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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, 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

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

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