Review, submit, and export a postmortem
Compare evidence, analyze a submitted version for runbooks, prepare revisions, and export a selected version.
On this page
Before you start
Intended audience
Incident owners and reviewers who finalize a postmortem.
Required permissions
You need permission to edit and submit the postmortem. Export access depends on the destination.
Prerequisites
- Open an incident with a postmortem document.
- Review new evidence before another submission.
Procedure
Review and submit
Step 1 of 7
Review the state
Review the saved status and selected version. Evidence changes compares current evidence with that version’s captured evidence. This comparison does not edit the document.
Step 2 of 7
Edit the document
Select Edit document. Address unsupported claims and open review feedback.
Step 3 of 7
Submit the revision
Select Submit changes. Tellagen adds the revision under Versions.
Step 4 of 7
Analyze for runbooks
Select Analyze for runbooks for an existing version. Copy its instructions into your local assistant. Analysis returns candidates or a zero-candidate reason without changing the document.
Step 5 of 7
Prepare a revision
Prepare a revision from the saved draft and selected evidence. Review the proposal before Apply to working draft. Use Submit changes separately to create a submitted version.
Preserve and export
Step 6 of 7
Review versions
Open Versions. Select the immutable version you need before exporting. Historical assistant versions keep their original kind. Review the working draft and submit it as a new version.
Step 7 of 7
Open the export menu
Select Export to…. PDF and Markdown + media are available. You cannot select an item marked Coming soon. A connected destination is available only when the menu enables it.
You are done when…
The postmortem retains immutable submitted versions. Evidence comparison, runbook analysis, and revision proposals remain separate operations.
Troubleshooting
Submission is blocked.
Confirm the document is not empty, wait for Saved draft, and check your edit permission. Missing or unreviewed sections do not block submission.
The exported content is missing evidence.
Confirm the evidence is attached to timeline events and included in the submitted version before exporting again.
The assistant tools are unavailable.
Update your local Tellagen MCP server to support protocol 2. Use the operation-specific instructions. Do not use legacy generation as a substitute.
A connected export destination is unavailable.
Use PDF or Markdown + media. An unavailable destination does not change the submitted version. Ask a workspace manager to review the integration. Do not retry an item marked Coming soon.