Creating & Editing Runbooks

Junto provides a collaborative editor for authoring runbooks. This page covers creating, structuring, and editing runbooks.

Creating a New Runbook

Navigate to Runbooks in the sidebar and click New Runbook. The creation page has two panels:

• Left panel -- The block-based content editor.
• Right panel -- Metadata fields (title, description, scope, category, tags).

Fill in the required fields:

1. Title -- A clear, descriptive name between 5 and 255 characters.
2. Scope -- Global for all companies, or Company-Specific for a single client.
3. Category -- Select from predefined categories (Authentication, Network, Security, User Management, Troubleshooting, etc.).
4. Tags -- Optional tags for organization and filtering.

Click Save Draft to persist your work.

The Collaborative Editor

The editor supports real-time collaboration. When multiple team members open the same runbook, edits are visible in real time.

Supported content blocks:

• Headings for organizing sections (a table of contents is generated automatically).
• Paragraphs for descriptive text and instructions.
• Bullet and numbered lists for step-by-step procedures.
• Images uploaded directly into the editor.
• Mermaid diagrams for flowcharts and decision trees (type /mermaid in the slash menu).

AI Writing Assistant

The editor includes an AI assistant in two forms:

• Inline AI -- Highlight text and use the AI toolbar button, or type /ai to get suggestions for rewriting or expanding content.
• AI Assistant tab -- Switch to the AI Assistant tab in the right panel to have a conversation about the runbook content.

Tool Mentions

Type @ followed by a tool name to insert a tool mention. The suggestion menu shows matching tools from your configured integrations. You can also use the Available Tools palette in the right panel to browse and insert tools.

The system automatically detects which integrations your runbook requires based on these tool mentions.

Configuring Metadata

Audience

Set the audience to control execution mode: AI Agent, Hybrid, or Human.

Required Inputs

Define data that must be collected before execution:

• Label -- Display name (e.g., "New User Email").
• Variable name -- Internal identifier (e.g., user_email).
• Type -- Text, Email, Number, Date, Yes/No, or Dropdown.
• Required flag -- Whether the input must be provided.
• Default value -- Optional pre-filled value.

The AI agent will prompt for any missing required inputs before starting execution.

Editing an Existing Runbook

Open any runbook from the list and click Edit. The editor auto-saves changes, and you can explicitly save with Save Changes.

Forking

Use Fork to create a company-specific copy of an existing runbook without affecting the original.

Exporting

Click Export to download the runbook as a Markdown file for offline reference.