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Most SOC teams don’t struggle with what they need to automate — they struggle with where to start. Between complex playbooks, brittle integrations, and the fear of breaking something in production, security orchestration, automation, and response (SOAR) often feels harder to adopt than it should be.
CrowdStrike Falcon® Fusion SOAR was built to change that. It’s designed to meet teams where they are in their security automation maturity journey, whether they’re starting with simple, high-impact automations or focused on scale. For example, a team might begin by automating a common response like forcing a password reset when an account is flagged as compromised, then build toward more advanced AI-powered and agentic workflows as their automation program matures.
While anyone can get started building workflows with Falcon Fusion SOAR, organizations with mature automation programs will be able to use the agentic and agent orchestration capabilities of CrowdStrike’s Charlotte Agentic SOAR. Falcon Fusion SOAR provides the workflow engine and execution layer that allows security teams to build and run workflows, orchestrate agents, and automate actions across security processes in a single, unified system. This empowers teams to move beyond rule-based, task-driven automation and toward a reasoning-powered, agent-driven response as their programs evolve.
See how Falcon Fusion SOAR orchestrates intelligent agents as part of Charlotte Agentic SOAR to drive coordinated, agent-powered response across the CrowdStrike Falcon platform:
While agentic SOAR is the destination where AI handles reasoning, Falcon Fusion SOAR is the engine that gets you there by automating the foundational tasks you do today. This blog provides guidance to teams getting started and explains how three new enhancements in Falcon Fusion SOAR help them on the journey.
Whether you’re building your first automation workflow or exploring how AI can simplify everyday SOC tasks, the goal is to help you take practical first steps that deliver value quickly and build confidence over time.
Start with One Workflow, Then Scale
The industry best practice for adopting SOAR is to start by automating one well-understood workflow end to end, prove value quickly, and then build from there.
Teams are most successful when they begin with processes that are frequent, repeatable, and consistently slow analysts down — such as malware triage, phishing response, or compromised account remediation. These workflows already have defined decision points and response steps, which makes them easier to automate and easier to trust early on.
Falcon Fusion SOAR enables analysts to take a familiar manual process and turn it into a repeatable workflow that automatically kicks off based on real activity in the Falcon platform, then orchestrates response across Falcon and your connected third-party tools through built-in integrations. By starting small, teams can see immediate impact, build confidence in automation, and establish patterns they can reuse as they scale across the SOC.
Falcon Fusion SOAR’s workflows can act immediately on endpoint, identity, cloud, and threat intelligence data. This lets teams move faster by grounding automation in native Falcon platform context, while still orchestrating actions across integrated third-party tools when needed.
At the end of this post, we’ll point you to a practical blueprint that walks through five common SOAR use cases many teams start with, providing a clear path to put these ideas into practice.
What’s New in Falcon Fusion SOAR
Recent Falcon Fusion SOAR enhancements focus on three critical areas: giving practitioners confidence to test workflows safely before they reach production, accelerating how workflows are built with the Workflow Generation Agent, and using generative AI to simplify advanced automation use cases, turning complex logic and data transformation into simple interactions.
Together, these capabilities help analysts move faster without sacrificing control by using AI to assist with reasoning and data transformation in a more intuitive, conversational way.
The Workflow Generation Agent helps teams accelerate how automation is created. Analysts can describe the workflow they want to build in natural language, and the agent translates their intent into a structured automation flow. This lowers the effort required to get started, shortens time to value, and makes it easier for more practitioners to contribute to automation without deep SOAR expertise.
See how the Workflow Generation Agent turns natural language input into a structured automation workflow, helping analysts get started faster without deep SOAR expertise:
Once workflows are created, it’s important to validate how they behave before they’re put into action. Instead of learning how a workflow behaves during a live incident, analysts can now test logic ahead of time in a controlled environment. The test-and-debug experience provides visibility into how a workflow will execute, making it easy to validate conditions, inspect variables at each step, and understand execution paths before anything runs in production.
Preview and validate how workflows execute before they run in production, so automation behaves as intended:
By catching issues early and removing guesswork, teams can iterate on workflows more confidently, reduce the risk of unintended actions, and move from experimentation to reliable, production-ready automation faster.
Security data rarely arrives in the format automation needs, which can slow workflows down or stop automation from working as intended. The Data Transformation Agent, powered by CrowdStrike Charlotte AI, allows analysts to use generative AI to transform data through natural, guided conversations.
See how the Data Transformation Agent, powered by CrowdStrike Charlotte AI, uses generative AI to produce workflow-ready data:
Instead of writing scripts or manually mapping fields, analysts can describe the transformation they need in plain language. The agent guides the process and helps produce structured output that workflows can immediately act on. This makes advanced data transformation accessible to more analysts and allows workflows to move forward without friction or guesswork.
A Practical Path to SOAR Adoption
Falcon Fusion SOAR is built to remove the repetitive work that slows analysts down. Humans stay in control while automation handles the steps that don’t require their judgment.
Our new white paper, The Essential SOAR Playbook: Practical Use Cases for Modern Security Teams, is a hands-on guide for teams getting started with Falcon Fusion SOAR. It focuses on concrete workflows SOCs can deploy immediately to show how automation fits into real day-to-day operations.
If you’re evaluating Falcon Fusion SOAR for the first time, or looking to put it into practice, this white paper offers a starting point:
- See which workflows teams automate first
- Understand how native SOAR changes speed and reliability
- Learn how AI-assisted automation helps SOCs scale safely
Download our SOAR playbook to see how teams are getting started with Falcon Fusion SOAR and where automation can make an immediate impact in your SOC.
Additional Resources
- Download The Essential SOAR Playbook: Practical Use Cases for Modern Security Teams to see how security teams are putting Falcon Fusion SOAR into action.
- Want to learn more about Falcon Fusion SOAR? Visit the Falcon Fusion SOAR product page.
- Ready to take your automation journey to the next level? Explore the Charlotte Agentic SOAR product page.
