Environment Variables

Define a value once and reference it in any action field, across every workflow in your organization. Instead of retyping the same API base URL, ICP description, or email signature into every action, you create a variable and drop it into the field as a chip. Change the value in one place and every workflow picks it up.

Careful

These are variables, not secrets. Values are plain text, everyone in your organization can read them, and they print into any workflow output that references them. Use Connections for real credentials.

One wording note before you start: an action's / picker files these under Environment rather than under their full name. It is the same thing.

1. Variables are not secrets

A variable's value is stored as plain text. There is no encryption and no per-person access control: if someone is in your organization, they can get to every value.

There are four ways to read one:

HowWho can do it
The Environment Variables tabEvery member. Organization values are shown right there, behind one click of the eye icon.
A workflow's outputAnyone who can open the workflow. The chip is swapped for the real value before the action runs, so the value sits in the cell.
A Formatter, an HTTP action, or an AI promptAnyone who can edit a workflow. Reference the variable in any action that echoes its input and the value prints straight into a column.
Anywhere the workflow sends dataThe value travels with the payload, into Google Sheets, your CRM, an outbound HTTP request, an export.

One sharp edge: a Member variable resolves to the workflow owner's value. So a teammate who can edit a workflow you own can print your value, even though their own Environment Variables tab never shows it to them.

The masking is worth understanding. Values render as dots with an eye icon to reveal them, which stops someone reading a value over your shoulder on a screen share. It is not access control, and it only ever applies to the settings screens, never to a workflow's output.

Good things to put in a variable: base URLs and account IDs, ICP and persona descriptions, tone-of-voice and prompt fragments, per-rep email signatures, per-workflow constants. Anything you would otherwise paste into twenty actions and then have to update in twenty places.

2. How variables work

Every variable has a scope, which is the axis its value varies along. Scope belongs to the variable itself, not to the value, and it is fixed once the variable is created. Exactly one value applies per run: there are no fallbacks and no precedence chain.

ScopeOne value per...Which value a run usesSet where
Organizationyour whole orgthe org valueSettings → Environment Variables
Workflowworkflow, shared by all its sheetsthe value set on the workflow that's runningSheet Settings → Environment Variables
Memberteam memberthe workflow owner's valueSettings → Profile → My variables

For example: one API Base for the whole organization, a different ICP Description inside each workflow, and each rep's own Signature.

Good to know:

  • Member scope follows ownership, not who pressed Run. If Alice owns a workflow and Bob runs it, the workflow still uses Alice's value, so the same workflow cannot produce different output depending on who triggered it.
  • Every variable has a key, a lowercase slug shown in grey under its name (API Base becomes api_base). It is generated once and never changes.
  • Renaming is always safe. Workflows reference a variable by its identity rather than its name, so nothing breaks.

3. Create a variable

Go to Settings → Environment Variables. Every member can open this tab.

Opening Settings and switching to the Environment Variables tab, which lists each variable with its key, scope pill and masked value

  1. Click Add variable. A draft row appears at the top of the table.
  2. Enter a Name, for example API Base. The grey line underneath reads "Token generated on save".
  3. Pick a Scope. Only organization leads see Organization in the list; members can create Workflow and Member variables.
  4. Enter a Value if you like. The field is only enabled for Organization scope. The other two are set in context later, and the field reads "Set later, in context".
  5. Click Save. Pressing Enter, or clicking outside the whole draft row, also saves.

The draft row with the Scope dropdown open, showing the Organization, Workflow and Member options

Editing a value

At rest a value is a read-only span, so a stray click cannot change it.

  • Pencil: opens the value for editing. It is the only way in.
  • Eye: reveals or re-hides the value.
  • Save: appears only once the value actually differs from what is stored.
  • Escape or the : discards the edit and leaves the row alone.
  • An emptied field: clears the value on save. The variable itself stays, and any workflow referencing it fails that cell until a value is set again.

A row in edit mode, showing the text input alongside the eye, Save and dismiss controls

Notes on the other two scopes:

  • A Workflow row shows "Set per workflow · N set" instead of a value. That is a pointer, not a control. Set the value from inside the workflow.
  • A Member row edits your own value, and only ever your own.

The footer counts your variables against the organization limit of 100.

4. Use a variable in an action

  1. Open any workflow and open an action's configuration.
  2. Click into a text field and type /.
  3. Scroll to the Environment group. It is always last, below the upstream actions' outputs.
  4. Pick your variable. A chip is inserted, printed as Environment => API Base.

Typing slash in an action field, scrolling to the Environment group, and picking a variable so its chip lands in the field

That is the whole integration. The chip behaves like any other variable chip: it survives save and reload, and it works mid-sentence, inside a JSON body, inside a prompt, and inside a Data Formatter expression. Quoting and escaping are handled for you in all four.

When the workflow runs, the chip is replaced with the real value just before the action executes, so the expanded cell shows the resolved value rather than the chip.

5. Set a value for one workflow

Workflow variables get their value from inside the workflow that uses them.

  1. Open the workflow and click the gear icon in the top right to open Sheet Settings.
  2. Click Environment Variables in the left rail. The number beside it is how many workflow variables your organization has.
  3. Each row is one variable and its value for this workflow, with the same pencil, eye and Save controls as the registry.

Opening Sheet Settings from the gear icon, selecting Environment Variables in the left rail, and adding a variable with its value for this workflow

Careful

Two things catch people out here. Each row saves on its own, so the modal's footer Save settings button does not save variables. And the sheet selector at the top changes nothing on this panel, because every sheet in the workflow shares one value.

Organization leads can also create a variable without leaving the workflow: click Add variable, enter a name and an optional value, then Add. The variable is created for the whole organization, and only its value is scoped to this workflow. Members create it from Settings → Environment Variables with scope Workflow, then set the value here.

6. Set your own value

Member variables are personal. Two places set yours, and both do the same thing:

  • Settings → Profile → My variables: every Member variable in one list, with a single Save for the section.
  • Settings → Environment Variables: the Value cell on a Member row edits your own value inline.

Remember that a workflow uses its owner's value. If a teammate's workflow is producing your signature instead of theirs, check who owns the workflow.

7. Rename or delete a variable

Renaming is safe at any time. Hover a row in Settings → Environment Variables, edit the name inline, and click away.

Deleting is not safe: every action field that references the variable starts failing that cell. Hover the row, click Delete, read the amber confirmation, then click Delete permanently. The name and key become reusable straight away.

8. Where variables do not work

Variables fill in action fields only. They are deliberately unavailable everywhere else, and the picker hides them there so you cannot pick one by mistake.

PlaceWorks?Why
Action configuration fieldsYesThe one supported use.
Run conditions, path conditions, edge conditions, filtersNoConditions are evaluated before values are filled in, so a variable could never resolve there.
AI action configuration and the AI workflow builderNoThe assistant is never shown your variables. It would put one in a model prompt and send the real value to a third party. Insert the chip yourself afterwards.
Automatic field mappingNoVariables are excluded from automatic field matching.

9. Who can do what

Roles are member and organization lead. Scope decides who owns a variable: an Organization variable is org configuration, a Workflow variable belongs to the workflow, and a Member variable belongs to whoever created it.

ActionMemberOrganization lead
See every variable and every valueYesYes
Create an Organization variableNoYes
Create a Workflow or Member variableYesYes
Rename or delete an Organization variableNoYes
Rename or delete a Workflow variableYesYes
Rename or delete a Member variableCreator onlyYes
Set the Organization valueNoYes
Set a Workflow valueYes, for workflows you can openYes
Set your own Member valueYesYes
Set another member's valueNoYes

Frequently asked questions

Creating and editing

QuestionAnswer
Are variables actually secret?No. Values are stored in plain text, every member of your organization can read them, and they appear in the resolved cell output when a workflow runs. The masking and the eye toggle are shoulder-surfing protection only. Use Connections for real credentials.
Can I change a variable's scope after creating it?No. Scope is fixed at creation, because changing it would silently change which value every existing reference resolves to. Create a new variable with the scope you want and swap the chips over.
Will renaming break my workflows?No. Workflows reference a variable by its identity, not its name. The grey key underneath the name never changes either.
How do I remove a value without deleting the variable?Clear the field and save. The variable stays, but any workflow referencing it fails that cell until a value is set again.
Is there a limit?100 variables per organization, and 32,768 characters per value. The footer shows your count.
Why can't I create an Organization variable?Only organization leads can, because its value is used by everyone's runs. Members can create Workflow and Member variables.
Why is there no Add variable button in Sheet Settings?Creating a variable from inside a workflow is limited to organization leads. As a member, create it in Settings → Environment Variables with scope Workflow, then set its value in Sheet Settings.

Using variables in workflows

QuestionAnswer
How do I insert a variable?Type / in any action field and pick from the Environment group at the bottom of the menu. A chip is inserted, and it fills in with the real value when the action runs.
My variable isn't in the picker.Check whether the field is a run condition, path condition, or filter, because variables are excluded there by design. If it is an ordinary action field, refresh the page: the list loads once when your organization resolves.
Can I type the reference by hand instead of using the picker?No. Use the picker. It inserts the real reference, and text that merely looks like one will not resolve.
Can the AI assistant use my variables?No, deliberately. A variable in a model prompt would send the real value to a third party, so assistants are never shown them. Insert the chip yourself after the assistant is done.
Do variables slow my runs down?No. A workflow with no variable references does no extra work at all.

Values and scope

QuestionAnswer
I changed a value but the run used the old one.Value changes reach running workflows within 60 seconds. Wait a minute and re-run.
Does each sheet get its own Workflow value?No. Every sheet in a workflow shares one value. The sheet selector in Sheet Settings does not change which variable you are editing.
Whose value does a Member variable use?The workflow owner's, never the person who pressed Run. So the same workflow always produces the same output regardless of who triggers it.
A teammate's workflow is using my value instead of theirs.They own it, or you own it and they ran it. Check who owns the workflow, because that is whose value applies.
Can I set a value for another team member?Organization leads can, but there is no UI for it yet. Ask the member to set it themselves in Settings → Profile → My variables.
Can other people see the value I set for myself?Not in the Environment Variables tab, which only ever shows you your own. But anyone who can edit a workflow you own can print it, as described in section 1.

Errors

MessageWhat to do
"Unknown variable ... it may have been deleted."The variable the chip points at was deleted. Remove the chip, or recreate the variable and insert it again. Only the cells that reference it fail, and the rest of the run continues.
"Variable X has no value set for this workflow."Nothing is set at the point the workflow needs. Organization scope: set it in Settings → Environment Variables. Workflow scope: set it in Sheet Settings for that workflow. Member scope: the workflow's owner must set their own value in Settings → Profile.
"A variable with the key ... already exists."Another variable produces the same key. Pick a different name.
"This organization already has the maximum of 100 variables."Delete variables you no longer use.
"Value exceeds the maximum length of 32768 characters."Shorten the value.
"... has no letters or digits to build a key from."The name is punctuation only. Use letters or digits.
"Only an organization lead can ..."The action is restricted to leads. Ask a lead, or use Workflow or Member scope instead.
"You do not have access to that workflow."You are setting a value on a workflow you cannot open. Ask its owner to share it with you.
"Only the member who created this variable can manage it."Member variables can only be renamed or deleted by their creator, or by an organization lead.