# Glow Documentation

> Glow is a visual workflow automation platform with AI and real-time collaboration. Every page below is available as plain Markdown at the listed URL.

> The complete text of every page in a single file: https://docs.getglow.ai/llms-full.txt

## build

- [Change Fields](https://docs.getglow.ai/build/action-steps/change-fields.md): Rename, add and drop fields on a record so the next step gets exactly the shape it expects.
- [Code editor](https://docs.getglow.ai/build/action-steps/code-execution.md): Run Python inside a workflow: how to read earlier steps, which libraries are available, what the step passes on, and the limits it runs under.
- [Combine](https://docs.getglow.ai/build/action-steps/combine.md): Bring two lists together: one after the other, or matched on a field they share.
- [Conditions Step](https://docs.getglow.ai/build/action-steps/conditions.md): Route a workflow down different paths by testing your data, using typed operators, plain-language AI rules, or both.
- [Custom Variables](https://docs.getglow.ai/build/action-steps/custom-variables.md): Hold a value under a name you choose, and read it back anywhere later in the same run.
- [Date](https://docs.getglow.ai/build/action-steps/date.md): Format a date for people to read, shift it, pull out a part of it, measure the gap between two, or round it.
- [Wait](https://docs.getglow.ai/build/action-steps/delay.md): Pause a run for a set time, until a date and time, or until a webhook call or form submission resumes it.
- [Filter](https://docs.getglow.ai/build/action-steps/filter-items.md): Check every item in a list on its own and split it into the ones you keep and the ones you discard.
- [Helper Functions](https://docs.getglow.ai/build/action-steps/helper-functions.md): Ready-made utility steps for formatting, conversion, and lookups, without writing a Code editor step.
- [HTML to Text](https://docs.getglow.ai/build/action-steps/html-to-text.md): Strip the markup out of an HTML string and get readable text back.
- [HTTP Request](https://docs.getglow.ai/build/action-steps/http-request.md): Call any REST API from a workflow, with control over the method, URL, headers and payload.
- [Limit](https://docs.getglow.ai/build/action-steps/limit.md): Cut a list down to the first few entries.
- [Loops & Iteration](https://docs.getglow.ai/build/action-steps/loops.md): Two ways to repeat work in Glow: a setting on one step, and the Repeater step for a body of several.
- [Repeater](https://docs.getglow.ai/build/action-steps/loops/repeater.md): The step that repeats a body of several steps: once per item in a list, a fixed number of times, or until a rule is met.
- [Run for Each Item](https://docs.getglow.ai/build/action-steps/loops/run-for-each-item.md): A setting on a single step that runs it once per entry in a list, with no loop drawn on the canvas.
- [Do Nothing](https://docs.getglow.ai/build/action-steps/no-operation.md): A pass-through utility step that organizes your canvas without modifying data.
- [Parse JSON](https://docs.getglow.ai/build/action-steps/parse-json.md): Break one block of text into separate fields, so later steps can pick out the values inside it.
- [Remove Duplicates](https://docs.getglow.ai/build/action-steps/remove-duplicates.md): Keep each entry in a list only once.
- [Choosing a Flow Step](https://docs.getglow.ai/build/action-steps/routing.md): Which of the Flow steps decides where a run goes, which divides a list, and which pauses or ends it.
- [Sort](https://docs.getglow.ai/build/action-steps/sort.md): Put a list in order by one of its fields, smallest first or largest first.
- [Split Text](https://docs.getglow.ai/build/action-steps/split-text.md): Cut one piece of text wherever a character appears, and take the piece you want or all of them.
- [Stop and Error](https://docs.getglow.ai/build/action-steps/stop-and-error.md): End a run on purpose with a message explaining why, so it shows up as a failure rather than finishing quietly.
- [Summarize](https://docs.getglow.ai/build/action-steps/summarize.md): Group a list and work out a count, total, average, smallest or largest for each group.
- [Switch Step](https://docs.getglow.ai/build/action-steps/switch.md): Route a workflow to one of many named outputs, evaluated top to bottom, with a fallback for everything that matches nothing.
- [Subflows](https://docs.getglow.ai/build/action-steps/trigger-workflow.md): Run one workflow from inside another with the Subflow step: the caller waits, and the result comes back as ordinary step output.
- [Human Review](https://docs.getglow.ai/build/action-steps/user-approval.md): Pause a workflow until a person makes a decision. Define the outcomes, the form they fill in, and the branch each choice takes.
- [AI Agent](https://docs.getglow.ai/build/ai-features/ai-agent.md): Hand one step of a workflow to an AI that works out its own approach, while the rest of the workflow runs by your rules.
- [AI Prompt Step](https://docs.getglow.ai/build/ai-features/ai-prompt.md): Make a single AI call inside a workflow. Write instructions, reference the data you want the model to see, and get a result downstream steps can use.
- [AI Data Transform](https://docs.getglow.ai/build/ai-features/ai-transform.md): Pull values out of messy text (an email, a receipt, a transcript) with up to three plain-language instructions.
- [Choosing an AI Step](https://docs.getglow.ai/build/ai-features/choosing-a-step.md): What each AI step is good at, what it gives up, and how to tell which one your job needs.
- [AI & Agents](https://docs.getglow.ai/build/ai-features/overview.md): The four AI steps, what each one decides, and why none of them needs an API key.
- [Models](https://docs.getglow.ai/build/ai-features/supported-models.md): Which models power Glow's AI steps, how to choose between them, and why you do not need an API key to get started.
- [Workflow Assistant](https://docs.getglow.ai/build/ai-features/workflow-assistant.md): The Workflow Assistant builds and changes workflows from a plain-language description, without locking your canvas while it works.
- [Data Transformation](https://docs.getglow.ai/build/core-concepts/data-transformation.md): Format text, calculate numbers, parse dates, and reshape lists directly inside your step fields without adding extra canvas steps.
- [Kinds of Data](https://docs.getglow.ai/build/core-concepts/data-types.md): The shapes data arrives in, and what to do when a step is handed the wrong one.
- [Error Handling & Retries](https://docs.getglow.ai/build/core-concepts/error-handling.md): Build resilient workflows using automated retries and fallback logic.
- [Step-Level Executions](https://docs.getglow.ai/build/core-concepts/executions.md): Inspect the history, inputs, and outputs of individual steps using the Executions tab.
- [Mapping or Transforming Data](https://docs.getglow.ai/build/core-concepts/mapping-or-transforming.md): Choose the smallest data operation that fits: map a value, transform it in place, parse structure, reshape a list, use AI, or write code.
- [Operating Workflows](https://docs.getglow.ai/build/core-concepts/operating-workflows.md): Take a workflow from a controlled test to Live operation, then monitor, diagnose, and recover runs without repeating work blindly.
- [Steps and Connections](https://docs.getglow.ai/build/core-concepts/steps-and-the-canvas.md): What a step is made of, how links between steps decide execution order, and how parallel branches merge back together.
- [Triggers and Actions](https://docs.getglow.ai/build/core-concepts/triggers-and-actions.md): Triggers decide when a workflow runs. Actions are everything it does once it has started.
- [Versioning](https://docs.getglow.ai/build/core-concepts/versioning.md): Save a version of a workflow before you change it, and restore an earlier one if a change goes wrong.
- [What Is a Workflow?](https://docs.getglow.ai/build/core-concepts/what-is-a-workflow.md): A workflow in Glow is a series of automated steps that move and transform data between apps, services, and systems.
- [Workflow Data](https://docs.getglow.ai/build/core-concepts/workflow-data.md): How to point a step at a value an earlier step produced, and how to see what a step actually produced.
- [Workflow Visibility and Sharing](https://docs.getglow.ai/build/core-concepts/workflow-visibility.md): Manage workflow privacy, share workflows publicly, and handle access requests in Glow.
- [Canvas Context Menu](https://docs.getglow.ai/build/the-canvas/canvas-context-menu.md): Add steps, apps, tools, and sticky notes at your cursor with the right-click context menu.
- [Canvas Tabs](https://docs.getglow.ai/build/the-canvas/canvas-tabs.md): Navigate between multiple workflows using browser-like tabs inside the Glow canvas.
- [Canvas Utilities Menu](https://docs.getglow.ai/build/the-canvas/canvas-utilities.md): Helper tools to keep you organized, test logic, and manage workspace layout.
- [Comments](https://docs.getglow.ai/build/the-canvas/comments.md): Leave a threaded comment on a step, a point on the canvas, or a region of it, and resolve it when the work is done.
- [Execution Log](https://docs.getglow.ai/build/the-canvas/execution-log.md): See every step a workflow ran, in order, with the result each one produced: the fastest way to find where a run went wrong.
- [Mobile View](https://docs.getglow.ai/build/the-canvas/mobile-view.md): Check runs, approve Human Review steps, and pause or start workflows from a phone browser.
- [Real-Time Editing](https://docs.getglow.ai/build/the-canvas/real-time-editing.md): How several people edit one Glow workflow at the same time, what happens to simultaneous edits, and who is allowed to edit.
- [Testing & Debugging](https://docs.getglow.ai/build/the-canvas/testing-and-debugging.md): Learn how to test your workflows and troubleshoot issues.
- [The Dock & App drawer](https://docs.getglow.ai/build/the-canvas/the-dock.md): The two panels you spend the most time in: the Dock for adding steps, the App drawer for configuring them.
- [Undo & Redo](https://docs.getglow.ai/build/the-canvas/undo-redo.md): What Cmd+Z takes back on a Glow canvas, how the history is scoped per tab, and how undo behaves when a colleague is editing with you.
- [Chat Trigger](https://docs.getglow.ai/build/triggers/chat.md): Give a workflow a chat page people can talk to: a hosted link you share, or an endpoint your own widget posts to.
- [Click to Start](https://docs.getglow.ai/build/triggers/click-to-start.md): Run a workflow by pressing its trigger on the canvas, using the testing data you saved on it.
- [Scheduler Trigger](https://docs.getglow.ai/build/triggers/scheduler.md): The Scheduler trigger starts a workflow on a repeating schedule you can type in plain words, such as Every Monday at 9:00 AM.
- [Webhook Trigger](https://docs.getglow.ai/build/triggers/webhook.md): The Webhook trigger gives your workflow its own web address. When another system sends data there, the workflow starts with that data attached.
- [Choose the Right Step](https://docs.getglow.ai/build/which-step.md): Start with the outcome you need, then choose the Step or workflow pattern that fits.

## changelog

- [Changelog](https://docs.getglow.ai/changelog.md): Glow ships several times a week. Explore notable features, improvements and fixes, month by month.

## getting-started

- [Account & Authentication](https://docs.getglow.ai/getting-started/account-and-authentication.md): Create an account, sign in, reset a password, and set up the profile your teammates see.
- [AI Support Router with Tools](https://docs.getglow.ai/getting-started/cookbook/ai-customer-support-router.md): Process customer inquiries, verify enterprise status with CRM tools, draft AI responses, and escalate urgent issues to Slack.
- [AI Invoice Processing](https://docs.getglow.ai/getting-started/cookbook/ai-invoice-processing.md): Have an AI Agent read line items off PDF invoices, put the total in front of a person to approve, then write the rows to your database.
- [GitHub & Jira Sync](https://docs.getglow.ai/getting-started/cookbook/github-jira-sync.md): Automatically create and link Jira tickets when a new GitHub issue is opened, ensuring product and engineering stay aligned.
- [HubSpot to Slack Alerts](https://docs.getglow.ai/getting-started/cookbook/hubspot-slack-alerts.md): Automatically notify your sales team in Slack when a high-value deal is created in HubSpot.
- [B2B Lead Enrichment (Apollo & CRM)](https://docs.getglow.ai/getting-started/cookbook/lead-enrichment-apollo.md): Automatically enrich new inbound leads with Apollo.io data and route them based on company size.
- [Cookbook & Use-Cases](https://docs.getglow.ai/getting-started/cookbook/overview.md): Worked workflows you can adapt, each explaining why it is built the way it is.
- [Support Ticket Triage with AI](https://docs.getglow.ai/getting-started/cookbook/zendesk-sentiment-triage.md): Analyze incoming Zendesk or Intercom tickets with AI, tag them by sentiment, and escalate urgent cases in Slack.
- [Learning Path](https://docs.getglow.ai/getting-started/learning-path.md): A compact route from your first Glow workflow to testing and operating it with confidence.
- [Migrating to Glow](https://docs.getglow.ai/getting-started/migrating-to-glow.md): Plan, rebuild, test and cut over an automation from another platform without carrying across the wrong assumptions.
- [Navigating the Dashboard](https://docs.getglow.ai/getting-started/navigating-the-dashboard.md): Where everything lives in Glow: the workspace tabs, the workspace menu, and how to get from one to the other.
- [Setting Up Your Team](https://docs.getglow.ai/getting-started/setting-up-your-team.md): Create a team, invite people to it, and choose what each role can do.
- [The Deployment Page](https://docs.getglow.ai/getting-started/templates/deployment.md): Manage every workflow you have published from one table: whether it runs as a step or a form, and who it is deployed to.
- [Form Templates](https://docs.getglow.ai/getting-started/templates/form-templates.md): Turn complex workflows into simple, executable interfaces for non-technical users.
- [Importing a Workflow](https://docs.getglow.ai/getting-started/templates/import-and-export.md): Bring a workflow into Glow from n8n or Make by importing its exported JSON.
- [Templates and Reuse](https://docs.getglow.ai/getting-started/templates/overview.md): Understand the difference between Marketplace Step Templates, Form Interfaces, and Workspace Deployments in Glow.
- [Publishing and Forking](https://docs.getglow.ai/getting-started/templates/sharing-and-templates.md): Publish a workflow as a reusable template on the Marketplace, and keep the published copy in step with your edits.
- [Step Templates](https://docs.getglow.ai/getting-started/templates/step-templates.md): Browse, fork, and publish classic workflow blueprints to share working automations across your team.
- [Working Together](https://docs.getglow.ai/getting-started/tutorials/collaborating-on-a-canvas.md): Invite a colleague onto the canvas and edit the same workflow at the same time.
- [3. Branching](https://docs.getglow.ai/getting-started/tutorials/lead-routing-tutorial.md): Split a workflow into routes with a Conditions step, then merge them back into one record.
- [2. The Basics: Build It Yourself](https://docs.getglow.ai/getting-started/tutorials/tutorial-basics.md): Build the same kind of workflow by hand: placing steps, connecting them, and mapping data between them.
- [1. Quickstart: Your First Workflow](https://docs.getglow.ai/getting-started/tutorials/your-first-workflow.md): Build a working automation in about five minutes, using nothing but the browser. No accounts to connect, no code.
- [Welcome to Glow](https://docs.getglow.ai/getting-started/welcome.md): Build reliable workflows with your team, use AI where judgement helps and operate client automation in separate workspaces.
- [What Is Glow?](https://docs.getglow.ai/getting-started/what-is-glow.md): How Glow connects triggers, logic and actions on a shared canvas, with selective AI and separate client workspaces.

## manage

- [Connecting an App](https://docs.getglow.ai/manage/apps-and-integrations/connecting-an-app.md): Create a connection to a third-party service, so its steps can act on your account without you handling credentials in the workflow.
- [Credentials & Authentication](https://docs.getglow.ai/manage/apps-and-integrations/credentials.md): How to securely connect your apps to Glow using OAuth and API keys.
- [Managing Connections](https://docs.getglow.ai/manage/apps-and-integrations/managing-connections.md): Monitor, update, and organize every app you have connected to Glow, from one central page.
- [Apps & Integrations](https://docs.getglow.ai/manage/apps-and-integrations/overview.md): The pre-built connections, what each one can do, and how to authorise the account a step acts through.
- [Step Credits, Tokens & Storage](https://docs.getglow.ai/manage/billing/credits-and-allowances.md): Detailed consumption rules for workflow Step credits, hosted Glow AI model tokens, and persistent file storage.
- [Invoices & Payment Methods](https://docs.getglow.ai/manage/billing/invoices-and-payments.md): How to manage corporate payment methods, update billing contact details, download invoices and receipts, and pay outstanding balances.
- [Billing & Usage Overview](https://docs.getglow.ai/manage/billing/overview.md): How Glow bills workspace resources, tracks monthly allowances, and separates operational usage from financial management.
- [Purchasing & Changing Amounts](https://docs.getglow.ai/manage/billing/subscription-plans.md): How to customize your workspace resource amounts, switch between monthly and annual terms, and manage subscription upgrades or cancellations.
- [Usage Controls, Alerts & Recovery](https://docs.getglow.ai/manage/billing/usage-controls-and-recovery.md): How to configure automated usage safeguards, email and webhook alerts, manage payment grace periods, and restore paused workflows.
- [Administer a Workspace](https://docs.getglow.ai/manage/overview.md): Manage access, connections, shared data, workflow operations and governance across a Glow workspace.
- [Activity](https://docs.getglow.ai/manage/workspace-settings/activity.md): Alerts that need attention and every run across the workspace, in one place your whole team shares.
- [Developer Settings](https://docs.getglow.ai/manage/workspace-settings/developer-settings.md): Trigger workflows from your own systems and read back execution history over the REST API.
- [Signing In and SSO](https://docs.getglow.ai/manage/workspace-settings/enterprise-sso.md): Signing in to Glow with your company identity provider, and turning on two-factor authentication.
- [File Management](https://docs.getglow.ai/manage/workspace-settings/file-management.md): Upload files to your team workspace and reference them from any workflow: templates, configuration files, data sets, and other assets your automations need.
- [Model Context Protocol (MCP)](https://docs.getglow.ai/manage/workspace-settings/mcp.md): Architecture, tool specifications, and integration design for Model Context Protocol in Glow.
- [Permissions and Access](https://docs.getglow.ai/manage/workspace-settings/permissions-and-access.md): Understand how account security, workspace roles, workflow visibility, shared resources, and MSP delegation combine to control access in Glow.
- [Personal Settings](https://docs.getglow.ai/manage/workspace-settings/personal-settings.md): Manage your personal profile, security settings, and two-factor authentication (2FA) in Glow.
- [Secrets and Variables](https://docs.getglow.ai/manage/workspace-settings/secrets-and-variables.md): Store API keys, tokens and shared values once at workspace level, and reference them from any workflow without exposing the plaintext.
- [Security & Compliance](https://docs.getglow.ai/manage/workspace-settings/security-compliance.md): Learn how Glow protects your data, workflows, and enterprise integrations.
- [Team Management](https://docs.getglow.ai/manage/workspace-settings/team-management.md): Organize your workspaces securely. Teams in Glow provide isolated, role-based environments for your workflows, connections, and files.
- [Where Data Lives](https://docs.getglow.ai/manage/workspace-settings/where-data-lives.md): Choose the right home for an app account, secret, shared setting, run-scoped value, file, or literal field value.

## msp

- [Automation Blueprints](https://docs.getglow.ai/msp/automation-blueprints.md): Example workflow patterns for MSPs and IT providers: user lifecycle, billing reconciliation, security triage, endpoint maintenance, and reporting.
- [Choose a Deployment Method](https://docs.getglow.ai/msp/choosing-a-deployment-method.md): Choose between a reviewed one-client Admin Push and a saved-version Workspace Deployment.
- [Client Onboarding](https://docs.getglow.ai/msp/client-onboarding.md): Three ways to bring a client under management: create their workspace, invite them to create it, or request access to one they already have.
- [Pushing Workflows to Clients](https://docs.getglow.ai/msp/cross-workspace-pushing.md): Copy the current active version of a workflow into one client workspace after reviewing what the copy needs.
- [Your Console](https://docs.getglow.ai/msp/dashboard-analytics.md): One console covering your managed client workspaces: fleet health, cross-client activity, workflows, users, AI activity, and delegation grants.
- [Your First Client Workflow](https://docs.getglow.ai/msp/first-client-workflow.md): Take one client from onboarding to a tested, Live workflow, then monitor it and review access at handover.
- [Governance & Impersonation](https://docs.getglow.ai/msp/governance.md): How delegated access works between a partner practice and a client workspace: consent, tiers, scope, impersonation sessions, and revocation.
- [If a Partner Manages Your Workspace](https://docs.getglow.ai/msp/governance/for-clients.md): Deciding whether to accept a consultancy or MSP's request for access, what you keep control of afterwards, and the three different ways to stop it.
- [How Multi-Tenancy Works](https://docs.getglow.ai/msp/how-multi-tenancy-works.md): Every client keeps their own workspace, and you reach it through a grant they control. What that separation guarantees, and what crosses between workspaces.
- [App Directory](https://docs.getglow.ai/msp/integration-directory.md): Explore MSP tools, PSA systems, RMM platforms, and identity providers by category and connection method.
- [Supported Integrations](https://docs.getglow.ai/msp/msp-integrations.md): Choose how to connect PSA, RMM, identity, documentation, security, and billing systems in each client workspace.
- [Working With Clients](https://docs.getglow.ai/msp/overview.md): How consultancies and managed service providers run automations inside their clients' workspaces, and where the two paths differ.

## reference

- [Connections and External APIs](https://docs.getglow.ai/reference/connections-and-external-apis.md): Diagnose connection failures, HTTP errors, timeouts, rate limits, and partial external writes.
- [Data and Mapping Problems](https://docs.getglow.ai/reference/data-and-mapping-problems.md): Fix literal references, missing values, wrong data shapes, and list/item mapping problems.
- [Debug a Run](https://docs.getglow.ai/reference/debug-a-run.md): Trace a failed or unexpected run from the Execution Log through Step-level Executions and upstream data.
- [Glossary](https://docs.getglow.ai/reference/glossary.md): Key concepts, terminology, and component definitions used across Glow.
- [Keyboard Shortcuts](https://docs.getglow.ai/reference/keyboard-shortcuts.md): Glow supports keyboard shortcuts for quickly adding steps to the canvas, running workflows, and navigating the editor.
- [Step Error Messages](https://docs.getglow.ai/reference/step-error-messages.md): Look up exact validation messages from Combine, Sort, Repeater, list-processing steps, and Human Review.
- [System Limits & Quotas](https://docs.getglow.ai/reference/system-limits.md): The ceilings that apply to workflow execution in Glow: batch sizes, concurrency, retries, timeouts, and payload limits, by plan.
- [Troubleshooting & Common Errors](https://docs.getglow.ai/reference/troubleshooting.md): Find the right troubleshooting path from the symptom you see in Glow.
- [Variable Reference Syntax](https://docs.getglow.ai/reference/variable-syntax.md): The complete reference for referencing step outputs, team variables, secrets, files, and loop items inside any Glow field that accepts dynamic values.
- [Workflow Did Not Start or Is Still Waiting](https://docs.getglow.ai/reference/workflow-did-not-start-or-is-still-waiting.md): Diagnose missing runs, webhook delivery, and workflows paused on Wait or Human Review.