Problem It Solves

Organizations often rely on ad-hoc emails or spreadsheets to report security incidents, leading to incomplete details, delayed notifications, and difficulty coordinating a timely response. Without a standardized process, critical information (like attack vectors or affected systems) can be missing, and stakeholders may not be alerted quickly enough. By embedding a purpose-built security incident form that logs all essential fields and instantly notifies the right teams, you ensure every event is documented uniformly and escalated immediately.

Process Overview

1. A team member opens the “Security Incident Report” form (embedded on an internal portal or shared link) and enters fields such as Date, Attack Vector (e.g., Phishing, Malware), Severity (Critical, High, Medium, Low), Affected Systems, and Description.

2. On submission, Zapier writes those details into a “Security Incidents” Table with a unique Incident ID and timestamp.

3. Zapier automatically sends a real-time email or Slack alert to designated security stakeholders (e.g., InfoSec lead, SOC channel) containing the incident summary and Table link.

4. The security team reviews the incident in the Table, updates its status (New, Investigating, Mitigated, Closed), and adds investigation notes or attachments.

5. If a “Critical” or “High” severity incident remains “New” or “Investigating” beyond a defined SLA (e.g., 1 hour), Zapier triggers automated escalation reminders to ensure rapid response.

Key Features & Capabilities

• Security-Specific Fields
  Capture vital details (Attack Vector, Severity, Affected Systems, Description, Reporter Name) so incidents contain all necessary context from day one.

• Centralized Table Logging
  Every submission writes to a “Security Incidents” Table, serving as a single audit-ready source for all security event records.

• Instant Stakeholder Alerts
  On each report, Zapier triggers real-time email or Slack notifications to the designated security channel and on-call personnel, ensuring rapid awareness.

• Status Tracking & Notes
  Use a “Status” column to move incidents through stages (New, Investigating, Mitigated, Closed) and add investigation notes or attachments directly in the Table.

• Automated Escalation
  If a “Critical” or “High” severity incident remains unaddressed past your defined SLA, Zapier automatically escalates by sending reminders to secondary responders.

• Attachment Support
  Include a file-upload field so reporters can attach logs or screenshots directly to the Table entry for comprehensive evidence.

Typical Use Cases

• Corporate Security Team
  An employee identifies a phishing email targeting multiple users. They fill out the form specifying “Phishing” as the attack vector and list “Email server, User inboxes” as affected systems. The SOC channel in Slack is alerted instantly, and the team begins containment.

• SaaS Provider
  A monitoring tool detects unusual login attempts. The on-call engineer logs a new incident via the form, marking severity “High.” The security lead receives an email with full details and the link to the Table, enabling immediate investigation and remediation.

Prerequisites & Client Responsibilities

• Form & Table Schema Approval
  Confirm the “Security Incidents” Table schema with columns: Incident ID (auto-generated), Date, Attack Vector, Severity, Affected Systems, Description, Reporter Name, Attachment (optional), Status, Assigned Responder, and Timestamp.

• Notification Channel Setup
  Provide the Slack channel name or email addresses for the security stakeholders who should receive incident alerts.

• Escalation Criteria
  Define SLA thresholds for “Critical” and “High” severity (e.g., 1-hour response time) so Zapier can trigger automated escalation reminders.

• Attachment Storage (Optional)
  If file uploads are required, confirm that attachments will reside in the Table’s built-in file storage.

• Responder Assignment
  Identify which individuals or groups should be assigned to specific severity levels for automated notifications.

• Team Permissions
  Determine who needs “Viewer” access (to monitor incoming incidents) vs “Editor” access (to update statuses or add investigation notes) in the Table and notification workflows.

Pricing

• One-Time Setup: $350
  (Build and publish the customizable security incident form, configure the “Security Incidents” Table, and set up/test email/Slack notification and escalation Zaps.)

• Monthly Support: $80/month
  (Maintain form and Table integrations, adjust alert or escalation rules as needed, and troubleshoot any issues.)