Accelerate value delivery by turning strategy into outcomes with AI-powered execution. Now Assist for Strategic Portfolio Management (SPM) accelerates customer value by leveraging AI to summarize feedback or content in Docs, generate user stories, create concise project summaries, autonomously monitor project tasks, detect project risks, enhance records creation, create demands through conversations, identify similar demands, and summarise demands to get a quick overview of them.

**AI Status Reports**

Intelligent generation of project status reports enabling project managers to stay informed, aligned, and proactive in their project management. PMs can benefit from real-time insights, strategic decision-making, and optimized project outcomes

**Project Q&A**

Enhanced conversational interface enables project managers to quickly ask questions and retrieve critical project information in real time. Users can easily access project context, status, and insights through natural language queries, reducing the time spent searching across multiple views and improving overall project visibility and decision-making efficiency.

**Refine records**

Use the refine records skill and Now Assist context menu (NACM) to simplify record creation and updates, reduce effort, and improve record quality. Enable portfolio, project, product, demand managers and agile users to refine records content efficiently using the Elaborate and Shorten options. The refine records skill helps in improving clarity and completeness of your records and reduces the rework due to missing or unclear information.

**Agile story generation**

Streamline the creation of detailed stories from epics, ultimately enhancing the completeness and quality of deliverables. Teams can improve efficiency, reduce manual errors, and improve productivity.

**Project Insights**

Automatic generation and distribution of comprehensive project summaries via email, enabling project managers to stay informed, aligned, and proactive in their project initiatives. Businesses can benefit from real-time insights, strategic decision-making, and optimized project outcomes.

**Multi feedback summarization **

Leverage the power of AI to quickly synthesize multiple feedback records into a concise summary reducing the time and effort needed to assess and prioritize feedback. 

**Doc summarization**

Leverage the power of AI to quickly summarize or help in shortening or elaborating text such as meeting notes, status reports, and acceptance criteria stored within Docs.

**Conversational demand creation**

Leveraging the power of AI, this skill delivers a frictionless demand intake process for business stakeholders and lets them quickly and easily submit demands using an intuitive conversational interface. It also transforms the user experience, saving them time, and increasing adoption of your demand intake process by making it easy to use.

**Identify similar demands**

This skill is designed to support demand managers as they review demands submitted by requestors. This capability aims to help identify similar demands that have already been requested, to help avoid duplication of work, as well as streamline the review and approval process for demands. 

**Demand summarization**

Generate a concise, structured summary of any demand using the demand summarization skill. You can select which fields are used as input and also configure the format of the summary output. The skill reviews the selected demand fields and related lists and creates a clear summary of the demand. 

**Goal Insights**

Proactively manage Goals and Targets with AI-predicted status and confidence levels. Get insights on associated targets, subgoals, and aligned work items that need immediate attention, along with recommendations to mitigate identified risks.

**Epic health status**

Use AI to automatically evaluate epic health across six risk dimensions: story health, blocked stories, dependencies, progress, timeline, and ownership. The skill returns a red, yellow, or green status with plain-English reasoning, giving portfolio managers a consolidated risk view without the need to manually review stories, timelines, and assignments. The assessment is accessible directly from the epic record page through a new Epic status button and an AI-generated summary card displayed at the top of the page.

**Project Risk Detection**

Use AI to automatically detect potential project risks and surface actionable recommendations with supporting rationale and mitigation plans. The feature analyzes project data to automatically generate risk recommendations with supporting rationale and mitigation plans, helping project managers reduce manual effort, improve risk visibility, and take action earlier to keep projects on track.

**Portfolio Insights**

AI Proactively analyzes the portfolio plan planning items in SPW/PPW for issues like execution delays, delayed starts, Planned vs Approved date misalignments and projects at Risk, analyzes the root causes and provides recommendations for next steps to mitigate the risk and issues.