How to Use Glean

Getting started with Glean

In this guide, you'll learn how to set up Glean and make the most of its powerful search capabilities to access information across various work apps like Slack, Jira, and Google Drive.

Step 1: Sign up and set up

1. Go to Glean's website.
2. Click on the Get Started button in the top right corner.
3. Fill in your details to create an account. You may need to confirm your email address.
4. Once signed up, log in to your account.
5. Follow the on-screen instructions to connect your work apps. You’ll see an Integrations tab in the sidebar where you can link your accounts.

Step 2: Your first search

1. After setting up your integrations, navigate to the Search bar at the top of the dashboard.
2. Type in a keyword or phrase related to the information you need (e.g., “project update”).
3. Press Enter to initiate the search.
4. Browse through the results that appear, which will include information from all connected apps.
5. Click on any result to view the details directly within Glean.

Step 3: Get better results

1. Use filters located on the left sidebar to narrow down your search results by app, date, or type of document.
2. Try using specific phrases or questions in the search bar for more relevant results (e.g., “What is the deadline for the project?”).
3. Save frequent searches by clicking the Save Search button next to the search bar, allowing you to access them quickly later.

Pro tip

Set up notifications for important updates. Go to the Settings menu, then Notifications to enable alerts for specific keywords or projects. This saves you from having to constantly check for updates.

Common mistake to avoid

Avoid skipping the integration step. If you don't connect your work apps, Glean won't be able to pull in the relevant information, rendering it less effective for your needs. Make sure to link all the apps you regularly use.