> ## 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.

# Workflows

> Configure Dropbox Paper workflow actions in Rootly to automatically create and update retrospective documents from incidents using Liquid templates.

## Overview

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](/workflows) documentation first.

<Frame>
  <img alt="Dropbox Paper workflow actions" src="https://mintcdn.com/rootly/7PwamMJIAOaYlZ7c/images/integrations/dropbox-paper/workflows/images-1.webp?fit=max&auto=format&n=7PwamMJIAOaYlZ7c&q=85&s=12a8d18647bfac02e2ba3af9df2a4666" width="868" height="391" data-path="images/integrations/dropbox-paper/workflows/images-1.webp" />
</Frame>

## Create a Dropbox Paper Document

This action creates a new Paper document in a specified Dropbox folder.

<Frame>
  <img alt="Create Dropbox Paper action configuration" src="https://mintcdn.com/rootly/7PwamMJIAOaYlZ7c/images/integrations/dropbox-paper/workflows/images-2.webp?fit=max&auto=format&n=7PwamMJIAOaYlZ7c&q=85&s=bd2814de474703dbaa607350bb02267c" width="871" height="810" data-path="images/integrations/dropbox-paper/workflows/images-2.webp" />
</Frame>

### Fields

**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.

<Callout icon="info" color="#DBEAFE">
  If you integrated with personal Dropbox Paper, the Namespace field is not shown and folders are limited to your personal folders.
</Callout>

**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.

<Callout icon="lightbulb" color="#DBEAFE">
  Use the [Incident Variable Explorer](https://rootly.com/account/help/liquid-explorer) to preview what Liquid variables return for your incidents.
</Callout>

**Retrospective Template**
Select a predefined retrospective template to populate the document body. Templates are managed on the [Retrospective Templates page](https://rootly.com/account/retrospective-steps?tab=documents).

<Callout icon="triangle-exclamation" color="#FEF3C7">
  If a Retrospective Template is selected, it overrides any content defined in the Custom Retrospective Template field.
</Callout>

**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.

## Update a Dropbox Paper Document

This action updates an existing Paper document with new content.

### Fields

**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.

<Callout icon="info" color="#DBEAFE">
  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.
</Callout>

**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.