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DOCS-1763 - Update Cloud SIEM Automations doc for redesigned Automations page #6959
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| --- | ||
| title: July 31, 2026 - Application Update | ||
| image: https://assets-www.sumologic.com/company-logos/_800x418_crop_center-center_82_none/SumoLogic_Preview_600x600.jpg?mtime=1617040082 | ||
| keywords: | ||
| - insights | ||
| - automation | ||
| hide_table_of_contents: true | ||
| --- | ||
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| import useBaseUrl from '@docusaurus/useBaseUrl'; | ||
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| We're happy to announce a redesigned Automations page for Insights, featuring a new table view that replaces the previous card view, along with a new side panel for a more streamlined experience. | ||
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| The Insights Automations tab displays all associated playbook runs, including the trigger, start time, and current status. Select a playbook to view detailed execution information, switch to a graphical view, and navigate through nested playbooks. | ||
| [Learn more](/docs/cse/automation/automations-in-cloud-siem#view-results-of-an-automation). | ||
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| Automations can be run manually from the **Actions** drop-down menu on [insight details](/docs/cse/get-started-with-cloud-siem/about-cse-insight-ui#insight-details-page) pages: | ||
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| <img src={useBaseUrl('img/cse/automations-actions-menu.png')} alt="Automations on the Actions menu" style={{border: '1px solid gray'}} width="300"/> | ||
| <img src={useBaseUrl('img/cse/automations-actions-menu.png')} alt="Automations on the Actions menu" style={{border: '1px solid gray'}} /> | ||
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Collaborator
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| You will see three sections in the **Actions** menu: | ||
| * **Insight Automation**. Displays a list of all enabled insight automations configured to run manually. | ||
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| When automations run, the results display on insights and entities. | ||
| 1. Open an insight or entity. | ||
| 1. Click **Automations** at the top of the screen. The example below shows automations that ran on an insight. Each automation shows its result under **Status**. You can click **View Playbook** to see the playbook that the automation ran.<br/><img src={useBaseUrl('img/cse/automations-on-insight.png')} alt="Automations on an insight" style={{border: '1px solid gray'}} width="800"/> | ||
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| While viewing an insight or entity, you can [run automations manually](#run-an-automation-manually). | ||
| 1. Click the **Automations** tab. The example below shows automations that ran on an insight.<br/><img src={useBaseUrl('img/cse/automations-on-insight.png')} alt="Automations on an insight" style={{border: '1px solid gray'}} width="800"/><br/>Each automation shows the following results: | ||
| - **Playbook Name**. The name of the associated playbook. | ||
| - **Trigger**. What caused the playbook to run. | ||
| - **Started on**. The time and date when the automation was run. | ||
| - **Status**. The current state of the playbook. | ||
| :::note | ||
| You may have to manually refresh this screen to see the most current status. | ||
| ::: | ||
| 1. Click a playbook to view it's details.<br/><img src={useBaseUrl('img/cse/playbook-details.png')} alt="Automations on an insight" style={{border: '1px solid gray'}} width="800"/> | ||
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Collaborator
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Grammar:
Collaborator
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Alt text copy-paste: |
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| You can switch to the graphical view by clicking **Graph View** in the upper-right corner: | ||
| <img src={useBaseUrl('img/cse/automations-playbook-status-graph.png')} alt="Playbook status graph" style={{border: '1px solid gray'}} width="800"/> | ||
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| You can click the front and back arrow to navigate between nested playbooks within a playbook execution.<br/><img src={useBaseUrl('img/cse/nested-playbook.png')} alt="Automations on an insight" style={{border: '1px solid gray'}} width="800"/> | ||
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Collaborator
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Two small things on this line:
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| ### View enrichments provided by automations | ||
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| When automations run, they can provide enrichments to insights, entities, and signals. | ||
| 1. Open an insight, entity, or signal with enrichments provided by an automation. | ||
| 1. Click **Enrichments** at the top of the screen. | ||
| 1. If threat indicators are set by the [enrichment](/docs/cse/integrations/enrichments-and-indicators), they are displayed. The following example shows a **Malicious** threat indicator.<br/><img src={useBaseUrl('img/cse/automations-malicious-threat-indicator.png')} alt="Threat indicator example" style={{border: '1px solid gray'}} width="800"/> | ||
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| ## View an automation's status | ||
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| After [running an automation](#run-an-automation-automatically), you can go to the **Automations** tab for the insight or entity to view the automation's status. | ||
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| <img src={useBaseUrl('img/cse/automations-execution-status.png')} alt="Automations execution status" style={{border: '1px solid gray'}} width="800"/> | ||
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| For each automation you will find: | ||
| * The time and date when the automation was run. | ||
| * The name and description of the associated playbook. | ||
| * The playbook’s current status. | ||
| * A link to **View Playbook** in the Automation Service UI. | ||
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| :::note | ||
| You may have to manually refresh this screen to see the most current status. | ||
| ::: | ||
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| If you click **View Playbook**, the Automation Service UI will open to the playbook status page: | ||
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| <img src={useBaseUrl('img/cse/automations-playbook-status.png')} alt="Playbook status" style={{border: '1px solid gray'}} width="800"/> | ||
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| You can switch to the graphical view by clicking **Graph View** in the upper-right corner: | ||
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| <img src={useBaseUrl('img/cse/automations-playbook-status-graph.png')} alt="Playbook status graph" style={{border: '1px solid gray'}} width="800"/> | ||
| 1. Click the **Enrichments** tab. | ||
| 1. If threat indicators are set by the [enrichment](/docs/cse/integrations/enrichments-and-indicators), they are displayed. The following example shows a **Suspicious** threat indicator.<br/><img src={useBaseUrl('img/cse/automations-suspicious-threat-indicator.png')} alt="Threat indicator example" style={{border: '1px solid gray'}} width="800"/> | ||
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| ## Migrate from legacy actions and enrichments to the Automation Service | ||
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Minor: trailing whitespace after
trueon this frontmatter line.