​
Overview

Rootly’s Coda integration helps streamline the process of completing incident retrospectives. By leveraging pre-built templates and workflows, teams can automate their retrospective creation - saving hours of manual work, per incident. Some key features of this integration includes:
  1. Customizable templates
    • Rootly enables teams to pre-define retrospective templates in both Rootly and Coda. If you’re looking for a semi-custom retrospective that follows industry best practices, you can simply define the retrospective body in Rootly and we will take care of the rest. If you want a fully customized retrospective, you can build your template in Coda and we will generate the retrospective accordingly.
  2. Liquid variable support
    • Liquid variables can be referenced in both templates created in Rootly or Coda.
  3. Timeline Visualization:
    • Incident timelines are automatically generated for templates created in Rootly.
    • Custom Liquid syntax can be used to generate timelines for templates created in Coda
  4. Action Item Tracking:
    • Follow-ups are automatically recorded when Rootly-hosted templates are used.
    • Custom Liquid syntax can be used to list out follow-ups in templates hosted on Coda.

​
Installation

Please see the Installation page to get started with your Coda integration.

​
Workflows

Rootly relies on workflows to automate interactions with Coda. The Workflows page will walk you through how to set up commonly used workflows involving Coda.

​
Support

If you need help or more information about this integration, please contact support@rootly.com or start a chat by navigating to Help > Chat with Us.