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Your First Workflow

This guide walks you through creating, previewing, and running a workflow from scratch.

Step 1: Describe What You Want

In the chat panel, type a clear description of what you want to automate. Good prompts are specific about:

  • What data to work with (emails, contacts, spreadsheet rows)
  • Where to get it (Gmail, HubSpot, Google Sheets)
  • What to do with it (summarise, filter, send, create)
  • Where to send the result (Slack, email, Notion)

Example Prompts

Good prompts

  • "Every morning at 9am, fetch my unread Gmail messages from the last 24 hours and post a summary to #daily-digest in Slack"
  • "When I add a new row to my Google Sheet 'Leads', look up the company on the web and add a research summary to the Notes column"
  • "Check Twitter for mentions of 'GloriaMundo' and send me a Slack message if any have negative sentiment"

Vague prompts

  • "Automate my emails" — too vague, no specific action
  • "Do social media stuff" — no target platform or action
  • "Make things faster" — no concrete task

Step 2: Review the Generated Workflow

GloriaMundo generates a complete workflow and displays it as a visual graph in the editor panel. Each node represents a step.

[Screenshot needed: Generated workflow displayed as a visual graph in the editor panel]

Review the workflow to check:

  • Trigger — Is it manual, scheduled, webhook-triggered, or event-triggered?
  • Steps — Does each step do what you expect?
  • Connections — Are the right apps listed?
  • Data flow — Do steps pass data to each other correctly?

If something isn't right, describe the changes you want in the chat. For example:

"Change the trigger to run every weekday at 9am London time"

"Add a step to also save the summary to a Google Doc"

Step 3: Connect Required Apps

If your workflow uses external services (Gmail, Slack, Google Sheets, etc.), you'll need to connect them. The builder shows connection status for each step:

  • Green — Connected and ready
  • Red — Not connected, needs setup

Click a disconnected step to begin the OAuth flow. You'll be redirected to the app's authorisation page, then back to GloriaMundo.

Learn more about managing connections

Step 4: Preview with Virtual Run

Click Simulate to run a Virtual Run. This is GloriaMundo's "Glass Box" preview system:

  • READ operations (fetching emails, searching, reading spreadsheets) execute live so you see real data
  • WRITE operations (sending messages, creating records) are previewed without executing, so nothing is sent or created

The preview shows you:

  • Step-by-step results
  • Generated content (email drafts, summaries)
  • Warnings for any high-impact actions
  • Estimated cost

Learn more about Virtual Run

Step 5: Run for Real

Once you're happy with the preview, the toolbar button changes based on your trigger type:

Trigger Button What Happens
Manual Run Executes immediately
Scheduled (cron) Schedule Activates the schedule
Webhook Activate Enables the webhook endpoint
Event Activate Creates the event subscription and starts listening

Autonomy Toggle

Before running, you can set the autonomy mode:

  • Ask me first — Sensitive actions (sending emails, creating records) pause for your approval before executing
  • Run without asking — All actions execute automatically

Learn more about approvals

Step 6: Monitor and Review

After execution:

  • The Workflows page shows all your workflows and their run history
  • The Action Log shows detailed step-by-step execution results
  • Failed steps show error details and can be retried

Next Steps