---
title: Summarize a risk signal using ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)
description: Generate a summary from a risk signal and issues record and all associated tasks.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/now-assist-tmt-summarize-risk-signals-issues.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Risk and issues page, Risk portfolio dashboard, Dashboards, Customer success, Use, Customer Success Management]
---

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

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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-risk-issues-page.md)