Guide Template

๐Ÿ’ผ Business Problem

  • What is the business problem or pain point that youโ€™ve solved with PagerDuty?
  • Who feels that pain, and how does it impact your business?
  • What are the negative consequences from not solving this business problem?

๐Ÿ™Œ What Success Looks Like

  • What are the positive business outcomes from solving this business problem through PagerDuty?

๐Ÿ›  Related Guides

Links to other guides if applicable.

โš™๏ธ How It Works

  • For the people and systems involved in this workflow, which departments or teams do they belong? What are their job titles?
  • What are the different parts of PagerDuty that are involved in this workflow?

โ„น๏ธ Step-by-Step Setup

Feel free to write your own steps, or leverage the boilerplate below in case your setup follows a similar structure. Replace the bolded and capitalized terms with the correct information.

๓ € ๓ € ๓ € โ€ƒSet Up Your Team

  1. Have each TEAM MEMBER configure their user notifications accordingly so they can be immediately alerted through their preferred choice via phone.
  2. Place the entire team on a schedule called TEAM NAME, adding TEAM MEMBERS and designating shifts amongst them.
  3. Lastly, add the schedule to an escalation policy called TEAM NAME to complete the notification setup. You can optionally place a manager as an added escalation point in case requests are not acted upon by TEAM MEMBERS within a reasonable amount of time.

Connect APPLICATION to PagerDuty

In PagerDuty

  1. To add the APP to PagerDuty, navigate to Services โ†’ Service Directory and click +New Service.
  2. Name your service SERVICE NAME along with a description.
  3. On the Assign screen, click Select an Existing Escalation Policy, and search for EP NAME configured above on the dropdown.
  4. On the Integrations screen, select Email from the search bar, dropdown or from our most popular integrations list.
  5. Once you are done entering your service settings, click Create Service.
  6. You will now be in the serviceโ€™s Integrations tab. Copy your integration email and keep it in a safe place for later use.


Write the remaining configuration steps.