Improve data quality using the refine records skill

---
title: Improve data quality using the refine records skill
description: Use the refine records skill to shorten or elaborate text in demand records, helping demand managers and users improve clarity and completeness before saving.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/improve-data-quality-using-the-refine-records-skill-ppw.html
release: brazil
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [AI skill, ServiceNow Otto, Gen AI, Generative AI, SPM, Strategic Portfolio Management, Refine records]
breadcrumb: [Manage demands, Use, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---

# Improve data quality using the refine records skill

Use the refine records skill to shorten or elaborate text in demand records, helping demand managers and users improve clarity and completeness before saving.

## Before you begin

**Important:** This generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see [AI agents, skills, and agentic workflows on by default](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/intelligent-experiences/now-assist-skills-on-by-default.md).

If custom roles require access to this skill, update the ACLs \(access control lists\) for those roles.

Role required: it\_demand\_manager, it\_demand\_user

## About this task

The refine records skill uses other fields in the form to generate content for rich or long text fields. You can select existing text or enter new text, then shorten or elaborate it without losing key information.

To shorten or elaborate text fields using Playbook activities, see [Use playbook for a demand](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-planning/use-playbooks-in-ppw.md).

**Note:** AI-generated content may be inaccurate or incomplete. Review all AI-generated text before saving the record.

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace**.

2.  Select the Demands icon \[Omitted image "demands-icon.png"\].

3.  Open a demand from the **List** page.

4.  Select **Details** from the navigation menu.

5.  In a text field of your record, select the text to refine.

    For example, select the text in the **Description** field of a demand.

    \[Omitted image "demand-refine-records.png"\] Alt text: The shorten or elaborate options available in the Refine with AI menu.

6.  Refine the selected text.

    1.  Open the **Refine with AI** menu.

    2.  Select **Shorten** or **Elaborate**.

7.  Select **Replace** to update the text field with the AI-generated content.

    The text field updates with the AI-generated content.