Streamlined Information Access with Glean

Glean is a robust work AI platform designed to streamline access to and organization of your company's information. This document provides a step-by-step approach to leveraging Glean's features for optimizing productivity and enhancing your work experience.

Step 1

Welcome to Glean, your comprehensive work AI platform. Glean is a vital tool for accessing and organizing your company's information. Let's explore how to effectively use it.

Step 2

Each time a new browser tab is opened, Glean is ready to assist in accomplishing tasks. Let's initiate a search by exploring the roadmap presentation.

Step 3

Glean excels with its powerful search functionality across all your company data. It can navigate through emails, Slack, Teams, Salesforce, Google Drive, SharePoint, Jira, Confluence, and more. Glean integrates internal company data from over 100 connectors and sources, along with pertinent external web knowledge.

Step 4

Glean compiles this information into its knowledge graph and indexes it to ensure the provision of the most current and relevant information. You can refine your search by data source, for instance, by focusing on Gong calls related to this roadmap.

Step 5

View a walkthrough done by an employee, filter by last updated time, creator, or document type. Obtain a personalized AI summary of these product roadmap slides.

Step 6

Receive highlights relevant to your role and project. Engage in direct dialogue with the document, for example, by asking "What's prompt library?"

Step 7

Glean facilitates not only document searches but also people searches. For instance, inquire about the PM for Glean in Teams and quickly receive the answer.

Step 8

Notice the distinct appearance of Glean Assistant, which operates through a chat interface, offering a unique exploration experience.

Step 9

Glean Assistant functions like ChatGPT or Claude, but is specifically trained on your company's data. Each question posed to the Assistant is called a prompt. Let's experiment with some prompts.

Step 10

Prompt it to draft a short blurb for Glean apps. The result is a concise blurb as requested, which can be personalized further.

Step 11

Make it suitable for sharing with a partner interested in APIs. The blurb will now include more detailed information for relevance. Access more data connections of Glean.

Step 12

Summarize activities from the industry Slack channel over the past three days. Receive a comprehensive summary to stay informed about industry dynamics.

Step 13

To analyze marketing campaign data, initiate a new chat and upload a file. Pose the question, "How many cities did we run campaigns in?" The Assistant will utilize the data analysis tool to determine the response.

Step 14

Receive an answer, then request more detailed insights by creating a table of cities and the number of campaigns in each.

Step 15

Access a table with all your data. Glean can gather both company and public web information. For example, summarize a news article.

Step 16

Receive a top-line perspective on the article. A technical role may yield more detailed technical insights, as Glean personalizes information according to role.

Step 17

Try another example by updating on Workday, an investor. Add the transcript of their last earnings call for a comprehensive overview.

Step 18

Request further details.

Step 19

Interact with the live web information, tailoring it to your relevance. Glean assists sales reps in staying updated on prospective client news.

Step 20

Glean Assistant integrates with various products such as Slack, Teams, Miro, Sigma Computing, etc. Use the prompt library to create and share prompts, categorized by department. A popular choice is the feature status update.

Step 21

Examine a simple prompt I constructed earlier, which can be detailed and resource-rich. Check the status of Glean in Teams.

Step 22

This prompt aids customer success managers in determining feature request status by accessing information from Jira tickets, Slack messages, and more, without needing to contact PMs or engineers.

Step 23

Create custom chatbots, or Apps, for specific use cases. These can be company-wide and focus on either data or public knowledge. Let's set up an app.

Step 24

Configure the app to address queries regarding new benefits. Select an appropriate icon, describe its purpose, and specify the knowledge to be referenced.

Step 25

Instead of manually linking a benefits information folder, ask Glean to search for it. Specify the tone and format, then save. Easily find answers to straightforward questions.

Step 26

The directory feature surpasses a basic employee list by presenting an interactive org chart. This data provides critical context on coworkers when Glean's knowledge graph selects documents for search results or chat queries.

Step 27

Glean integrates search, collaboration, and knowledge management within a singular AI platform. Whether sourcing documents, seeking company policy answers, or organizing team resources, Glean equips you with tools for enhanced productivity. Begin exploring these tools now to boost your workplace efficiency.

Step 28

We eagerly anticipate how you will maximize Glean’s capabilities.