Templates
Workflow templates are pre-built automations for common incident management scenarios. They include a trigger and a set of steps that you can customize to fit your team's needs.
Available templates
P1 escalation
Automatically escalate P1 incidents to the executive team and update the status page.
| Property | Value |
|---|---|
| Trigger | Incident opened with severity P1 |
| Steps | Notify #incidents-critical, page VP, update status page to Major Outage, create Jira ticket |
Slack announcement
Post a notification to a Slack channel whenever an incident is created.
| Property | Value |
|---|---|
| Trigger | Incident opened |
| Steps | Post incident summary to #incidents channel |
Status page sync
Keep your status page in sync with incident status changes.
| Property | Value |
|---|---|
| Trigger | Incident status changed |
| Steps | Update component status based on incident status (degraded when investigating, operational when resolved) |
On-call rotation notification
Notify the on-call responder when they are assigned to an incident.
| Property | Value |
|---|---|
| Trigger | Commander or responder assigned |
| Steps | Send PagerDuty notification to assigned user |
Maintenance reminder
Notify subscribers when a maintenance window is about to start.
| Property | Value |
|---|---|
| Trigger | Maintenance scheduled |
| Steps | Send email notification to status page subscribers 24 hours before start |
Resolution summary
When an incident is resolved, post a summary to Slack with duration and action items.
| Property | Value |
|---|---|
| Trigger | Incident resolved |
| Steps | Calculate duration, extract action items, post summary to #incidents channel |
Using a template
- Navigate to Workflows and click Create Workflow.
- Select Start from Template.
- Choose the template that matches your use case.
- Customize the trigger conditions, notification targets, and step parameters.
- Save and activate the workflow.
TIP
After applying a template, review every step and adjust the targets (channels, email addresses, component names) to match your organization's setup.
Creating a template
If your team has a workflow that you want to reuse, save it as a template:
- Open the workflow you want to templatize.
- Click Save as Template.
- Enter a name and description.
- The template is now available in the template selector for all organization members.
Templates created by users appear alongside built-in templates and can be edited or deleted by the creator and organization administrators.