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](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 <a href="accelerate-playbook-development-using-the-automation-engineer-agent-preview">Automation Engineer agent</a> 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](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](build-your-playbook/customize-your-playbook) |
| Step 4. Test your playbook | Debug errors in your playbook. Use playbook metadata to troubleshoot playbook performance. | [Test your playbook](build-your-playbook/test-your-playbook) |