Templates

Operations

Turn incidents into learning

Use Template

By Nalvin

Use Template

Description

Nalvin helps you write a root cause summary (RCA) that is concise, actionable, and easy to share. It captures what happened, why it happened, contributing factors, what changed, and what will prevent recurrence. If you want, Nalvin can publish the RCA to Notion or Confluence and link it back to the relevant tickets after you confirm.

Supported Integrations

Templates are flexible by default. Nalvin automatically picks the right integrations based on what you’ve connected.

Asana

ClickUp

Monday

Trello

Google Docs

Notion

Shortcut

Linear

Microsoft Teams

Confluence

Jira

Slack

How to best use this template

Below are a few tips & tricks from the Nalvin team to get the most out of this template.

Keep the timeline tight

Ask Nalvin to focus on the key timeline milestones (detection, mitigation, resolution). A tight timeline makes the RCA readable and avoids noise.

Separate root cause from contributing factors

You can level this up by forcing a clear distinction: the root cause explains the failure, while contributing factors explain why it wasn’t caught sooner.

Make actions specific and owned

An RCA only matters if it changes behavior. Ask Nalvin to list action items with an owner and success criteria (best-effort).

Avoid blame; focus on systems

Use language that targets process and system improvements. This increases adoption and reduces defensiveness.

Publish and link for discoverability

If your team uses docs as the source of truth, publish the RCA to Notion/Confluence and link it in the incident ticket. This keeps learning accessible.

Keep the timeline tight

Ask Nalvin to focus on the key timeline milestones (detection, mitigation, resolution). A tight timeline makes the RCA readable and avoids noise.

Separate root cause from contributing factors

You can level this up by forcing a clear distinction: the root cause explains the failure, while contributing factors explain why it wasn’t caught sooner.

Make actions specific and owned

An RCA only matters if it changes behavior. Ask Nalvin to list action items with an owner and success criteria (best-effort).

Avoid blame; focus on systems

Use language that targets process and system improvements. This increases adoption and reduces defensiveness.

Publish and link for discoverability

If your team uses docs as the source of truth, publish the RCA to Notion/Confluence and link it in the incident ticket. This keeps learning accessible.