Skip to content

Workflows

Automation an analyst can read, simulate, and approve

Workflows run inside your installation, beside the case, not in a separate tool. Each step is visible on the canvas, and an approval step can hold the run before it acts.

A run, step by step

Contain a host after a critical EDR alert

This is one of the built-in templates. It opens a case, looks up the device, waits for approval, and only then contains the host in CrowdStrike. It needs the CrowdStrike Falcon connector and a network path to the Falcon API. Step through it with the controls.

Contain a host after a critical EDR alert

Step 6 of 6: Notify case owner. Run complete.

Simulated run of the built-in template. No connector was called.

Library

A library you can find things in

Workflows live in folders you name and color. Start from a template, review what it will change, and keep your edits as a new version.

  • Folders with colors, like the case labels
  • Templates you review before you use them
  • Versions you can compare

Editor

Every step on the canvas

A trigger with conditions, in-app actions, connector actions, approvals, and an end. Simulate the workflow against a sample before it runs, and read the path it would take.

  • Approval steps that hold the run until someone approves
  • Connector actions on governed credentials
  • Simulation before activation

AI steps

A step the run can show you

An AI step can analyze an alert or a case, suggest techniques, recommend tasks, or draft the case description, using the model your installation points at. What it suggests waits for an analyst.

The built-in After-Hours Alert Brief does one thing: outside business hours, it runs AI alert analysis on new high and critical alerts, so the on-call analyst starts from a verdict that quotes the alert. Containment is a different template, and it still waits on an approval step.

  • Analyze alert, determine TTPs, analyze case, recommend tasks, or draft the description
  • Conditions on the step decide which alerts it runs on
  • The organization's AI data policy applies to every AI step
See every AI feature

Templates

Fourteen templates in the product today

Each one installs as an ordinary workflow you can open, change, and simulate.

  • Contain a host after a critical EDR alert

    Response

    Opens a case, looks up the device, waits for approval, then contains the host in CrowdStrike.

    Includes a required approval step

  • Block an IP from a GuardDuty finding and record it in ServiceNow

    Response

    Opens a case, waits for approval, blocks the IP on the Palo Alto firewall, then creates a ServiceNow incident documenting the block.

    Includes a required approval step

  • Enrich a phishing alert with MISP and open a Jira issue

    Response

    Searches MISP for the reported indicator, opens a case with a review task, then creates a Jira issue in the connected project.

  • Phishing Alert Workflow

    Response

    Creates a case for a phishing alert, sets the case type, enriches the alert, adds a mandatory task, and records the MITRE ATT&CK technique.

  • Auto-Route Critical Alerts

    Alert triage

    Routes critical alerts to the SOC Tier 2 team with an SLA.

  • Auto-Create Case from High Severity Alert

    Alert triage

    Creates a case when a high or critical alert arrives.

  • After-Hours Alert Brief

    Alert triage

    Outside business hours, runs AI analysis on new high and critical alerts so the on-call analyst starts from a verdict that quotes the alert.

  • SLA Warning Notification

    SLA

    Notifies the team when a case reaches 25% of its SLA remaining.

  • SLA Critical Escalation

    SLA

    Escalates a case when 10% of its SLA remains.

  • SLA Breach Escalation

    SLA

    Escalates a case when its SLA is breached.

  • Recurring Incident Detection

    Detection

    Correlates recurring incidents to identify campaigns.

  • Auto-Create ServiceNow Ticket for Remediation Tasks

    ITSM

    Creates a ServiceNow ticket when a remediation task is added to a high or critical case.

  • Auto-Create Jira Issue for IT Tasks

    ITSM

    Creates a Jira issue when a task is assigned to an IT team.

  • Create Change Request for Critical Remediation

    ITSM

    Creates a ServiceNow change request for critical remediation tasks that need approval in ServiceNow.

Templates that call a connector need that connector configured first, and a network path from your installation to that product.

Watch a workflow wait for approval

On a live call, we run a template on our demo installation and show where the approval step holds the run.