ServiceNow automation empowers IT administrators to eliminate repetitive tasks, improve service delivery, and reduce operational overhead. With the right use of ServiceNow's powerful automation tools, organizations can drive consistency, improve SLAs, and free up resources for high-value tasks.
This guide is designed for IT admins with working knowledge of ServiceNow. It covers key automation capabilities, provides technical walk-throughs, highlights best practices, and showcases how automation can transform IT operations.
What Is ServiceNow Automation?
ServiceNow Automation refers to the platform’s ability to perform tasks, workflows, and processes with minimal or no human intervention. It encompasses:
Flow Designer – Visual, low-code tool for building automated flows.
Business Rules – Server-side scripts triggered by database operations.
Scheduled Jobs – Automated tasks executed at defined intervals.
Script Includes – Advanced scripting capabilities.
IntegrationHub – Automate across external systems.
RPA Hub – Robotic Process Automation to interact with legacy systems.
Each of these tools plays a distinct role in streamlining operations while allowing customization to match business needs.
Why Automation Matters in ServiceNow
Aspect
Description
Efficiency
Reduces manual workload and speeds up operations.
Accuracy
Ensures consistency in task execution.
Scalability
Enables handling of large volumes without proportional human resource growth.
SLA Improvements
Automated escalations and follow-ups reduce missed targets.
According to community feedback and case studies, organizations that fully use ServiceNow automation often report a 20–40% reduction in ticket resolution time and higher end-user satisfaction.
Core Automation Tools in ServiceNow
Flow Designer
Flow Designer is ServiceNow’s low-code automation tool. It lets admins create workflows that respond to triggers like form submissions, updates, or external API calls.
Key Features:
Natural language actions
Reusability through subflows
Integration with external systems via spokes
Data pills for dynamic values
Steps:
Navigate to Process Automation > Flow Designer
Click on the “New” button at the top. Select the tool you want to use.
ServiceNow Flow Designer interface with the “New” button highlighted, which enables users to start building a new automated workflow using low-code tools.
3. Add Trigger: defines when a flow starts and the starting data available to it.
4. Add Actions: are reusable elements that perform repeatable operations.
5. You can add Data Pills that are created each time an action is added to a flow.
ServiceNow Flow Designer interfacewith a new action added and a Data Pill highlighted, showing how data moves between steps in an automated workflow.
6. Click Activate to publish.
Business Rules
Business Rules are server-side scripts executed before or after database operations such as insert, update, or delete. They're ideal for enforcing logic close to the data layer.
Steps:
Go to System Definition > Business Rules > New
Set the table (e.g., Incident).
Choose timing: Before/After/Async.
Write conditions and server-side script logic.
Save and test.
ServiceNow “New Business Rule” form with options to select a table, define conditions, set timing, and add server-side script logic.
Scheduled Jobs
Scheduled Jobs allow you to run scripts on a time-based schedule, ideal for data clean-up, alerts, or recurring integrations.
Steps:
Go to System Definition > Scheduled Jobs > New
Select what you would like to automate.
ServiceNow Automation Creator tab displaying multiple options for selecting and setting up scheduled tasks based on specific automation needs.
3. Choose job type: Run a Script, Run a Report, etc.
4. Set schedule, timezone, and conditions.
5. Add script logic or link to a defined flow.
ServiceNow form for creating a Scheduled Script Execution with fields to enter script logic, set execution time, conditions, and timezone preferences.
Script Includes
Script Includes lets developers define reusable server-side JavaScript that can be invoked by Business Rules, Flows, or REST endpoints.
Steps:
Go to System Definition > Script Includes > New
Name your script and define access settings.
Write JavaScript code in the script editor.
Mark as “Client Callable” if needed for client-side scripts.
Script Include creation screen in ServiceNow with options to define script name, access settings, and write JavaScript code for server-side logic.
IntegrationHub
IntegrationHub connects ServiceNow to external platforms (e.g., Microsoft Teams, Slack, Jira, or AWS) using reusable connectors called Spokes.
Steps:
Go to IntegrationHub > Flow Designer or IntegrationHub > Connections & Credentials to set up and manage integrations.
Select Create new integration.
ServiceNow IntegrationHub tab with the option to create a new integration, used to connect ServiceNow to external platforms and services.
3. Choose a spoke or create custom logic.
4. Provide connection details (API keys, credentials, etc.).
5. Test the connection and activate.
RPA Hub
Robotic Process Automation (RPA) allows you to automate tasks on legacy systems without APIs.
Steps:
Install Plugin:
Navigate to System Applications > All Available Applications > All.
Install RPA Hub Foundation (sn_rpa_fdn) plugin, ensuring you have the required licensing enabled for RPA capabilities.
Set Up RPA Environment:
Configure the Bot Runner environment.
This typically includes a Windows machine with a browser, ServiceNow agent, and RPA Desktop Agent installed.
Create RPA Bots:
Use Automation Designer to create bots by recording UI actions.
Define steps such as clicking buttons, extracting data, or typing input.
Trigger Bots from Flow Designer:
Use the RPA Action in Flow Designer to call bots when needed (e.g., after an incident is logged).
Monitor Execution:
Use the RPA Hub Dashboard to track bot status, logs, and results.
ServiceNow RPA Desktop Design Studio interface, where a bot is being built by recording user interface actions on a legacy application system.
Common Pitfalls and How to Avoid Them
Issue
How to Avoid
Overuse of Business Rules
Prefer Flow Designer unless scripting is essential
Lack of Reusability
Use Subflows, Script Includes, and Spokes
Debugging Challenges
Use gs.info, gs.log, and the Flow Designer debugger
Performance Bottlenecks
Avoid querying large data sets synchronously
Best Practices
Centralize Logic: Reuse subflows and Script Includes to avoid redundancy.
Name Consistently: Use meaningful naming for flows and rules.
Document Everything: Maintain clear descriptions and comments in scripts.
Monitor Performance: Use the Performance Dashboard to track flow execution times.
Secure Automation: Respect user roles and use GlideRecordSecure when needed.
Community Insight: Engage with the ServiceNow Community for real-world examples, reusable patterns, and expert troubleshooting.
Conclusion
Automation in ServiceNow isn’t just a feature; it’s a capability that can significantly improve your IT operations when implemented correctly. From Flow Designer’s no-code automation to script-based Business Rules and RPA for legacy systems, ServiceNow provides IT administrators with a comprehensive automation toolkit. By adopting automation thoughtfully, documenting your work, and adhering to best practices, you’ll streamline operations, boost SLAs, and reclaim time for strategic initiatives.
Oops! Something went wrong while submitting the form.
EXPERIENCE RECO 1:1 - BOOK A DEMO
Discover How Reco Can Help You Protect Your ServiceNow Environment
“I’ve looked at other tools in this space and Reco is the best choice based on use cases I had and their dedication to success of our program. I always recommend Reco to my friends and associates, and would recommend it to anyone looking to get their arms around shadow IT and implement effective SaaS security.”
Mike D'Arezzo
Executive Director of Security
“We decided to invest in SaaS Security over other more traditional types of security because of the growth of SaaS that empowers our business to be able to operate the way that it does. It’s just something that can’t be ignored anymore or put off.”
Aaron Ansari
CISO
“With Reco, our posture score has gone from 55% to 67% in 30 days and more improvements to come in 7-10 days. We are having a separate internal session with our ServiceNow admin to address these posture checks.”
Jen Langford
Information Security & Compliance Analyst
“That's a huge differentiator compared to the rest of the players in the space. And because most of the time when you ask for integrations for a solution, they'll say we'll add it to our roadmap, maybe next year. Whereas Reco is very adaptable. They add new integrations quickly, including integrations we've requested.”