ServiceNow
Open, correlate, and resolve incidents and requests.
The queues, cases and knowledge articles you include.
Draft replies, routing and status changes, as the agent is set up.
Each classification, action and hand-off on the case.
How to set it up
Sign in
Connect ServiceNow with your admin's OAuth or a credential scoped to what the agent needs.
Choose what it can see
Pick the accounts, workspaces, projects or folders the agent may read.
Set what it can do
Turn on reads and writes separately, and name who approves each action.
Run one job
Try one read, one approved action, and check the trace before rolling it out.
Policy impact assessment
Proposals traced to affected programs
Box, Confluence, ServiceNowTool downtime review
Availability, MTBF and the repeat offenders
SAP, ServiceNow, TableauFab safety incident review
Chemical and gas incidents reviewed with actions
ServiceNow, SAP, MS TeamsFab shift staffing
Shift coverage checked against certifications
Workday, MS Teams, ServiceNowTrade break resolution
Unmatched trades investigated and fixed same day
Snowflake, ServiceNow, MS TeamsTrade surveillance review
Surveillance alerts turned into reviewed case files
Snowflake, ServiceNow, BoxKYC file review
Onboarding files checked against the policy
Salesforce, Box, ServiceNowSuspicious activity narrative
Investigation notes into a filing-ready narrative
Snowflake, ServiceNow, BoxLoan servicing exceptions
Payment and rate exceptions cleared with a record
SAP, ServiceNow, BoxClient onboarding paperwork
Account opening documents prepared and checked
Salesforce, Box, ServiceNowControl testing workpapers
Audit samples pulled and tested with the evidence
ServiceNow, Box, WorkdayDispute case handling
Card and payment disputes worked to a decision
Zendesk, Salesforce, ServiceNowMortgage file completeness
Loan files checked against the underwriting conditions
Box, Salesforce, ServiceNowLicensing and CE tracking
Registrations and continuing education kept current
Workday, ServiceNow, BoxVendor risk assessment
Third-party reviews with the evidence collected
ServiceNow, Box, OktaApplication portfolio inventory
Every application, its owner, cost and overlap
ServiceNow, SharePoint, SnowflakeConflict check
New opportunities screened against current clients
Salesforce, Box, ServiceNowShift handover report
The NOC shift's open incidents handed over in one note
ServiceNow, Slack, SplunkCore network change review
Change requests checked for risk and rollback
ServiceNow, Confluence, SlackField work order dispatch
Field jobs assigned by skill, parts and location
ServiceNow, SAP, MS TeamsSecurity alert review
Network security alerts sorted and escalated
Splunk, ServiceNow, PagerDutyTelecom fraud detection
Subscription and traffic fraud caught before the bill
Snowflake, Databricks, ServiceNowDevice inventory replenishment
Handsets and equipment restocked by store and van
SAP, ServiceNow, SnowflakeOutage reporting to regulators
Reportable outages filed on time with the facts
ServiceNow, Box, MS TeamsTechnician certification tracking
Field certifications and training kept in date
Workday, ServiceNow, SharePointSIM fleet monitoring
Connected-device fleets watched for silence and overage
Snowflake, ServiceNow, SalesforceTower climb safety audits
Climb permits and safety audits checked before the job
ServiceNow, SharePoint, WorkdayEnterprise service activation
Business orders tracked from contract to live service
ServiceNow, Salesforce, SAPSubrecipient monitoring
Grant subrecipients checked for reports and spend
Workday, Box, ServiceNowPermit application review
Applications checked for completeness and code
ServiceNow, SharePoint, SAPInspection scheduling
Inspections scheduled by district, priority and inspector
ServiceNow, SAP, MS TeamsBenefits eligibility check
Applications assessed against the program rules
ServiceNow, SAP, BoxDocket calendar management
Court calendars built from filings and deadlines
ServiceNow, SharePoint, MS TeamsRecords retention schedule
Records kept, transferred or destroyed on schedule
Box, SharePoint, ServiceNowATO package preparation
Authorization packages assembled with the control evidence
ServiceNow, SharePoint, JiraVulnerability remediation tracking
Findings assigned and chased to their fix deadline
ServiceNow, Jira, SplunkFacility work order tracking
Building repairs prioritized and followed to closure
ServiceNow, SAP, MS TeamsEmergency operations brief
Situation reports compiled during an activation
MS Teams, ServiceNow, SharePointTax return examination
Returns selected and examined with the workpapers drafted
SAP, Snowflake, ServiceNowAudit finding follow-up
Audit recommendations tracked until they are closed
ServiceNow, Box, SharePointShift handover log
The shift's events and open issues logged for the next crew
SAP, MS Teams, ServiceNowNonconformance reports
Nonconforming material documented and dispositioned
SAP, ServiceNow, BoxCustomer complaint handling
Product complaints investigated and answered
Salesforce, SAP, ServiceNowISO audit preparation
Management system evidence assembled before the audit
SharePoint, ServiceNow, BoxEnvironmental permit reporting
Emissions and discharge reports filed on schedule
SAP, Box, ServiceNowJob hazard analysis
Hazards and controls drafted for every task
SharePoint, ServiceNow, MS TeamsOperator training records
Qualifications matched to the stations people run
Workday, SharePoint, ServiceNowPurchase request intake
Requests completed, approved and placed with the vendor
Coupa, Slack, ServiceNowIT ticket resolution
Help desk tickets diagnosed and resolved, or routed
ServiceNow, Okta, SlackAccess review
User access certified by each system owner every quarter
Okta, Azure AD, ServiceNowSecurity questionnaire response
Customer security questionnaires answered from the record
Box, ServiceNow, SalesforceFNOL intake
New claims captured complete and assigned within the hour
Salesforce, ServiceNow, BoxCoverage determination
Coverage analyzed against the policy, letter drafted
Box, Salesforce, ServiceNowFraud referral screening
Claims screened for fraud indicators before payment
Snowflake, Box, ServiceNowLitigated claim tracking
Suits, counsel budgets and deadlines tracked per claim
Box, ServiceNow, MS TeamsSubmission intake
Broker submissions cleared and set up for the underwriter
Salesforce, Box, ServiceNowComplaint handling
Complaints answered within the regulator's deadline
Zendesk, ServiceNow, BoxState filing tracking
Rate, form and licensing filings tracked by state
Box, ServiceNow, SharePointData access request handling
Individual data requests fulfilled within the deadline
ServiceNow, Box, OktaClient escalation handling
Client escalations answered with the root cause and the fix
Salesforce, ServiceNow, MS TeamsAutomation exception handling
Failed automated transactions fixed and fed back
ServiceNow, SAP, MS TeamsMedical bill review
Provider bills checked against the fee schedule
Box, Snowflake, ServiceNowDiscovery response drafting
Responses and objections drafted from the file
Box, Notion, ServiceNowOutside counsel invoice review
Law firm invoices checked against the billing guidelines
NetSuite, Box, ServiceNowPrivacy impact assessment
New processing assessed against the privacy rules
ServiceNow, Box, OktaRegulatory inquiry response
Regulator questions answered from the record, on the clock
Box, ServiceNow, MS TeamsPolicy attestation tracking
Annual attestations collected and the gaps chased
Workday, ServiceNow, SharePointGifts and hospitality review
Gift and entertainment requests checked against the policy
Workday, ServiceNow, Box
Ready to connect ServiceNow?
Connect it from the workspace in a few minutes, or ask us to set it up with your team.