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Introduction

The SharePoint integration connects Rootly with your Microsoft SharePoint environment so teams can automatically create and update Word documents in SharePoint sites through Genius workflows. Documents are created as .docx files in the SharePoint site and drive of your choice. With the SharePoint integration, you can:
  • Automatically create Word documents in SharePoint from incident workflows
  • Populate documents using Rootly retrospective templates or custom Liquid content
  • Update existing SharePoint documents as an incident progresses
  • Navigate your SharePoint hierarchy — Sites, Drives, and Folders — to place documents precisely where you need them
  • 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 Microsoft 365 account with access to SharePoint
  • Permission to authorize applications in your Microsoft tenant
We recommend installing with a dedicated service account so the integration does not break if an individual user leaves your organization.

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Installation

Open the SharePoint integration in Rootly

Navigate to the integrations page in Rootly and select SharePoint.

Authorize Rootly with Microsoft

You will be redirected to Microsoft to sign in and grant Rootly the permissions required to access your SharePoint environment.Rootly requests the following Microsoft Graph permissions:
PermissionPurpose
offline_accessMaintain access without requiring re-authentication
User.ReadRead your profile and basic organizational information
Sites.Read.AllRead documents and list items across all site collections
Files.ReadWrite.AllRead, create, update, and delete files you have access to
Rootly uses Files.ReadWrite.All to create and update incident documents. Sites.Read.All is used to discover available sites and drives when configuring workflow actions.
Once authorized, the installation is complete.
After authorization, the Create a SharePoint Page and Update a SharePoint Page workflow actions are available in your Genius workflows.

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Workflow Actions

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Create a SharePoint Document

This action creates a new Word document (.docx) in a specified SharePoint location. Name The display name for this workflow action. Rename it to describe what the action does. Site The SharePoint site where the document will be created. Rootly discovers available sites from your Microsoft tenant. Drive The document library (drive) within the selected site. Each SharePoint site can have multiple drives.
SharePoint organizes content as Sites > Drives > Folders. Select the Site first, then the Drive, and optionally a Folder within that Drive.
Parent Folder The folder within the selected Drive where the document will be created. Leave blank to place the document in the root of the Drive. Title The title and filename of the Word 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 Rootly 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 Content field.
Custom Content Define the document body manually using HTML content. Supports Liquid syntax. Used 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 follow-up notification workflows trigger on published retrospectives.

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Update a SharePoint Document

This action updates an existing SharePoint Word document with new content. File ID The SharePoint item ID of the document to update. Supports Liquid syntax.
When a Create a SharePoint Page action runs, Rootly stores the resulting document ID and URL on the incident record. 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 Re-render the document body using a Rootly retrospective template.

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Troubleshooting

Confirm the integration was authorized with an account that has access to the SharePoint sites you want to use. If your tenant has many sites, try searching by name in the site selector. Re-authenticating the integration may also refresh the available site list.
Verify that the authorized Microsoft account has write access to the target SharePoint drive and folder. The Files.ReadWrite.All permission grants access to files the authorizing user can access — it does not bypass SharePoint site permissions.
Check the workflow run log in Rootly for any errors returned from the SharePoint API. Confirm the selected Site, Drive, and Folder exist and are accessible to the authorized account.

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Uninstall

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