Rootly

Overview

Rootly is an incident management platform that automates incident response and facilitates post-incident learning. The Shortcut integration ensures action items from incidents flow into your development workflow as trackable Stories.

Key Features

• Action Item Sync: Incident action items automatically become Shortcut Stories
• Post-Mortem Tracking: Track post-mortem follow-ups in your normal workflow
• Bi-directional Updates: Status changes sync between Rootly and Shortcut
• Custom Workflows: Map Rootly action item types to Shortcut Story types

Setting Up the Integration

1. In Rootly, navigate to Settings > Integrations
2. Find Shortcut in the project management section
3. Click Connect and authorize with your Shortcut credentials
4. Configure integration settings:
   • Select your Shortcut workspace
   • Choose default Team and Workflow
   • Set up label mappings

You need admin permissions in both Rootly and Shortcut to set up this integration.

Using the Integration

Creating Action Items

During or after an incident:

1. Add action items in Rootly’s incident view
2. Select “Create Shortcut Story” for items that need development work
3. Stories are created with incident context

Tracking Progress

• View action item status in both Rootly and Shortcut
• Updates in either platform sync automatically
• Complete Stories to mark action items as done

Post-Mortem Workflow

1. Rootly facilitates the post-mortem process
2. Action items identified during review become Stories
3. Track implementation through Shortcut
4. Close the loop by linking completed Stories back to the incident

Configuration Options