Planning a Playbook

Playbooks are made up of:

  • Checklists: The list of tasks to be completed for the run.

  • Templates: Templates for frequently-used actions such as updates and reminders.

  • Actions: Automation options for inviting members, webhooks, welcome messages and more.

  • Permissions: Manage permissions at a channel and a playbook level.

Creating checklists

  1. Go to Main Menu > Incident Collaboration.

  2. Select Playbooks.

  3. Start a Blank Playbook, or use the built-in template.

  4. Name your playbook and provide a description.

  5. Select the Checklists tab.

You can start with the default checklist and edit it or you can delete it and select + New checklist.

  • Within each checklist, select + New task to add tasks that are meant to be completed together.

  • Drag and drop to reorganize checklists and tasks.

  • Optionally add task descriptions to give additional context to members of the playbook. Descriptions support a limited form of Markdown, including text styling and hyperlinks.

  • Optionally add a slash command to the task that can be executed by members of the playbook as needed.

  1. Choose Save.

Configuring templates

Templates are standardized sets of content that are used for communicating reminders and updates.

  1. Go to Main Menu > Incident Collaboration.

  2. Select Playbooks.

  3. Select the Templates tab.

  • Optionally configure a broadcast channel to which status updates will be copied. If you are not a member of the configured broadcast channel, Unknown Channel is displayed instead of the channel name.

  • Optionally configure the default reminder timer used to prompt for regular updates. The reminder timer may be changed when a status update is written.

  • Optionally configure a template to use for the first status update. Subsequent status updates will start with the text of the most recent update.

Defining actions

You can customize actions associated with your playbook by setting up keyword triggers, automate member invites, and add a welcome message for new members.

Select the Actions tab.

Prompt to run the playbook when a user posts a message

  • Keywords: Enable the toggle, and enter comma-separated keywords that, when included in a message, will prompt the posting user to run the playbook.

Keyword notification.

When a run starts

  • Invite members: Enable the toggle, and select members who will automatically be invited to the channel when the playbook run starts.

  • Assign the owner role: Enable the toggle and select a member. This member is automatically assigned as the owner of the playbook run.

  • Announce in another channel: Enable the toggle and select a channel. When the playbook run is started, an announcement is made in the selected channel.

  • Send outgoing webhook: Enable the toggle and enter the webhook you want to use for when the run starts.

When a status update is posted

  • Send outgoing webhook: Enable the toggle and enter the webhook you want to use for status updates.

When a new member joins the channel

  • Send a welcome message: Enable the toggle and enter text that new channel members will see when they join the channel.

Setting permissions

  1. Go to Main Menu > Incident Collaboration.

  2. Select Playbooks.

  3. Select Permissions.

  • Channel access: Decide whether the automatically-created channel should be Public or Private within the team.

  • Playbook access: Share this playbook with other members of the team to allow them to use the playbook to start a run, as well as edit the playbook.

Editing a playbook

You can change a playbook’s configuration at any time, but changes will only be applied to future incidents. Ongoing or ended incidents previously started from that playbook remain unchanged.

  1. Go to Main Menu > Incident Collaboration.

  2. Select Playbooks.

  3. Find the playbook to be edited.

  • Only playbooks of which you are a member are listed. System Admins have unrestricted access to all playbooks on the team.

  1. Select the name of the playbook.

  • To edit the playbook directly select the Actions menu next to the playbook name, then select Edit.

  • To access the playbook dashboard, select the hyperlinked playbook name.

  1. Configure the playbook the same way a playbook is created or edited.