AI AGENTS

Slack-Initiated Guided Playbook Runner

An engineer kicks off a named runbook from Slack, and an agent walks the playbook from Coda interactively.

CategoryAI Agents
Enginepaperclip
Difficultyintermediate
Triggerchat
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerEngineer runs Slack slash commandSlack
  • ActionFetch named runbook from CodaCodaCoda
  • LogicHold at each gated step for confirmation
  • ActionRun confirmed steps via shellShell
  • OutputWrite full session to Postgres incident logPostgreSQLPostgres

What it does

Lets an on-call engineer start a remediation playbook on demand instead of waiting for an alert. The agent loads the named runbook, walks each step in the Slack thread, pauses at gated steps for confirmation, and writes a complete, queryable audit record to Postgres.

When to use it

Use it for planned or suspected issues where the human noticed something before monitoring did — running a capacity drain, rotating a credential, clearing a stuck queue — and wants the playbook guidance plus an audit trail without an upstream alert.

How it works

  1. 1An engineer triggers the workflow with a slash command naming the runbook.
  2. 2The agent fetches that runbook document from Coda.
  3. 3It walks each step in the Slack thread, marking gated steps that need confirmation.
  4. 4Logic holds execution at each gate until the engineer confirms in-thread.
  5. 5Confirmed shell steps run and their output is posted back inline.
  6. 6The full session — steps, approvals, outputs, operator — is written to a Postgres incident log.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect SlackChannels, DMs, threads, mentions.
  2. 2
    Connect CodaDocs, packs, automations.
  3. 3
    Connect ShellRun sandboxed commands inside the workspace.
  4. 4
    Connect PostgresAny Postgres URL — query, write, migrate.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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