Run an automation on an issue - Save time and expense by using playbooks and Quick Actions to automatically investigate and take remedial action on issues. - Administrator Guide - Cortex XDR - Cortex - Security Operations

Cortex XDR 5.x Documentation

Product
Cortex XDR
License
XDR + Cloud
Creation date
2025-07-13
Last date published
2026-06-04
Category
Administrator Guide
Abstract

Save time and expense by using playbooks and Quick Actions to automatically investigate and take remedial action on issues.

You can automate issue investigation and remediation by running a playbook or Quick Action on one or more issues. Automations can help to improve efficiency by automating and standardizing your workflows, promoting consistent and effective case response and management. For example, automations can automatically remediate a case by interacting with a third-party integration or open tickets in a ticketing system such as Jira.

You can view the playbook that is running on an issue or the playbooks that have already run in the Work Plan for an issue. You can view Quick Actions in the War Room for an issue.

Note

In addition to automation, some playbooks contain manual tasks that prompt the analyst for input. This enables you to enhance an automation workflow with analyst input.

You can run automations in the following ways:

For more information, see Automation in Cortex XDR.