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Overview

Our Coda integration leverages workflows to automatically generate retrospective pages in Coda. If you are unfamiliar with how Workflows function please visit our Workflows documentation first.

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Available Workflow Actions

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Create a Coda Page

This action allows you to create an incident retrospective into a Coda Doc.

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Title

This field is automatically set for you. You can rename this field to whatever best describes your action. The value in this field does not affect how the workflow action behaves.

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Subtitle

This field is automatically set for you. You can rename this field to whatever best describes your action. The value in this field does not affect how the workflow action behaves.

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Page ID

This field allows you to enter the Coda Page ID under which the retrospective will be created. The Page ID can be found in the URL when viewing a specific page in your Coda doc.

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Title

This field allows you to define the title of the Coda page. You can use {{ incident.title }} to match the title of your incident. This field supports Liquid syntax.

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Custom Retrospective Template

This field allows you to define the body content of the Coda page. You can use {{ incident.summary }} to match the summary of your incident. This field supports Liquid syntax.

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Retrospective Template

This field allows you to use a predefined retrospective template to create the body content of the Coda page. The list of selectable templates can be defined in the Retrospective Templates page.

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Mark Post Mortem as Published

This field allows you to define the status of the retrospective. A retrospective can be in either a draft or published status. This is typically used if you have automated notification workflows that are only triggered when the retrospective status is published.

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Coda Template

This field allows you to select a predefined template from your Coda Doc. Please see Setting Up Retro Templates in Coda to learn how to set up a retrospective template in Coda.

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Update a Coda Page

This action allows you to create an incident retrospective into a Coda Doc.

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Doc ID

This field is automatically set for you. You can rename this field to whatever best describes your action. The value in this field does not affect how the workflow action behaves.

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Page ID

This field allows you to enter the Coda Page ID under which the retrospective will be created. The Page ID can be found in the URL when viewing a specific page in your Coda doc.

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Title

This field allows you to define the title of the Coda page. You can use {{ incident.title }} to match the title of your incident. This field supports Liquid syntax.

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Subtitle

This field is automatically set for you. You can rename this field to whatever best describes your action. The value in this field does not affect how the workflow action behaves.

​

Custom Retrospective Template

This field allows you to define the body content of the Coda page. You can use {{ incident.summary }} to match the summary of your incident. This field supports Liquid syntax.

​

Retrospective Template

This field allows you to use a predefined retrospective template to create the body content of the Coda page. The list of selectable templates can be defined in the Retrospective Templates page.

​

Mark Post Mortem as Published

This field allows you to define the status of the retrospective. A retrospective can be in either a draft or published status. This is typically used if you have automated notification workflows that are only triggered when the retrospective status is published.

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Coda Template

This field allows you to select a predefined template from your Coda Doc. Please see Setting Up Retro Templates in Coda to learn how to set up a retrospective template in Coda.

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Support

If you need help or more information about this integration, please contact support@rootly.com or start a chat by navigating to Help > Chat with Us.