Notion

Rootly’s Notion integration automatically creates retrospective pages when incidents occur. Each page is populated with incident details, timeline, and action items — giving your team a single source of truth without manual documentation.

Features

Auto-Create Pages

Retrospective pages are created automatically when incidents resolve or retrospectives begin.

Timeline and Action Items

Incident timeline and follow-up action items are included in every page.

Custom Templates

Use your own retrospective templates with Liquid variables for dynamic content.

Update Pages

Re-generate pages with the latest incident data at any point via workflows.

Before You Begin

Rootly recommends 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. You will also need Editor or Owner access to the parent Notion page where Rootly will create pages.

Installation

To connect Notion to Rootly, you will authorize via OAuth and select which Notion pages Rootly is allowed to access. Rootly can only create pages within the pages you explicitly grant access to during this step.

Open Rootly Integrations

In Rootly, navigate to Configuration → Integrations and search for Notion.

Rootly integrations page with Notion search

Authorize in Notion

Click Setup. You will be redirected to Notion. Click Select pages to choose which pages Rootly can access.

Select Pages

Choose the parent pages where you want Rootly to create incident retrospective pages, then click Allow access.

Confirm Connection

You will be redirected back to Rootly with a success message confirming the integration is connected.

Rootly showing Notion connected successfully

Your Notion workspace is now connected. You can verify the connection in Notion under Settings and Members → Connections — Rootly should appear in the list.

Verify the Connection

After connecting, confirm in Notion that Rootly has been granted access:

Open the parent page you selected during authorization
Click the ⋯ menu → Connections
Confirm Rootly appears in the list

Workflow Actions

Workflows let you automate Notion page creation and updates for incident retrospectives. You can trigger page creation when an incident resolves or a retrospective begins, and populate the page with timeline data, action items, and custom template content using Liquid variables.

Action	Description
Create Notion Page	Creates a new retrospective page in a specified Notion parent page
Update Notion Page	Overwrites an existing Notion page with the latest incident data

Create a Workflow

Open Workflow Creation

Navigate to Workflows in Rootly and click Create Workflow.

Choose Workflow Type

Select the workflow type that matches your use case — Incident, Retrospective, or Pulse.

Configure Triggers

Triggers define when the workflow runs. Choose the event that should kick off page creation.

Trigger	When it fires
Incident Created	A new incident opens
Incident Updated	Severity, status, or other fields change
Incident Status Changed	The incident moves to a specific status
Incident Resolved	The incident is resolved
Retrospective Started	The retrospective process begins
Manual Trigger	Run on demand from the UI

Add Conditions (Optional)

Use conditions to control when the workflow fires after the trigger. For example, only create a Notion page for SEV-1 or SEV-2 incidents, or only for specific teams or environments.

Add the Notion Action

Click Add Action and search for Notion.

Create Notion Page

Use this action to create a new retrospective page in Notion for an incident. The page is created under a parent page you select and is populated using the template and fields you configure.

Field	Description
Page	The parent Notion page where the new page will be created. Must be a page Rootly was granted access to during installation.
Title	The page title. Supports Liquid syntax — use the incident title or any other variable.
Post Mortem Template	A pre-built retrospective template from Retrospective Templates.
Mark Post Mortem as Published	Set the retrospective status to `published` immediately rather than leaving it as `draft`.
Show Timeline as Table	Include the incident timeline. Uncheck if you want images to appear inline — Notion does not support images in tables.
Show Action Items as Table	Include follow-up action items. Only `follow-up` type items are included — tasks are excluded as they are completed during the incident, before the retrospective.
Skip on Failure	Prevent the workflow from stopping if this action fails.
Enabled	Toggle this action on or off for testing.

Update Notion Page

Use this action to overwrite an existing Notion page with the latest incident data. This is useful for keeping the retrospective page current as the incident progresses.

This is an overwrite operation. Any manual changes made to the Notion page will be replaced when this action runs.

Field	Description
File	The Notion page to update. Use `incident.notion_page_id` via Liquid to reference the incident’s existing page.
Title	Updated page title. Leave blank to keep the existing title.
Post Mortem Template	Template to apply when updating. Overwrites existing content.
Show Timeline as Table	Include the incident timeline.
Show Action Items as Table	Include follow-up action items.
Skip on Failure	Prevent the workflow from stopping if this action fails.
Enabled	Toggle this action on or off for testing.

Variable Reference

Use these variables in page titles and templates. Use the Liquid Variable Explorer to test variables with real incident data.

Incident Variables

Variable	Description
`incident.title`	Incident title
`incident.summary`	Incident summary
`incident.severity`	Severity level (for example, SEV1)
`incident.status`	Current status
`incident.started_at`	When the incident started
`incident.resolved_at`	When the incident was resolved
`incident.commander.name`	Incident commander name
`incident.url`	Link to the incident in Rootly

Notion Variables

Variable	Description
`incident.notion_page_id`	ID of the incident’s Notion page — used in the Update action
`incident.notion_page_url`	URL to the Notion page

Uninstall

In Rootly:

Go to Configuration → Integrations and find Notion
Click the Connected button to reveal the disconnect option
Click Delete

Click the Connected button to reveal the Disconnect option

In Notion (to fully revoke access):

Go to Settings and Members → Connections
Find Rootly and click Disconnect

Disconnecting from Rootly does not remove existing Notion pages created by Rootly. Those pages remain in your Notion workspace.

Frequently Asked Questions

Rootly is not showing in Notion Connections

Ensure you granted access to the specific page during OAuth. Go to Settings and Members → Connections in Notion to confirm Rootly is listed. If missing, disconnect and reconnect the integration in Rootly. Also check that the page is not in a private or restricted workspace.

No pages are available during setup

Notion only shows pages you have Editor or Owner access to. If the workspace has restricted pages, an admin must grant you access first. Try expanding parent pages in the selector to see nested pages, then restart the authorization flow.

Pages are not being created after running a workflow

Verify the parent page selected in the workflow action is one you granted access to during installation. Check workflow run logs under Workflows → Your Workflow → View Runs for error details. Re-authorize the integration if the connection has expired.

Workflow Questions

The workflow ran but no Notion page was created

Check the workflow run log under Workflows → Your Workflow → View Runs for error details. Confirm the parent page selected in the action is one Rootly was granted access to during installation. Re-authorize the integration if the connection has expired.

Manual edits to my Notion page keep getting overwritten

The Update Notion Page action is a full overwrite. If you need to preserve manual edits, disable any workflows that trigger an update on that page, or add conditions to prevent them from running after a certain point in the incident lifecycle.

Can I use custom Liquid templates for the page content?

Yes — define a custom retrospective template in Retrospective Templates and select it in the Post Mortem Template field. Use the Liquid Variable Explorer to build and test your template.

Why are images not appearing in the timeline?

Notion does not support images inside tables. Uncheck Show Timeline as Table to render the timeline inline, which will allow images to display correctly.

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