Playbook

The Incident Responder Playbook feature is used to create rules that automate the analysis and incident response to suspicious emails, which saves valuable time.

The Playbook rules will work only if the reported email matches the condition in the rules.

Defining a Playbook Rule

From the sidebar on the left side of the dashboard, select Incident Responder. Select Playbook and click + NEW to create a new rule with the criteria below.

Rule Name*	Name of the playbook rule
Description	More information/detailed description of the playbook rule
Priority	Priority level of the playbook rule
Tags	Tags related to the playbook rule
Active	Status of the playbook rule: active or passive

The fields marked with (*) are required.

Click Next to set the conditions for use.

Condition Criteria

The following parameters can be used to define reported emails:

From	Sender email address
To	Recipient email address
CC	Copied recipient email address
Sender IP	Sender IP address or Sender IP as a Regex pattern
Subject	Subject line of the email
Keyword	Specific words used in the email body
Attachment name	Name of the email attachment
Attachment hash	Hash (SHA512 or MD5) value of the e-mail attachment
Attachment extension	File extension of the e-mail attachment, e.g., .pdf, .docx

Condition Types

The conditions can be defined using the following parameters:

contains	Contains the specified condition criterion
does not contain	Doesn’t contain the specified condition criterion
is equal to	Specified condition criteria match exactly
is not equal to	Specified condition criterion does not match exactly
exists	Specified condition criterion exists
does not exist	Specified condition criterion does not exist

Actions

The following actions can be applied when a reported e-mail meets the criteria defined in a playbook rule:

Mark as	Mark the reported email as undetected, phishing, malicious, or simulation.
Analyze	Analyze the reported email with defined integrations.
Analyze > Investigate according to analyze results	Start an automatic investigation based on the analysis results. If the analysis results are phishing or malicious, an investigation will be started based on the configuration.
Investigate	Launch an investigation. Learn more about investigations here.
Notify	User(s) are notified via email. The notification email template can be customized and the recipient(s) can be designated here.
Notify According To Analysis Result	User(s) are notified via email when the reported email's analysis result matches the selected results.
Status	Case status is updated as Closed, In progress, Open, or False positive.
Tag	Use this tag to easily locate your playbook rule on the playbook page or elsewhere.

Update Conditions or Settings of a Playbook Rule

To change a playbook rule, select Incident Responder > Playbook page from the left sidebar menu of the dashboard. All of the existing rules will be displayed. Select the rule(s) to be updated and click on the pencil (edit) icon under the Action column to update details of a playbook rule.

Delete a Playbook Rule

To delete a playbook rule, select Incident Responder > Playbook page from the left sidebar menu of the dashboard. All of the existing rules will be displayed. Select the rule(s) to be deleted and remove them using the trash can icon.

FAQ

Q: Will deleting a playbook rule affect the results of previous investigations?

A: No. Earlier playbook results using the rule will not be affected.

Q: Will creating a new playbook rule affect the results of previous investigations?

A: No. A new playbook rule will only affect future investigations.

Q: If I edit an existing playbook rule, does it change the rules for current investigations?

A: No. There will be no changes to existing investigations. When you edit a rule, it will only affect future investigations where the rule applies.

Q: If I set playbook rules that are similar or contradictory, which will have priority or be valid?

A: The priority and criteria assigned when setting the rule govern the actions taken.

Q: How can I edit or update the notification email templates used with the Notify action?

A: You can go to Company > Company Settings > Notification Templates to view and update the template library. You can find additional information here.