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 a built-in AI assistant to help you draft and refine runbook content. You can use it inline while editing or through a dedicated assistant panel.

Tool Mentions

You can reference specific integration tools within your runbook content. The editor provides a tool browser to help you find and insert the right tools from your connected integrations.

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.

Publishing from the Agent

The AI agent can also publish runbooks on your behalf. When interacting with the agent, it can create or update a runbook based on your conversation and submit it for review — streamlining the authoring process for procedures you discover during ticket work.

Runbook Templates

When creating a new runbook, you can start from a template to save time. Templates are available for common categories and can be filtered by integration, so you see templates relevant to the tools you have connected.

Exporting

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