Navigating Glean for Enhanced Productivity

This document outlines a comprehensive approach to utilizing Glean, your AI-driven platform, to streamline access to and organization of your company's resources. By following the steps provided, you will be able to harness Glean's capabilities to search, collaborate, and manage knowledge more effectively, ultimately enhancing workplace productivity.

Step 1

Welcome to Glean, your work AI platform. Glean is an indispensable tool for accessing and organizing your company's information efficiently. Let's begin by exploring its functionalities.

Step 2

Each time you open a new browser tab, Glean is ready to assist in completing tasks. Let's conduct a search, for instance, to find information on the roadmap presentation.

Step 3

Glean excels with its powerful search capabilities across your company's data. It can search through email, Slack, Teams, Salesforce, Google Drive, SharePoint, Jira, Confluence, and more. Glean aggregates data from over 100 connectors and sources, as well as relevant external information from the web.

Step 4

This information is integrated into a knowledge graph and indexed to ensure the latest and most relevant data is accessible whenever needed. You can refine searches by data source, such as looking at Gong calls that reference the roadmap.

Step 5

A walkthrough created by an employee can be viewed, with options to filter by last updated time, creator, and document type. Additionally, a personalized AI summary of the product roadmap slides is available.

Step 6

The system highlights relevant details for your role and projects, and you can interact directly with documents. For instance, you might ask, "What is the prompt library?"

Step 7

Glean facilitates not only finding documents but also people. If you're curious about who the PM for Glean in Teams is, Glean provides the answer promptly.

Step 8

Glean Assistant transforms the traditional search experience. Let's explore its features through the chat interface.

Step 9

Think of Glean Assistant as analogous to ChatGPT, Trupeer, or Gemini, but specifically trained on your company's data. Each inquiry is considered a prompt. Let's try some examples.

Step 10

Request a short blurb for Glean apps. The assistant generates the blurb as requested, and you can further personalize it as needed.

Step 11

Make the blurb suitable for sharing with partners interested in our APIs. The system provides comprehensive information tailored to make the blurb relevant. The magic of Glean lies in its connection to extensive data.

Step 12

Summarize the last three days of the industry Slack channel to get an overview of the latest developments.

Step 13

Receive a summary of the industry's most active channels, aiding in keeping track of ongoing developments. Let's analyze some marketing campaign data next.

Step 14

Initiate a new chat and upload a file, then inquire, "In how many cities did we run campaigns?" Glean Assistant will use its data analysis tools to provide an answer. Request further details if needed.

Step 15

Create a table of cities with the number of campaigns in each. The system generates the required table with all the relevant data.

Step 16

Glean can access not only company information but also public web data. For example, summarize a news article to gain an overview while tailoring technical details to your role.

Step 17

Stay informed about investors like Workday and their AI endeavors by analyzing relevant materials.

Step 18

Add a transcript of Workday's latest earnings call to gain insight. Request further details if necessary.

Step 19

Interact with live web information, making it highly relevant to your needs. Glean Assistant can be embedded in other products such as Slack, Teams, Miro, and Sigma Computing.

Step 20

In the prompt library, create, share, and organize prompts by department, favoring frequently used ones. A popular example is the feature status update.

Step 21

Check the status of Glean in Teams to stay updated on progress.

Step 22

This prompt aids customer success managers in determining the status of feature requests using data from Jira tickets, Slack messages, and more, without needing direct contact with a PM or engineer. Let's move on to apps.

Step 23

Apps are custom chatbots for specific use cases, either company-wide or focused on specific data. Proceed to create an app.

Step 24

Set up the app to answer questions about new benefits. Select an appropriate icon, explain its function, and specify the knowledge it should reference.

Step 25

If you don't recall the folder location for benefits information, ask Glean to search. Specify the tone and format, then save. Now, you can easily retrieve answers to basic queries.

Step 26

The directory feature offers more than a simple employee list; it includes an interactive org chart, providing essential context on workplace relationships and enhancing the relevance of search results and chat queries.

Step 27

Glean integrates search, collaboration, and knowledge management into a cohesive work AI platform. Whether you're seeking documents, querying company policies, or organizing team resources, Glean empowers efficient workflows. Begin exploring these tools to boost workplace productivity.

Step 28

We are excited to see how you leverage Glean for success.