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[DOCS-15280] Document postmortem generation with Workflow Automation - #39975

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Add the Generate postmortem workflow action as a generation path, and note that AI-generated template variables populate only for postmortems generated from the Post-Incident tab.

https://datadoghq.atlassian.net/browse/DOCS-15280

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Add the Generate postmortem workflow action as a generation path, and
note that AI-generated template variables populate only for postmortems
generated from the Post-Incident tab.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
@estherk15
estherk15 requested a review from a team as a code owner September 15, 2026 20:52
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@buraizu buraizu left a comment

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Looks good overall, left one minor suggestion and a question

Comment on lines +53 to +59
### Generate a postmortem with Workflow Automation

You can also generate a postmortem from a [workflow][5] using the **Generate postmortem** action. The action takes an incident and a postmortem template, and attaches the resulting postmortem to that incident. Use this path to create postmortems as part of an automated post-incident process, such as after an incident moves to resolved.

<div class="alert alert-warning">The AI-generated variables available to postmortem templates, such as <code>{{incident.ai_summary}}</code>, populate only for postmortems generated from the <strong>Post-Incident</strong> tab. A postmortem generated through the <strong>Generate postmortem</strong> workflow action renders these variables empty. To include AI-generated content, generate the postmortem from the <strong>Post-Incident</strong> tab.</div>

For the full list of variables available to postmortem templates, see [Templates][4] and [Incident variables][6].

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Just flagging that the new Generate a postmortem with Workflow Automation section is placed after the After generating a postmortem content and right before View and edit a postmortem. Do you think it might be helpful for readers if both generation options are covered before moving on to After steps and viewing and editing options?


### Generate a postmortem with Workflow Automation

You can also generate a postmortem from a [workflow][5] using the **Generate postmortem** action. The action takes an incident and a postmortem template, and attaches the resulting postmortem to that incident. Use this path to create postmortems as part of an automated post-incident process, such as after an incident moves to resolved.

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Suggested change
You can also generate a postmortem from a [workflow][5] using the **Generate postmortem** action. The action takes an incident and a postmortem template, and attaches the resulting postmortem to that incident. Use this path to create postmortems as part of an automated post-incident process, such as after an incident moves to resolved.
You can also generate a postmortem from a [workflow][5] using the **Generate postmortem** action. The action takes an incident and a postmortem template, and attaches the resulting postmortem to that incident. Use this path to create postmortems as part of an automated post-incident process, such as after an incident is resolved.

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