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What are placeholders and how to use them in the Workflow Builder?

In the Agentic AI Workflow Builder, you can use placeholders to automatically insert data like name, location, or job title from earlier steps. This allows you to send dynamic, personalized messages without manual input.

Updated over a month ago

What is a placeholder?

A placeholder is a variable that the AI fills in using data from a previous step. Examples:

  • Candidate’s first name

  • Job location

  • Lead’s email address

How to add a placeholder

  1. Go to the input field of a step where you’re writing a message or prompt (e.g. “WhatsApp message” or “Send email”).

  2. Click the plus icon (+) next to the field.

  3. A dropdown will appear with available variables.

  4. Select the variable you want to use, such as Job title or Lead’s full name.

  5. The placeholder will appear as a grey chip and will be filled in automatically when the workflow runs.

First: fetch the data

Placeholders are only available if you’ve added a step earlier in the flow to retrieve the required data.

Examples:

  • Want to use {job location}? Add a “Fetch vacancies” step first.

  • Want to use {email address}? Make sure you’ve added a “Source candidates” step.

Example sentence with placeholders

“Hi {first name of lead}, I saw your profile and thought you’d be a fit for the {job title} position in {job location}.”

The workflow will insert the real values automatically when it sends the message.

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