Automations are a quick way to run common tasks related to an incident—such as notifying resolvers, sending alerts, and creating Jira tickets—without interrupting your incident management process. You can view a complete list of automations available for an incident in the Automation section of the Incident Console.
Automations are also available for common tasks related to an impacted service, such as rolling back a previous deployment, running health checks, and collecting logs for information purposes.
Select an automation from the Automation section of the Incident Console to open the associated Flow Trigger form.
Fill out the flow trigger form with the required details and click Submit to run the automation.
The real-time status of the automation will be recorded on the incident Timeline, along with the user who initiated the automation.
When configuring an Incident Automation trigger, you can choose to associate a service with an automation. Note that you can only associate one service with each automation.
If an impacted service is associated with an automation, a label with the service name appears beside the name of the automation.
To add an automation to the Incident Console, you need to build a flow connected to an Incident Automation trigger. The automation will be named after the Flow Trigger form associated with the incident automation trigger. All automations within a workflow are available for all incidents in the same workflow.
To remove an automation from the Incident Console, disable the associated incident automation trigger in Flow Designer or on the associated form. If you disable the trigger, the automation will be removed from all incidents in the workflow.
When configuring an Incident Automation trigger, you can choose which users and roles can run the automation. The trigger must be enabled before you can run the automation on the Incident Console.
xMatters Agent permissions
If any of the steps in your automation workflow are configured to run on the xMatters Agent, you must be a registered user of all agents within your workflow to be able to run the automation.
xMatters plan availability for automations
Automations are available for Base and Advanced plans.