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Use Trend Companion™ to create playbooks faster with natural‑language prompts and automatically generated steps.

Security Playbooks now integrates with Trend Companion, allowing you to quickly generate customized playbooks using natural‑language prompts. Trend Companion helps automate playbook creation by suggesting steps, actions, and logic based on your input, making it easier to create and refine playbooks without starting from scratch.
Before you can create playbooks with Trend Companion, ensure the following:
  • You have opted in to use Trend Companion™.
  • Generative AI is enabled in Trend Companion settings.
Important
Important
Trend Companion can currently generate the following types of playbooks based on your prompts:
  • Automated Response Playbooks
  • Workbench Insight Progression Update
  • Endpoint Response
Note
Note
This feature is not available in all regions.

Procedure

  1. Go to Workflow and Automation → Security Playbooks.
  2. On the Playbooks tab, choose Add → Create with AI.
  3. In the Trend Companion dialog that appears, enter a natural‑language prompt describing the playbook you want to create.
    Write prompts that include relevant context to get better recommendations:
    Practice
    Why It Matters
    Be specific
    Helps Trend Companion understand your exact needs
    Mention data sources
    Enables Trend Companion to generate playbook steps using telemetry from your solutions
    Provide context
    Clarifies your environment and constraints
    Use natural language
    Improves AI understanding
    For example:
    Create a playbook that runs the previously uploaded PowerShell script on servers whose hostnames match the fin-* or finance-* patterns, across both Windows and Linux platforms.
  4. Wait for recommendations.
    Trend Companion analyzes your prompt and generates intelligent playbook recommendation with suggested steps, actions, and logic.
  5. When the recommendation is ready, click Review to:
    • Examine the generated playbook
    • Customize steps and actions as needed
    • Adjust logic to match your environment
  6. Click Save to create the playbook.
  7. Click View playbook to open the playbook details page.
    Note
    Note
    If a playbook ID is generated, you will be redirected to the playbook details. Otherwise, you will return to the Playbooks tab and can manually select the playbook name to open it.