Every compliance framework requires an incident response plan. CIS, NIST, SOC 2, ISO 27001 — they all want documented procedures for detecting, containing, eradicating, and recovering from security incidents. What they actually audit is whether the plan was followed, whether the response was documented, and whether the lessons were captured. TATER Playbooks are designed to produce that evidence automatically.
What Is a TATER Playbook?
A Playbook is a structured response template organized into phases and steps. Each step has an assignee role, a description of the action to take, expected evidence to collect, and — critically — a link to the TATER controls that the step addresses. When a playbook is activated for an incident, TATER creates a task workflow from the template, stamps a start time, and begins tracking step completion in the audit log.
The link between playbook steps and compliance controls is the key differentiator. When an auditor asks "show me evidence that your IR team contained the incident within your 4-hour SLO," the playbook run record includes timestamps for every step, who completed it, and what was noted. The auditor sees a compliance artifact, not a PDF that may or may not have been followed.
Built-In Playbook Templates
TATER ships with templates for the most common incident types:
- Phishing Response — email header analysis, mailbox quarantine, user notification, threat intelligence submission
- Ransomware Response — network isolation, credential rotation, backup integrity check, law enforcement notification
- Compromised Account — session revocation, MFA reset, privileged access audit, sign-in log review
- Data Exfiltration Suspected — DLP alert triage, legal hold, breach notification timeline
- Vulnerability Response — CISA KEV match triage, patch prioritization, ITDR alert correlation
- Insider Threat — HR coordination, access suspension, evidence preservation chain of custody
Activating a Playbook
Navigate to Security → Playbooks in TATER. Select the appropriate template, assign roles (Incident Commander, Lead Analyst, Communications Lead, Legal Liaison), and click Activate. TATER creates the parent task and all child steps, links them to the relevant controls, and notifies each assignee via the Mentions system. The incident timeline starts from the activation timestamp — everything is timestamped from that moment forward.
"The moment you activate a playbook, you're building your audit evidence in real time. Every step closed is a timestamped artifact."
ITDR Integration
TATER's Identity Threat Detection and Response module automatically surfaces ITDR alerts when identity-related anomalies are detected. Playbooks and ITDR alerts are bidirectionally linked: activating a playbook from an ITDR alert stamps the alert ID on the playbook run; the playbook's containment steps include direct actions against the flagged identity (suspend account, revoke sessions, rotate credentials). The entire response chain — from detection to closure — is visible in a single record.
Lessons Learned
The final phase of every playbook run is a structured Lessons Learned step that creates a TATERpedia article documenting what happened, what worked, what didn't, and what changes are needed in the IR plan or the technical controls. The article is automatically tagged with the incident type and linked to every control that was relevant during the response. The next team member to activate the same playbook will see the accumulated lessons from previous incidents before taking any action.
Ready Your Playbooks
TATER Playbooks are available in the Security section of every TATER organization. Review the built-in templates, customize steps for your environment, assign roles, and validate that your team knows how to activate a playbook before the next incident requires it.
Review Playbooks