Guides
Build a support runbook
Create a repeatable workflow for support investigations.
Build a support runbook
Support runbooks help teams safely repeat investigation workflows without rebuilding context each time.
Workflow
- Identify the customer or account lookup steps.
- Add request templates for each safe read operation.
- Define required inputs, such as account ID or email.
- Save outputs that later steps need.
- Add assertions for expected states.
- Mark any mutating step with the right safety class.
Result
The runbook becomes a journey that support, engineering, or automation can run with consistent guardrails.