Create an automation rule

Create automation rules in Cortex AgentiX to trigger actions for matching issues.

Automation rules allow users to automatically respond to events by defining trigger conditions and desired actions to perform once the condition is met. Automation rules can trigger playbooks, Quick Actions, or agents.

While per-object access determines who can see, edit, or manually trigger a playbook, any automated execution (including those triggered by automation rules, jobs, or feed-triggered actions) is performed by the system. These actions are not restricted by the organizational scope or object-level access of the user who may have triggered the case. Instead, automated workflows remain governed by the defined scope and permissions of the involved integrations.

Rules and playbook access

When working with automation rules, consider how object-level access affects visibility and configuration:

• Role permissions for rules: To create automation rules or edit existing ones that trigger Quick Actions and playbooks, you must have Scripts and Playbooks enabled in your role (under Investigation & Response → Automations with Edit Public Playbooks selected).

• Rule visibility vs. playbook access: You can view all automation rules in the list, including those configured to trigger playbooks you do not have access to. This ensures full visibility into the order and logic of automated workflows in your environment.

• Playbook selection: While all rules are visible, you can only select a playbook ito which you have at least Viewer access.

If certain options are unavailable, contact your administrator. For more information, see Manage access to playbooks and scripts.

Rule behavior and structure

• Evaluation order: Rules are evaluated in order, and only the first rule that matches the trigger conditions is executed.

• Trigger timing: Automation rules trigger only upon the initial ingestion of an issue. Subsequent updates will not re-trigger the rule, even if the issue still meets the criteria.

• Structure: The rules consist of three parts:

  • WHEN: Stands for the trigger type. WHEN is set to Issue is created.

  • IF: Stands for the conditions that need to be met for the rule to run.

  • THEN: The automation that the user wants to execute: playbook, Quick action, or agent.

In the Automation Rules page, you can create or edit an automation rule, use recommended automation rules, edit a playbook, and change the order of priority. You can also delete or disable/enable an automation rule. When you disable an automation rule, the automation does not run for the selected condition.

You can also define the conditions that trigger a specific playbook in the playbook editor. For more information, see Configure playbook settings.

Create or edit an automation rule to trigger a Quick Action or playbook

Create an automation rule for issues where conditions from the automation rule are met, so that the automation, whether it is a Quick Action or a playbook, automatically runs.

For example, if the IF condition is severity=critical and the Then action is the Quick Action - Create Jira Ticket, the automation rule is triggered when a critical severity issue is detected, and then the Jira ticket is created.

1. Select Investigation & Response → Automation → Automation Rules.

2. Click Add Automation Rule or right-click a rule, select Edit rule, or click the edit button.

3. Enter a rule name.

4. (Optional) Provide a short description of the rule.

5. (Optional) Change the rule status. A rule can be enabled or disabled.

6. Define the rule conditions:

   1. For If, click Add Condition and from the Issues table, use the filter to set the criteria for the rule, and then click Save.

      For example, filter the field Severity, and then select the value Critical. The Issues table returns all issues where the severity=critical.

   2. For Then, click Add Automation.

      1. If you clicked Add Agent, choose an agent from the Select Agent window. You can search for an agent or click on any of the agents shown. Hovering over an agent card shows a summary and the option to click Show agent to view the full list of actions available to the agent.

   3. Choose the playbook or Quick Action to which you have access from the Select Automation window. You can search for an automation or click on any of the Quick Actions and playbooks shown.

      • Quick Actions: After selecting a Quick Action, you can set action parameters. For the Create Jira Ticket Quick Action, for example, you can enter the Description, Issue Type, Project Key, and Summary.

        Quick Actions, by default, run using all available integration instances that contain the command. When selecting a Quick Action for an automation rule, you can instead choose one specific integration instance to use.

        For more information on Quick Actions, see Quick Actions.

      • Playbooks: Click to view the description and playbook preview.

        If you want to use a playbook that is not part of your Org Playbooks, show Playbook Catalog for a full list of available playbooks. For more information on playbooks, see Manage playbooks.

        The list of available playbooks is filtered based on your access; you will only see playbooks that you own, that have been shared with you, or that are marked as Public. For more information, see Access to playbooks.

   4. Click OK.

7. Click Create.

Create or edit an automation rule to trigger an agent

This feature is currently in preview and allows you to create an automation rule that triggers an agent when certain conditions are met.

For example, if the IF condition is severity=critical and the Then action is the Case Investigation agent, the automation rule is triggered when a critical severity issue is detected, and then the agent runs using the provided prompt.

Only users with both the Edit Public Playbooks permission, located under the Playbooks component in the role configuration, and the Interact with agents permission, located under the Cortex Agentic Assistant → Agents component in the role configuration, can create automation rules that trigger agents.

1. Select Investigation & Response → Automation → Automation Rules.

2. Click Add Automation Rule or right-click a rule, select Edit rule, or click the edit button.

3. Enter a rule name.

4. (Optional) Provide a short description of the rule.

5. (Optional) Change the rule status. A rule can be enabled or disabled.

6. Define the rule conditions:

   1. For If, click Add Condition and from the Issues table, use the filter to set the criteria for the rule, and then click Save.

      For example, filter the field Severity, and then select the value Critical. The Issues table returns all issues where the severity=critical.

   2. For Then, click Add Agent.

   3. Choose an agent from the Select Agent window. You can search for an agent or click on any of the agents shown. Hovering over an agent card shows a summary and the option to click Show agent to view the full list of actions available to the agent. Only public agents are available.

      Note

      Only public agents can be selected. If you create a custom agent, it must be set as a public agent to use it in an automation rule.

   4. Click Next.

   5. Either select a saved prompt from the prompt library or write a new prompt. You can edit a prompt from the prompt library but you cannot save the changes you make to the prompt library. Any edits are only applied to this automation rule.

      For more information on writing prompts, see Create a prompt.

   6. Click Test Prompt.

   7. There are two options to load data for the test.

      • Select issue to select an existing issue to use as sample data. You can switch between existing issues by clicking Change issue.

        Note

        To avoid making real world changes in third-party systems, we recommend expanding the Test Data field and clicking Edit to manually change the sample data. When you run the test, third-party actions are executed. For example, if the prompt leads the agent to create a Jira issue as part of the test, an actual Jira issue will be created.

      • Expand the Test Data section and click Edit to manually enter sample issue data.

   8. Use the Agentic Assistant to Run test.

   9. Expand the Plan and scroll down if needed to view all steps and the outcome for full visibility into step-by-step reasoning, step outputs, artifacts, prompts, and execution plans.

   10. (Optional) If the plan execution does not match your requirements, you can select a different prompt from the prompt library or edit the prompt or prompt input(s) as needed, and then Run test again. Note that there is no chat history saved and you cannot view the output of previous tests.

   11. Click Add to rule.

7. Click Create.

• When automation rules trigger agents, there is a limited number of parallel agentic chats. If this limit is reached, there may be delays in execution, but all rules are still applied and agents are still triggered.

• If the agent tries to execute an action that is marked as sensitive and requires manual approval, the pending task shows in the Resolution Center and must be approved or denied for the agent to continue.

• Agent runs are logged in the War Room and appear in the agentix_agents_actions dataset.

• If LLM capabilities are disabled in your tenant, the option to create automation rules to trigger agents is not available. If you have automation rules that trigger agents and then disable LLM capabilities, the rule will fail. If you have LLM capabilities disabled in your tenant, we recommend disabling any automation rule that uses an agent or changing to a Quick Action or playbook.

• If an agent is disabled in the Agentic Assistant Hub and was used as part of an automation rule, the rule will fail. The Automation Rules table will display Agent Disabled in the Automation column.

Add a recommended automation rule

You can add automation rules recommended by Cortex AgentiX.

1. Select Investigation & Response → Automation → Automation Rules.

2. Click View Recommendations.

3. In the Automation Rule Recommendations table, view and select the required recommended automation rules to add to the Automation Rules table.

   For playbooks, you can click the playbook name to preview. For Quick Actions, you can view the description and available parameters.

4. Click Add Selected rules.

5. Verify the order of the automation rule and change the order (if required),

6. Save the changes to the Automation Rules table.

After you create an automation rule, the rule is added to the Automation Rules table. In the Automation Rules table, you can do the following:

• Set the priority of the automation rules, so when an issue is created, the first rule takes priority, then the second, third, etc. Only the first matching rule is executed.

  New rules created manually are added to the bottom of the table.

• View details of the automation rules that have been created.

  By default, you can see the condition, automation, and the creation dates and source. You can add columns and filters as required. To edit, disable, or delete an automation rule, right-click on the rule.