Automation Tasks

The following section describes the steps to create AI-driven automated tasks for AI Action Ops using Falcon Insights.

Creating an Automation Task

  • Navigate to Falcon Insights → Generate Automation.

  • Enter the name of the automation task and select the appropriate category:

    • Dev

    • Ops

    • Manager

  • Select the task type:

    • utility - Mainly used as a utility which will be invoked by the Main task type

    • main - Main task

  • Configure the following options:

    • Include in MCP Server – Indicates whether the task should be available as a tool in the MCP server.

    • Requires Manual Intervention – Indicates whether the task requires human approval or interaction during execution.

  • Enter the task parameters in JSON format. Example -

{
  "type": "object",
  "required": [
    "keyword"
  ],
  "properties": {
    "keyword": {
      "type": "string",
      "description": "Keyword to search Organizations. To search for all Organizations assign an empty string to this parameter. Also display a message saying only top 10 search results are being shown if the result size is equal to 10."
    }
  }
}

  • Upload the required Postman collection that will be executed by the automation task.

Run Automation Task

  • Navigate to Falcon Insights and choose Run Automation Task from the action menu corresponding to the automation task.

  • Automation tasks can be executed in two modes:

    • Basic – Provide task parameters through a simple form.

    • Advanced – Provide the full parameter definition in JSON format.

  • After submission, the execution logs can be viewed under Automation Task Logs.

Including the Task in MCP Server

  • Navigate to Falcon Insights and choose Task Settings from the action menu corresponding to the automation task.

  • Select the appropriate option to either include or exclude the task in MCP Server and Submit

Enabling Manual Intervention

  • Navigate to Falcon Insights and choose Task Settings from the action menu corresponding to the automation task.

  • Select the appropriate option to either enable or disable manual intervention and Submit

See Also