Build your playbook

Build a playbook by configuring tasks, logic, and settings.

Depending on your use case, you can use or customize a system playbook or develop a new playbook from scratch.

Developing a new playbook from scratch enables a tailored solution for your use case, whereas customizing a system playbook can save time, reduce complexity, and be a more efficient way to meet your organization's specific security and issue response needs.

Important

The ability to create, edit, or share custom playbooks is governed by access management. If certain options are unavailable, contact your administrator. For more information, see Manage access to playbooks and scripts.

Follow these steps to build a playbook.

Task	Description	See More
Task 1. Choose from existing playbooks or create your own	Search for an out-of-the-box playbook to use, customize it, or create one based on your use case. Use the Automation Engineer agent to create, modify, and query playbooks (preview).	See Choose from existing playbooks or create your own.
Task 2. Configure playbook settings	Define playbook settings, such as playbook triggers, inputs and outputs, and general settings.	See Configure playbook settings.
Task 3. Add objects from the Task Library	The Task Library contains AI prompts, scripts, sub-playbooks, and tasks that enable you to communicate with end users, set conditions, and store relevant data.	See Add objects from the Task Library.
Task 4. Customize your playbook	Add scripts and sub-playbook loops, filter and transform data, extract indicators, extend context, create issue fields, poll, and more.	See Customize your playbook.
Task 5. Test your playbook	Set breakpoints, conditional breakpoints, skip tasks, and input and output overrides in the playbook debugger.	See Test your playbook.
Task 6. Manage playbook content	Save versions of your playbook.	See Manage playbook content.