Playbook development checklist
Follow a checklist when planning and building playbooks.
The playbook development checklist follows the logical flow for developing a playbook.
We recommend that you review the following steps to successfully implement your playbook.
Step 1. Plan your playbook
During the initial planning stage when designing your use case, start defining the playbook flow.
Consider the process you want to automate and the steps and the decisions during the process. These steps and decisions become the playbook tasks.
Step 2. Build your playbook
Use a playbook out-of-the-box, customize an existing playbook, or create a new playbook from scratch.
Consider using the Automation Engineer agent to create, modify, and query playbooks (preview).
Create playbook tasks, inputs, and outputs. Maintain playbook versioning to keep track of playbook development history.
Step 3. Customize your playbook
Fine tune your playbook for your needs, including extracting indicators, extending context, and adding issue fields to the system.
Step 4. Test your playbook
Debug errors in your playbook. Use playbook metadata to troubleshoot playbook performance.
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