Overview
Note:
Playbooks Automation is an additional paid for feature. If you're interested in this feature and would like to know more, please contact your Customer Success Manager.
The Playbooks Automation feature will allow users to automate playbooks and standard operating procedures (SOPs) within existing processes efficiently running programs, such as Incident Response plans, on their Orgs.
Playbooks Automation works through:
- Task auto-generation: Users will establish a comprehensive library of playbooks and SOPs in their Orgs and use this knowledge base to automate task-generation on an existing process.
- Playbook auto-suggestion: The feature also offers playbook suggestions, providing guidance to efficiently resolve the issue on hand.
- Task templating: Tasks are generated based on a task template from the Playbook Library that holds logic for due date calculations, task user assignments, work instructions, and default field values to help complete a task.
- Configuration auto-generation: To help users self-enable this feature, the platform will auto-generate most of the configuration required for implementing Playbooks Automation within an existing Org. Key configuration will be managed by the system, to keep the automation functioning optimally. For more information, please read the System-managed Configuration article.
To begin using Playbooks Automation, users will need to configure the key components of the feature, including:
- The Playbook Automation rule
- A new Run Playbook Automation workflow action
- A new Apply Playbooks form action