Hi community,
I'm currently facing an issue with playbook orchestration that I'd like to discuss with you.
I have two automated incident playbooks:
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One focused on artifact enrichment,
-
And another for IoC containment (blocking, isolation, etc.).
At the moment, both playbooks are configured to trigger automatically, but they run simultaneously upon incident creation. This creates a conflict because the containment playbook cannot determine whether an artifact has a bad reputation or not-at runtime, the enrichment process hasn't yet added any "hits" to the artifact.
To address this, I'm considering separating the processes based on phases defined in the Incident Handling & Response (IH&R) framework.
My idea is to:
-
Perform data collection and artifact enrichment during the Detect/Analyze phase (equivalent to Triage in IBM SOAR),
-
And move on to containment actions only when the incident enters the Respond phase.
This approach of separating responsibilities according to IH&R phases is quite ideal for me, as it gives much more clarity and control over what should happen at each stage of the incident lifecycle. It even allows me to determine the most appropriate moment to send out the notification, typically during the Post-Incident phase.
However, I've noticed that automatic playbook triggers do not support conditions based on the incident.phase_id
field. Only task-based triggers seem to support phase conditions (via task.phase_id
), which doesn't apply in this case
Incident Type (PB)

Task Type (PB)

Is there any way to automatically trigger a playbook when the incident.phase_id
field changes to a specific value, such as "Respond"?
Alternatively, is there a recommended strategy for controlling playbook execution across IR phases?
Any suggestions or workarounds would be greatly appreciated.
Thanks in advance,
Rodrigo Hormazabal
SOAR Engineer
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Rodrigo Hormazabal Rebolledo
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