Rootly Workflows

Rootly Workflows

Overview

Rootly workflows automate repetitive incident response tasks. Each workflow consists of a trigger (what starts it), conditions (when it should run), and actions (what it does). Workflows can create Slack channels, page on-call, update status pages, create Jira tickets, send notifications, and more -- all automatically when incidents match specific criteria.

Anti-triggers

"Workflow" means automation inside Rootly, fired by incident events. Several neighbouring things share the word.

• Claude Code automation — subagents under agents/*.md and slash commands under commands/*.md are plugin authoring concerns, not Rootly resources. Nothing in this skill configures Claude.
• PSA workflow rules — ticket routing, board automation, and notification rules inside a PSA are connectwise-psa-tickets, halopsa-tickets, or autotask-tickets.
• PagerDuty's automation — event orchestrations and incident workflows are a separate product surface; use pagerduty-incidents and pagerduty-alerts.
• RMM scripts and scheduled jobs — running a script on an endpoint is datto-rmm-jobs, not a Rootly action.
• What a workflow did on a specific incident — execution history is read from the incident; use rootly-incidents.

Key Concepts

Workflow Components

• Trigger -- The event that starts the workflow (incident created, severity changed, status updated)
• Conditions -- Filters that determine if the workflow runs (severity >= SEV1, specific service, production environment)
• Actions -- What the workflow does when triggered (create channel, page team, post update)

Trigger Types

Action Types

Condition Types

API Patterns

List Workflows

rootly_list_workflows

Parameters:

• enabled -- Filter by enabled/disabled status

Example response:

{
  "data": [
    {
      "id": "wf-001",
      "type": "workflows",
      "attributes": {
        "name": "SEV0 Auto-Response",
        "description": "Create war room and page on-call for critical incidents",
        "enabled": true,
        "trigger": "incident_created",
        "conditions": [
          { "field": "severity", "operator": "eq", "value": "sev0" }
        ],
        "actions": [
          { "type": "create_slack_channel" },
          { "type": "page_on_call", "target": "platform-team" },
          { "type": "create_zoom_meeting" }
        ],
        "last_triggered_at": "2026-03-25T08:00:00Z",
        "trigger_count": 12
      }
    }
  ]
}

Get Workflow Details

rootly_get_workflow

Parameters:

• workflow_id -- The workflow ID

Create Workflow

rootly_create_workflow

Parameters:

• name -- Workflow name (required)
• description -- What the workflow does
• trigger -- Trigger event type
• conditions -- Array of condition objects
• actions -- Array of action objects
• enabled -- Whether to enable immediately

Update Workflow

rootly_update_workflow

Parameters:

• workflow_id -- The workflow ID
• name -- Updated name
• conditions -- Updated conditions
• actions -- Updated actions

Enable/Disable Workflow

rootly_enable_workflow
rootly_disable_workflow

Parameters:

• workflow_id -- The workflow ID

Common Workflows

Review Automation Coverage

1. Call rootly_list_workflows to get all workflows
2. Map workflows to trigger types and services
3. Identify critical services without automated response
4. Check for disabled workflows that should be active
5. Verify action targets (Slack channels, on-call schedules) are current

Create SEV0 Auto-Response Workflow

1. Create workflow with trigger incident_created
2. Add condition: severity equals SEV0
3. Add actions: create Slack channel, page on-call, create Zoom meeting
4. Add action: update status page with "investigating" status
5. Enable the workflow

Audit Workflow Effectiveness

1. List all workflows with trigger counts
2. Identify workflows that never fire (stale or misconfigured)
3. Identify high-frequency workflows (potential noise)
4. Review action success rates
5. Optimize conditions to reduce false triggers

Error Handling

Workflow Not Found

Cause: Invalid workflow ID or workflow deleted Solution: List workflows to verify the correct ID

Invalid Trigger Type

Cause: Trigger type doesn't match valid options Solution: Use one of the documented trigger types

Action Failed

Cause: External integration (Slack, Jira, PagerDuty) returned an error Solution: Check integration credentials and permissions; review workflow logs

Best Practices

• Always test workflows with a non-production incident before enabling
• Use specific conditions to avoid workflows firing on every incident
• Name workflows descriptively (e.g., "SEV0 Production - Page Platform Team")
• Monitor workflow trigger counts to detect misconfiguration
• Disable rather than delete workflows you might need again
• Document the purpose of each workflow in the description field
• Chain workflows carefully to avoid circular triggers

Related Skills

• api-patterns - Pagination and error handling
• incidents - Incidents that trigger workflows
• services - Service-based workflow conditions
• alerts - Alert-triggered workflows
• postmortems - Postmortem-triggered workflows