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January 4, 2024

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Smart Defaults for Slack Configuration

Smart Defaults for Slack Configuration

🤓 Smart Defaults for Slack Configuration

Setting up your Slack integration is the first thing we recommend for new Rootly customers. Rootly is ready to go, right out of the box, with built-in industry best practices for super simple, enterprise-ready incident management. We’re big on customization, so you can tweak your setup to suit your organization’s unique needs and processes—but wanting a tailored setup doesn’t mean you should have to start from scratch! Our guided self-serve onboarding helps you get up and running as quickly as possible, while allowing you to customize as you go. Here’s how we’re making this process easier using Smart Defaults:

  • We converted the existing set of default Slack Workflows into on/off toggle settings that you can access directly from your Slack Integration page. These come enabled by default for new users, so you can start using your Slack integration immediately.
  • We added some new options into the Slack Integrations settings, like the ability to auto-notify a specific group of users when channels will be auto-archived due to inactivity or after incident resolution.
  • You can now set your own Slack channel naming convention rules from the Slack Integration settings page.
  • We’ve added tooltips and education throughout the Slack Integration page to support new users through the setup process.
  • If you want to customize your Slack setup beyond the options provided as Smart Defaults in your Slack Integration settings, you can still create custom workflows for Slack using the Workflow Builder!

Here's a look at the Smart Reminders section of these Defaults:

Smart Reminders



For existing customers who have already set up their Slack integration, don’t worry—this update won’t mess with your existing workflows. You have access to the new Slack settings on your Slack Integration page, but they’re disabled by default so they don’t override or interfere with the workflows you have set up. If you prefer to manage your Slack automations directly from the new options in the Integrations page, you can enable them as you wish and disable any workflows that are no longer needed.

Here's a quick tour of the new Slack setup:


🌝 New & Improved

🆕 Custom forms can now be managed via the CustomForms API and rootly_custom_form resource in Terraform
🆕 Introduced a more user-friendly Slack Help modal. Use the /rootly help command to see the new interface!
💅 Unique IDs for each form field option is now displayed on the UI to help simplify Liquid syntaxing
💅 Implemented text wrapping on various pages (e.g. Services, Functionalities, etc.) to improve visual display on smaller screens.
🐛 Fixed inability to increment/decrement numeric fields by clicking up/down arrows on Slack modals.
🐛 Retrospective progress will automatically refresh following updates to each step. Users no longer have to force refresh to see the updated progress on retrospectives.

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👯‍♀️ On-Call Shadowing

🔌 Generic Webhook Alert Source

🔒 Lock Individual Workflows

🐦‍⬛ Round Robin Escalation Policies

🚨 Alert Sources

🔔 Configurable On-Call Shift Reminders

🪄 Dynamic Forms

🔐 Granular Role-Based Access Control Settings for On-Call

✉️ Emails as an On-Call Alert Source

🗓️ View Multiple On-Call Schedules Together

🤝 Partial Shift Overrides in Rootly On-Call

🏗️ Terraform + API Support for Rootly On-Call

🦉 Rootly x Thena Integration

🎬 New Full Platform Tour on Rootly.com

🔦 Drop-down Search in Escalation Policy Builder

🦊 GitLab Integration

Update Custom Incident Fields Using Workflows

🤖 Ask Rootly AI (+ More New AI Features!)

Rootly AI Editor: Fix Typos, Grammatical Errors, and Wordy Text Instantly

📊 Dashboard Sharing Permissions

✍️ Customize Your Wordbank for Automatic Incident Title Generation

🧠 Smart Defaults for Jira

🔌 The Rootly Plugin for Zendesk

🪄 Rootly Retrospectives

⚡ Command Palette: Lightning Fast Navigation with a Single Keyboard Command