Quip

Connect Quip to Rootly to automatically create and update retrospective documents from incidents using Genius workflows.

Introduction

The Quip integration connects Rootly with your Quip workspace so teams can automatically create and update documents during and after incidents through Genius workflows.

With the Quip integration, you can:

• Automatically create Quip documents from incident workflows using retrospective templates or custom content
• Start documents from an existing Quip template
• Update existing Quip documents as an incident progresses
• Attach created documents directly to the incident record

Before You Begin

Before setting up the integration, make sure you have:

• A Rootly account with admin permission to manage integrations
• A Quip account with permission to create API keys in the Quip admin portal
• Access to admin.quip.com

We recommend installing with a dedicated service account so the integration does not break if an individual user leaves your organization.

Installation

1. Create a Quip API key

   Go to admin.quip.com and navigate to Settings > Integrations.

   

   Create a new API key with the following settings:

   • Permissions: USER_READ and USER_WRITE
   • Redirect URI: https://rootly.com/auth/quip/callback

   

   Copy the Client ID and Client Secret after creating the key — you will need both to complete the setup in Rootly.

2. Open the Quip integration in Rootly

   Navigate to the integrations page in Rootly and select Quip.

   
3. Enter your Quip credentials

   Paste the Client ID and Client Secret from Quip into the Rootly integration settings and save.

   

   Once saved, the Create a Quip Page and Update a Quip Page workflow actions are available in your Genius workflows.

Workflow Actions

Create a Quip Page

This action creates a new Quip document in a specified folder.

Parent Folder The Quip folder where the document will be created. Leave blank to create in your private folder.

Title The title of the Quip document. Defaults to {{ incident.title }}. Supports Liquid syntax.

Use the Incident Variable Explorer to preview what Liquid variables return for your incidents.

Quip Template Optionally select an existing Quip document to use as a starting template. The new document will be based on the content of the selected template.

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. 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.

Update a Quip Page

This action updates an existing Quip document with new content.

File ID The Quip thread ID of the document to update. Supports Liquid syntax.

When a Create a Quip 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 content to append to the document. Supports Liquid syntax.

Quip Template / Retrospective Template Re-render the document body using a Quip template or Rootly retrospective template.

Uninstall

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