Getting Started
Welcome to Gleo
What Gleo is, what changes for you when you adopt it, and how to find your way around these docs.
The way teams turn ideas into outcomes is changing.
The strongest teams don't rely on one-off workshops, scattered notes, and individual expertise. They build repeatable ways of working that can be refined, reused, and scaled.
Gleo helps you turn those ways of working into playbooks.
If you're a facilitator, manager, consultant, coach, or advisor, these docs will help you design, run, and improve playbooks that deliver consistent outcomes.
What changes with Gleo
Without Gleo, every engagement starts from scratch. Preparation varies, agendas drift, decisions get lost, and valuable knowledge stays locked inside individuals or teams.
With Gleo, you design a playbook once, run it consistently, capture what works, and improve it over time.
Instead of repeating the same process for every client, project, or team, you create a repeatable system that others can run and improve.
The two workspaces
Most of Gleo revolves around two core areas:
Playbook Studio
Design reusable playbook templates, including phases, sessions, agendas, pre-work, and delivery rules.
RunActive Playbooks
Manage live playbooks, participants, sessions, tasks, artefacts, and progress.
You create playbooks in Studio and run them through Active Playbooks. Together, they form the core workflow of Gleo.
Four key concepts
Most of the platform is built around four core concepts.
Playbook
A structured process made up of phases, sessions, and activities.
Session
A meeting, workshop, review, or working session with preparation and follow-up.
Pre-work
Activities participants complete before a session.
Theme
Branding applied to participant-facing experiences, including colours, logos, and typography.
How the docs are organised
The documentation is divided into ten categories. The first four cover the core Gleo workflow, while the remaining sections focus on specific features and reference material.
| # | Category | What it covers |
|---|---|---|
| 1 | Getting Started | Product overview and key concepts. |
| 2 | Designing in Playbook Studio | Creating and managing playbook templates. |
| 3 | Running Active Playbooks | Managing and delivering live playbooks. |
| 4 | Sessions | Creating, preparing, publishing, and running sessions. |
| 5 | Pre-work and Engagement | Participant preparation and responses. |
| 6 | Brand Centre | Themes and participant-facing branding. |
| 7 | Artefacts | Outputs, deliverables, and reference materials. |
| 8 | Integrations | Calendar, identity, video, MCP, and future integrations. |
| 9 | Power User and Productivity | Shortcuts, command palette, and advanced workflows. |
| 10 | Reference and Concepts | Glossary, lifecycle references, and supporting material. |
Choose a starting point
You don't need to read the documentation from start to finish.
Create a session
Create a session, add participants, publish pre-work, and get started.
Building a repeatable process?Design a playbook
Create a reusable playbook your team can run again and again.
Want the terminology first?Read Key Concepts
A quick overview of the language and structure used throughout Gleo.
A recommendation
For your first experience with Gleo, separate design from delivery.
Spend one session learning Playbook Studio, then come back later to run a playbook. Learning each workflow independently makes the platform much easier to understand.