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Automation recipe

Free Incident Runbook Automation Template

A branching automation that labels a new incident task and routes it by severity, paging on-call for the most serious and notifying a team lead for the next tier.

Use this template in AtlasStart free
  • Automation recipe
  • Free to use
  • Set up in Atlas

Overview

About the incident runbook automation

When an incident is raised, the first minutes matter. An automated runbook labels the incident and routes it by severity so the right people are alerted without anyone consulting a wiki first.

This template is the built-in Incident runbook recipe in Atlas. It fires when an incident task is created, applies an incident label, and branches on severity to page on-call, notify a team lead, or log only.

Because it ships as a branching recipe, the automation templates page shows the severity paths as a tree before you install, so you can see exactly how routing will behave.

What is included

What is in the template

  • Task-created trigger

    The recipe fires when an incident task is created so response begins immediately.

  • Incident label

    An action that applies your incident label so the task is easy to find and filter.

  • Severity branching

    Paths for the highest severity to page on-call and the next tier to notify a team lead.

  • Visual tree preview

    The branching steps render as a tree on the templates page before you install.

  • One-click install

    Pick the on-call responder, team lead, and incident label, with no rule to write.

How to use it

How to use the incident runbook automation in Atlas

  1. 1

    Open the automation templates

    Go to /settings/automations/templates and select the Incident runbook recipe.

  2. 2

    Set the responders

    Choose the on-call responder, the team lead for the next tier, and the incident label.

  3. 3

    Review the tree

    Check the severity branches in the preview so routing matches your response plan.

  4. 4

    Install the automation

    Install the recipe so new incident tasks are labelled and routed automatically.

Related reading

  • The all-in-one work OS
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FAQ

Questions, answered.

How does the incident runbook route by severity?
The recipe labels a new incident task and branches on severity, paging the on-call responder for the most serious incidents and notifying a team lead for the next tier.
Can I see the branches before installing?
Yes. This is a branching recipe, so the automation templates page renders the severity paths as a tree so you can confirm the routing before you install.
Who do I need to configure?
You select an on-call responder, a team lead for the next severity tier, and the incident label to apply. The rest of the routing is built into the recipe.

Ready when you are

Put the incident runbook automation to work in Atlas.

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