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, or webhook-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
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 |
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
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