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.
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.
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.
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.
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.