Prerequisites for the Playbooks

concept australia Updated Sep 10, 2026 1 min read getting-started-with-processes.md
Raw file servicenow.com

You need the following roles and plugins to build the Playbooks.

Role required: admin.

  • Enable the Process Automation Designer (PAD) [com.glide.pad.license] plugin.
  • Enable the following plugins for a playbook experience:
    • com.playbook_experience
    • now_playbook_exp
    • com.glide.playbook_experience.config
  • Enable Security Operations spoke to access flows [com.snc.secops.spoke].
  • Enterprise Security Case Management PAD Commons.

Make sure that you have read the platform documentation on Exploring Playbook and Process Automation Designer before you start with this guide.

Parent Topic:Using SIR Workspace

Related topics

Using ServiceNow Otto for Security Incident Response (SIR) generative AI skills

Using agentic AI workflows

Working with Security Incident Records

Security Incident Playbook

Rebuilding existing playbooks in Workflow Studio

Activity Definitions

Sample Playbooks for SIR Workspace

Working with MSI Records

Working with Form UI actions

Security Incident Closure workflow

Handle security incidents using Advanced Work Assignment

Search documentation
Search document titles and file paths on the australia branch