Shortcut

Connect Rootly with Shortcut to automatically create and update stories and tasks from incidents, keeping engineering work and incident follow-up in sync.

Introduction

The Shortcut integration connects Rootly with your Shortcut workspace so teams can automatically create and update stories through Genius workflows. Stories can be assigned to projects, epics, groups, owners, and workflow states — all driven by incident data.

With the Shortcut integration, you can:

• Automatically create Shortcut stories when incidents are declared or reach a certain state
• Create tasks within a Shortcut story to track action items
• Update story title, description, archivation status, and owner as incidents evolve
• Assign stories to epics, groups, and workflow states

Before You Begin

Before setting up the integration, make sure you have:

• A Rootly account with admin permission to manage integrations
• A Shortcut account with access to the workspace you want to use
• A Shortcut API token

To generate a Shortcut API token, go to your Shortcut profile settings at Settings > API Tokens > Generate Token.

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

Installation

1. Open the Shortcut integration in Rootly

   Navigate to the integrations page in Rootly and select Shortcut.

   
2. Enter your Shortcut API token

   Paste your Shortcut API token into the API Key field and select Connect.

   

   Rootly validates the token against the Shortcut API. Once connected, the installation is complete.

   After installation, the Create a Shortcut Story, Create a Shortcut Task, Update a Shortcut Story, and Update a Shortcut Task workflow actions are available in your Genius workflows.

Workflow Actions

Create a Shortcut Story

This action creates a new story in Shortcut.

Field	Description	Required
Name	Display name for this workflow action
Workflow State	The workflow state to place the story in (e.g. Unstarted, In Progress)	Yes (if no Project)
Project (deprecated)	Shortcut project to associate with. Prefer Workflow State for new configurations
Group	Shortcut team (group) to associate the story with
Epic	Shortcut epic to associate the story with
Kind	Story type: bug, chore, or feature	Yes
Title	Story title. Defaults to {{ incident.title }}. Supports Liquid	Yes
Description	Story description. Supports Liquid
Assigned Owner	Shortcut member to assign as the story owner
Due Date	Story due date. Supports Liquid
Archivation	Whether to archive the story. Auto mirrors the incident or action item status	Yes

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Create a Shortcut Task

This action creates a task within an existing Shortcut story.

When a Create a Shortcut Story action runs, Rootly stores the resulting story ID on the incident record. Reference it in subsequent task actions using Liquid variables.

Field	Description	Required
Name	Display name for this workflow action
Parent Story ID	Shortcut story ID to create the task under. Supports Liquid	Yes
Description	Task description. Supports Liquid	Yes
Completion	Task completion status. Auto mirrors the incident or action item status	Yes
Assigned To	Shortcut member to assign the task to

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Update a Shortcut Story

This action updates an existing Shortcut story.

Field	Description	Required
Name	Display name for this workflow action
Story ID	Shortcut story ID to update. Supports Liquid	Yes
Title	Updated story title. Supports Liquid. Leave blank to keep existing
Description	Updated story description. Supports Liquid
Epic	Updated epic association
Assigned Owner	Updated story owner
Due Date	Updated due date. Supports Liquid
Archivation	Updated archivation status	Yes

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Update a Shortcut Task

This action updates an existing task within a Shortcut story.

Field	Description	Required
Name	Display name for this workflow action
Parent Story ID	Shortcut story ID containing the task. Supports Liquid	Yes
Task ID	Shortcut task ID to update. Supports Liquid	Yes
Description	Updated task description. Supports Liquid
Completion	Updated completion status	Yes
Assigned To	Updated assignee

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Troubleshooting

Stories are not being created

Confirm the API token is valid and belongs to a user with access to the target workspace. Re-entering the token in the integration settings will revalidate it. Also verify that either a Workflow State or Project is selected in the workflow action — one of these is required.

The workflow state or project is not appearing in the dropdown

Shortcut loads available workflow states and projects from your authorized workspace. If your workspace has recently changed, try reconfiguring the workflow action to refresh the available options.

Uninstall

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