Utility Variables provide access to metadata about your current Workflow execution, allowing you to reference information about the run, the user who triggered it, and the Workflow itself.
These variables are particularly useful for personalizing outputs, creating audit trails, sending notifications, and implementing conditional logic within your automations.
How to access Utility Variables
Reference variables in actions and prompts: When configuring an action or prompt in your Workflow, you can reference variables by typing "#" or clicking "Insert Variable".
For more information on referencing variables in general, see the Referencing variables article.
Navigate to Utilities: In the variable selector dropdown, you'll see a "Utilities" option alongside your trigger inputs and action outputs. Hover over "Utilities" to expand the available utility variables.
Select your desired variable: Choose from the available Utility Variables to insert into your action or prompt. The variable will be automatically formatted with the proper syntax.
Available Utility Variables
Utility Variables are organized into three main categories:
Workflow Run
ID: The unique identifier for the current Workflow execution
Link: A direct URL link to view the current Workflow run in Cassidy
Started At Date (UTC): The date when the Workflow run began, formatted in UTC
Started At Date & Time (UTC): The complete timestamp (date and time) when the Workflow run started, in UTC format
Is Test Run: A boolean value indicating whether this is a test execution or a live run
Run by User
Name: The full name of the user who initiated the Workflow
Email: The email address of the user who triggered the Workflow
Role: The organizational role (Member/Admin) of the user who started the run
Workflow
Name: The display name of the current Workflow
Link: A direct URL link to the Workflow configuration page in Cassidy
ID: The unique identifier for the Workflow itself (not the specific run)
Example usage
Utility Variables are commonly used for:
Personalization: Include the user's name in email outputs or customize content based on their role
Logging and audit trails: Include run IDs and user information in output files for tracking and compliance
Notifications: Send alerts that include details about who ran the Workflow and when
Conditional logic: Use "Is Test Run" to behave differently during testing versus live execution
Workflow management: Include Workflow names and links in reports or communications for easy reference
By leveraging Utility Variables, you can create more robust and informative Workflows that provide better tracking, personalization, and context awareness throughout your automation processes.