> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rootly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Coda

> Connect Coda to Rootly to automate incident retrospectives with pre-built templates, Liquid variables, and automatic timeline and action item generation.

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](/liquid/incident-variables) for templates created in Coda
* **Track action items** — follow-ups are recorded automatically when Rootly-hosted templates are used, and [custom Liquid syntax](/liquid/incident-variables) lists them in Coda-hosted templates

## 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

<Info>
  Rootly recommends installing with a **service account** so the integration does not break if the installing user leaves your organization.
</Info>

## Installation

<Steps>
  <Step title="Open the Coda integration in Rootly" icon="plug">
    Locate **Coda** on the [integrations catalog](https://rootly.com/account/integrations) and select **Setup**.

    <Frame>
      <img alt="Coda on the Rootly integrations catalog" src="https://mintcdn.com/rootly/yHcXrOapKHrppc-2/images/integrations/coda/installation/images-1.webp?fit=max&auto=format&n=yHcXrOapKHrppc-2&q=85&s=5c20d96729d5208406752f0930316a07" width="358" height="164" data-path="images/integrations/coda/installation/images-1.webp" />
    </Frame>
  </Step>

  <Step title="Enter your Coda API key" icon="key">
    You will be prompted to enter your Coda API key.

    <Frame>
      <img alt="Coda API key field in the Rootly integration setup" src="https://mintcdn.com/rootly/yHcXrOapKHrppc-2/images/integrations/coda/installation/images-2.webp?fit=max&auto=format&n=yHcXrOapKHrppc-2&q=85&s=4ba7b93cd31362e22c663aaad935f0d0" width="891" height="425" data-path="images/integrations/coda/installation/images-2.webp" />
    </Frame>

    <Check>
      After installation, the **Create a Coda Page** and **Update a Coda Page** workflow actions are available in your Genius workflows.
    </Check>
  </Step>
</Steps>

## 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](/workflows/workflows) documentation first.

<Frame>
  <img alt="Coda workflow actions in the action picker" src="https://mintcdn.com/rootly/yHcXrOapKHrppc-2/images/integrations/coda/workflows/images-1.webp?fit=max&auto=format&n=yHcXrOapKHrppc-2&q=85&s=139191c5340a0969089f1f512d2aa327" width="445" height="218" data-path="images/integrations/coda/workflows/images-1.webp" />
</Frame>

<Tip>
  Use the [Incident Variable Explorer](https://rootly.com/account/help/liquid-explorer) to preview what Liquid variables return for your incidents.
</Tip>

### Create a Coda Page

Creates an incident retrospective in a Coda doc.

<Frame>
  <img alt="Create a Coda Page action configuration form" src="https://mintcdn.com/rootly/yHcXrOapKHrppc-2/images/integrations/coda/workflows/images-2.webp?fit=max&auto=format&n=yHcXrOapKHrppc-2&q=85&s=e1c21135740966367c85f81686d6066e" width="888" height="820" data-path="images/integrations/coda/workflows/images-2.webp" />
</Frame>

| Field                             | Description                                                                                                                                                 |
| --------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Page ID**                       | Coda page ID under which the retrospective is created. Found in the URL when viewing a page in your Coda doc                                                |
| **Title**                         | Title of the Coda page. Use `{{ incident.title }}` to match the incident. Supports Liquid                                                                   |
| **Subtitle**                      | Subtitle of the Coda page. Supports Liquid                                                                                                                  |
| **Custom Retrospective Template** | Body content of the Coda page. Use `{{ incident.summary }}` to match the incident summary. Supports Liquid                                                  |
| **Retrospective Template**        | A predefined Rootly template used for the body. Managed on the [Retrospective Templates page](https://rootly.com/account/retrospective-steps?tab=documents) |
| **Coda Template**                 | A predefined template from your Coda doc                                                                                                                    |
| **Mark Post Mortem as Published** | Sets the retrospective status to `published` rather than `draft`. Use this when notification workflows trigger only on published retrospectives             |

<Warning>
  These three template fields override one another. **Coda Template** takes precedence over **Retrospective Template**, which takes precedence over **Custom Retrospective Template**.
</Warning>

### Update a Coda Page

Updates an existing incident retrospective in a Coda doc.

<Frame>
  <img alt="Update a Coda Page action configuration form" src="https://mintcdn.com/rootly/yHcXrOapKHrppc-2/images/integrations/coda/workflows/images-3.webp?fit=max&auto=format&n=yHcXrOapKHrppc-2&q=85&s=fcef4b473e1b70d4ee624bc4fe800e6c" width="887" height="832" data-path="images/integrations/coda/workflows/images-3.webp" />
</Frame>

| Field                             | Description                                                                   |
| --------------------------------- | ----------------------------------------------------------------------------- |
| **Doc ID**                        | Coda doc containing the page to update                                        |
| **Page ID**                       | Coda page ID to update. Found in the URL when viewing a page in your Coda doc |
| **Title**                         | Updated title of the Coda page. Supports Liquid                               |
| **Subtitle**                      | Updated subtitle of the Coda page. Supports Liquid                            |
| **Custom Retrospective Template** | Updated body content. Supports Liquid                                         |
| **Retrospective Template**        | A predefined Rootly template used for the body                                |
| **Coda Template**                 | A predefined template from your Coda doc                                      |
| **Mark Post Mortem as Published** | Sets the retrospective status to `published` rather than `draft`              |

<Warning>
  The same precedence applies on update: **Coda Template** overrides **Retrospective Template**, which overrides **Custom Retrospective Template**.
</Warning>

## Uninstall

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

## Related Resources

* [Workflows](/workflows/workflows)
* [Retrospectives](/retrospectives/retrospectives)
* [Incident variables](/liquid/incident-variables)