Confluence

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Features

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Template Options

• Rootly templates — Use pre-built retrospective templates defined in Rootly. These automatically include timeline visualization and follow-up action item tracking with no additional setup.
• Confluence templates — Build fully custom templates directly in Confluence using Liquid variables for dynamic content. Rootly fetches templates from your Confluence space via the API and applies them when creating pages.

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Before You Begin

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Installation

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Confluence Cloud

1

Open Rootly Integrations

Navigate to Configuration → Integrations in your Rootly dashboard.

2

Find and set up Confluence

Search for Confluence and click Setup.

3

Authorize in Confluence

You will be redirected to Confluence to grant Rootly permission. Rootly requests the following OAuth scopes:

• read:user:confluence — Read your user profile
• read:content-details:confluence — Read page content
• write:content:confluence — Create and update pages
• read:template:confluence — Read Confluence templates
• read:space:confluence — Read spaces
• write:page:confluence — Create pages

4

Accept permissions

Click Accept to authorize Rootly.

5

Confirm connection

You will be redirected back to Rootly with a confirmation message. The integration status will show Connected.

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Confluence Server / Data Center

1. Navigate to Configuration → Integrations and search for Confluence Server.
2. Click Setup and enter your Confluence Server URL (for example, https://confluence.yourcompany.com).
3. Enter your credentials:
   • Basic auth: Username and password
   • PAT: Generate a token in Confluence under Profile → Personal Access Tokens and paste it into the Token field
4. Click Save and Test Connection to verify.

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On-Premise Notes

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Creating Pages from Workflows

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Step 1: Create a Workflow

1

Open workflow creation

Navigate to Workflows in the Rootly sidebar and click Create Workflow.

2

Choose a workflow type

Select the workflow type that matches your use case:

• Incident — trigger actions during active incidents
• Retrospective — trigger actions when a retrospective begins or changes status
• Pulse — trigger actions on a schedule

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Step 2: Configure Triggers

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Step 3: Add Conditions

• Severity filter — only create a page for SEV-1 or SEV-2 incidents
• Team or service filter — scope page creation to incidents affecting specific teams or services
• Incident type — ensure the workflow only runs when Kind is set to Incident
• Environment — only generate pages for production or customer-impacting issues

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Step 4: Add the Create Confluence Page Action

1

Add an action

Click Add Action and search for Confluence.

2

Select Create Confluence Page

Choose Create Confluence Page from the results.

3

Configure the action

Fill in the fields using the table below.

4

Save the workflow

Click Add, enter a workflow name, and click Create Workflow.

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Action Fields

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Update an Existing Confluence Page

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Creating a Confluence Template

1

Open your Confluence space

Navigate to the space where you want to create the template and open Space Settings.

2

Access template settings

Under Look and Feel, select Templates.

3

Create the template

Click Create New Template and add your content. Liquid syntax is fully supported — use the Liquid Variable Explorer to test variables.

4

Save the template

Click Save. The template will appear in the Confluence Template dropdown the next time you configure a Create Confluence Page action.

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Template Examples

# Retrospective: {{ incident.title }}

**Date:** {{ incident.started_at | date: "%Y-%m-%d" }}
**Severity:** {{ incident.severity }}
**Status:** {{ incident.status }}

## Summary
{{ incident.summary }}

## Timeline
{{ incident.timeline_table_markdown }}

## Services Affected
{% for service in incident.services %}
- {{ service }}
{% endfor %}

## Teams Involved
{% for group in incident.groups %}
- {{ group.name }}
{% endfor %}

## Follow-Up Items
{% for action_item in incident.action_items %}
- {{ action_item.summary }} ({{ action_item.status }})
{% endfor %}

## Lessons Learned
[To be completed by the team]

# Executive Summary: {{ incident.title }}

**Date:** {{ incident.started_at | date: "%B %d, %Y" }}
**Severity:** {{ incident.severity }}
**Duration:** {{ incident.duration }} minutes

## What Happened
{{ incident.summary }}

## Resolution
{{ incident.resolution_message }}

## Key Metrics
- Services Affected: {{ incident.services | size }}
- Time to Resolution: {{ incident.duration }} minutes

## Next Steps
{% for action_item in incident.action_items %}
- {{ action_item.summary }}
{% endfor %}

# Root Cause Analysis: {{ incident.title }}

**Started:** {{ incident.started_at | date: "%Y-%m-%d %H:%M %Z" }}
**Resolved:** {{ incident.resolved_at | date: "%Y-%m-%d %H:%M %Z" }}
**Duration:** {{ incident.duration }} minutes

## Affected Services
{% for service in incident.services %}
- {{ service }}
{% endfor %}

## Detailed Timeline
{{ incident.timeline_table_markdown }}

## Root Cause
[To be completed by engineering team]

## Resolution Steps
{{ incident.resolution_message }}

## Preventive Measures
{% for action_item in incident.action_items %}
- {{ action_item.summary }} ({{ action_item.status }})
{% endfor %}

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Troubleshooting

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Frequently Asked Questions

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Uninstall

1. Go to Configuration → Integrations and find Confluence
2. Click the Connected button to reveal the disconnect option
3. Click Delete

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Related Resources

• Workflows
• Retrospectives
• Integrations overview