Using Variables in Your Workflow
Variables help you create dynamic content in your internal workflows. They let you reference information collected in input fields throughout your workflow steps.
How Variables Work
When you add an input field to your workflow, it creates a variable you can use in later steps. For example:
1. Add a "Project Name" input on step one
2. Use {Project Name} in later steps to reference what was entered
Adding Variables to Your Content
There are three ways to add variables to your workflow content:
• Type { to see a list of available variables
• Press / and choose scroll down to see all available variables
• Click the + menu and select "Add Variable"
Types of Variables
Different types of inputs create different types of variables:
• Text: For names, descriptions, and other written information
• Numbers: For budgets, quantities, and other numerical values
• Multiple Choice: For selecting from preset options
Best Practices
Follow these tips for using variables effectively:
• Use clear, descriptive names for your input fields
• Test your workflow to make sure variables display correctly
• Consider adding default values for optional fields
• Use variables to make instructions clearer and more specific
Common Examples
Here are some practical examples of using variables in workflow steps:
• "Review the {Project Type} requirements document"
• "Prepare quote based on scope: {Project Scope}"
• "Set up project tracking for {Department} team"
• "Update task status in {Project Management Tool}"