Secret Management

Overview

Secret Management allows you to securely store sensitive keys and variables in Docsumo and reuse them across workflows. This helps you avoid hardcoding credentials inside blocks while building safer, cleaner, and more maintainable integrations.

Secrets can be used directly inside blocks such as External API and Python Code, making it easy to manage authentication tokens, API keys, and other confidential values centrally.



Creating a Secret

  1. Navigate to Settings → Secrets.
  2. Click Add Secret.
  3. Enter a Secret Name (for example, API_Key or ID_Key).
  4. Enter the Secret Value.
  5. Save the secret.

Once saved, the secret value is masked and securely stored.


Managing Secrets

From the Secrets page, you can:

  • Edit existing secrets
  • Copy secret names for reuse
  • View or hide secret values
  • Delete secrets when no longer needed

All secrets are stored securely, and access is restricted based on workspace permissions.


Using Secrets in Workflows

Secrets can be referenced inside workflow blocks.

External API Block

Use secrets in:

  • Authorization headers
  • Request headers
  • Request body

Example:

  • Authorization: Bearer {{secrets.API_Key}}

Python Code Block

Access secrets inside your Python logic for authentication or configuration without hardcoding values.

Example:

  • Use secrets.API_Key as part of your request or processing logic.

Example Use Case

Secure third-party API integration

Store your external service API key as a secret and reference it in External API or Python Code blocks. If the key changes, update it once in Secret Management and all workflows automatically use the latest value—no need to edit individual blocks.


Best Practices

  • Use descriptive secret names (for example, Stripe_API_Key, CRM_Token).
  • Never hardcode credentials directly inside prompts or code.
  • Rotate secrets periodically for improved security.
  • Remove unused secrets to keep your workspace clean.

Secret Management ensures your workflows stay secure while enabling powerful integrations across Docsumo.

Need Help?

If you face any issues or have feedback, reach out to our support team at [email protected] or use the in-app chat.