Skip to main content

Overview

The Runbooks page lets you manage all your runbooks — create new ones, edit YAML, and track versions.

Creating a runbook

1

Click New Runbook

From the runbooks list, click the New Runbook button (requires Developer role or above).
2

Write and edit

Write your runbook YAML, editing steps and variables as needed.
3

Save

Save the runbook. It starts in draft status.

Editing a runbook

From the runbook detail page, you can:
  • Edit YAML — Modify the runbook definition directly
  • Edit steps — View and modify individual steps
  • Edit variables — Add, remove, or change variable definitions
Changes create a new version (see Versioning below).

Versioning

Runbooks support versioning to track changes over time:
ActionDescription
Create versionSave current state as a new version
Publish versionSet a version as the active production version
RollbackRevert to a previous version (Business+)
Version limits depend on your plan:
PlanMax versions
Team10
Business50
EnterpriseUnlimited

Running a runbook

From the runbook detail page:
  1. Click Run to execute in normal mode
  2. Click Self-heal to run with aggressive retry and repair suggestions
  3. Provide any required variables and secrets
  4. Monitor the job in real-time on the Jobs page

Managing runbooks

ActionRequired roleDescription
CreateDeveloper+Create a new runbook
EditDeveloper+Modify runbook content
RunMember+Execute the runbook
Verify/PublishAdmin+Publish a runbook version
DuplicateDeveloper+Create a copy
DeleteAdmin+Permanently remove

Approval workflow

With Business+ plan, you can enable an approval workflow that requires admin approval before publishing new runbook versions. Configure this in Settings > Development.