Workflow Automation

Mattermost Playbooks provides structure, monitoring and automation for repeatable, team-based processes integrated with the Mattermost platform. Playbooks are configurable checklists for teams to achieve specific and predictable outcomes, such as incident response, software release management, and logistical operations.

Playbooks monitor channels for keywords or user actions to trigger a structured process, which brings up a set of individual or shared tasks, each associated with manual or automated actions. As playbooks are executed, some may have requirements for broadcasting status updates to stakeholders at regular intervals, to populate workflow dashboards by conducting retrospectives after the core process is complete, or other customer requirements as exit criteria for a playbook “run”.

Advanced permissions are also available to delegate and manage playbook controls in larger organizations.

An example of the collaborative playbooks screen that includes active run details in the right-hand pane.

Configuration

Playbooks comes pre-packaged, installed, and enabled with Mattermost server.

Access

Access playbooks using a web browser or the desktop app by selecting the product menu located in the top-left corner of the Mattermost interface and then selecting Playbooks.

From Mattermost v10.11 and mobile app v2.31.0, you can access playbooks from the mobile app in read-only mode. Playbooks slash commands are supported in the mobile app, but actions like starting runs or updating checklists aren’t available through the mobile interface.

Usage

Use collaborative playbooks to orchestrate prescribed workflows and define, streamline, and document complex, recurring operations, and help your organization stay in command with integrated communication, collaboration, and status dashboards managing your workflow life cycles.

Mattermost Academy Learn about Mattermost Playbooks

Try it yourself!

Walk through our Incident Response playbook demonstration to see what you can do with playbooks.

Learn more

This end user documentation is for anyone who wants guidance on building repeatable processes in Mattermost.