Every business runs on procedures carried out by employees. Typically, the strategy to follow these processes is standardized with SOPs documented in the form of playbooks. However, these playbooks are mostly ineffective as the employees find them hard to understand.
Hefty manuals, technical jargon, and too much information often confuse employees, creating mayhem in your workplace. Thankfully, various playbook apps and software are here to help streamline the creation and management of your business playbooks.
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Where a business playbook is the instruction manual to run your business smoothly, playbook apps are tools to manage them. Traditionally, playbooks are stacks of paper created to equip your team with the right strategy to approach common situations, routine tasks, or final deliverables. However, these clunky documents are rarely useful and often lead to disorganization.
Using a playbook app, you can create a well-structured system that allows easier tracking, simpler collaboration, and accurate reporting. Overall, it results in significant business improvement as you can:
Waybook is a great playbook app that helps convert clunky documents, outdated process manuals, and overwhelming information into well-organized and effective materials. It helps store, organize, and manage all documentation in one convenient place. In addition, it also simplifies the capturing, storing, and sharing of business information with your team, so your business can scale faster.
Trainual is a knowledge-based training platform where teams can build playbooks for their processes. It allows documentation of every strategy, policy, and procedure for all the roles and responsibilities in your business. With every task organized, assignable, and searchable, employee onboarding and training become faster and smoother. With the Trainual playbook app, businesses can have consistent processes and increased accountability.
To my mind a playbook should be the automated response that kicks off when an event occurs like an incident being created so the playbook view should only show logic apps with specific triggers. The cross pollination of names and functionality here is confusing - though par for the course in Microsoft products in general.
I've just tried to use the new "When Azure Sentinel incident creation rule was triggered" trigger that's just entered preview but I cannot seem to add it to the automated response for my analytics rules even though it's listed in my playbooks.
Led by companies like Glean (enterprise search), EvenUp (legal), and Typeface* (content creation), the first AI-native enterprise apps broke from the pack, distinguishing themselves from the wave of AI-native applications that emerged last year following the rise of OpenAI and Anthropic*.
Most AI apps are copilots that share work with an employee, while some are agents that can automate tasks entirely. Either way, a great place to seek a moat for AI apps is pattern-based workflows with regular usage and habitual engagement, rather than those that rely on data or network effects alone.
The most successful AI apps focus on adding value at the data and infrastructure level; they win through novel architectural approaches, including chain-of-thought, tool use, agents, and appropriate model choices for the function at hand (versus relying on a single monolithic model).
There are three ways enterprise applications can create lasting value: (1) store data for a critical business function (becoming the system of record), (2) serve as the platform where daily work happens, or (3) enable collaboration and drive network effects. Whether as copilots or more autonomous AI agents, the most natural entry point for many AI apps will be option 2. Their first moat will come from habitual engagement and optimizing those predictable workflows rather than data or network effects, where incumbents have more of an advantage.
The first wave of generative AI apps is reshaping the enterprise with new solutions that create tremendous economic value. But this is just the beginning. The seven golden rules that enabled pioneering AI-native applications to break out can serve as a roadmap for the next wave of AI apps and point them to the largest opportunity areas.
This tutorial shows you how to use playbooks together with automation rules to automate your incident response and remediate security threats detected by Microsoft Sentinel. When you complete this tutorial you will be able to:
This tutorial provides basic guidance for a top customer task: creating automation to triage incidents. For more information, see our How-to section, such as Automate threat response with playbooks in Microsoft Sentinel and Use triggers and actions in Microsoft Sentinel playbooks.
Automation rules help you triage incidents in Microsoft Sentinel. You can use them to automatically assign incidents to the right personnel, close noisy incidents or known false positives, change their severity, and add tags. They are also the mechanism by which you can run playbooks in response to incidents or alerts.
Playbooks are collections of procedures that can be run from Microsoft Sentinel in response to an entire incident, to an individual alert, or to a specific entity. A playbook can help automate and orchestrate your response, and can be set to run automatically when specific alerts are generated or when incidents are created or updated, by being attached to an automation rule. It can also be run manually on-demand on specific incidents, alerts, or entities.
Playbooks in Microsoft Sentinel are based on workflows built in Azure Logic Apps, which means that you get all the power, customizability, and built-in templates of Logic Apps. Each playbook is created for the specific subscription to which it belongs, but the Playbooks display shows you all the playbooks available across any selected subscriptions.
For example, if you want to stop potentially compromised users from moving around your network and stealing information, you can create an automated, multifaceted response to incidents generated by rules that detect compromised users. You start by creating a playbook that takes the following actions:
Playbooks can be run automatically in response to incidents, by creating automation rules that call the playbooks as actions, as in the example above. They can also be run automatically in response to alerts, by telling the analytics rule to automatically run one or more playbooks when the alert is generated.
If you're creating a Standard playbook (the new kind - see Logic app types), select Blank playbook and then follow the steps in the Logic Apps Standard tab below.
If you're creating a Consumption playbook (the original, classic kind), then, depending on which trigger you want to use, select either Playbook with incident trigger, Playbook with alert trigger, or Playbook with entity trigger. Then, continue following the steps in the Logic Apps Consumption tab below.
If you want to monitor this playbook's activity for diagnostic purposes, mark the Enable diagnostics logs in Log Analytics check box, and choose your Log Analytics workspace from the drop-down list.
If your playbooks need access to protected resources that are inside or connected to an Azure virtual network, you might need to use an integration service environment (ISE). If so, mark the Associate with integration service environment check box, and select the desired ISE from the drop-down list.
Your playbook will take a few minutes to be created and deployed, after which you will see the message "Your deployment is complete" and you will be taken to your new playbook's Logic App Designer. The trigger you chose at the beginning will have automatically been added as the first step, and you can continue designing the workflow from there.
Your playbook will take a few minutes to be created and deployed, during which you will see some deployment messages. At the end of the process you will be taken to the final deployment screen where you'll see the message "Your deployment is complete".
When you choose a trigger, or any subsequent action, you will be asked to authenticate to whichever resource provider you are interacting with. In this case, the provider is Microsoft Sentinel. There are a few different approaches you can take to authentication. For details and instructions, see Authenticate playbooks to Microsoft Sentinel.
Now you can define what happens when you call the playbook. You can add actions, logical conditions, loops, or switch case conditions, all by selecting New step. This selection opens a new frame in the designer, where you can choose a system or an application to interact with or a condition to set. Enter the name of the system or application in the search bar at the top of the frame, and then choose from the available results.
In every one of these steps, clicking on any field displays a panel with two menus: Dynamic content and Expression. From the Dynamic content menu, you can add references to the attributes of the alert or incident that was passed to the playbook, including the values and attributes of all the mapped entities and custom details contained in the alert or incident. From the Expression menu, you can choose from a large library of functions to add additional logic to your steps.
You've created your playbook and defined the trigger, set the conditions, and prescribed the actions that it will take and the outputs it will produce. Now you need to determine the criteria under which it will run and set up the automation mechanism that will run it when those criteria are met.
To use a playbook to respond automatically to an entire incident or to an individual alert, create an automation rule that will run when the incident is created or updated, or when the alert is generated. This automation rule will include a step that calls the playbook you want to use. 0852c4b9a8
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