Documentation Grafana Cloud AI and machine learning Grafana Assistant Playbooks Create your first playbook

Create your first playbook

Create a playbook

1. Navigate to Assistant > Playbooks.
2. Click Create playbook.
3. Enter a title and write your content.

Write content

Use markdown formatting with clear headings and step-by-step instructions:

Markdown Copy

# Incident Response: Database Connection Failures

## Investigation Steps

1. Check connection pool metrics in the dashboard
2. Review error logs for "connection refused" errors
3. Verify database health (CPU, memory, slow queries)

Tips: Include specific metric names, alert names, and error messages. Mention which dashboards or data sources to use.

Configure settings

Visibility scope

• Tenant (Everybody): Visible to all users in your tenant
• User (Just me): Only visible to you

Note: Only the creator can change scope.

Visible to agents

Enable Visible to agents to make the playbook searchable by the Assistant.

• Enable: For general knowledge, architecture info, or shared procedures
• Disable: For drafts or commands

Attach context items

Link dashboards or panels for quick reference:

1. Click Add context in the editor.
2. Select the resource type and choose the specific dashboard/panel.
3. Add a description explaining why it’s relevant.

Save and edit

Click Save to create the playbook. It’s immediately available for viewing, slash commands, and agent search.

To edit: Open the playbook and click Edit. Changes trigger automatic version tracking and re-indexing.

Templates

Use quick templates for:

• Incident response workflows
• Operational runbooks
• Architecture documentation

Select a template when creating a new playbook to start with a structured outline.

Next steps

• Use slash commands to enable quick execution
• Search playbooks in chat to understand automatic discovery