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Playbook level variables

Updated over 4 months ago

Customizing variables across multiple demos just got a whole lot easier.

If you’ve ever worked with multiple demos in a single playbook — and found yourself manually editing the same variable (like a company name, region, or product line) over and over again — this new feature is for you.

Introducing Playbook-Level Variables: a simple, centralized way to manage shared values across all demos in a playbook. One change, and you’re done.

Why?

Before, if a value appeared in three, five, or even ten different demos within a playbook, you’d have to find and update it manually in each demo — time-consuming and prone to mistakes.

Now, shared values appear in a dedicated tab, where you can:

  • Instantly see which variables are shared and how many times they appear

  • Hover over a usage count to preview where exactly each variable is used

  • Edit once and apply across the board — no guesswork, no repetition

How It Works?

  1. Start a demo and open the "Give a Demo" > customization modal

  2. Click the new "Shared Variables" tab

  3. Edit the value(s) you want to change

  4. Click "Apply Changes" to update them across all demos in the playbook

More to know:
Next to each variable:

  • You’ll see a usage count (e.g., "3") in a small pill

  • Hover over the pill to open a popup showing every location and current value

Notes & Edge Cases

  • If a variable displays “multiple values” in the input field, it means different demos currently use different values for that variable. Changing it will overwrite all of them with the new, unified value.

  • If you make a change to a shared variable within a specific demo tab, that change will override the global value — for that demo only. This gives you both control and flexibility.

This feature helps you save time, stay consistent, and customize more confidently — especially when dealing with repeatable fields across large playbooks.

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