Playbook development checklist

Follow the Cortex XSOAR 8 SaaS playbook development checklist.

The playbook development checklist follows the logical flow for developing a playbook.

playbook-development-flow-3.png

We recommend that you review the following steps to successfully implement your playbook.

Step	Details	See More
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.	See topic
Step 2. Develop your playbook	Consider whether to customize an existing playbook or create a new playbook from scratch. Create playbook tasks, inputs, and outputs. Maintain playbook versioning to keep track of playbook development history.	See topic
Step 3. Customize your playbook	Fine tune your playbook for your needs, including extracting indicators, extending context, and adding incident fields to the system.	See topic
Step 4. Debug your playbook	Debug errors in your playbook. Use playbook metadata to troubleshoot playbook performance.	See topic