Summarize Request Management records by using ServiceNow Otto for IT Service Management \(ITSM\)

task brazil Updated Sep 10, 2026 2 min read summarize-request-related-skill.md
Raw file servicenow.com

Summarize all information related to the context of requests to get a consolidated real-time status by using the Request Management summarization skills in the ServiceNow Otto for IT Service Management (ITSM) application.

Before you begin

Role required: itil

About this task

Summarization for Request Management involves individual skills used to summarize the following record types:

  • Requests
  • Requested items
  • Catalog tasks

These Request Management summarization skills provide you with concise summaries generated from the information entered in the corresponding record fields. For more information about which fields are referenced, see Skill inputs and triggers for ServiceNow Otto for IT Service Management (ITSM).

Procedure

  1. In Core UI or Service Operations Workspace for ITSM, open a Request Management record that is assigned to you.

  2. Select Summarize.

    [Omitted image "itsm-request-summarize.png"] Alt text: Summarize action in the Details tab.

    • In the Core UI, the summary appears in a banner of the Request Management record.

      [Omitted image "itsm-request-summary-core-ui.png"] Alt text: Request summary in the Core UI that provides the context and next steps.

    • In Service Operations Workspace for ITSM, the summary is generated in the Details tab.

      [Omitted image "itsm-request-summary.png"] Alt text: Request summary in Service Operations Workspace for ITSM that provides the context and next steps.

  3. When you're finished summarizing a record, you can add the summary to your work notes, copy it, or provide feedback.

Option

Procedure

Add summary to work notes

  1. Select Share.
  2. In the Share to work notes dialog box, edit the summary as needed.
  3. Select Save to work notes.

Expand or collapse

Select the expand card icon ([Omitted image "icon-expand.png"] Alt text: expand card icon.) to view the complete summary. Select the collapse card icon ([Omitted image "icon-collapse.png"] Alt text: collapse card icon.) to view a collapsed summary.

Provide feedback

If you think that the summary was helpful, select the helpful icon ([Omitted image "icon-helpful.png"] Alt text: Helpful icon.). If you think that the summary wasn’t helpful, select the not helpful icon ([Omitted image "icon-not-helpful.png"] Alt text: Not helpful icon.).Note: This feedback improves the generative AI model and can help to improve future versions of this skill.

Copy summary

If you want to reuse the summary, select the copy to clipboard icon ([Omitted image "icon-copy.png"] Alt text: Copy to clipboard icon.).

View more information about the summary

If you want to check more details about the summary, select the more info icon ([Omitted image "icon-more-info.png"] Alt text: More info icon.).

Keywords ServiceNow OttoAI Agentsgenerative AIagentic AI
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