--- sourceDocument: Australia Security Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/security-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Security Management ft:clusterId : - security bundleId : - security workflow : - Technology --- # Security Incident Phishing workflow template # Security Incident Phishing workflow template {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read The Security Incident - Phishing - Template allows you to perform a series of tasks designed to handle spear phishing emails on your network. ## Before you begin Role required: sn_si.write ## About this task The workflow is triggered when the Category in a security incident is set to Spear Phishing. This action causes a response task to be created for the first activity in the workflow. Figure 1. Spear Phishing ## Procedure 1. Open the security incident for this potential spear phishing attack, or [create a new security incident](https://servicenow-prod.fluidtopics.net/hRLl9dw7~RuP3HDYtHJlEg "In addition to automatic methods for creating security incidents, you can create them manually, as needed."). 2. In Category, select Spear Phishing. 3. Save the record. 4. Scroll down and open the Response Tasks related list. The first of a series of response tasks appears. Each time the record is saved, your response to the previous task either causes the next response task to be created or the workflow to end.{#si-phishing-template__table_yqy_tqs_kbb__entry__3} | Response task | Action | Results | |-|-|-| | Is this a Phishing attack? | Determine if this is a phishing attack. In the task, select Yes or No in Outcome. | If you select Yes, the following tasks are executed in parallel: * Scan Endpoint - Malware Found? * Update Email Protection Software * Remove Unread Phishing Email in Queue - For All Users {#si-phishing-template__ul_mzt_nrw_4y} If you select No, the flow ends. | | Scan Endpoint - Malware Found? | After running a scan, determine whether malware was found. In the task, select Yes or No in Outcome. | If you select Yes, the Remove Malware - Success? task is executed. If you select No, the Set State to Review task is executed. | | Remove Malware - Success? | Determine whether the malware was successfully removed. In the task, select Yes or No in Outcome. | If you select Yes, the Set State to Review task is executed. If you select No, the Wipe and reimage task is executed. | | Wipe and reimage | If you did not successfully remove the malware found, this task instructs you to perform a wipe and reimage on the computers infected with the malware. | After the task is complete, the Set State to Review task is executed. | | Update Email Protection Software | If it was determined that this is a phishing attack, you are prompted to update your email protection software accordingly. | When the task is complete, the Set State to Review task is executed. | | Remove Unread Phishing Email in Queue - For All Users | Perform the steps necessary to remove the phishing email still in the queue for all of your users. | When the task is complete, the Set State to Review task is executed. | | Set State to Review | No action required. | The State of the security incident is changed automatically to Review. The Schedule Security Awareness Training task is executed. | | Schedule Security Awareness Training | Schedule training to heighten security awareness by your employees. Update the State field in the task as appropriate. | When the task is complete, the flow ends. | [Table 1. Response tasks in Spear Phishing Template] {#si-phishing-template__table_yqy_tqs_kbb} {#si-phishing-template__steps_lz3_fdq_4y} **Related tasks** * [Security Incident Confidential Data Exposure workflow template](https://servicenow-prod.fluidtopics.net/nFKIzAO87NmEaSmbOlfnBg "The Security Incident - Confidential Data Exposure - Template allows you to perform a series of tasks designed to handle the exposure of sensitive data.") * [Security Incident Denial of Service workflow template](https://servicenow-prod.fluidtopics.net/sSSFVstKld_nT4PbN6Uzjg "The Security Incident - Denial of Service - Template allows you to perform a series of tasks designed to handle Denial of Service (DOS) attacks.") * [Security Incident Lost Equipment workflow template](https://servicenow-prod.fluidtopics.net/jTlE4VrajMjH9hJI99LUtg "The Security Incident - Lost Equipment - Template allows you to perform a series of tasks designed to handle lost equipment.") * [Security Incident Malicious Software workflow template](https://servicenow-prod.fluidtopics.net/_VPjlhZMzho3MBg~FSE80g "The Security Incident - Malicious Software - Template allows you to perform a series of tasks designed to handle malicious software on your network.") * [Security Incident Policy Violation workflow template](https://servicenow-prod.fluidtopics.net/jj5HhCQ9g6WokjWDIbe7KA "The Security Incident - Policy Violation - Template allows you to perform a series of tasks designed to handle security policy violations.") * [Security Incident Reconnaissance workflow template](https://servicenow-prod.fluidtopics.net/p70N3CfQJ5HFRTywU7oo5w "Reconnaissance is usually a preliminary step toward a further attack seeking to exploit a device or system. 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