Key Features

Playbooks

Repeatable, scalable, and collaborative playbooks for your organisation. Sessions, prep, agendas, outcomes, artefacts, tasks, and more.

From static to system of work

Everyone has playbooks. Few have a system that runs them.

Great playbooks get created. Then they get buried in decks, docs and drives, and rarely make it into day-to-day delivery. Gleo turns shelfware into software that delivers outcomes.

The reality today

Good intent. Zero execution.

The Gleo difference

Gleo playbook overview interface showing active programme, sessions, tasks and progress

Living. Guided. Measurable. Improving.

Discovery
Stakeholder Kickoff
Goals Assumptions Metrics
Research Review
Data Clustering
Design
Ideation Workshop
HMW Sketching Vote
Prototype Review
Walkthrough Feedback
Deliver
Sprint Review
Present Sign-off Next steps
Concept Model

Structure every engagement, without making it rigid.

Gleo organises each playbook into clear layers, so teams know where they are, what happens next and what good delivery looks like.

  • Phases organise delivery into meaningful stages
  • Sessions define the gatherings,workshops, meetings and working moments
  • Activities turn each session into clear actions and outputs
Video record
Document
Custom content
Open text response
Picture choice
Multiple choice
Opinion scale
Prioritization
List
or Ask AI to generate ideas for your prep for...
Retrospective
Review session
Icebreaker session
Project kickoff
Onboarding
Team building
Before

Session Prep

Session prep is the key to successful meetings and workshops. Through async collaboration, participants arrive informed, aligned, and ready to contribute—instead of spending valuable time catching up.

Prep flows gather input, share context, and surface questions before people come together. Less time in the room on setup; more time on outcomes. That's the difference between a meeting that wanders and one that delivers.

During

Session Agendas

A great agenda keeps people engaged, motivated, inspired, and aligned — whether they're in the room together, fully remote, or in a hybrid setup.

09:00 AM 5 min
Welcome & context setting Recap goals from Session 1 and set expectations
Slides
09:05 AM 10 min
Research data walkthrough Present key findings from interviews and surveys
Docs
09:15 AM 15 min
Affinity mapping Cluster research insights into themes on the whiteboard
Miro
☕ Short break
09:50 AM 10 min
Needs prioritisation & wrap-up Rank unmet needs, assign owners, confirm next steps
Docs

Agendas guide the flow: when to discuss, when to ideate, when to decide. Clear structure respects everyone's time and energy, so sessions feel purposeful and productive. Physical, remote, or hybrid — the right agenda works across every mode.

Tasks
Schedule stakeholder interviews Completed Mar 28
Done Marcus Chen
Send pre-session questionnaire Due Apr 6 · Created 1d ago
To do Alex Rivera
Questions
What's the client's budget range for Phase 2? Asked by Sarah Kim · 7m ago
Manual Urgent ✓ 1 answer
Which personas should we prioritise for testing? From session notes · 2h ago
AI suggested Medium
After

Post Session

What happens after the session matters as much as what happens during it.

Async continuous learning and feedback keep momentum going. Session purpose and action follow-through are captured as open questions and actions — with assignments and priority — so nothing falls through the cracks.

Outcomes become traceable. Ownership is clear. The next session starts from a shared understanding, not a fog of forgotten commitments.

  • Open questions — Unresolved items carried forward for discussion or decision
  • Actions — Who owns what, by when, and at what priority
  • Continuous feedback — Async reflection and learning between sessions
Integrations

Tools that enrich your workflow

Connect with the tools your teams already rely on - calendar apps, whiteboards, meetings, docs, and transcription tools all work seamlessly with Gleo.

Google Calendar Google Calendar
Calendar apps
Miro Mural Figma
Whiteboards
Zoom Google Meet Microsoft Teams
Meetings
Google Docs Notion
Docs
Supercut Loom
Transcripts

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