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Use a template to create a Workflow automation

preview

We're still working on this feature, but we'd love for you to try it out!

This feature is currently provided as part of a preview program pursuant to our pre-release policies.

Templates provide pre-configured workflows for common scenarios—sending reports to Slack, rolling back deployments, resizing EC2 instances, and more. Deploy in minutes, then customize to match your team's process.

Why use templates?

  • Get started faster: Deploy working automations in minutes
  • Follow best practices: Use proven patterns and error handling
  • Learn by example: See how actions connect and data flows
  • Reduce errors: Start with tested configurations

Before you begin

Most templates need credentials and integrations:

  • AWS templates: AWS credentials with permissions (EC2, API Gateway, Systems Manager, or SQS).
  • Slack notifications: Slack app with bot token and channel access.
  • All templates: New Relic account and entity GUIDs (unique identifiers for monitored resources).

Dica

Don't have credentials yet? Browse templates first. Set up credentials before deploying.

Deploy a template

Find the right template

Browse the template library below. Each shows what it does, when to use it, requirements, and how it works.

Test and verify

Test before production use:

  1. Trigger manually (see Start workflows on demand)

  2. Monitor execution in run history

  3. Check outputs (Slack messages, AWS changes, logs)

  4. Review errors, adjust configuration

    Importante

    Test in non-production first. Some templates change infrastructure. Validate before production use.

Customize your template

Modify workflows after deployment:

  • Add conditional logic: Skip steps based on conditions
  • Chain templates: Use outputs as inputs for other workflows
  • Adjust notifications: Change formats, recipients, channels
  • Add custom actions: Include HTTP requests or data transformations

See Create your own workflow for details.

Troubleshooting templates

If your workflow fails or doesn't behave as expected:

  1. Check run history: Go to Workflow Automation > [Your Workflow] > Run History to see execution logs and error messages
  2. Review common issues: See Troubleshooting Workflow Automation for solutions to:
    • AWS credential and permission errors
    • Slack integration problems
    • Entity GUID issues
    • NRQL query failures
    • Workflow timeouts
    • Template-specific troubleshooting

Importante

Test templates safely: Always test in non-production environments first. Infrastructure-changing templates (EC2, API Gateway) can impact availability if misconfigured.

Workflow automation templates

Next steps

Run and manage

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