Creating Your First Runbook

A runbook helps you to create consistent processes for an activity, such as an incident, task, request, or job.

Creating a New Runbook#

In the top navigation, click Runbooks and then click New runbook.

Add a title (required) and description of the Runbook in the right hand panel under Title & description.

Note: Runbook descriptions can use Markdown for styling, as shown below.

Adding Runbook Triggers#

Add runbook triggers, if you want a runbook to automatically run based on specific conditions.

In the right hand panel, click +Add under Triggers, as described in Adding Runbook Triggers.

Note: If you're creating a general purpose runbook without knowing when exactly it is going to be used, you can skip adding runbook triggers since you may not know the precise conditions under which the runbook should be triggered.

Adding Runbook Actions#

Add actions to provide the automated steps in the runbook process.

In the definition of your runbook, click +Add action, as described in Adding Runbook Actions.

Running a Runbook#

Once you have added triggers and actions, you're ready to run the runbook and observe its progress in the Activity Feed.

To try out your runbook, click Run, as described in Running Runbooks.