Overview

Set Variables lets you store temporary data during task execution. Perfect for:
  • Temporary storage — hold data that doesn’t need to be in global context
  • Data passing — share information between different parts of your workflow
  • Variable updates — overwrite existing variables with new values
  • Clean organization — keep your workflow organized with named references
Variables are scoped to the current task and automatically cleaned up when the task completes.

Set Variable Action

  • What it does: Creates or updates a variable that can be referenced throughout your current task execution.
Setting variables for workflow organization

Inputs

  • Name: The variable name that will be used for referencing (becomes the reference key)
  • Value: The data to store — can be set manually, using prompts with context, or auto mode

Outputs

  • Variable Reference: The stored value can be referenced as an output in other actions
  • Updated Variable: If using the same name, it overwrites the existing variable
Pro tip: Rename the Set Variable action to the actual variable name (like “Set Customer ID”) for better organization when selecting output references from the menu.

When to Use Variables

Common Use Cases

  • Store important data before clearing context
  • Pass data between different workflow phases
  • Keep track of counters, IDs, or status values
  • Hold temporary calculations or processed results

Variable Updates

  • Use the same variable name to overwrite existing values
  • Update variables as your workflow progresses
  • Maintain state across different actions and conditions

Best Practices

Next Steps