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Automagically is currently in a closed beta.
Every new or updated runbook needs to be approved before it can be run on a client. Someone with runbook approval permission must test the runbook in staging, review the code changes, and then approve or reject it.
This is different from approving a pending execution, which is a technician approving a pre-filled run from the Triage Agent. This article is about approving the runbook itself.

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Approving from the Approvals page

1

Open a runbook waiting for approval

Navigate to the Approvals page. The badge shows how many runbooks are waiting for review.

ImageClick a row to open its review panel. This is where you review the changes, test the runbook in staging, and approve or reject it.Approvals Side Panel
2

Test the new runbook in staging

Testing runs against your staging tenant, so you don’t need to select a client or a ticket.There are two ways to test the runbook:
  • From inside the review changes panel. Approvals Panel Test Staging
  • Directly from the runbook table. Approvals Test Modal
3

Review and approve (or reject)

Review the changes in the review panel:
  • AI summary: a plain language explanation of what changed, so you can understand it quickly without reading the code.
  • Code diff: the exact lines added, removed, or modified compared to the current version, for a closer look.
Once the test passes and you’re satisfied with the changes, approve the runbook from the review panel. If the changes aren’t right, reject it instead.

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Approving from the Runbooks page

You can approve runbook changes directly from the Runbooks page, either from their tile on the Runbooks page, or from the runbook details page. Navigate to the Runbooks page and find an active runbook with a “review changes” banner, or a brand new runbook in the Needs approval tab.
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From the runbook tile

Click Review on the banner and continue the review process from there: test the runbook in staging, review the changes, and approve or reject it, as described in the previous section. Runbooks Review Drawer

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From the runbook details page

Open the runbook to go to its details page. If a new version is waiting for approval, a banner appears at the top of the page. Runbooks New Version Review Click Go to new version to open it. On that version, the Run button at the top right becomes Review. Click Review and continue the review process from there, the same way as above.