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PagerDuty Foundational Practitioner: Automation

PagerDuty Foundational Practitioner · Work through your exam, one topic at a time.

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Automation

This domain tests automation that removes repetitive responder work: Incident Workflows, Automation Actions, Runbook Automation, and auto-resolve. Questions focus on triggers, conditions, action types, and when human approval is required.

Core rules

  • Incident Workflows are triggered by incident events such as triggered, acknowledged, resolved, priority changed, or note added, and run steps in order.
  • Conditions scope a workflow by service, urgency, priority, or incident fields; without conditions a workflow may fire too broadly.
  • Steps can be automated actions (HTTP request, script, integration action), manual steps, or approval gates. Manual steps pause the workflow until a responder completes them.
  • Automation Actions are reusable definitions; Runbook Automation executes scripts on targets via Rundeck. They need credentials and permissions.
  • Auto-resolve closes incidents after a configured time or when the underlying alert resolves, depending on configuration; it is not a substitute for diagnosis.
  • Workflows should be idempotent and tested in a non-production service; failed steps should be visible.

Worked example

A P1 database incident triggers a workflow. Step 1 posts to the incident Slack channel. Step 2 runs a read-only diagnostic script via Runbook Automation and attaches output. Step 3 creates a Jira ticket. Step 4 is an approval gate: the incident commander must approve before a failover action runs. Step 5 resolves the incident only if the failover succeeds. Reasoning: the approval gate prevents destructive automation; conditions limit the workflow to P1 database services.

Traps

  • Confusing workflows with escalation policies; escalation is about notifying people, workflows are about actions.
  • Running destructive actions without approval or guardrails.
  • Using a workflow trigger that fires on every incident; add conditions.
  • Assuming auto-resolve is the same as alert resolution; auto-resolve is a timer or policy.