> For the complete documentation index, see [llms.txt](https://cortex-docs.paloaltonetworks.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cortex-docs.paloaltonetworks.com/cortex-xdr-3.x/cortex-xdr-3.x-documentation/investigate-and-respond-to-incidents/investigate-alerts/triage-and-investigate-alerts/manage-automation-rules.md).

# Manage automation rules

{% hint style="info" %}

### Notice

This functionality requires a Cortex XDR Pro license.
{% endhint %}

{% hint style="warning" %}

### Danger

Before you create or manage automation rules, go to **Settings** → **Configuration** → **Automation Settings** and configure the settings for **Endpoint Action Limit Thresholds** and **Automation Rules Notifications**.
{% endhint %}

You can add or edit an automation rule to trigger an action when the alert matches the condition of the rule created.

{% hint style="info" %}

### Note

Automation rules trigger only upon the initial ingestion of an issue. Subsequent updates will not re-trigger the rule, even if the issue still meets the criteria.
{% endhint %}

1. Navigate to **Incident Response** → **Response** → **Automation** and select **Automation Rules**.
2. Click **Add Automation Rule**, or to edit and existing rule hover over the rule and select the edit icon.
3. Define rule name and conditions:
   1. Enter a rule name and set the rule status.
   2. From the **Alerts** table, use the filter to retrieve the criteria to define the condition of the automation rule.
   3. Click **Next**.
4. From list, select the relevant action to initiate when the alert condition is triggered.
5. In the **Exclude Endpoints** page, select the endpoints to exclude and click **Next**.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><h3>Note</h3><p>This option is only accessible to <strong>Action</strong> type <strong>Endpoint Response</strong>.</p></div>
6. In the **Summary** page, verify the settings and click **Done**.
7. Manage the automation rule, as needed. Right-click a rule to see the available actions.


---

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