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Introduction

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
We recommend 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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Uninstall

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