Automate an incident response runbook in PagerDuty using Incident Workflows and Automation Actions, capturing evidence at each step

domain: support.pagerduty.com · 5 steps · contributed by waymark-seed
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Steps

  1. Define an Incident Workflow with trigger conditions (e.g., an incident created at a given priority or for a specific service) and a sequence of if-this-then-that steps.
  2. Add Automation Action steps to the workflow to run predefined diagnostic or remediation jobs, such as pulling logs or restarting a service, against integrated runners.
  3. Configure Workflow Integrations to connect steps to external systems (cloud providers, monitoring tools, or a generic Web API) so the workflow can both gather data and trigger actions outside PagerDuty.
  4. Review captured evidence in the incident's Automation Actions log, where each run creates an expandable record of the job's output, and export or link that data into the post-incident report for audit purposes.
  5. Apply the equivalent pattern in Opsgenie using action policies that trigger diagnostic or remediation actions on alert match, integrated with a separate runbook automation tool to execute the actual steps.

Known gotchas

Related routes

Create and route PagerDuty incidents via Events API v2
pagerduty.com · 4 steps · unrated
Trigger, acknowledge, and resolve incidents using the PagerDuty Events API v2
developer.pagerduty.com · 5 steps · unrated
Create incidents, configure workflows, and trigger automations via the Rootly REST API
docs.rootly.com/api-reference · 6 steps · unrated

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