---
title: Summarize a record by using ServiceNow Otto for Accounts Payable Operations \(APO\)
description: Generate AI-powered summaries of invoice and inquiry case records in ServiceNow Otto for Accounts Payable Operations \(APO\) to quickly understand status, completed actions, and next steps.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/accounts-payable-operations/now-assist-summarize-apo.html
release: australia
product: Accounts Payable Operations
classification: accounts-payable-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
keywords: [APO, Accounts Payable Operations, invoice management, Accounts Payable Workspace, invoice inquiry case, AP specialist]
breadcrumb: [Use ServiceNow Otto for Accounts Payable Operations \(APO\), ServiceNow Otto for APO, Accounts Payable Operations, Finance and Supply Chain]
---

# Summarize a record by using ServiceNow Otto for Accounts Payable Operations \(APO\)

Generate AI-powered summaries of invoice and inquiry case records in ServiceNow Otto for Accounts Payable Operations \(APO\) to quickly understand status, completed actions, and next steps.

## Before you begin

Role required: sn\_ap\_apm.accounts\_payable\_specialist or sn\_ap\_cm.agent

## About this task

You can use these record summarization skills in either Core UI or Source-to-Pay Workspace.

-   In Core UI, the summary appears in a banner in the record.
-   In Source-to-Pay Workspace, the summary is generated on the **Details** tab.

## Procedure

1.  Navigate to **Source-to-Pay Workspace**.

2.  Select the list icon \(\[Omitted image "cases-list-icon.png"\] Alt text: List icon.\).

3.  Generate a summary for either an invoice case record or an inquiry case record.

<table id="choicetable_x5b_1vk_pdc"><thead><tr><th align="left" id="d61739e137">

Option

</th><th align="left" id="d61739e140">

Procedure

</th></tr></thead><tbody><tr><td id="d61739e146">

**Generate a summary for the invoice case record.**

</td><td>

1.  Navigate to **Lists** &gt; **** &gt; **Invoices** &gt; **All invoices**.
2.  Select any invoice and the link to the record under the Number column.
3.  Open an invoice record and select **Cases**.


</td></tr><tr><td id="d61739e184">

**Generate a summary for the inquiry case record.**

</td><td>

1.  Navigate to **Lists** &gt; **** &gt; **All work** &gt; **Cases**.
2.  Select any inquiry case and the link to the record under the Number column.
3.  Open an invoice inquiry record.


</td></tr></tbody>
</table>4.  On the **Cases** tab, in the Record summary section, select **Summarize**.

    When you opt to summarize an invoice case, you see the following message: "AI is summarizing your invoice case."

    **Note:** Generating and displaying the summary may take several seconds.

5.  Review the summary details.

    A concise summary of the record, including the overview, actions completed, and next steps are displayed. The information that is displayed is based on the type of the record.

    -   **Overview**: Provides information about the record.
    -   **Actions Completed**: Lists all the actions that have been taken so far.
    -   **Next steps**: Lists the actions that the AP fulfillers must take next.
6.  Add the summary to the work notes, expand or collapse it, provide feedback, copy it, or view information about it.

<table id="choicetable_md1_nyf_xyb"><thead><tr><th align="left" id="d61739e283">

Option

</th><th align="left" id="d61739e286">

Procedure

</th></tr></thead><tbody><tr><td id="d61739e292">

**Save the summary information by adding it to the recorded work notes**

</td><td>

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


</td></tr><tr><td id="d61739e319">

**Expand or collapse the summary**

</td><td>

Select the expanded card icon \(\[Omitted image "icon-expand.png"\] Alt text: Expand card icon.\) or the collapse card icon \(\[Omitted image "icon-collapse.png"\] Alt text: Collapse card icon.\) to see more details or fewer summary details.

</td></tr><tr><td id="d61739e340">

**Provide feedback for the summary**

</td><td>

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.\).This feedback improves the generative AI model and can help to improve the future versions of this skill.

</td></tr><tr><td id="d61739e363">

**Copy the record summary**

</td><td>

Select the copy to clipboard icon \(\[Omitted image "icon-copy.png"\] Alt text: Copy to clipboard icon.\) to use the record summary information for another purpose, such as pasting into an email.

</td></tr><tr><td id="d61739e379">

**View the information about the record summary**

</td><td>

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

</td></tr></tbody>
</table>