Run an automation on an issue

Run an automation to investigate or remediate an issue.

You can automate issue investigation and remediation by running a playbook or Quick Action on one or more issues. Automations can help to improve efficiency by automating and standardizing your workflows, promoting consistent and effective case response and management. For example, automations can automatically remediate a case by interacting with a third-party integration or open tickets in a ticketing system such as Jira.

You can view the playbook that is running on an issue or the playbooks that have already run in the Work Plan for an issue. You can view Quick Actions in the War Room for an issue.

Note

In addition to automation, some playbooks contain manual tasks that prompt the analyst for input. This enables you to enhance an automation workflow with analyst input.

Manually run a playbook or Quick Action on one or more issues

1. Right-click one or more issues in the Issues table and select Run Automation.
2. If the issues have an automation already assigned, choose Rerun current Automation or Select another Automation. If the issues do not have an automation assigned, select Select Automation.
3. If you are not rerunning the current assigned automation, select an automation to run for the selected issue or issues.
4. Click Run.

Note

You can also manually select a playbook to run from the Issue Work Plan tab.

Apply automation rules

You can create automation rules that automatically run a playbook or Quick Action when an issue is created that meets specific criteria.