Associate runbooks with cases to provide analysts with predefined guides, ensuring consistent and thorough investigations according to your organization's standards and best practices.
Learn how to use the case runbook during the investigation.
Creating and Associating a Runbook
Create a Runbook: Utilize the Create a runbook step to formulate a new runbook. Give it a unique title and fill the content area with HTML, markdown, or plain text. This content can also be dynamically sourced from external systems like Confluence or Notion, enabling you to integrate comprehensive documentation directly into your case management system.
Associate the Runbook with a Case: Use the Associate a runbook to a case step to link your newly created or existing runbook to a case. This makes the runbook readily accessible within the case's Runbook tab.
Practical examples
Practical examples
Automate Runbook Retrieval: Set up a workflow to automatically fetch a document from external services such as Confluence or Notion to use as a runbook. If a runbook with the provided title already exists, update its content; if not, create a new runbook using the content retrieved from the workflow context.
Case-Specific Runbook Association: Create a workflow to automatically associate a relevant runbook with each new case based on the case category. This ensures that every case is supported by appropriate guidelines right from its inception.
