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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).

Tip

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

Deploy a template

Find the right template

Browse the template library. 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

    Important

    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

Important

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

Workflow automation templates

What's next

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