?? Building Your First Playbook in FortiSOAR – Step-by-Step Guide ???

Introduction FortiSOAR is a powerful SOAR (Security Orchestration, Automation, and Response) platform designed to streamline security operations. Playbooks are at the heart of FortiSOAR, automating workflows and enhancing incident response efficiency.

In this guide, we will walk through building your first FortiSOAR playbook step by step. We'll also cover common troubleshooting techniques to ensure a smooth experience.

?? Step 1: Understanding Playbooks in FortiSOAR

A playbook in FortiSOAR is a structured workflow that automates actions based on triggers and conditions. Playbooks help reduce response times and eliminate repetitive tasks.

?? Key Components of a Playbook:

? Trigger – Defines when the playbook executes (e.g., an alert is received).

? Actions – Tasks performed within the playbook (e.g., fetching logs, blocking an IP).

? Conditions – Decision-making steps based on logical rules.

? Loops & Iterations – Helps in processing multiple inputs dynamically.

?? Step 2: Creating Your First Playbook

1?? Navigate to Playbook Designer

1. Log in to your FortiSOAR instance.
2. Click on Playbooks → Create New Playbook.

2?? Define the Playbook Trigger

• Select the Trigger Type (e.g., "On Case Creation").
• Define conditions to refine when the playbook runs.

?? Troubleshooting: If the playbook does not trigger, check:

?? Playbook Execution Logs (Administration → Audit Logs).

?? Ensure the Case Type matches the expected trigger.

3?? Add Actions to Your Playbook

• Drag and drop the required Connectors (e.g., VirusTotal, FortiGate).
• Configure actions like IP Reputation Check, Block IP, or Send Email Notification.
• Connect actions logically using arrows.

?? Troubleshooting: If an action fails:

?? Check API credentials for the connector (Settings → Integrations).

?? Verify the required input parameters in the action settings.

4?? Implement Conditions and Logic

• Use IF conditions to create branching logic (e.g., If malware is detected → Block IP).
• Add loops to process multiple alerts dynamically.

?? Troubleshooting: ?? Use Playbook Debug Mode to track variable values.

?? Validate JSON responses when dealing with API calls.

5?? Save & Test the Playbook

• Click Save and use the Test Playbook option to simulate execution.
• Review the Execution Logs to debug any issues.

?? Troubleshooting: ?? Ensure all required fields in actions are filled.

?? Test with different scenarios to validate workflow robustness.

?? Step 3: Deploy & Monitor

? Activate the Playbook – Ensure it is set to Enabled under Playbook Settings.

? Monitor Execution Logs – Navigate to Execution History to review past runs.

? Optimize Performance – Remove redundant steps and minimize API calls.

?? Conclusion

Congratulations! ?? You have successfully built your first FortiSOAR Playbook. With this foundation, you can automate security operations and enhance incident response.

?? #Fortinet #FortiSOAR #SOAR #CyberSecurity #Automation #ThreatIntelligence #IncidentResponse #Playbooks