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Using Workbench

How to use workbench to gain workflow efficiencies.

Hannah Roy avatar
Written by Hannah Roy
Updated today

Enabling stories for Workbench

As explained in an Introduction to Workbench, the product is user-scoped. Any builder within a team can enable a story for Workbench via the send-to-story settings in the build pane. There are two options for stories and Workbench:

  • Workbench: this means the story is only available to use in Workbench, not other stories. These stories do not count towards your tenant limits as they cannot run autonomously.

  • Workbench and send-to-story: this means it can be referenced in either Workbench or another Story. This is great if you’re looking to leverage existing stories in Workbench as well. These do count towards your tenant limits.

In this video, we'll learn how we can add a story to be accessible by Workbench.

Finding optimal efficiency with Stories and Workbench

With Workbench, you are in the driver's seat. You determine what Workbench can and cannot do within your tenant based on the stories you enable.

For ideal functionality, make sure your send to story inputs are well-defined with descriptions. The stronger a story description, the better Workbench will understand your task and perform your request. This is especially helpful when you have similar stories available to Workbench.

How to chat with Workbench

In the below video, we'll take a look at how we can interact with Workbench.

Leverage templates and stories in Workbench

In this video, we'll take a look at how we can activate available templates and stories to our Workbench instance.

Looking for inspiration?

Workbench is useful to any team! Here are a few ways different teams can take advantage of the product

  • Security: enrich user and asset information, investigate EDR alerts, analyze and block IPs, domains, and URLs, run real-time response and forensic investigations

  • IT: create a ticket in Jira, lock down a device in Jamf

  • Any Tines builder: view upcoming meetings, send a Slack message, create a new document in Google Docs

If you need inspiration, explore our Library. We’ve added a few stories that you can import into your own tenant. Each story includes a complete look at the chat conversations to give you an idea of what the output may look like.

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