What are Playbooks?
Process Templates
Create reusable templates for recurring workflows and procedures
Task Automation
Automate actions based on triggers and conditions
Collaboration
Coordinate team activities with checklists and assignments
Analytics
Track metrics and improve processes with retrospectives
Workflow Use Cases
Playbooks excel at standardizing and automating various business processes:Incident Response
Manage outages and critical issues:- Automated incident channel creation
- Pre-defined response checklists
- Stakeholder notifications
- Status updates and war room management
- Post-incident retrospectives
Employee Onboarding
Streamline new hire setup:- Welcome message automation
- Equipment and access checklists
- Training module tracking
- Introductions to team members
- 30/60/90 day check-ins
Release Management
Coordinate software releases:- Pre-release checklist verification
- Deployment coordination
- Rollback procedures
- Communication templates
- Success metrics tracking
Customer Escalations
Handle critical customer issues:- Escalation criteria and triggers
- Response time tracking
- Cross-team coordination
- Customer communication templates
- Resolution documentation
Change Management
Manage infrastructure changes:- Change approval workflows
- Risk assessment checklists
- Rollback plans
- Stakeholder notifications
- Post-change verification
Creating Playbooks
Playbook Components
A playbook consists of: 1. Checklists- Ordered tasks to complete
- Assignable to team members
- Optional vs. required tasks
- Slash command shortcuts
- Task descriptions and links
- Keywords that start playbook runs
- Slash commands
- Webhook integrations
- Scheduled runs
- Create dedicated channel
- Invite team members
- Post welcome message
- Update channel topic
- Webhook notifications
- Status page updates
- Who can view the playbook
- Who can start runs
- Who can edit the playbook
- Public or private playbooks
- Metrics to track
- Questions for team
- Timeline of events
- Lessons learned
Building a Playbook
- Navigate to Playbooks in the product menu
- Click Create Playbook
- Configure playbook details:
Running Playbooks
Starting a Run
Via Slash Command:- Open Playbooks view
- Find desired playbook
- Click Run
- Fill in run details
- Start the run
Run Lifecycle
1. Active Run- Dedicated run channel created
- Checklists visible in right sidebar
- Tasks can be completed
- Status can be updated
- Participants collaborate in channel
- In Progress β custom status β Resolved
- Broadcast status changes
- Update external systems
- Notify stakeholders
- Check off completed tasks
- Add notes and updates
- Skip irrelevant tasks (if allowed)
- Assign tasks to team members
- Set task deadlines
- Mark as Resolved
- Complete retrospective (if configured)
- Archive or keep channel active
- Export data for analysis
Run Overview
Track all active and past runs:Checklist Features
Task Types
Standard Tasks:Task Assignment
- Assign to specific users
- Assign to roles (@on-call, @team-lead)
- Self-assign during run
- Reassign as needed
- Track who completed what
Task Dependencies
Organize tasks logically:- Group related tasks in checklist sections
- Order tasks by priority
- Mark tasks as optional or required
- Skip tasks when irrelevant
Automation and Integrations
Automatic Actions
Channel Creation:External Integrations
Connect playbooks to external tools:- Jira: Create tickets for incidents
- PagerDuty: Trigger on-call notifications
- StatusPage: Update incident status
- Slack: Cross-post updates
- GitHub: Create issues for follow-ups
- Datadog: Create events in monitoring
Webhook Triggers
Start playbook runs from external events:Retrospectives
Learn and improve from each run:Retrospective Components
Metrics:Retrospective Templates
Customize questions for your team:Analytics and Reporting
Run Statistics
Track performance over time:- Average time to resolution
- Most common failure points
- Team participation metrics
- Playbook effectiveness
- Trend analysis
Export Data
Export run data for analysis:- CSV export of all runs
- JSON API access
- Integration with BI tools
- Custom reporting
Permissions and Access
Playbook Permissions
Playbook Roles:- Owner: Full control, can delete playbook
- Editor: Can modify playbook and start runs
- Viewer: Can view playbook and runs
- Runner: Can start runs but not edit playbook
- Public: All team members can view and use
- Private: Only specified members have access
Run Permissions
Run Participation:- Run channel members can complete tasks
- Observers can view but not modify
- External participants can be invited
- Run commander has special privileges
- Can change run status
- Can modify checklist
- Can manage participants
Best Practices
Designing Effective Playbooks
- Start Simple: Begin with core steps, add complexity iteratively
- Clear Task Names: Use action verbs and specific descriptions
- Appropriate Detail: Not too vague, not too prescriptive
- Regular Updates: Review and improve based on retrospectives
- Test Thoroughly: Run through playbook before critical use
Running Playbooks Successfully
- Quick Start: Donβt delay starting a run
- Update Status: Keep stakeholders informed
- Document in Real-Time: Add notes as you go
- Adapt as Needed: Skip or add tasks during run
- Complete Retrospective: Always learn and improve
Common Pitfalls
β Over-Engineering: Too many tasks overwhelms users β Under-Documenting: Too few details causes confusion β Set and Forget: Playbooks need regular updates β Skipping Retros: Miss opportunities to improve β No Ownership: Assign playbook maintainersRelated Features
- Integrations - Connect external tools
- Plugins - Extend workflow capabilities
- Channels - Run dedicated channels
- Messaging - Team communication during runs