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Working with AI Blocks in a Retrospective

When a retrospective is created from a template that contains AI blocks, those sections generate automatically. You can also add AI blocks to any document yourself. For everything else about the editor, including formatting, data blocks, Liquid, and collaboration, see Using the Retrospective Editor.

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Insert a Block with the Slash Menu

1

Place your cursor

Put the cursor where you want the section.
2

Open the slash menu

Type / to open the menu.
3

Pick an AI block

Choose one of the presets (Summary, Impact, Root Cause, Mitigation, Resolution, Curated Timeline) or a Custom AI block.
4

Describe a custom block

For a custom block, give it a title and a short prompt describing what you want.
The block is inserted and begins generating from the incident’s context.

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See How a Block Was Generated

AI blocks aren’t a black box. Open a block’s details for a short description of what the block is for, plus:
  • The sources it drew on: incident metadata, timeline events, the incident Slack channel, and the bridge-call transcript when available.
  • The system prompt behind the block, so you know how it was instructed to write.

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Work with a Generated Block

A generated block behaves like the rest of your document. From the block’s toolbar you can:
  • Edit inline. Generated content is just text.
  • Regenerate. Ask Rootly AI to write the section again. If you’ve changed the block’s instructions, the new draft reflects them.
  • Convert to plain text. “Freeze” the block. Its content becomes ordinary document text and is no longer a live AI block.
  • Delete. Remove the block entirely.
  • Comment. Works like anywhere else in the document.
If you regenerate a block you’ve edited by hand, Rootly AI asks you to confirm first.

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Give Feedback

Rate any block with 👍 / 👎. Feedback flows into Rootly’s evaluation pipeline and does not directly fine-tune the model.

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Exporting

When you publish or export a retrospective, AI block content is rendered as static content at the time of export. See Exporting Retrospectives for export destinations and options.

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Permissions

AI blocks follow your retrospective permissions; see the overview.

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Frequently Asked Questions

Refresh the document. If a block fails to generate, you can regenerate it from its toolbar. If it keeps failing, the incident may have very little context for that section; try a different block or add detail to the incident.
Yes. Set custom instructions on the block in the template. See Building AI Templates.

AI in Retrospectives Overview

What AI blocks are and how they draft your retrospective.

Building AI Templates

Add AI blocks to a template and preview them against a past incident before rollout.

Using the Retrospective Editor

The editor AI blocks live in, with formatting, data blocks, Liquid, and collaboration.