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Automation ManagementAutomation Management Guide

Automation Management Advanced Playbooks

Advanced playbooks automate complex workflows with advanced conditional logic, multiple decision branches, and configurable actions.

Advanced playbooks are one of two types of playbooks. The other type of playbook is called a rule-based playbook.

All playbooks run automatically when it's triggered or manually on a specific case or alert. An advanced playbook follows a sequence of steps until it reaches the last step, with the result of a step used as the inputs for following steps. Steps can be an action, a for loop, a while loop, or branches. The result of a playbook is the result of the last step executed, unless the playbook returns an error or you configured a step to stop the playbook early.

To create an advanced playbook, you use a tree diagram to design and visualize each step of the workflow. After you create an advanced playbook, you can save it in draft status or deploy it. After you deploy it, you can enable or disable it. You can also clone it, edit it, reorder it, delete it, view its run history, or quickly preview the playbook logic.Preview Automation Management Playbook Details