Storydoc variables. More than 50 ready-made variables, grouped as Prospect, Company, Sender, Organization, Proposal / Deal, Product, AI Content, Media, Social Proof, Content, Time / Date, Date Operations and Design.

Profile variables. Details about the sender and their organization, such as name, role, calendar link and logo. They fill in automatically.

Custom variables. Your workspace's own variables. Create them with Add variable in the variable panel, or on the Variables page under Libraries.

Integrations. When HubSpot or Fathom is connected, their fields appear in their own tab.

Tabs.Storydoc holds the built-in variables and Custom holds your workspace's own. HubSpot and Fathom tabs appear when those integrations are connected.

Categories. Hover a category to see its variables. Recently used lists the last five you inserted. Search finds a variable by name across every category.

Variables. The icon shows the type: Aa for text, a picture for images, and so on. A crown means the variable needs a higher plan.

Add variable creates a new custom variable without leaving the editor. Manage variables opens the Variables page.

In text you are editing, it goes in at your cursor.

On a selected text element, it's added at the end of the text.

On a matching element, it attaches to that element. For example, an image variable attaches to a selected image, and a data variable to a selected table or chart.

On anything else, a new element of the right kind is added below your selection.

Over text or a table cell, a cursor shows exactly where the pill will land.

Over a matching element, such as an image variable over an image, the variable attaches to it.

Into a gap between elements, a new element is created there.

Keep typing to filter the list.

Use ↑ and ↓ to move, and Enter or Tab to insert.

Press Esc to cancel. This also removes the {{ you typed.

In your story, a pill shows the variable name, for example {{company}}. In a version, it shows that recipient's value.

A pill acts like one character. Backspace or Delete removes the whole pill, and you can't place the cursor inside it.

Formatting applies to the whole pill. Bold, italic and text color work as usual.

Copying and pasting keeps pills. Pasting text that contains {{key}} turns it into a pill.

Click a pill once to select it. Click it again to open its settings: the format and offset for a date, or the value when you're editing a version.

Buttons. Select a button and open Variables in its toolbar. You can link a variable to each button's Link and Text.

Accept buttons and tab titles also have a Variables item, which adds the variable to the end of the label.

Colors. A button's color picker has a Variables section that lists your Color variables. Click one to use it, and click it again to remove it. Dividers have a Bind to variable button.

Today, Current date, Current month and Current year always use today's date, so senders don't fill them in.

Every other date is picked once by the sender when they create a version, even if you use it several times with different offsets.

Use variables that are already in the story. Number and Input variables work, as do built-in, HubSpot and Fathom values.

× and ÷ are worked out before + and −. Parentheses aren't supported, and a formula can't use another formula.

Currency signs, thousands separators and units are ignored, so $1,200 counts as 1200. Use a dot for decimals; 12,5 isn't understood.

If a value is missing, the pill keeps showing calculation. Dividing by zero gives an empty result.

To edit a formula, select its pill and click Formula again. Your last ten formulas are listed under Recently created.