sn_prd_invt.product_inventory_viewer, sn_prd_pm.characteristics_viewer, sn_prd_pm.product_catalog_viewer, sn_prd_pm.product_model_characteristic_viewer, sn_pss_core.service_contract_viewer, sn_query_gen.user, sn_shn.user, sn_sow.sow_home, sn_sow.sow_list, sn_sow.sow_user, sn_spm_gen_ai.assist_user, sn_sttrm_condition_read, sn_tmt_core.inbound_queue_read, sn_udc.basic_read, sn_uib_collab.user, sn_workflow_studio.workflow_studio_read, survey_reader, task_editor, template_read_global, timecard_approver, timecard_user, timeline_user, view_changer, viz_creator, workspace_user |
|
Triggers |
Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent. |
|
Channels |
Not defined. |
|
Used in agentic workflows |
Generate Project Summary |
Parent Topic:Strategic Portfolio Management AI agents
--- title: Project summarization AI agent description: This Strategic Portfolio Management agent assists project managers to get a summary of the project. The agent helps in keeping their projects on track, by providing actionable and proactive updates on critical changes to projects. It also generates the project summaries. locale: en-US canonical_url: https://www.servicenow.com/docs/r/intelligent-experiences/spm-project-summarization-ai-agent.html release: brazil topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Strategic Portfolio Management AI agents, Strategic Portfolio Management, AI agents library, AI agents and agentic workflows, Enable AI Experiences] --- # Project summarization AI agent This Strategic Portfolio Management agent assists project managers to get a summary of the project. The agent helps in keeping their projects on track, by providing actionable and proactive updates on critical changes to projects. It also generates the project summaries. ## Workflow 1. Produce project insights and update the status to the project manager. 2. Close without further interaction. <table><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Allow third party to access this AI agent </td><td> When enabled, third-party AI agents can use this agent. This value is off \(false\) by default. This setting is defined in the AI Agent configs \[sn\_aia\_agent\_config\] table on the External discoverable field. </td></tr><tr><td> Allow AI specialists to access this AI agent </td><td> When enabled, AI specialists can use this agent. This value is off \(false\) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs \[sn\_aia\_agent\_config\] table on the Specialist enabled field. </td></tr><tr><td> Manage long-term memory </td><td> When enabled, all previous user interactions are used as context for the LLM. This value is off \(false\) by default. This setting is defined by the **sn\_aia.ltm.enable\_long\_term\_memory** system property. For more information, see [ServiceNow Otto AI agents reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/na-aia-reference.md). </td></tr><tr><td> Tools </td><td> - **Subflow** Generates the project summary </td></tr><tr><td> Allowed user roles The specific user roles that can access this AI agent. </td><td> project\_manager </td></tr><tr><td> Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. </td><td> agent\_role\_config\_viewer, agent\_workspace\_user, app\_service\_user, baseline\_user, canvas\_user, cmdb\_ms\_user, cmdb\_query\_builder, cmdb\_query\_builder\_read, cmdb\_read, currency\_instance\_report\_admin, data\_manager\_user, decision\_table\_reader, demand\_manager, demand\_user, dependency\_views, financial\_mgmt\_user, fiscal\_calendar\_user, idea\_manager, interaction\_agent, it\_demand\_manager, it\_demand\_user, it\_project\_manager, it\_project\_portfolio\_user, it\_project\_user, notify\_view, now\_assist\_panel\_user, pa\_viewer, planning\_console\_user, pps\_resource, project\_manager, project\_portfolio\_user, project\_user, prompt\_library\_user, rate\_model\_user, report\_group, report\_user, resource\_user, rm\_doc\_admin, rm\_epic\_admin, rm\_release\_scrum\_admin, rm\_scrum\_task\_admin, rm\_sprint\_admin, rm\_story\_admin, rm\_task\_admin, rm\_test\_admin, role\_viewer, scrum\_admin, scrum\_user, skill\_user, snc\_internal, snc\_required\_script\_writer\_permission, sn\_ace.ace\_user, sn\_ai\_filter\_assist.user, sn\_ai\_filter\_tracker.user, sn\_bm\_client.benchmark\_data\_viewer, sn\_change\_read, sn\_cmdb\_user, sn\_csm\_household.viewer, sn\_csm\_pricing.pricelist\_viewer, sn\_customerservice.customer\_data\_viewer, sn\_gf.goal\_user, sn\_gf.goal\_user\_read, sn\_gf.strategy\_planner, sn\_gf.strategy\_planner\_read, sn\_ind\_tmt\_orm.fulfillment\_viewer, sn\_ind\_tmt\_orm.order\_viewer, sn\_invst\_pln.std\_user, sn\_invst\_pln\_investment\_user, sn\_invst\_pln\_v2.investment\_user, sn\_l2c\_core.entity\_mapping\_viewer, sn\_nowassist\_admin.user, sn\_ord\_qual\_mgmt.alternate\_proposal\_read, sn\_prd\_invt.product\_inventory\_operations\_read, sn\_prd\_invt.product\_inventory\_viewer, sn\_prd\_pm.characteristics\_viewer, sn\_prd\_pm.product\_catalog\_viewer, sn\_prd\_pm.product\_model\_characteristic\_viewer, sn\_pss\_core.service\_contract\_viewer, sn\_query\_gen.user, sn\_shn.user, sn\_sow.sow\_home, sn\_sow.sow\_list, sn\_sow.sow\_user, sn\_spm\_gen\_ai.assist\_user, sn\_sttrm\_condition\_read, sn\_tmt\_core.inbound\_queue\_read, sn\_udc.basic\_read, sn\_uib\_collab.user, sn\_workflow\_studio.workflow\_studio\_read, survey\_reader, task\_editor, template\_read\_global, timecard\_approver, timecard\_user, timeline\_user, view\_changer, viz\_creator, workspace\_user </td></tr><tr><td> Triggers </td><td> Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/add-trigger-aia.md). </td></tr><tr><td> Channels </td><td> Not defined. </td></tr><tr><td> Used in agentic workflows </td><td> Generate Project Summary </td></tr></tbody> </table>Learn more about Strategic Portfolio Management at [Strategic Portfolio Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/r_ITBusinessManagement.md). **Parent Topic:**[Strategic Portfolio Management AI agents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/spm-ai-agents-overview.md)
| title | Project summarization AI agent |
| description | This Strategic Portfolio Management agent assists project managers to get a summary of the project. The agent helps in keeping their projects on track, by providing actionable and proactive updates on critical changes to projects. It also generates the project summaries. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/intelligent-experiences/spm-project-summarization-ai-agent.html |
| release | brazil |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Strategic Portfolio Management AI agentsStrategic Portfolio ManagementAI agents libraryAI agents and agentic workflowsEnable AI Experiences |