Skip to content
JuicyAgents

Ready-madeResearch & Knowledge

Glean

Glean finds company knowledge across connected applications and uses that context in answers, research and managed agent workflows.

Not tested by JuicyAgents · Reviewed 9 Oct 2026

Can replace
SharePoint search, Confluence search
Integrations
Salesforce, HubSpot, Slack, Microsoft Teams, Gmail, Outlook +16 more

Overview

About Glean

Glean is most useful when an answer is spread across documents, conversations and business applications. Its platform combines enterprise search, an assistant and agents with permission-aware access to company context. The agent product describes reasoning through tasks, planning next steps and taking action across workflows. For this directory, the central use is finding and combining internal knowledge, not replacing the underlying stores where that knowledge lives.

A good evaluation begins with real questions employees currently answer by searching several tools or asking colleagues. Examples include finding a past product decision or preparing a summary from project material. Those are suggested tests, not guaranteed results. Search quality depends on connector coverage, content freshness and the organization's existing access rules. Agent actions add another layer that should be checked separately from the quality of retrieved answers.

What the workflow does

  • Cross-application search: Finds relevant information across connected company systems from a shared search experience.
  • Permission-aware context: Uses source access rules so employees receive context appropriate to their permissions.
  • Company-grounded assistant: Uses organizational material to answer questions and prepare work informed by internal context.
  • Agent builder and orchestration: Supports reasoning-based agents and workflows that combine enterprise context with available actions.
  • Governance and monitoring: Provides controls for agent access, adoption and performance so teams can inspect and improve use.

From input to result

How the workflow works

You provide

  • Authorized connectors to the relevant company systems.
  • Clear employee questions and representative tasks.
  • Current source permissions and a list of authoritative documents.
  • Instructions and allowed actions for any agent workflow.

You get

  • An answer or internal brief assembled from relevant company sources.
  • Less repeated searching across separate tools for the same project context.
  • Reusable internal workflows with a defined owner and review process.
  1. Connect a limited set of sources and verify that access behaves correctly for different roles.

  2. Evaluate search and answers on real employee questions, checking the cited source context.

  3. Introduce a narrow agent workflow, monitor its outputs and expand only after it behaves reliably.

What it offers

Key features

  • Cross-application search

    Finds relevant information across connected company systems from a shared search experience.

  • Permission-aware context

    Uses source access rules so employees receive context appropriate to their permissions.

  • Company-grounded assistant

    Uses organizational material to answer questions and prepare work informed by internal context.

  • Agent builder and orchestration

    Supports reasoning-based agents and workflows that combine enterprise context with available actions.

  • Governance and monitoring

    Provides controls for agent access, adoption and performance so teams can inspect and improve use.

Is it a good fit?

Who it’s for

  • Medium and large organizations with knowledge spread across several business applications.
  • Teams receiving repeated questions about past decisions, projects or company procedures.
  • Organizations with IT support for connectors, permissions and agent governance.

Strengths

  • Specific firsthand examples of finding useful cross-app context.
  • Positive evidence for search across organizational silos.

Connected tools

Integrations

  • Salesforce
  • HubSpot
  • Slack
  • Microsoft Teams
  • Gmail
  • Outlook
  • Google Drive
  • Zendesk
  • Intercom
  • Jira
  • GitHub
  • GitLab
  • Notion
  • Confluence
  • SharePoint
  • Google Calendar
  • Zoom
  • Linear
  • Asana
  • Freshdesk
  • WordPress
  • NetSuite

Listed tools for this workflow. Confirm current support and setup with the provider.

  • Ready-made

    Hebbia

    Hebbia helps professional teams compare many documents and build structured, source-linked research through Matrix and its finance-focused agents.

  • Ready-made

    TextCortex

    TextCortex uses company knowledge and configurable agents to prepare documents and carry out repeated knowledge-work tasks.

  • Ready-made

    ChatGPT Deep Research

    ChatGPT Deep Research plans a multi-source investigation and produces a structured report with references for the user to verify.

  • Ready-made

    Perplexity Research and Computer

    Perplexity combines source-linked web research with Computer workflows that can turn findings into useful files and other outputs.

  • Ready-made

    Visualping

    Visualping watches web pages you choose, such as competitor pricing, product or policy pages, and sends an alert with an AI summary when something changes. It reports changes but takes no action.