Add An Automation

There are two methods of creating automation: either from a policy directly or on the “Automation” page.

Directly from a Policy

To add automation directly from a check, you will need to:

1. Click on “Policies” on the Nav Panel.

2. Either hover over the service where the policy would reside and click “Go to Policies” or click the “Policy Menu” ([…]), click “All policies”.

3. Navigate to the Policy you want to add an automation to.

4. Click the”Ellipses menu” ([…]).

5. Click “Add Automation”.

   

6. This loads the “Automation Builder” with the Trigger pre-configured to “On policy violation”, and the check is set to the one you selected.

From the Automation Tab

To add automation from the Automations page, you will need to:

1. Click on “Automation” on the Nav Panel

2. Click on the “Add Automation” button on the right-hand side.

   

3. This loads the “Automation Template Library”.

4. Here you can either Add an Automation From a Library Template or create a custom automation. (Please see Creating a Custom Automation for more details.)