Power Users Templatize Runbook with Insight Node

To promote knowledge sharing and standardization across teams, power users can save a Runbook containing an Automation Insight node as a Runbook Template (RBT). This allows others to reuse predefined workflows with minimal configuration.

Example: Set a search phrase in the template and use it to create a new runbook showing automations with the phrase ‘BGP’

1. Open the Runbook pane on the current map.
2. Add the Automation Insight node to the runbook.
3. From the menu (☰), select Save as Template from the drop-down to open the template editor mode.

   

4. Define the following variables for the Automation Insight node:
   1. Select the Automation Insight node and node variable section will appear at the bottom.
   2. In the node variable pane, select both the Target Device and Search Phrase items from the drop-down menu.
      

      

   3. Target Device: Specify which variables can be used to assign values to the Target Device in the new Runbook created from the template.
   4. Search Phrase: Define variable name (Enter Phrase) to filter automations for display in the new Runbook.

      This helps in narrowing down which automation tasks are visible and relevant.

   5. Save the template (for your reference, name it as Automation Insight).

       

5. Now, create a new runbook with BGP automations using the search phrase BGP
   1. From the side menu bar, click  and select New Runbook.
   2. Enter the name for new runbook, e.g., BGP check with Automation Insight and select the created template >> click OK.

      

   3. When prompted, enter BGP for the Enter Phrase variable.

      

   4. The resulting Runbook will display only automations that match the search term BGP.