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The Dropbox Paper integration connects Rootly with your Dropbox account so teams can automatically create and update retrospective documents during and after incidents through Genius workflows. With the Dropbox Paper integration, you can:
  • Automatically create retrospective documents in Dropbox Paper from incident workflows
  • Populate documents using Rootly retrospective templates or custom Liquid templates
  • Update existing Paper documents as an incident progresses
  • Attach created documents directly to the incident record

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Before You Begin

Before setting up the integration, make sure you have:
  • A Rootly account with admin permission to manage integrations
  • A Dropbox or Dropbox Business account
Rootly recommends installing the integration with a service account so it does not break if the installing user leaves your organization.
Access level depends on your Dropbox account type:
  • Dropbox Paper (personal) — non-admin access is sufficient, but you will only have access to your personal folders
  • Dropbox Paper Business — admin-level access is required to access team folders and namespaces

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Installation

Open the Dropbox Paper integration in Rootly

Navigate to the integrations page in Rootly and select Dropbox Paper.
Dropbox Paper integration on the integrations page

Authorize Rootly in Dropbox

You will be prompted to sign in to Dropbox and grant Rootly permission to access your account.Once confirmed, the installation is complete and Dropbox Paper workflow actions become available.
After authorization, the Create a Dropbox Paper and Update a Dropbox Paper workflow actions are immediately available in your Genius workflows.

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Workflow Actions

The Dropbox Paper integration provides two workflow actions for creating and updating Paper documents from incidents. If you are unfamiliar with how workflows function, see the Workflows documentation first.
Dropbox Paper workflow actions

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Create a Dropbox Paper Document

This action creates a new Paper document in a specified Dropbox folder.
Create Dropbox Paper action configuration
Name The display name for this workflow action. Rename it to describe what the action does — the value does not affect behavior. Namespace Only available when integrated with Dropbox Paper Business. Selects the team namespace from which the parent folder list is populated.
If you integrated with personal Dropbox Paper, the Namespace field is not shown and folders are limited to your personal folders.
Parent Folder The folder in which the Paper document will be created.
  • Dropbox Paper (personal) — shows your personal folders
  • Dropbox Paper Business — shows folders within the selected Namespace
Title The title of the Paper document. Defaults to {{ incident.title }}. Supports Liquid syntax.
Use the Incident Variable Explorer to preview what Liquid variables return for your incidents.
Retrospective Template Select a predefined retrospective template to populate the document body. Templates are managed on the Retrospective Templates page.
If a Retrospective Template is selected, it overrides any content defined in the Custom Retrospective Template field.
Custom Retrospective Template Define the body content of the Paper document manually. Supports Liquid syntax. Used only when no Retrospective Template is selected. Mark Post Mortem as Published When enabled, marks the retrospective status as published after the document is created. Use this when you have follow-up notification workflows that trigger on published retrospectives.

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Update a Dropbox Paper Document

This action updates an existing Paper document with new content. Name The display name for this workflow action. File ID The Dropbox file ID of the Paper document to update. Supports Liquid syntax. Use {{ incident.retrospective_url }} or a stored file ID variable to reference the document created earlier in the workflow.
When a Create a Dropbox Paper action runs, Rootly stores the resulting document URL and file ID on the incident record. You can reference the file ID in subsequent update actions using Liquid variables.
Title The updated title for the document. Supports Liquid syntax. Leave blank to keep the existing title. Content Additional HTML content to append to the document. Supports Liquid syntax. Retrospective Template Select a predefined retrospective template to re-render the document body.

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Uninstall

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