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Master Azure Automation: Best Uses and Pitfalls to Avoid

Azure Automation runs over a million of jobs a day: whether for configuration management, update management, or operations management. But why should you use Azure Automation in Azure, and what are the use cases?  

In this article, we’ll explain what is Azure Automation, how it works, and look at some use cases to help you decide if it’s a good fit for your organisation. 

Let’s dive in!

Niels Kroeze

Author

Niels Kroeze IT Business Copywriter

Reading time 8 minutes Published: 06 June 2025

What is Azure Automation?

Azure Automation is a cloud-based process automation service of Microsoft Azure. It provides the ability to run scripts or runbooks by a schedule or other event trigger. This can be in Azure, other cloud platforms and even on-premise. 

Using automation, we can:

  • Manage inventory and change tracking with Configuration Management 
  • Keep computers up to date with Update Management 
  • Share resources such as modules, schedules, and credentials with share resources

Azure cloud platform architecture diagram showing process automation, configuration management, heterogeneous environments, and integration with various services like Azure Arc, Azure Site Recovery, and Power Automate.

 

Azure Automation Key Features 

Process automation 

You can automate frequent, lengthy, and error-prone cloud management tasks with process automation. You can create runbooks graphically, with PowerShell, or with Python. These runbooks let you orchestrate tasks across hybrid environments. You can also use webhooks to trigger automation from: 

  • Third-party services 
  • Other DevOps models 
  • On-prem monitoring systems

Configuration Management  

Configuration Management is where you manage and apply your Desired State Configuration resources. It offers rich reporting, inventory, and search capabilities. 

You can: 

  • Monitor and automatically update machine configuration across physical VMs, Windows or Linux, in the cloud or even on-prem. 
  • Track changes across services, software, registry, and files. 
  • Desired State Configuration can diagnose and alert you when an unwanted change occurs.

Update Management 

Update Management allows you to manage updates on Windows and Linux systems across your hybrid environment. It gives you a single pane of glass for visibility across Azure, on-prem, and other clouds. You don’t have to check multiple systems to make sure updates are compliant. Instead, you can view everything from one place.

You can exclude updates from deployment if there’s something that doesn’t play well with your systems. And you can schedule deployments to run within defined maintenance windows – say between 2:00 and 4:00 AM. You can script that with Update Management.

Shared capabilities

It shares resources across Azure Automation, such as schedules, PowerShell modules, Python packages, credentials, and variables. 

Shared resources 

Azure Automation gives you shared resources to automate and configure environments at scale, without needing to build everything from scratch.

  • Schedules: Trigger automation tasks at predefined times. 
  • Modules: Import modules for out-of-the-box functionality so you don’t have to build everything from scratch. 
  • Modules Gallery: View and import available runbooks into your Automation account. 
  • Python 2 and 3 Packages: Access these if you’re using Python-based runbooks instead of graphical or PowerShell ones. 
  • Credentials: Store sensitive info for use in runbooks, securely. 
  • Connections: Store name-value pairs with connection info for systems. 
  • Certificates: Store and use for runtime authentication or securing deployed resources. 
  • Variables: Store values to share across runbooks and configurations.

Heterogeneous support

Azure Automation is not limited to Windows. It’s both Windows and Linux. Also, this can be in Azure, a third-party cloud, or on-premise.

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Why use Azure Automation? 

Using Azure Automation provides you with the following set of benefits: 

  • Save time and lower overhead: Automate frequent, time-consuming, and error-prone cloud management tasks. Manual clicks in the portal can lead to mistakes – Azure Automation reduces that risk and cuts operational costs. 
  • Lower cost: The cost of running Azure Automation is relatively low since it is charged by the pay-as-you-go (PAYG) model. Meaning, you only pay for when scripts run. Besides, the first 500 minutes per month are free. 
  • Scripted operations: Write runbooks in PowerShell or Python to prevent misconfigurations and reduce system maintenance costs. 
  • No infrastructure maintenance: Azure handles all backend updates and patching. 
  • Language support: Use PowerShell (text-based), Python text-based (for cross-platform tasks), or even graphical tools (drag-and-drop) to build runbooks.  
  • Update management: Keep Windows and Linux systems up to date across hybrid environments. Automate and control how updates are applied. Define what gets deployed and when – all by code. Regardless of whether that means in Azure, on-prem, or another cloud. 
  • Consistency and reliability: You can scale your environment by turning repetitive processes into reusable runbooks. You get more predictable, reliable services while focusing on how processes should function rather than manually executing steps. 

 

When to use Azure Automation? 

Using Azure Automation can be useful in many scenarios, such as: 

  • When a task doesn’t need user interaction 
  • When a task is repetitive 
  • When you want to reduce human error 
  • When you want to standardise system configuration and maintenance 

Let’s zoom in on the use cases of Azure Automation:

 

Use Cases 

Build and Deploy Resources 

Use runbooks and ARM templates (Azure Resource Manager) to deploy virtual machines across your hybrid environment – whether in Azure or on-prem. You can also integrate deployments into CI/CD pipelines using Azure DevOps. 

Configure VMs Automatically 

After deploying resources, you can automate post-deployment configuration of your Windows or Linux VMs. This removes the need for manual follow-up to fine-tune settings. 

Monitor for changes 

You can identify changes on machines that are causing potential issues and remediate or escalate them to your management system of your choice. 

Protect your virtual machines (VMs) 

If you notice something off with that VM, you can respond automatically, taking measures such as:  

  • Moving it to another VNet (virtual network) 
  • Changing its RBAC settings 
  • Restricting access 
  • Shutting the VMs down completely to contain the risk 

Use RBAC for Governance 

You can set up role-based access control (RBAC) automatically without manual input. When creating a new VM, you can configure it automatically, monitor, protect, and govern it – all automatically with scripts rather than doing that through the Azure portal itself. 

All of this happens through automation, which means no manual steps are required once it’s in place. 

 

Azure Automation vs other tools 

If your data security policy requires everything to remain on-prem with no internet access, Azure Automation may fall short. As long as some internet access, it will work for you. 

Compared to other tools, it integrates tightly with Azure, supports hybrid environments, and handles process automation, config management, and updates out of the box. Still, the right choice depends on your environment: if your infrastructure heavily depends on other cloud providers than Azure, it is probably best to look further.  

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Common pitfalls of Azure Automation and how to avoid them 

Trying to do everything at once 

A common pitfall in Azure Automation is aiming for perfection before anything goes live. Teams try to pack every detail into one big, flawless deployment – only to end up paralysed by complexity. Nothing gets tested, and nothing ships.  

The solution: 

Approach it iteratively: start small, apply changes gradually, and layer on what you need as you go. Begin with a basic resource group, and add compute, storage, and monitoring later – depending on your workload demands. 

Ignoring post-deployment  

A common problem for teams is to rush to deploy without thinking past deployment. Everything gets rushed into Azure and called done – but what happens if we need to make a change? Can we all understand it? 

Yes, you can write extraordinary Infrastructure as Code (IaC). But what you shouldn’t do is blast infrastructure into Azure with no thought about maintaining it. This is especially common when teams start to migrate to the cloud; where they get stuck in the mindset of “Migrate, migrate, migrate!” – ending up with a fragile infrastructure, which gets too hard to maintain. 

The solution:  

Again, iteration is your answer. Even when things seem “set in stone,” they must be maintainable. You’ll need to revisit them, change them, and adapt them over time. Cloud environments aren’t one-and-done projects – instead they have to evolve. 

Handling security last 

Though “security first” is a common saying these days, in practice, it’s often still not the case. 

Delaying security and trying to “fix” it in a live production environment is far from ideal. You end up with blind spots, unpredictable changes, broken stuff, followed by chaos. 

The solution: 

Security needs to start early, in dev and test environments where it’s safe to experiment and rebuild. Use tools like Azure Policy in audit mode to flag issues before they hit production. Focus on least privilege from the start. This doesn’t apply only to users, but also to resources and networks. 

Siloing Azure Automation 

When only a small group knows how runbooks, schedules, or hybrid workers are set up, it creates a dependency that’s hard to manage. Azure Automation simply shouldn’t be owned by one or a few. If so, other teams end up waiting or, even worse – avoiding automation altogether. Keeping it siloed limits adoption, slows progress, and makes scaling harder than it needs to be. 

The solution: 

The key is sharing automation knowledge and making it accessible. What you should do: 

  • Document how things are built 
  • Share runbook patterns, scripts, and processes across teams 

Just don’t treat Azure Automation as a black box. Instead, build shared ownership so more people can maintain and improve it. 

 

Closing thoughts 

We’ve discussed how Azure Automation helps you cut down manual work, reduce errors, and build repeatable, reliable processes across Azure and non-Azure environments. 

Avoiding common pitfalls like overplanning, ignoring maintenance, or treating security as an afterthought makes a big difference. 

You’ll get the most out of Azure Automation by starting small, sharing knowledge, and continuing to iterate. 

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