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Configure Playbooks

Learn why it’s important and how to configure your playbooks.

Last updated on Invalid Date

How to configure Playbooks

 

You will need to access the settings menu within AbuseHQ to configure Playbooks:

  1. Click on your name in the top right corner.
  1. Select Settings from the drop-down menu.
  1. On the left side of your screen, select Playbooks under Automation.
  1. Click on the Add new Playbook button.
  1. Enter a name for this Playbook (this should be something that will help you identify it from future Playbooks)
  1. Next click on the Add Transition button.
 
 
  1. Enter a name for this Transition
  1. Click on the Source State drop-down menu and select NEW
  1. Click on the Target State drop-down menu and select + new State
  1. Enter a name for this new target state. For our example, we are using CustomerNotice
  1. Under Type, select the Manual button.
  1. Next, click on the Integrations drop-down menu and select the Mail Template you created for email notifications.
  1. Finally, click on the Add/Apply button.
 
 

Now we want to add another transition step to our workflow:

  1. Click on the Add Transition button
  1. Enter a name for this Transition
  1. Click on the Source State drop-down menu and select the target state that we just created named CustomerNotice.
  1. Click on the Target State drop-down menu and select Resolved.
  1. Under Type, select the Automatic button.
  1. Next, click on the pencil icon in the blue box, next to the Precondition field.
 
 
  1. Click on the Rule button
  1. Under Event Type, select Case State Entry Date
  1. Under the next option, we will want to select is more than
  1. In the next two fields, we will want to select our time range, in this case, 7 days
  1. Finally, click on the Add/Apply button.
 
 

You will be brought back to the main Transition page, and the precondition field will now be populated with the data you just selected.

 

Finally, click on the Add/Apply button.

 
 

You will be brought back to the main Playbook page. In order to enable these transition steps, you will need to click on the green START arrows.

 

Finally, click on the Save button.

 
 

This is what the main Playbook page will look like.

 
 
 
 
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