Automation

Creating Web Playbooks from a Template

Several templates are available for starting playbook for the Web module. Using a template gives you a pre-defined query to start with.

Step 1: Pick your template

  1. Click Automation.

2. In the left pane, select Web Playbook.

3. Click Try an example template.

Note: If you already have Web playbooks, use the dropdown on the far right to display this screen.

4. Click the template you want to use.

Step 2: Select a connector

  1. Select a connector (an output target).

Email is the default connector. Your organization can configure other connectors, as well. See the following articles for more information:

2. Click Next.

Step 3: Define a schedule

  1. Select a start date and frequency.

2. Click Submit.