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Cloud SOAR Automation

The Automation section contains the configuration tools for Cloud SOAR's automation and orchestration features. These tools include Cloud SOAR's Open Integration Framework (OIF), automation rules sets, and playbook editor as well as incoming event details.

To access this section, click the cog icon (cog menu) > Automation.

App Central

App Central allows you to unlock the full Cloud SOAR potential. From this section, you can search and add new integrations, new playbooks, and even complete use cases with all the components needed (automation rules, integrations and playbooks) in one place.

App Central

While browsing available integrations, you can check the details and all the actions available and install it.

Update integrations

Integrations in App Central display a version number. The version indicates when there is a change to the integration. If a newer version is available, you can update the integration from App Central by clicking UPDATE.
Update integration

As soon as you click UPDATE, the new version is present inside the Integration section.

Following is an example of integration code before updating the integration:
Before update>

Following is an example of integration code after updating the integration:
After update

Certified integrations

Certified integrations are those that are provided by Sumo Logic. After you download an integration from App Central, you will see it in the Integrations section designated by a Certified Integration check mark.
Certified integration

After you select the integration resource and click the View Code button, the certified integration code is set to read-only mode. The certified integrations code can’t be edited using the Cloud SOAR internal IDE. This is also true for the actions available for that integration.
Certified integration message in resource code

Following is an example of a certified action.
Certified action

You can add one or more resources to the certified integration (as explained in Integrations), or you use it as-is.

Clone an integration

To modify an integration's resource code and actions code, you must first clone the integration and make your modifications in the cloned version. When you click the Clone integration button, a new integration will be created in the integrations list with an incremented name.
Clone certified integration

Following is a cloned integration:
Cloned integration

If the certified integration resource was configured before the cloning process, all the settings will be saved and replicated inside the cloned integration. There is no need to reset the cloned integration.

In the following example, the integration resource received an incremented name, but not the actions available for that integration. This facilitates the automation process and helps prevent confusion.
No changes to cloned resource actions

Since only the cloned integration can be modified, the actions name represents the activity that the action will perform, whether it is modified or not. While building playbooks, you can choose which resource you want to use. If the cloned resource is chosen, the actions available will be the ones belonging to the cloned resource.

Following is an example of selecting the action’s resource while building a playbook. The selected action is Add Comment To Issue.
Add comment to issue


A Playbook is a predefined set of actions or tasks to respond to a certain event or incident type. The creation and utilization of playbooks can allow an organization's teams to respond to an incident in a consistent, focused, and repeatable fashion.

Playbooks are automated workflows which can be configured to execute automatically without user intervention, acting on information from the incident, or can be executed in interactive mode, where user input is required to authorize predefined actions.

Watch this micro lesson to learn how to create custom playbooks.

Configure a new playbook

To configure a new Playbook, click the cog icon (cog menu) > Automation.

A list of any previously created Playbooks will be displayed on the left-side of the page. Click + to add a new playbook.

A new configuration box will be displayed. Name your new playbook, select the Incident Type to associated with it, and click save to continue. Learn more.

Once the new playbook has been saved, it will be displayed on the left-side of the screen. To begin to configure the new playbook, select it from the list and click the Edit button at the bottom of the screen.

Empty playbook

Opening the playbook will present a black screen with a Start node, and an End node. These nodes dictate the beginning and the end of the playbook's automation sequence. They can be dragged and dropped anywhere on the screen to allow for multiple integrations and conditional statements to be executed.

To begin to add the first node within the new playbook, click the + on the Start node.

New playbook

The playbook configuration page is displayed. It gives you the ability to choose from the following options:

  • Action: Automatically take specific actions such as enriching data or taking containment steps when an Incident Template is matched
  • Task: Assign a task to an Cloud SOAR user
  • Condition: Use conditional statements to define what actions should be taken in response to previous input/output feeds
  • User Choice: Pause automatic processing to allow for manual intervention
  • Playbook: Call other R3 Playbooks in response to conditional statements and/or user choice actions


Select Action from the node types. A new screen will be displayed showing all actions a user has to choose from. These action types (Enrichment, Containment, Custom Actions, and Notifications) will directly interact with Cloud SOAR's integrations to either gather data or initiate actions automatically.

Node AddingNode Adding

As an example, lets choose Enrichment from the action type screen. As with any action type we choose, a new section will be added to our configurations screen asking for more clarifying information on how we would like this action to be performed.

Title the enrichment action something that can easily be identified by the action that is being taken, such as Domain Reputation Check. Next, we want to choose the action, expand the Action dropdown list and review the available options.

Node CreationNode Resource Adding

Expand the Resource dropdown list to view all active Integration feeds. The feeds found in each action type are those who can execute the specified action (i.e. blocking of an IP address can be done through firewalls/WAFs, etc.). Once a resource is assigned a new dropdown list will be displayed. Options found in this list are comprised of Incident Artifact fields, which are the incident fields Cloud SOAR parses out when issuing new incidents.

Continuing from the example above, an Enrichment action is being called to gather Domain Reputation information from VirusTotal for the domain observed in the Incident. Once all enrichment variables are identified, click **Create** to continue.

The newly added node will now be visible in playbook configuration screen. To add an additional node hover over the newly created enrichment task. A menu bar will be displayed at the bottom of the node, click + to add a new node, the pencil icon to edit the existing node, or the trash can to delete the existing node.

Node menu


From the node selection menu, choose Task. A new configuration screen will be displayed. Title the new task and add any description if desired. The next dropdown lists are Authorizer and Owner fields. The Authorizer field is the user who is assigning the task, and the Owner field is the user who will be assigned the task to complete. When the task has been developed, click Create.

Task Node

For playbook entities which support user-defined text input, such as email notifications, help desk ticket creation and task creation, variable placeholders may be added to the user defined text which will be replaced with incident variables at run time. These variable placeholders may be added by clicking on the Placeholder icon icon. To add a variable placeholder, begin typing in the newly inserted placeholder box and Cloud SOAR will display a list of available options which match. For example, typing incident. will display a list of all the valid incident fields which may be added as variable placeholders.


From the node's menu, choose Condition. A new configuration screen will be displayed which will enable a user to define a conditional statement to be met before the next node type can be executed. Under Condition 1, click on Select a value to define the first condition.

Condition NodeCondition Node

When developing the first condition, users have multiple options to choose from:

  • Insert a custom value. Will execute when a user-defined variable is observed within an Incident.
  • Get value from an Incident field. Will execute when a value is observed within an Incident Field (see Incident Fields).
  • Get value from Triage Field. Will execute when a value is observed within a Triage Field (see Triage Fields).
  • Get value from previous action. Will execute when a value is observed from a previous input or output field.

From our earlier example, we are going to choose to evaluate the output from our Domain Reputation check of the observed domain. Click Output from Get value from previous action.

A list of available results or outputs from the previously selected integration will be displayed in JSON format. Select which output type (e.g., hashes, IP addresses, domains) to evaluate and add it to the condition.

Node Placeholder Function

The selected output type will be displayed under Condition 1. Select which condition you would like for the output results to meet from the inequality operators below and click Select a value to define the condition.

Condition Node Settings

The condition we want to meet for this example is "Advance this Incident forward if the observed domain returns at least 1 result or row from VirusTotal". We insert 0 into the custom value field and click + to add it to the condition.

Manual Value Adding

Now that Condition 1 is defined, users can choose to filter their results further by selecting an AND/OR operator to define another condition.

Condition Settings

Once the condition is defined, click Create to add it to the playbook.

When new conditions are created, we will need to define what happens when their results meet one of our criteria. A new node is added to the condition below. This node breaks the condition down into successes and failures and can be modified by hovering over it and clicking +.

Use of Condition

This new node represents a decision tree in which both results, success or failure, will have to be defined. Follow the steps above to finalize the condition.

Nodes List

User Choice

From the node's menu, select User Choice. The User Choice option allows for the system to pose a question to the incident owner. Based off of the analysis the incident owner performs on the previous information gathered, they will be presented a choice to take an automated action such as blocking an IP at the firewall or Quarantining an end-user workstation from the network.

User ChoiceResponse

Define the question to be answered and the authorizer of the user choice selection and click **Create** to finalize.

Playbook Execution

The results of execution - successes, failures, and outcomes - are visible the Playbook's individual node details. The results of enrichment, containment and custom Playbook actions undertaken on incident artifacts, e.g., IP addresses, URLs, domains, etc., are catalogued in the incident's Entities module.

If a playbook fails, it can be re-executed inside the incident again or on the failing node with the Kill Kill option and Run Run option processes available in the playbook screen of the incident. However, a failed node will not stop the playbook from being executed. Only tasks and User Choices will lock the playbook in a Running state until the user takes action.

Status runningStatus completed

Playbook Template

When a Playbook is assigned to an incident, these predefined actions and tasks can be converted to actual tasks within Cloud SOAR for assignment to users and oversight by management. Each individual task can be assigned attributes, such as who it is assigned to, who has authorized the task, and when it is due. A Playbook Template permits administrators to predefine some of these attributes based on an existing Playbook so that they appear as defaults when the Playbook Template is utilized.

Playbooks are the core of Cloud SOAR's automation capabilities. Playbooks permit administrators to create automated and semi-automated workflows utilizing Cloud SOAR integrations, tasks and a variety of flow control decisions and other actions.

playbook workflows can be configured to execute automatically without human intervention, or can be executed in an interactive mode, where user input is required to authorize predefined actions.

Incident Templates

Incident Templates define the way in which incidents will be created for a specific alert, incident type or event. They allow you to define a certain number of incident attributes (e.g., incident type, severity, assignment, and any other default or custom incident parameters) that will automatically be set each time an incident is generated, based on the template. This may include type, classification, incident assignment, playbooks, Playbooks, knowledge base articles, or any other incident attribute. As rules are created for generating incidents based on syslog messages, email, SIEM integrations or other data sources, it is the Incident Templates that will define how the initial incident will be created.

Create a new template

To create a new template, click the cog icon (cog menu) > Automation > Incident Templates.

Add template

From the Incident Templates page, you'll find all previously created templates on the left-side of the screen. To add a new Incident Template, click + to proceed.

New Incident Template

A new configuration box is displayed. As seen in our previous configurations, you will need to name your template. Make sure it is something easily identifiable and related to the activity it is developed for. The next section is asking for a Category. This field, as well as all other fields within the Cloud SOAR platform, can be customized to fit the user's environment (see Custom Fields).

In our example, we're building an Incident Template for a DLP incident. The category we chose is titled Data Theft but can be called anything in which we choose to identify it as. Users also have the option to add Tags which can be used to further categorize of define the incident, and can be used when searching for or correlating events. Once our template is named and categorized, click Next to continue.

Under the Incident tab administrators may define any incident parameters they wish to set by default when an incident is creating using the template. This often includes parameters such as type, kind and severity. All variables marked with an asterisk (*) are required to complete the Incident Template (see Custom Fields to adjust the fields requirements). As mentioned earlier, all fields are customizable via the Custom Fields section. Once all required variables have been defined, click Next to continue.

Create incident template

The remaining tabs in the Incident Template dialogue are as follows:

  • Incident details: To set up details for a specific incident type.
  • Description: Free text area to describe details of the template.
  • Playbook: Playbook which should be automatically assigned to an incident. For each playbook, user can choose to have the Playbook automatically execute immediately upon incident creation or assigned and wait for manual execution.
  • Investigators: Investigators who should be automatically assigned to the incident.
  • Notes: Notes which should be created for the incident.

Report Template

Report Templates allow users to build their own reports by selecting various components of an incident they wish to include in the report. These components can include incident details, evidence, hosts, observables and many others.

Custom Fields

Custom Fields allows administrators to edit existing fields as well as add new fields for almost every section of Cloud SOAR. All Cloud SOAR sections which permit custom fields are displayed on the left-hand side of the page. Clicking on any one of these sections will display all current fields for that section on the right-hand side of the page. Any existing field may be edited, to include changing the name or adding list values. The only attribute which cannot be changed is the type of the field, such as text or date. New fields may also be added from this page. Integrations

The Integrations section allows administrators to configure bidirectional integrations with third-party technologies, as well as view the supported actions for each integration. In addition, this section allows administrators to manage custom scripts, which can be written in Python, Perl, PowerShell or Bash.

Creating Incidents from Automation Rules

Cloud SOAR can ingest, parse, and process incident data from email, syslog and bidirectional integrations. For Cloud SOAR to begin processing incident data from these sources, the Automation Rules features need to be configured.

To access, click the cog icon (cog menu) > Automation > Rules.

Automation menu


Cloud SOAR's orchestration and automation capabilities are achieved through its unidirectional and bidirectional integrations with the industry's leading network and security vendors. To configure, click the cog icon (cog menu) > Automation > Integrations.


A list of available integrations within the organization can be found to the left-side of the screen. To begin to configure, click on a product to continue.

Configure integration

A product overview screen will be displayed with what actions a product can perform and a link to configure the integration. These actions are categorized into five separate types: Enrichment, Containment, Custom, Daemon, and Notification actions. Each selection will list its associated actions and if there are required fields which need to be configured for Cloud SOAR to utilize its functionality within its Playbooks.

To add a new integration resource, click the + Resources button in the upper left-hand corner of the integrations screen. To edit an existing integration resource, hover over the resource and click the pencil icon to the far right of the resource name in the resource list.


Each Integration's configuration screen may be different, but in most cases, administrators will need information such as IP addresses, API tokens, usernames and passwords for their network/security products.

To test the configuration, click save and reopen the Integration. Once the Integration is reopened, click test and successful connections will display a success message at the bottom of the screen. Any unsuccessful attempts will display an error message with information needed to remediate the issue.

Additionally, some integration types also allow users to use a pre-configured general proxy or define a specific one for its integration with Cloud SOAR. To configure a proxy for an integration, open the integration and click the Proxy dropdown. Select "Use different proxy** and add the corresponding proxy information.

Once the information has been added, click save to commit the integration. Open the integration up again and click the Test button to test the new configuration settings. A successful connection attempt will be displayed at the bottom right-side of the screen. Once the proxy test is successful, click save again to commit the final configuration settings for the integration.

Deleted bookmark

The Deleted bookmark allows you to view or hide integrations that have been deleted.
Deleted bookmark activated

Click the Deleted button to see all the deleted integrations.
Deleted bookmark deactivated

Integration Framework

Cloud SOAR's Integration Framework allows Sumo Logic and Cloud SOAR users to develop and extend integrations using a common, open and easy to use framework. For increased security and isolation, each integration is executed in its own Docker container, which can be easily customized by the user when the integration is created.

Integrations are defined using two types of YAML text files. The first type, the integration definition file, is used to define the properties of the product with which the integration connects. This includes information such as the name, logo, connection parameters, test code and the Docker container used to execute the actions. One integration definition file is required for each integration and serves as a container for all of the actions that the integration will perform.

The second type of file is an action definition file, which is used to define a single action that will be performed using the integration. Each integration action is defined in a separate action definition file, which will be associated by Cloud SOAR with the appropriate integration definition. Action definition files are the files which contain the actual code which will be executed to perform the action. Supported languages include Perl, Python, PowerShell and Bash. In addition to the action code, action definition files also contain information such as the name, required and optional fields and the format in which the resulting information will be displayed.

Integration definition

Integration File Hierarchy

Defining integrations at the action level allows users greater flexibility in customizing existing integrations and sharing new actions with other users. For example, a user may choose to extend Sumo Logic' existing RSA Netwitness integration to include an additional action which retrieves all network connections for a given host.

Once the user has created this new action, it can easily be added to the existing RSA Netwitness integration by uploading the new integration action file. This new action can also be shared between customers and used to extend the functionality of the integration in other customer instances as well.

New action

See Integration Framework for more details on utilizing the integration framework within Cloud SOAR.

Configure Slack for Cloud SOAR

With the Cloud SOAR Slack integration, teams can remain connected, organize conversations, and quickly find what is needed to get the work done. With Slack configured for Cloud SOAR, you can add Slack to the list of available User Choice actions in playbooks.


To configure Slack for use inside Cloud SOAR, you must first create a public or private channel so you can send messages or files to channels or users directly.

Step 1: Create a Slack app

Before you can use the Slack integration in Cloud SOAR, you need to create a Slack app on the user or company workspace.

  1. Navigate to the Slack API page.
  2. Click Create an App.
    Create a Slack app
  3. Select From scratch.
    Create a Slack app from scratch
  4. Type a name for the app and select the workspace.
    Choose name and workspace for Slack app
  5. Click Create App.

Step 2: Add permissions to the Slack app

After you create a Slack app, you must add the appropriate permissions for use with Cloud SOAR.

  1. Click Permissions, or from the left nav bar, click OAuth & Permissions.
    Slack OAuth and Permissions
  2. Scroll down to the Scopes section.
    You must add permissions for the Bot Token and the User Token. Both tokens let your app act independently, but user tokens allow you to work directly on behalf of users, based on the OAuth scopes for users in your app.
  3. Click Add an OAuth Scope under Bot Token Scopes or User Token Scopes.
    Add an OAuth Scope in Slack
  4. Enter the following permissions for Bot Token Scopes or User Token Scopes, depending on the the actions you want to perform. You'll need at least one of the channels:, groups:, im:, or mpim: scopes corresponding to the conversation type you're working with.
    • Actions: List Channels / Get Channel / Get Members
      Bot Token and User Token need the same scopes:
      • channels:read. View basic information about public channels in a workspace.
      • groups:read. View basic information about private channels that your Slack app has been added to.
      • im:read. View basic information about direct messages that your Slack app has been added to.
      • mpim:read. View basic information about group direct messages that your Slack app has been added to.
    • Actions: Create channel / Invite To Channel / Remove User From Channel / Archive Channel
      • Bot Token:
        • channels:manage. Manage public channels that your Slack app has been added to and create new ones.
      • User Token:
        • channels:write. Manage a user’s public channels and create new ones on a user’s behalf.
      • These scopes are the same for Bot and User tokens:
        • groups:write. Manage private channels that your Slack app has been added to and create new ones.
        • im:write. Start direct messages with people.
        • mpim:write. Start group direct messages with people.
    • Actions: List Users / Get User
      Bot Token and User Token need the same scopes:
      • users:read. View people in a workspace.
      • View email addresses of people in a workspace.
    • Actions: List Conversations History
      Bot Token and User Token need the same scopes:
      • channels:history. View messages and other content in public channels that your Slack app has been added to.
      • groups:history. View messages and other content in private channels that your Slack app has been added to.
      • im:history. View messages and other content in direct messages that your Slack app has been added to.
      • mpim:history. View messages and other content in group direct messages that your Slack app has been added to.
    • Actions: Send Message / Delete Message
      Bot Token and User Token need the same scopes:
      • chat:write. Post messages in approved channels and conversations.
    • Actions: Deactivate Account
      • User Token:
        • admin.users:write. Modify account information.
    • Actions: Search into Conversations
      • User Token:
        • search:read. Search a workspace’s content.
    • Actions: Send File
      Bot Token and User Token need the same scopes:
      • files:write. Upload, edit, and delete files as your Slack app.
  5. Verify that scopes are set up correctly:
    • Here are the Bot Token scopes after configuration:
      Bot token
    • Here are the User Token scopes after configuration:
      User token
  6. Click Install to Workspace to make the app available for use.
    Install the app
  7. Installation generates a User OAuth Token and a Bot User OAuth Token. Copy the tokens and keep them in a secure location for use in the next step.
    Oauth tokens

Step 4: Configure the Slack integration in Cloud SOAR

Now you must configure the Slack integration in Cloud SOAR to use the Bot OAuth Token and User OAuth token you saved in the previous step. These tokens will give the Slack integration the permissions it needs to perform the tasks in the scopes you set up.

  1. Add resources for the tokens:
    1. In Cloud SOAR, click the gear icon and select Automation.
      Automation option
    2. Click Integrations.
    3. Select the Slack integration. The integration's resources appear.
      Select the Slack integration
    4. Click + to add a new Resource.
      Add a resource
    5. Name the resource "User OAuth Access Token".
    6. Click Edit.
    7. Copy the User OAuth Token you saved from the Slack API setup and paste it Into the Bot/User OAuth Token field.
    8. Once you have filled in all the required fields, click Save.
    9. Click TEST SAVED SETTINGS to verify configuration.
      New resource
    10. Repeat the steps to create a "Bot User OAuth Access Token", and paste your previously saved Bot User OAuth Token into the Bot/User OAuth Token field.
      Bot resource
    11. Ensure that both new resources are configured properly by using TEST SAVED SETTINGS. Following is an example of a successful configuration message.
      Successful configuration message
      Here is how the Resources look after configuration.
      Resources after configuration
  2. Set up instant messaging:

    Only set this up if you want to be able to use the Slack App in User Choice responses or enable Slack Chat Integration. This is outlined below.

    1. Navigate to the Slack API page.
    2. Place your instance URL in the Event Subscriptions page.
      Event subscriptions
    3. Place your instance URL in the Interactivity & Shortcuts page.
      Event subscriptions
    4. In Cloud SOAR, at the top of the screen click the gear icon and select Settings.
      Settings option
    5. Click General.
    6. Open Instant Messaging.
      Successful configuration
    7. For Integration select Slack.
    8. Paste your previously saved Bot User OAuth Access Token to the Bot OAuth field.
    9. Paste your previously saved User OAuth Access Token to the Oauth Token for channel creation field. If configuration is successful, Workspace displays "Success".

If your new resources are configured correctly, and Instant Messaging displays a "Success" message for the configured workspace, you can Use the Slack app in User Choice.

Use the Slack app in User Choice

If you have configured Slack as described in Configure Slack for Cloud SOAR, you can set a playbook’s User Choice to be answered by Slack.

  1. Run a playbook with a User Choice action. The following example shows a simple playbook with two available answers: Close Incident and Investigate. Notice that the option Answer By Slack is enabled.
    Playbook with user choices
    In this case, the Authorizer set is just a user. If a group is chosen, a Slack channel will be created and all the group members will be authorized to choose one of the **User Choice** available options. The channel will be automatically named as the incident on which the playbook is running.
  2. When the playbook flow reaches the User Choice, the user or group will receive a message containing the reference to the incident, the playbook name, and the question set for the User Choice.
    Slack user choice message
  3. After a recipient chooses one of the available options, the playbook flow will continue and a message will inform the user or the group about the choice made.
    Selected user choice

Enable Slack chat integration

Cloud SOAR has a built-in Slack chat feature that lets you exchange messages with all the investigators of an incident.

  1. Set the BOT Token scopes and User Token scopes as described in Configure Slack for Cloud SOAR.
  2. Select Profile.
    Profile button
    Your user profile opens in the User > User Management page.
  3. In the Preferences panel click Enable slack chat integration.
    Enable Slack chat integtration toggle
  4. After enabling the Slack chat integration, a channel will automatically appear in the workspace when an incident is created inside Cloud SOAR. The message will contain a link to the incident and all team conversations regarding the incident.
    New channel
  5. A chat box also displays. Click the incident ID shown in the chat box to open the incident.
    Chat box


Creating a Rule

Select Automation Rules page follows the same format as all customizable Cloud SOAR features, click + to create a new automation ruleset:

Add automation rule

Select a name for the rule, then select the daemon to use with this new rule and the resource and fill all the remain parameters.

In the detail section of the rule you can define filters to be used in the rule and the action to be performed.

The Action Type dropdown will contain the specific actions Cloud SOAR can take when the specified activity is observed. Users have the option to take the following actions:

  • Create incident from template. Specify what incident template to use, the incident owner, and incident ID format. This is the most common action.
  • Close incident. Allows for the automatic closure of a known false positive incident
  • Update incident. Updates a field in an existing incident based on parameters from the parsed message
  • Change incident status. Change the incident status based on parameters from the parsed message
  • Set task progress. Set task progress based on parameters from the parsed message
  • Close task. Close a task based on parameters from the parsed message
  • Add to Triage. Create a new triage event based on parameters from the parsed message

To add a new mapping setting, click on the plus button near Mapping if enable for that action.

Add action
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