runbook
Create or update an operational runbook for a recurring task or procedure. Use when documenting a task that on-call or ops needs to run repeatably, turning tribal knowledge into exact step-by-step commands, adding troubleshooting and rollback steps to an existing procedure, or writing escalation paths for when things go wrong.
Security Assessment
About runbook
Runbook creates or updates an operational runbook for a recurring task or procedure. It is used to document a task that on-call or operations needs to run repeatably, to turn tribal knowledge into exact step-by-step commands, to add troubleshooting and rollback steps to an existing procedure, or to write escalation paths for when things go wrong. It takes the process or task name as an argument and produces a structured Markdown document.
The output follows a consistent template. A header records the owner, frequency (daily, weekly, monthly, or as needed), last updated date, and last run date. The body includes a purpose statement, a prerequisites checklist for access, tools, and inputs, and a numbered procedure where each step carries an exact command or action, an expected result, and an "if it fails" branch. Additional sections cover verification of successful completion, a troubleshooting table mapping symptom to likely cause to fix, a rollback procedure for undoing the change, an escalation table mapping situations to contacts and methods, and a history log of runs.
The skill adapts when connectors are available. With a knowledge base connected it searches for existing runbooks to update rather than starting from scratch and can publish the finished runbook to an ops wiki. With an ITSM system connected it links the runbook to related incident types and change requests and auto-populates escalation contacts from on-call schedules. Authoring guidance stresses being painfully specific, contrasting a vague instruction like "Run the script" with a precise one that names the exact command, flags, and the server it runs on; including failure modes at each step; and testing the runbook by having someone unfamiliar with the process follow it and fixing wherever they get stuck. A note points to a connectors reference for unfamiliar placeholders or to check which tools are connected.
FAQ
What sections does the generated runbook include?
It includes a header with owner, frequency, and last-updated and last-run dates, plus purpose, prerequisites, a numbered procedure, verification, a troubleshooting table, rollback, an escalation table, and a history log. Each procedure step has an exact command, an expected result, and an if-it-fails branch.
When should I use this skill?
Use it to document a task that on-call or ops needs to run repeatably, to turn tribal knowledge into exact step-by-step commands, to add troubleshooting and rollback steps to an existing procedure, or to write escalation paths for when things go wrong.
Does it integrate with other systems?
Yes, when connectors are available. With a knowledge base it searches for existing runbooks to update and can publish to your ops wiki, and with an ITSM system it links the runbook to incident types and change requests and auto-populates escalation contacts from on-call schedules.
How specific should each step be?
Painfully specific. The guidance contrasts a vague step like "Run the script" with a precise one such as running an exact command with its flags from a named server, and it recommends including the failure modes for each step.
How can I make sure the runbook actually works?
Test it by having someone unfamiliar with the process follow the runbook, then fix the places where they get stuck. Including expected results and if-it-fails branches at each step supports this kind of validation.
Install runbook
Quick Setup:
- Copy the skill folder to
.claude/skills/ - Claude will automatically detect and use the skill
Repository
anthropics/knowledge-work-plugins