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Before You Begin

We recommend performing the installation with a service account to ensure the integration does not break if the installing user leaves the company. Ensure you are logged in as an Admin in Rootly.
Rootly supports two Confluence deployment types:
TypeAuthentication
Confluence CloudOAuth 2.0 (recommended)
Confluence Server / Data CenterBasic auth or Personal Access Token (PAT)

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Confluence Cloud

1

Open Rootly Integrations

Navigate to Configuration → Integrations in your Rootly dashboard.
Rootly sidebar showing Configuration and Integrations menu
2

Find and set up Confluence

Search for Confluence and click Setup.
Integrations page with Confluence search result
3

Authorize in Confluence

You will be redirected to Confluence to grant Rootly permission. Rootly requests the following OAuth scopes:
  • read:user:confluence — Read your user profile
  • read:content-details:confluence — Read page content
  • write:content:confluence — Create and update pages
  • read:template:confluence — Read Confluence templates
  • read:space:confluence — Read spaces
  • write:page:confluence — Create pages
Confluence OAuth authorization page
4

Accept permissions

Click Accept to authorize Rootly.
Confluence permissions acceptance screen
5

Confirm connection

You will be redirected back to Rootly with a confirmation message. The integration status will show Connected.
Rootly confirmation showing Confluence connected successfully

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Confluence Server / Data Center

For on-premise deployments, Rootly supports authentication via Basic auth or a Personal Access Token (PAT).
  1. Navigate to Configuration → Integrations and search for Confluence Server.
  2. Click Setup and enter your Confluence Server URL (e.g. https://confluence.yourcompany.com).
  3. Enter your credentials:
    • Basic auth: Username and password
    • PAT: Generate a token in Confluence under Profile → Personal Access Tokens and paste it into the Token field
  4. Click Save and Test Connection to verify.
Personal Access Tokens expire after 90 days by default. Rootly will notify you when a token is approaching expiry. Rotate the token in Confluence and update it in Rootly to avoid workflow failures.

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Setting Up Retrospective Templates in Confluence

You can create custom templates in Confluence that Rootly will apply when generating retrospective pages. Rootly fetches available templates from your Confluence space via the API.
1

Open your Confluence space

Navigate to the Space in which you want to create the template and open Space Settings.
2

Access templates

Under Look and Feel, select Templates.
3

Create a new template

Click Create New Template and build out your template content. Liquid syntax is fully supported — use the Liquid Variable Explorer to test variables.
4

Save the template

Save the template. It will appear in the Confluence Template dropdown when configuring a Create Confluence Page workflow action.

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Uninstall

To remove the Confluence integration:
  1. Go to Configuration → Integrations and find Confluence
  2. Click the Connected button to reveal the disconnect option
  3. Click Delete
Click the Connected button to reveal the Disconnect option
Disconnecting the integration does not delete existing Confluence pages created by Rootly. Those pages remain in your Confluence space.

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Troubleshooting

Ensure you have Create or Edit permissions in the Confluence spaces you want Rootly to use. Ask an admin to check Space Settings → Permissions. If the issue persists, disconnect and reconnect the integration to refresh permissions.
Check if your organization restricts external apps under Atlassian Admin → Security → App Access. Confirm the installing user is not limited to read-only access. Retry the installation in an incognito window to avoid stale credentials.
Verify the Confluence Server URL is reachable from Rootly’s servers — check any firewall or allowlist rules. Confirm SSL certificates are valid. For PAT authentication, ensure the token has not expired and has the required permissions.