Manage playbooks

View, manage, and adopt organization and Marketplace playbooks in Cortex AgentiX.

The Playbooks page helps you access playbooks for your use cases. It shows summary details at the top and your Org repository table below.

Playbook status

Playbook statuses help you track automation progress and identify delays. The status shows how many playbooks:

• Are in your Org repository
• Are enabled
• Are active
• Use an automation rule
• Are used as sub-playbooks
• Ran during the last week

The Org repository table

The Org repository table lists playbooks your organization adopted or built. It shows:

• Playbook name, description, status, source, and tags
• Associated enabled and disabled automation rules
• Sub-playbook use, last update details, and content pack

Right-click a playbook to open it in the editor, duplicate it, disable it, download it, or remove it.

Playbooks in Org Playbooks can run through automation rules, jobs, or manual issue runs.

Adopted playbooks belong to content packs. When you adopt one, its content pack is downloaded and appears in Marketplace. Removing a playbook does not uninstall its content pack. The playbook then becomes unavailable for automation rules and manual runs.

Playbook Catalog

The Playbook Catalog contains all the playbooks available in Marketplace, organized by cards.

You can search for specific playbooks in the Search by filter according to the following criteria:

• Everywhere (default): Searches for the specified keyword across all fields, including the playbook name, description, and tags.
• Name: Limits the search to the title of the playbook.
• Description: Searches within the playbook's detailed description for matching terms.
• Tag: Filters playbooks by specific metadata tags assigned to them.
• Content pack: Filters the catalog to show only playbooks that belong to a specific content pack.

Clicking a playbook card provides a preview of the playbook. If it is relevant for your use case, click Adopt this playbook to bring it into your Org repository and make it available to run.

• The library initially shows only unadopted playbooks. Select Show Adopted to include adopted playbooks.
• The library displays the latest version. Adopt an older version through Marketplace.
• Adopting a playbook does not run it. Content packs can include recommended automation rules. See Create an automation rule.