Playbook development checkli ↗
The playbook development checklist follows the logical flow for developing a playbook.
We recommend that you review the following steps to successfully implement your playbook.
| Step | Details | See More |
|---|---|---|
| Step 1. Plan your playbook | <p>During the initial planning stage when designing your use case, start defining the playbook flow.</p><p>Consider the process you want to automate and the steps and the decisions during the process. These steps and decisions become the playbook tasks.</p> | Plan your playbook |
| Step 2. Build your playbook | <ul><li>Use a playbook out-of-the-box, customize an existing playbook, or create a new playbook from scratch.</li><li>Consider using the Automation Engineer agent to create, modify, and query playbooks (preview).</li><li>Create playbook tasks, inputs, and outputs. Maintain playbook versioning to keep track of playbook development history.</li></ul> | Build your playbook |
| Step 3. Customize your playbook | Fine tune your playbook for your needs, including extracting indicators, extending context, and adding issue fields to the system. | Customize your playbook |
| Step 4. Test your playbook | Debug errors in your playbook. Use playbook metadata to troubleshoot playbook performance. | Test your playbook |