Halo Runbooks turn your operational playbooks into executable automations — triggered by incidents, scheduled maintenance, or a single click. Steps run in sequence, results log in real time, and your team focuses on decisions not procedures.
WHAT ARE RUNBOOKS?
A runbook is a documented set of steps for handling a recurring operational task — restarting a service, onboarding a new user, responding to a P1 incident. In most organisations, runbooks live in Word documents or Confluence pages that someone has to find, open, and follow manually.
In Halo, runbooks are executable. You define the steps once, connect them to your systems, and Halo runs them — in sequence, with real-time status, and full logging — triggered automatically or on demand.
Every step runs in the same order every time. No skipped steps, no human variation, no "I thought you'd done that" moments.
Every runbook execution is logged in Halo with timestamps, step outcomes, and the ticket or trigger that initiated it.
Link runbooks to SAF rules so they fire the moment a specific ticket type, priority, or event is detected — no manual intervention required.
USE CASES
Runbooks are not limited to IT incidents. Any repeatable operational procedure can be codified, automated, and executed inside Halo.
Run a standard triage and recovery sequence the moment a P1 or P2 incident is raised.
Restart services, clear queues, or run health checks on remote infrastructure directly from a Halo ticket.
Create accounts, assign licences, and configure permissions across connected systems when a new joiner ticket is raised.
Disable accounts, revoke access, and reclaim hardware automatically when a leaver ticket is approved.
Run nightly or weekly maintenance sequences without manual scheduling or monitoring.
Execute documented disaster recovery steps in sequence with real-time status visible to all stakeholders.
HOW IT WORKS
Runbooks are built once and run consistently every time — with complete visibility at every stage.
Build your runbook in Halo's visual editor: add steps, set actions (script, API call, notification, ticket update), and configure branching logic for failures.
Attach the runbook to a SAF automation rule, a ticket category, a schedule, or leave it as a manual "Run" button for agents.
When triggered, Halo runs each step in sequence. Real-time status is visible on the ticket — green for passed, red for failed, amber for waiting.
Every execution is stored in Halo with full step-by-step logs, timestamps, and outcome — available for audit and reporting.
THE DIFFERENCE
Manual procedures are a liability. Halo Runbooks replace them with something that actually runs.
FAQ
Allied ESM can help you build, configure, and deploy Halo Runbooks as part of your implementation or managed service. Book a demo to see it in action.