1. Zapier
  2. Apps
  3. Artificial intelligence
  4. Glean

How to get started with Glean on Zapier

Updated

Glean is an AI-powered search engine that gives enterprise users the ability to search across organization-wide resources.

Available on plans:

Free

Professional

Team

Enterprise

Glean connection options

The Glean app supports three methods for connecting to Zapier:

  • Client API token: Supported by all Glean instances.
  • Microsoft Entra ID (formerly Azure AD): For organizations that connect to Glean using Microsoft accounts (Azure Active Directory).
  • Google Workspace (formerly G Suite): For organizations that connect to Glean using Google accounts.

Prerequisites

  • A paid Zapier account. Glean is a premium app on Zapier.
  • A paid Glean account.
  • If your organization uses Microsoft Entra ID or Google for connection, an administrator must complete a one-time setup before you can connect to Glean.
  • If connecting using a Client API token, a Glean administrator must create the API token for you. The token must be a user-scoped token (not a global-scoped token) and include the minimum scopes SEARCH and COLLECTIONS.
    • Depending on the actions you're using, you may need additional scopes. Work with your administrator to determine if additional scopes are necessary.
  • To use the Delete Document or Index Document actions, you will need an Indexing API Token during the connection setup in Zapier. Contact your Glean Super Admin to have a token generated for you.

Connect Glean to Zapier

Find your Glean subdomain

For any connection option, you will need to provide your Glean Subdomain. To find it:

As a user As an admin
  1. Log in to your Glean account at https://app.glean.com.
  2. Log out of your Glean account.
  3. Log back in to your Glean account.
  4. The subdomain will appear in your browser's address bar. For example, if the address is app.glean.com/?qe=https%3A%2F%2Fmydomain-be.glean.com, then your subdomain is mydomain-be.

Connect to Glean

Client API Token Microsoft Entra ID Google

Client API Token

To create an app connection to Glean on Zapier:

  1. Go to the Apps page.
  2. Click + Add connection.
  3. A new dialog box will appear. Search for and select Glean.
  4. Click Add connection. A new tab or window will open.
  5. In the Connect an Account page, complete the following fields:
    • Glean subdomain: Enter your organization's Glean subdomain (for example, if your URL is mycompany.glean.com, enter mycompany).
    • Client API token: The token must be created by a Glean administrator. The Client API token must be user-scoped and include the scopes SEARCH and COLLECTIONS.
    • (Optional) Indexing API Token: Required only for the Delete Document or Index Document actions. Ask your Glean Super Admin to generate this token.
  6. Click Yes, Continue to Glean.

Your Glean account is now successfully connected to Zapier.

About Glean's app

Triggers, searches, and actions

Triggers
  • New Search Result (Polling) - Monitor new document and snippet results from Glean for a given query.
Searches
  • Find Document - Finds a document in Glean by ID.
  • Search - Retrieve document and snippet results from Glean for a given query.
  • Get Documents and Events Feed - Retrieves the personalized feed of documents and events from Glean, including suggestions, recents, calendar events and more.
Actions
  • Delete Document from Index - Deletes a document from the Glean search index.
  • Report Client Activity - Report events that happen to results within a Glean client UI, such as search result views and clicks. This signal improves search quality on Glean.
  • Summarize Document - Gives a summary of a given document in Glean.
  • Chat Message/Conversation - Send a chat message to Glean, optionally storing messages for continuous conversation.
  • Index Documents - Indexes or updates multiple documents in Glean. Uses incremental indexing, so these docs will be added or updated in the index.
  • Report Document Activity - Report user activity that occurs on indexed documents such as viewing or editing. This signal improves search quality in Glean.
  • API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Templates

View all of Glean's templates.

Use cases

Additional Glean resources

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