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Playbooks

A playbook is a documented standard operating procedure (SOP) for responding to a specific type of incident. Playbooks give teams a clear, step-by-step guide to follow when an incident occurs, reducing decision fatigue and response time.

Why playbooks matter

When an incident happens, stress and urgency can lead to mistakes. Playbooks remove ambiguity by telling responders exactly what to do, in what order, and who is responsible for each step. They capture institutional knowledge so that new team members can respond effectively from day one.

How playbooks work in Batida

  1. A playbook is linked to one or more incident types (technical, security, legal, etc.).
  2. When an incident of a matching type is declared, Batida suggests the relevant playbooks.
  3. The Commander selects a playbook and it becomes the guide for that incident.
  4. Responders follow the steps and check them off as they go.
Incident declared (type: security)
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Batida suggests "Security Breach Response" playbook
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Commander accepts playbook
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Responders follow steps: isolate, investigate, notify, remediate
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All steps completed -> incident resolved

Playbook features

FeatureDescription
Rich textDetailed instructions with formatting, code blocks, and images
Decision treesBranching logic for different scenarios
Team assignmentAssign playbooks to specific teams
Step trackingCheck off steps as they are completed
VersioningTrack changes to playbooks over time

Where to go next

  • Creating playbooks -- write a playbook with rich text, team assignment, and step tracking.
  • Decision trees -- add branching logic for complex incident scenarios.
  • Team playbooks -- assign playbooks to specific teams for targeted response.

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