--- title: Create playbooks for Manual Phishing in Workflow Studio description: Use these steps to create playbooks for Manual Phishing in Workflow Studio. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/security-management/security-incident-response/create-process-manual-phishing.html release: australia product: Security Incident Response classification: security-incident-response topic_type: task last_updated: "2026-03-12" reading_time_minutes: 2 breadcrumb: [Playbook for Manual Phishing, Process-based Playbooks, Security Incident Response playbooks, Playbook Resources, Security Incident Response, Enterprise security case management applications, Security Operations] --- # Create playbooks for Manual Phishing in Workflow Studio Use these steps to create playbooks for Manual Phishing in Workflow Studio. ## Before you begin Role required: sn\_si.admin or sn\_si.manager ## Procedure 1. Select **All** > **Process Automation Designer** > **** > **New** and select **Playbook**. For example, Manual Phishing Playbook Template V1. 2. Enter a name for the playbook, the description, and the application for which the playbook is being created. 3. Select **Select a trigger**. 4. Select **Define your own conditions for when your process runs**, and select the trigger condition for when your playbook must run. 5. Select **Set your trigger conditions**. 6. Choose the conditions to define when your playbook must run by selecting a table and filling in the conditions. For example, the trigger condition is when a security incident of category Phishing is created. 7. Select **Go to Designer**. 8. To start designing your automated process, select **Add a new stage**. The stage properties pane opens on the right side of the UI. 9. In the stage properties pane, enter the following details: **Name**, **Description**, **Run condition**, and **Indicate when to start**. The **Run condition** and **Indicate when to start** fields imply when the stage would run. 10. Select **Save and close**. 11. To add another stage, select **Add another stage**. Similarly, you can create as many stages as you want. In this example, you can create a stage for Analysis, Contain, Eradicate, and Review respectively. In the following example, **Analysis** stage starts immediately and has no run condition. **Contain** stage start after the previous stage is completed and has a run condition that is based on the outcome of an activity in the previous stage. After adding the stages, you need to add process activities for each stage. 12. Select **Add another activity** under a particular stage \(For example, Analysis stage\). The Add activity pop-up opens. 1. In the Add activity pop-up, select the required activity definition. 13. Select **Create a new activity**. After an activity definition is added, it can be further configured similar to stages. Similarly, you can create other process activities under each stage. 14. In the Activity properties pane, add a run condition and indicate when to start the activity. 15. Add a run condition and indicate when to start. All the input required for this activity \(Includes inputs in the automation plan that are configured\) will be shown. You can override the values or use the preconfigured values. 16. Select **View all properties** and enable the **Advanced properties** toggle to display all the activity experience fields from the activity definition. - **[Add parallel activities](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/security-management/security-incident-response/parallel-activities.md)** If the **When to Start** field is set to **With Previous**, then parallel activities can be initiated. **Parent Topic:**[Playbook for Manual Phishing](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/security-management/security-incident-response/playbook-manual-phishing.md)