> 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/onboard-and-configure-cortex-xdr/post-deployment-steps/set-up-your-environment/automation-rules/manage-automation-rules.md).

# Manage automation rules

{% hint style="info" %}

### Important

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 %}

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

1. Navigate to Incident Response → Response → Automation and select **Automation Rules**.
2. Click **Add Automation Rule**.
3. For rule name and conditions, do the following:
   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 the **Action** list, select the relevant action to initiate when the alert condition is triggered.**Action**From the
5. In the **Exclude Endpoints** page, select the endpoint 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**.


---

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