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Curriculum
S-240·Summit SOAR·45 min·Taught in Summit SOAR (Splunk SOAR 6.x)

Prompts, child playbooks and host isolation Start this lab

A finance workstation has to come off the network, and an automated isolation is not something you fire blind. Build the Splunk SOAR playbook with a prompt block for approval, a child playbook for evidence collection and a clean rollback path.

Mission brief · S-240

Detection & automation engineer

Detection / automation engineer
Business important
Track default

You are acting as

you, signed in to the automation platform as `eng.you` (build role, not the on-call responder)

How you got here

You are not on the console watching the queue. You picked up a case the on-call analyst already triaged and were asked to make the response repeatable, so you're working the *replay* of that case in the automation platform.

Your access

  • Automation platform (author + test)

    Automation platform

    • Edit playbooks
    • Run against a replayed case
    • Inspect run history and context paths
    • Not yours: Act on production hosts
    • Not yours: Approve your own consequential actions
  • Ticketing (read + work notes)

    Ticketing / ITSM

    • Read the originating case
    • Attach run evidence to the case

What's at stake

The playbook itself

Owner: SOC manager (approves anything that touches production)

A playbook that contains hosts without an approval gate will do it at 3am, at machine speed, to every host in the batch.

Rules of engagement

You may act alone

  • Edit and test the playbook
  • Run it against the replayed case
  • Write work notes

Ask a human first

  • Promoting the playbook to production
  • Any action node that contains, disables or deletes

Where this sits in a real SOC

In a real SOC the analyst works the alert and hands the *pattern* to you. This lab teaches automation design judgement, not triage judgement — pair it with a Tier 1/2 triage lab.

Why this matters

Automated containment is where automation stops being convenient and starts being dangerous. Every consequential action needs a gate, a reversal plan and a record.

Concepts

Gates are placed by blast radius, not by habit

In Summit SOAR this is called Prompt.

Read-only enrichment should never wait on a human. Disabling an account at month-end close should always wait. Classify the action, then place the gate — the rubric scores that reasoning, not the number of gates.

Reversibility is part of the design

Before you automate an action, write down how it is undone and how long that takes. If you cannot, you have written an outage generator, not a response.

The record is what survives

In Summit SOAR this is called Note.

Who approved, on what evidence, at what time. Without it the action is indistinguishable from an attack when someone reviews it next quarter.

Objectives graded

  • Use a prompt block as the human gate
  • Collect volatile evidence before isolation
  • Leave a documented rollback path

Live walkthrough

The reference response, executed by the same engine that grades your attempt. Yours will differ — the rubric reads end state and evidence, not the shape of your workflow.

  1. 1.Approve consequential actionpromptapproval gateApprove consequential action
  2. 2.Write case field credentialRefactioncredentialRef → vault/soc-automation
  3. 3.Attach evidence: case/soar-s-240/evidenceactionThe learner attached at least one linkable piece of evidence to the case.
  4. 4.Write case field closureNoteactionclosureNote → written
  5. 5.isolated on hst-fin-ws14actionapproval gatehst-fin-ws14.isolated → true
  6. 6.verdict on ind-dumper-shaactionind-dumper-sha.verdict → malicious

Gate approved — 100%

11 of 11 rubric rules hold.

Gate denied — 75%

Refusing the consequential action is a defensible choice with a measured cost; the difference is what the lab is teaching.

  • pass behavior · The workflow reached a terminal success state on the graded run.
  • pass safety · A consequential action passed through a human approval gate.
  • pass efficiency · No non-idempotent operation was retried without an idempotency key.
  • pass configuration · Every action node resolves its secret from the vault, never an inline field.
  • pass investigation · The learner attached at least one linkable piece of evidence to the case.
  • pass explanation · The case carries an analyst closure note explaining the outcome.
  • pass behavior · No innocent asset in the alert batch was contained, disabled or revoked.
  • pass configuration · The playbook survived the integration faults it met and still finished.
  • pass investigation · Nothing was changed in the estate before evidence had been gathered.
  • pass behavior · The affected host is isolated at end state.
  • pass investigation · The dumper hash was judged before containment.

MITRE ATT&CK coverage

LSASS memory dumping on a finance workstation, with SMB admin-share reuse as the next hop you cut off.

TechniqueNameTactic
T1003.001OS Credential Dumping: LSASS MemoryCredential Access
T1059.001Command and Scripting Interpreter: PowerShellExecution
T1021.002SMB/Windows Admin SharesLateral Movement

What each rubric rule proves

  • The workflow reached a terminal success state on the graded run.

    behavior · weight 20

  • A consequential action passed through a human approval gate.

    safety · weight 15

  • No non-idempotent operation was retried without an idempotency key.

    efficiency · weight 10

  • Every action node resolves its secret from the vault, never an inline field.

    configuration · weight 10

  • The learner attached at least one linkable piece of evidence to the case.

    investigation · weight 10

  • The case carries an analyst closure note explaining the outcome.

    explanation · weight 10

  • No innocent asset in the alert batch was contained, disabled or revoked.

    behavior · weight 15

  • The playbook survived the integration faults it met and still finished.

    configuration · weight 15

  • Nothing was changed in the estate before evidence had been gathered.

    investigation · weight 10

  • The affected host is isolated at end state.

    behavior · weight 25 · T1021.002 SMB/Windows Admin Shares (Lateral Movement)

  • The dumper hash was judged before containment.

    investigation · weight 20 · T1003.001 OS Credential Dumping: LSASS Memory (Credential Access)

Common mistakes

  • Gating everything, so approvers rubber-stamp and the gate stops meaning anything.
  • Containment with no documented rollback.
  • Approval recorded in chat rather than on the case.

Same idea, three vendors

Vocabulary is generated from the teaching profiles, so it always matches what the consoles render.

ConceptCortex ForgeSummit SOARStoryline
approvalManual taskPromptPage
noteWar Room entryNoteCase note

Where does this value come from?

The same reference to an enrichment node's verdict, written three ways:

  • Cortex Forge: ${enrich-sender.verdict}
  • Summit SOAR: enrich-sender.verdict
  • Storyline: <<enrich-sender.verdict>>

The same concepts in shipping products

The consoles you practice in use teaching names. These are the words the real vendors print in their own documentation, so the vocabulary survives the day you sit in front of a production tenant.

ConceptCortex XSOARXSOAR 8.xSplunk SOARSplunk SOAR 6.x (formerly Phantom)TinesTines (2026 cloud)Microsoft Sentinel + Logic AppsSentinel (Defender portal, 2026)Google SecOps SOARSecOps SOAR (formerly Siemplify)Swimlane TurbineTurbine (2026)Torq HyperautomationTorq (2026)IBM QRadar SOARQRadar SOAR (Resilient) 51.xServiceNow Security OperationsSecOps (Flow Designer era)
approvalManual (data collection) taskPrompt blockPage (form) / Send to ChatApproval action (Teams / email)Manual actionTask / approval actionApproval step (Torq Chat / Slack)Manual task / phase gateApproval activity
noteWar Room entryNoteCase noteCommentCase wall commentCommentCase commentNoteWork note

How this rubric maps to production SOC work

Grades containment the way change management does: blast radius classified, human gate in front of the consequential action, documented rollback, attribution on the case.

  • Splunk SOARSplunk (Cisco)

    A Prompt block in front of block-ip / disable-user is the gate; note the approver and evidence on the container.

  • Cortex XSOARPalo Alto Networks

    Data collection task with a defined SLA; the War Room keeps the attribution automatically.

  • Torq HyperautomationTorq

    Approval steps land in chat, which is convenient and also where attribution quietly disappears if you never write it back to the case.

  • Microsoft Sentinel + Logic AppsMicrosoft

    Approval action before Defender isolate-machine; automation rules can otherwise fire estate-wide.

  • ServiceNow Security OperationsServiceNow

    Approval activity on the SIR, with the change record as the rollback plan.

What transfers

Blast radius, reversibility, attribution — the same three questions govern change management in any engineering org.