Generate summary and ask questions using ServiceNow Otto in Document Management

task brazil Updated Sep 10, 2026 1 min read ask-questions-faqs-now-assist.md
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Generate summary and ask questions to gain quick insights from your documents by using ServiceNow Otto in Document Management.

Before you begin

Configure the smart document skill. For more information, see Configure the smart documents skill.

Role required: sn_nowassist_admin.nsa_admin

Procedure

  1. Navigate to your workspace.

  2. In the list section, go to the table that has the smart documents skill activated and open the record.

    For example, an incident record.

  3. Open the attached document to view it in the document viewer.

    Note:

    • Maximum document size: 10 MB
    • Maximum pages: 200
    • Supported file types: pdf, docx, pptx, xlsx, doc, ppt, xls, jpeg, png
  4. Ask questions and view common questions of the document by selecting Ask Otto.

    The document insights is generated based on the question.

  5. Copy the response by selecting the copy icon [Omitted image "icon-copy-icon.png"] Alt text: copy icon.

    The responses are copied and can easily be shared across emails, reports, or collaboration tools.

  6. Provide feedback on whether the result is helpful or not by selecting the liked icon [Omitted image "llm-thumbs-up-like.png"] Alt text: liked icon or the not liked icon [Omitted image "llm-thumbs-down-dislike.png"] Alt text: not liked icon.

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