Getting started

Learn the basics to start using Gloo Platform and create your first workflow.

What is Gloo Platform?

Gloo Platform is a visual automation platform that lets you build workflows by connecting blocks (nodes) without coding. You can capture data with forms, process it with logic and artificial intelligence, and perform actions like sending emails, generating PDFs, or connecting to external APIs.

Create your first workflow

  1. Open the editor — Go to the Flows section and click "New workflow".
  2. Add a trigger — Every workflow starts with a trigger (manual, form, scheduled, or webhook).
  3. Connect nodes — Drag blocks from the library and connect them together.
  4. Configure each node — Click on a node to open its configuration panel.
  5. Test — Use the "Test" button to run your workflow with sample data.
  6. Publish — When ready, publish your workflow to run it automatically.

Key concepts

  • Node — A block that performs a specific action (trigger, form, filter, email, etc).
  • Edge — The connection between two nodes that defines the data flow.
  • Handle — The connection point on a node (input on the left, output on the right).
  • Trigger — The node that starts the workflow execution.
  • Execution — An instance of the workflow processing real data.

Next step

Explore the available node types in the Workflows section to understand all the possibilities Gloo Platform offers.

Documentation | Gloo Platform by SYNOV