Playbook development checklist
Plan, build, customize, and test playbooks in Cortex AgentiX with this development checklist.
The playbook development checklist follows the logical flow for developing a playbook.
Review these steps to implement your playbook successfully.
Step 1. Plan your playbook
During planning, define the playbook flow. Consider the process, its steps, and its decisions. These become playbook tasks.
Step 2. Build your playbook
Use an out-of-the-box playbook, customize one, or create one. Create tasks, inputs, and outputs. Maintain version history.
Step 3. Customize your playbook
Fine-tune the playbook. Extract indicators, extend context, and add issue fields.
Step 4. Test your playbook
Debug errors and use playbook metadata to troubleshoot performance.
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