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Workflows

Rootly

Welcome to Rootly's Help and Support site. This is the place to come find the information you need and answer your questions about using and configuring Rootly.

Overview

To learn more about the features available to you in Rootly, see our demo video.

Introduction to Rootly

This quick start guide is meant to get you up and running with Rootly as quickly and easily as possible.

To start using Rootly, you'll need to either sign up for an account or check your inbox for an invite your company has sent you.

Signing Up

Configuring the Slack integration only takes a few minutes and provides incident management features you can use right from the Slack interface.

Integrating with Slack

You will be presented with a dialogue to enter additional information about the incident, including a description, severity, environment, and so on

Create an Incident Using Slack

Getting Help

Set up your user profile with Contact Information, Notification Rules, User Settings and manage Passwords Your user profile is where you will configure important personal settings, such as contact information and notification rules to receive timely incident notifications.

User Profile

Alerts are events created by your observability providers to notify responders a system or customer needs attention.

Alert Urgency

Alert Grouping

Heartbeats

Live Call Routing

Learn how to set up shift reminders and notification rules!

On-Call Notifications

Preview team holiday and PTO calendars alongside your Rootly schedules to identify conflicts.

Adding a holiday calendar

Quickly see when you're on-call next by viewing your shifts.

On-Call Shifts

Ensure your responders are prepared to respond to Rootly Alerts using the On-Call Readiness Report.

On-Call Readiness

Mobile App

PagerDuty Migration

On-Call Metrics

Creating Incidents Via Web UI

Creating Incidents Via Slack

Scheduling A Maintenance Via Slack

Creating Incidents Via Pagerduty

Converting Existing Slack Channels To Incidents

Creating Incidents Via Api

Managing Incident Status Via Slack

Resolving Incidents Via Web UI

Resolving Incidents Via Slack

Incident Status Pages

Updating Incident Timestamps

Adding Incident Feedback

Updating Incident Integration Links

Incident Title Generator

Retrospectives have configurable, customizable processes, made of up steps, to allow a right sized retrospective based severity, type or teams involved in an incident.

Configuring Retrospective Processes

Configuring Process Steps

Configuring Templates

Postmortems

Todo List Via Slack

Adding Action Items Via Slack

Adding Action Items Via Web Ui

Adding Action Items Via Api

Metrics

Workflow Types

Incident Workflows

Retrospective Workflows

Action Item Workflows

Alert Workflows

Pulse Workflows

Standalone Workflows

Manually Running Workflows

Environments

Severities

Incident Types

Incident Roles

Teams

Services

Functionalities

Incident Causes

Generated Incident Title

Incident Summarization

Incident Catchup

Mitigation And Resolution Summary

Ask Rootly AI

Rootly AI Editor

AI Meeting Bot

Getting Started

Notification Phone Numbers

Inviting Users Via Web Ui

Inviting Users via Third-Party Integrations

Viewing Teams

Configuring Teams

Importing Teams

Attaching Teams To Incidents

Team Status Pages

Available Liquid filters

Team Liquid Variables

Incident Liquid Variables

Action Item Liquid Variables

Alert Liquid Variable

Pulse Liquid Variables

Secrets

Timezones

Contacting Support

An integration is either a third-party software service, or custom tooling and software built in-house by your organization that integrates with Rootly to extend the functionality and features of both.

Slack

Installation

Smart Defaults

Commands

Generic Webhook Alert Source

Alerts

PagerTree

Opsgenie

Jira

Rootly to Jira Sync

Jira to Rootly Sync

Jira (On-Premise)

Confluence

Opslevel

Cortex

Importing Status Pages

Importing Templates

Creating A Statuspage Incident

Using Status Page Templates

Quip

Grafana

Looker

Google Cloud Monitoring

Datadog

Kubernetes

Honeycomb

Heroku

AWS Elastic Beanstalk

GitLab

GitHub

Google Meet

Zoom

Splunk

Webex

Microsoft Teams Meeting

Microsoft Teams

Outlook

SharePoint

Zendesk

Linear

Triage Responsibility

Shortcut

Airtable

Nobl9

Backstage

Twitter

Email

SMTP

SendGrid

Sentry

Rollbar

Prometheus

Zapier

OpenAI

Terraform

Terraformer

Pulumi

HashiCorp Vault

SCIM

List alert groups

Creates a alert group

Retrieves a alert group

Delete an alert group

Update a alert group

List alert urgencies

Creates a new alert urgency from provided data

Creates a alert urgency

Retrieves a alert urgency

Update a alert urgency

Delete an alert urgency

List alerts

Attach alerts to an incident from provided data

Attach alerts to an incident

Creates a alert

Retrieves a alert

Acknowledges a alert

Resolves a alert

List audits

List authorizations

Creates a new authorization from provided data

Creates a authorization

Retrieves a authorization

Update a authorization

Delete a authorization

List causes

Creates a cause

Retrieves a cause

Update a cause

Delete a cause

[DEPRECATED] Use form field endpoints instead. List custom field options

[DEPRECATED] List custom field options

[DEPRECATED] Use form field endpoints instead. Creates a new custom field option from provided data

[DEPRECATED] Creates a custom field option

[DEPRECATED] Use form field endpoints instead. Retrieves a specific custom field option by id

[DEPRECATED] Retrieves a custom field option

[DEPRECATED] Use form field endpoints instead. Update a specific custom field option by id

[DEPRECATED] Update a custom field option

[DEPRECATED] Use form field endpoints instead. Delete a specific Custom Field Option by id

[DEPRECATED] Delete a custom field option

[DEPRECATED] Use form field endpoints instead. List Custom fields

[DEPRECATED] List Custom Fields

Integration

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