OpenText Webroot Unity - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText Webroot Unity and Microsoft Planner

OpenText Webroot Unity and Microsoft Planner complement each other well in security operations and team execution workflows. Webroot Unity detects and manages endpoint threats, while Microsoft Planner helps teams assign, track, and complete follow-up tasks. Integrating them can improve incident response, accountability, and cross-team coordination.

• Automated security incident task creation

  Data flow: OpenText Webroot Unity to Microsoft Planner

  When Webroot Unity detects malware, ransomware, or a high-risk phishing event, an integration can automatically create a Planner task for the security operations team. The task can include the affected device, threat type, severity, detection time, and recommended remediation steps. This reduces manual ticket creation and ensures incidents are assigned quickly.

• Endpoint remediation follow-up tracking

  Data flow: OpenText Webroot Unity to Microsoft Planner

  After Webroot Unity isolates a device or removes a threat, Planner can be used to assign follow-up actions such as user notification, password reset, patch verification, or device reimaging. This helps IT teams track remediation tasks to completion and prevents incidents from being closed before all corrective actions are finished.

• Phishing response coordination across security and help desk teams

  Data flow: OpenText Webroot Unity to Microsoft Planner

  When Webroot Unity flags a phishing-related endpoint event, a Planner task can be created for the help desk or security awareness team to contact the user, confirm exposure, and document the response. This supports consistent handling of suspected phishing cases and improves communication between security and support teams.

• Recurring security maintenance task scheduling

  Data flow: Microsoft Planner to OpenText Webroot Unity

  Security managers can use Planner to schedule recurring tasks such as endpoint policy reviews, agent health checks, exception reviews, and quarterly threat response drills. These tasks can trigger operational checks in Webroot Unity or remind administrators to validate protection coverage across the device fleet.

• Patch and vulnerability remediation workflow

  Data flow: OpenText Webroot Unity to Microsoft Planner

  If Webroot Unity identifies devices with repeated malware exposure or suspicious behavior that may indicate weak patching, Planner can create tasks for endpoint teams to verify updates, coordinate with system owners, and confirm remediation. This creates a structured workflow for reducing repeat incidents and improving endpoint resilience.

• Security exception and false positive review process

  Data flow: OpenText Webroot Unity to Microsoft Planner

  When a detection requires analyst review, an integration can generate a Planner task for approval of exclusions, false positive validation, or policy adjustment. This gives security teams a clear approval trail and helps standardize exception handling across departments.

• Executive visibility into active security actions

  Data flow: Bi-directional

  Webroot Unity can trigger tasks in Planner for active incidents, while task status updates in Planner can be used to reflect remediation progress back into security operations reporting. This gives managers a practical view of what has been detected, what is being worked on, and what remains open, improving oversight and accountability.