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Documentation Index

Fetch the complete documentation index at: https://docs.gumloop.com/llms.txt

Use this file to discover all available pages before exploring further.

Overview

Gumloop connects to external services like Gmail, Slack, Salesforce, and more. Apps are how you authenticate these connections securely. You can connect multiple accounts for each service and choose which one to use in each agent or flow.

Personal Apps

Private to you. Perfect for individual work, testing, and personal accounts.

Team Apps

Shared with your team. Ideal for collaborative agents and flows where everyone uses the same account.
Start with personal apps for most work. Use team apps only when your team needs to run agents and flows with shared accounts.

Personal vs Team Apps

Personal AppsTeam Apps
Who can use?Only youAll team members
Where do they work?Any space (personal or team)Specific team only
Default in nodes?Yes, automatic defaultNo, must be selected manually
SetupOne-time, works everywherePer team
Best forIndividual work, testing, personal accountsTeam collaboration, shared accounts
PrivacyFully private, even in teamsShared with all team members

Connecting a Personal App

1

Go to your Apps page

Visit your Apps page or navigate via Settings → Your Apps
2

Click Connect New App

Select the service you want to connect (Gmail, Slack, OpenAI, etc.)
3

Authenticate

OAuth (most services): Click “Connect” and follow the authorization flow. No manual token management needed. Examples: Gmail, Slack, Microsoft services.API Keys (some services): Paste your API key directly. Examples: OpenAI, AWS, Anthropic.
4

Set as default (optional)

If you connect multiple accounts for the same service (e.g., three different Gmail accounts), you can choose which one is your default. If you only have one account connected for a service, it’s automatically your default.
Personal Apps page
Privacy guaranteed: Even in teams, other members cannot see or use your personal apps.

Selecting Credentials in Nodes

In Flows

In flows, every node that requires authentication has a “Credentials to use” dropdown. If you have multiple credentials connected for the same service (e.g., three Gmail accounts), you can pick exactly which one to use on each node.
Credential selection dropdown in a node
All nodes default to your personal credential, even in teams. To use a team credential, you must manually select it from the dropdown on each node.
Uses your default personal credential for this service. Selected by default on all new nodes.Use when you’re working in your personal space, testing, or want to use your own account even in a team.
Uses the team’s default credential for this service. Must be manually selected.Use when everyone on the team should use the same shared account (e.g., marketing@company.com).
If no team credential is set up for this service, the node will fail. Make sure team apps are configured first.
Choose any specific credential you’ve connected. Useful when you need different accounts for different parts of the same flow.

In Agents

Each app (integration) connected to your agent has a credential menu. Click the three-dot icon next to any app to choose which account the agent should use. The options you see depend on whether the agent is in your personal space or in a team.

Personal Agents

Personal agents offer two choices:
Personal agent credential menu showing Use Personal Default and Use Specific Account options
OptionWhat it does
Use Personal DefaultUses your default account for this service. Each person who runs the agent uses their own default. This is the default setting.
Use Specific AccountPick a specific personal account for this agent. Useful when you have multiple accounts for the same service (e.g., two Outlook inboxes) and want this agent to always use a particular one.
When you select Use Specific Account, a dialog opens showing all your connected accounts for that service:
Account selection dialog showing connected personal accounts with last refresh time
After selecting an account, the app row in your agent’s configuration shows the chosen account name:
Agent app list showing Outlook with a specific account selected

Team Agents

Team agents have a third option: Use Team Default. This lets all team members share one account without each person needing their own credentials for that service.
Team agent credential menu showing Use Personal Default, Use Team Default, and Use Specific Account options
OptionWhat it does
Use Personal DefaultEach person who runs the agent uses their own personal account.
Use Team DefaultEveryone on the team uses the same shared team account.
Use Specific AccountPick a specific team account for this agent.
Changing a team agent’s credential affects everyone on the team. When you switch to a team account, a confirmation dialog appears to make sure you understand the impact.
Confirmation dialog asking if you want to change the account this team agent uses
The confirmation dialog gives you three choices:
  • Cancel to keep the current setting
  • Make a copy of this agent to create a personal copy instead of changing the shared agent
  • Select team account to proceed with the change
After confirming, you can select which team account to use:
Account selection dialog showing connected team accounts
Agent app list showing Google Drive with a specific team account selected

Quick Summary

Agent locationDefault behaviorCan pick a specific account?
Personal spaceEach user’s personal defaultYes, from your personal accounts
TeamEach user’s personal default (unless changed)Yes, from team accounts
For most use cases, Use Personal Default is the right choice. Each person’s requests use their own accounts, keeping data private. Switch to team credentials only when everyone needs to read from or write to the same shared account (e.g., a shared support inbox or a team Google Drive).
Learn more about using agents with credentials in Using Agents in Slack → Credentials & Authentication.

Team Apps

Team apps are shared integrations that all team members can use. There are two ways to set them up.

Option 1: Right-Click from the Sidebar

On the Home page, right-click on your team in the sidebar and select Apps. Then click Connect New App.
Team Apps page with Connect New App button

Option 2: From Organization Settings

  1. Go to Settings → Teams
  2. Click on the team, then select Apps in the sidebar
  3. Click Connect New App

Managing Your Apps

Visit your Apps page to see all your personal apps, last refresh time, connected services, and defaults.
OAuth apps automatically refresh when needed. If you see authentication errors:
  1. Go to your Apps page
  2. Click Reauthenticate on the affected service
  3. Complete the authorization flow again
  1. Go to your Apps page
  2. Find the app to remove and click Revoke
  3. Confirm removal
All auth tokens are removed immediately. Agents and flows using this app will fail until you reconnect.
Personal default: Your go-to app for a service. Used when “Personal Default” is selected in a node. Only affects your account.Team default: The team’s primary app for a service. Used when “Team Default” is selected. Applies to all team members.

Microsoft Office Setup (Admin Only)

For organizations using Microsoft services (Teams, Outlook, Excel, Word, OneLake), administrators must configure consent in Microsoft Entra ID before users can authenticate.

Required Permissions by Service

IntegrationKey Permissions
TeamsTeam.ReadBasic.All, ChannelMessage.Read.All, Chat.ReadWrite
OutlookMail.ReadWrite, Mail.Send
Excel/WordFiles.ReadWrite, Sites.ReadWrite.All
OneLakehttps://storage.azure.com/user_impersonation
Admin required: You must be a Global Administrator, Cloud Application Administrator, or Application Administrator to grant consent.

Salesforce Setup (Admin Only)

As of September 2025, Salesforce introduced new security restrictions that require administrators to pre-install the Gumloop connected app before users can authenticate with their Salesforce instances. For more details, see the official Salesforce documentation.
Gumloop is a Salesforce Connected App, not an AppExchange app. You will not find it in the Salesforce AppExchange marketplace. A Salesforce administrator needs to authorize the connection directly.

Managing the Connected App in Salesforce

  1. Go to Setup > Apps > Connected Apps > Manage Connected Apps
  2. Find the Gumloop app to view or modify settings
  3. Configure user access policies, IP restrictions, and session policies as needed
For more details, refer to the Salesforce Connected App documentation.

Security & Compliance

SOC 2 Type II

Certified secure infrastructure and processes

GDPR Compliant

Full compliance with data protection regulations

Trust Center

View our complete security documentation

Organization and Teams

Understand how personal spaces and teams work

User Roles & Permissions

Organization and team permission levels