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Rootly’s Coda integration streamlines the process of completing incident retrospectives. Using pre-built templates and workflows, teams automate retrospective creation and save hours of manual work per incident. With the Coda integration, you can:
  • Use customizable templates — define the retrospective body in Rootly for a semi-custom retrospective that follows industry best practices, or build a fully custom template in Coda and have Rootly generate the retrospective accordingly
  • Reference Liquid variables in templates created in either Rootly or Coda
  • Generate incident timelines automatically for templates created in Rootly, or with custom Liquid syntax for templates created in Coda
  • Track action items — follow-ups are recorded automatically when Rootly-hosted templates are used, and custom Liquid syntax lists them in Coda-hosted templates

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Before You Begin

Before setting up the integration, make sure you have:
  • A Rootly account, logged in as an Admin user
  • A Coda account and an API key
Rootly recommends installing with a service account so the integration does not break if the installing user leaves your organization.

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Installation

Open the Coda integration in Rootly

Locate Coda on the integrations catalog and select Setup.
Coda on the Rootly integrations catalog

Enter your Coda API key

You will be prompted to enter your Coda API key.
Coda API key field in the Rootly integration setup
After installation, the Create a Coda Page and Update a Coda Page workflow actions are available in your Genius workflows.

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Workflow Actions

The Coda integration uses workflows to generate retrospective pages in Coda automatically. If you are unfamiliar with how workflows function, visit the Workflows documentation first.
Coda workflow actions in the action picker
Use the Incident Variable Explorer to preview what Liquid variables return for your incidents.

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Create a Coda Page

Creates an incident retrospective in a Coda doc.
Create a Coda Page action configuration form
These three template fields override one another. Coda Template takes precedence over Retrospective Template, which takes precedence over Custom Retrospective Template.

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Update a Coda Page

Updates an existing incident retrospective in a Coda doc.
Update a Coda Page action configuration form
The same precedence applies on update: Coda Template overrides Retrospective Template, which overrides Custom Retrospective Template.

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Uninstall

To remove the Coda integration, open the integrations panel in Rootly and select Configure > Delete.