Tutorials · 12 min · Casey · Ops/IT

Set up an ops employee for runbooks and access questions

An ops employee answers how-do-I and who-has-access questions from your runbooks, and checks live infrastructure read-only.

  1. 01

    Hire from the Ops template

    The template seeds a runbook template, an access-request process, and incident basics, the scaffolding most teams never get around to writing.

  2. 02

    Connect infrastructure read-only

    Connect your infra providers from the Tools tab. Every operation is a read; the grant matrix shows exactly what the employee can see, per tool.

  3. 03

    Write one real runbook

    Copy the template for your most-asked-about system. The employee walks teammates through it step by step instead of pinging you.

  4. 04

    Route access requests

    Access questions get the documented approval path, never a bypass; the employee is constrained to say no to shortcuts.

What you end up with: Runbooks that answer for themselves, and an on-call teammate that actually reads the docs.