> 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-xsiam/configure-cortex-xsiam/automations/playbooks/build-your-playbook.md).

# Build your playbook

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.

{% hint style="info" %}

### 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](/cortex-xsiam/onboard-cortex-xsiam/post-deployment/manage-user-roles-and-access-management.md).
{% endhint %}

Follow these steps to build a playbook.

| Task                                                      | Description                                                                                                                                                                                                                               | See More                                                                                                                                                                                      |
| --------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Task 1. Choose from existing playbooks or create your own | <p>Search for an out-of-the-box playbook to use, customize it, or create one based on your use case.<br>Use the <a href="/pages/fXaU9AdZokW6AtLm5GTD">Automation Engineer agent</a> to create, modify, and query playbooks (preview).</p> | See [Choose from existing playbooks or create your own](/cortex-xsiam/configure-cortex-xsiam/automations/playbooks/build-your-playbook/choose-from-existing-playbooks-or-create-your-own.md). |
| Task 2. Configure playbook settings                       | Define playbook settings, such as playbook triggers, inputs and outputs, and general settings.                                                                                                                                            | See [Configure playbook settings](/cortex-xsiam/configure-cortex-xsiam/automations/playbooks/build-your-playbook/configure-playbook-settings.md).                                             |
| 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](/cortex-xsiam/configure-cortex-xsiam/automations/playbooks/build-your-playbook/add-objects-from-the-task-library.md).                                 |
| Task 4. Customize your playbook                           | Add scripts and sub-playbook loops, filtering and transforming data, extracting indicators, extending context, creating issue fields, polling, and more.                                                                                  | See [Customize your playbook](/cortex-xsiam/configure-cortex-xsiam/automations/playbooks/build-your-playbook/customize-your-playbook.md).                                                     |
| Task 5. Test your playbook                                | Set breakpoints, conditional breakpoints, skip tasks, and input and output overrides in the playbook debugger.                                                                                                                            | See [Test your playbook](/cortex-xsiam/configure-cortex-xsiam/automations/playbooks/build-your-playbook/test-your-playbook.md).                                                               |
| Task 6. Manage playbook content                           | Save versions of your playbook in Cortex XSIAM, or manage your playbook content development and testing using a remote repository.                                                                                                        | See [Manage playbook content](/cortex-xsiam/configure-cortex-xsiam/automations/playbooks/build-your-playbook/manage-playbook-content.md).                                                     |


---

# Agent Instructions
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## Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

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GET https://cortex-docs.paloaltonetworks.com/cortex-xsiam/configure-cortex-xsiam/automations/playbooks/build-your-playbook.md?ask=<question>&goal=<endgoal>
```

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