> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plerion.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Use workflows in Plerion to automate alerting, define conditions on assets, findings, or vulnerabilities, and send notifications to third-party tools like email, Slack, Jira, PagerDuty, and more.

With [Workflows](https://au.app.plerion.com/settings/workflows), you can prioritize what matters most. Define conditions on assets, findings, or vulnerabilities, then route alerts to the [Plerion alerts dashboard](/guides/platform/alerts-overview) or third-party tools such as Slack, Jira, or PagerDuty.

***

## Default workflow

Plerion includes a **default workflow** that is already configured to detect and alert on high-risk scenarios:

* Assets that are publicly exposed
* Assets with a risk score greater than or equal to 9
* Findings where potential attack paths have been identified

By default, alerts are sent to the Plerion alert engine. You can also extend actions to other integrations such as email, Slack, Jira, or PagerDuty.

***

## Third-party integrations

You can set up workflows with the following third-party tools:

* **ClickUp**
* **Drata**
* **Email**
* **Jira** and **Jira Security**
* **Linear**
* **Microsoft Teams**
* **PagerDuty**
* **ServiceNow**
* **Slack**
* **Vanta**

***

## Steps to create a new workflow

<Steps>
  <Step title="On the Plerion dashboard, go to Settings > Workflows">
    <Frame>
      <img src="https://mintcdn.com/pleriondocs/aAbSgb-XpyKaPJ6T/images/product/workflows/settings-workflows-sidenav.png?fit=max&auto=format&n=aAbSgb-XpyKaPJ6T&q=85&s=2a654fba169c6f1bd00703e9ac5a8c31" alt="Sidebar navigation with Settings expanded and Workflows highlighted" width="475" height="688" data-path="images/product/workflows/settings-workflows-sidenav.png" />
    </Frame>
  </Step>

  <Step title="Click Add workflow">
    <Frame>
      <img src="https://mintcdn.com/pleriondocs/aAbSgb-XpyKaPJ6T/images/product/workflows/add-new-workflow-button.png?fit=max&auto=format&n=aAbSgb-XpyKaPJ6T&q=85&s=b0697dcb9a6797c2e0fe218d938cbe9c" alt="Workflow page with Add workflow button on top" width="1862" height="669" data-path="images/product/workflows/add-new-workflow-button.png" />
    </Frame>
  </Step>

  <Step title="Enter a name and description">
    Turn on the **Enabled** toggle to activate the workflow and start receiving alerts.

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/aAbSgb-XpyKaPJ6T/images/product/workflows/workflow-name-and-description.png?fit=max&auto=format&n=aAbSgb-XpyKaPJ6T&q=85&s=b0f33476eb44ffcbbdc2da45723b718a" alt="Workflow page with name, description and Enabled toggle" width="1895" height="1113" data-path="images/product/workflows/workflow-name-and-description.png" />
    </Frame>
  </Step>

  <Step title="Define your conditions">
    * Add conditions for **assets**, **findings**, or **vulnerabilities**.
    * When multiple conditions are added, Plerion applies **OR** logic.
    * Click `Run` to preview results that match your conditions.

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/aAbSgb-XpyKaPJ6T/images/product/workflows/add-workflow-condition.png?fit=max&auto=format&n=aAbSgb-XpyKaPJ6T&q=85&s=12c278b1d3c06b43c4e814762ee13a9b" alt="Add a workflow condition for assets, findings or vulnerabilities" width="497" height="608" data-path="images/product/workflows/add-workflow-condition.png" />
    </Frame>

    <br />

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/aAbSgb-XpyKaPJ6T/images/product/workflows/example-workflow.png?fit=max&auto=format&n=aAbSgb-XpyKaPJ6T&q=85&s=a14c5869428ac7f2137a3ca678bbf990" alt="Example of a workflow with conditions applied" width="1928" height="1113" data-path="images/product/workflows/example-workflow.png" />
    </Frame>
  </Step>

  <Step title="Select where alerts should be delivered">
    Alerts that match the defined conditions will appear in your Plerion alerts dashboard and can also be sent to configured third-party integrations.
  </Step>

  <Step title="Click Save to create your workflow" />
</Steps>