Microsoft 365 - Glean Integration and Automation

Common Integration Use Cases Between Microsoft 365 and Glean

Microsoft 365 and Glean work well together because Microsoft 365 is where employees create, store, and collaborate on content, while Glean helps users search, discover, and act on knowledge across those workspaces. Integrating the two improves findability, reduces duplicate work, and speeds up decision-making across teams.

1. Enterprise Search Across Microsoft 365 Content

Data flow: Microsoft 365 to Glean

Index documents from SharePoint, OneDrive, Outlook, and Teams into Glean so employees can search across files, emails, meeting notes, and conversations from one place. This is especially useful for sales, legal, HR, and operations teams that need fast access to prior work, policies, and customer context without manually checking multiple Microsoft 365 apps.

Business value: Reduces time spent searching for information and lowers dependency on tribal knowledge.

2. Meeting Follow-Up and Action Item Discovery

Data flow: Microsoft 365 to Glean

Use Teams meeting transcripts, Outlook calendar context, and shared documents to help employees quickly find decisions, action items, and related materials after meetings. Glean can surface the most relevant notes, files, and prior discussions tied to a project or customer account.

Business value: Improves meeting productivity and helps teams execute faster with less manual note review.

3. Knowledge Retrieval for New Employee Onboarding

Data flow: Microsoft 365 to Glean

New hires can use Glean to search onboarding documents, team playbooks, policy files, and recorded guidance stored in Microsoft 365. HR and department leaders can maintain content in SharePoint or Teams while Glean provides a single search experience for onboarding questions.

Business value: Shortens ramp-up time and reduces repetitive questions to managers and support teams.

4. Cross-Functional Project Workspace Discovery

Data flow: Microsoft 365 to Glean

For large initiatives, project artifacts are often spread across Teams channels, SharePoint sites, and OneDrive folders. Glean can connect these sources so project members can quickly locate the latest status reports, design documents, approvals, and meeting summaries.

Business value: Improves project coordination and reduces version confusion across distributed teams.

5. Policy, Compliance, and Procedure Lookup

Data flow: Microsoft 365 to Glean

Compliance, legal, and security teams can publish approved policies and procedures in SharePoint, then make them searchable in Glean for employees across the organization. Users can quickly find the latest travel policy, security standard, retention rule, or approval workflow without navigating complex folder structures.

Business value: Increases policy adherence and reduces operational risk from outdated or hard-to-find documents.

6. Subject Matter Expert Discovery

Data flow: Microsoft 365 to Glean

Glean can analyze collaboration patterns and content ownership across Microsoft 365 to help employees identify who has worked on a topic, customer, or process. For example, a product manager can find the engineer, analyst, or account lead most connected to a specific initiative based on documents, meetings, and Teams activity.

Business value: Speeds up internal routing and reduces delays caused by not knowing who to ask.

7. AI-Assisted Drafting Using Trusted Internal Content

Data flow: Bi-directional

Employees can use Glean to retrieve relevant Microsoft 365 content and then draft emails, summaries, proposals, or status updates in Microsoft 365 with better context. For example, a sales team can pull account history from Teams and SharePoint into Glean, then use that information to prepare a customer update in Outlook or Word.

Business value: Improves content quality and reduces time spent assembling background information.

8. Executive and Team Reporting Preparation

Data flow: Microsoft 365 to Glean

Leaders can use Glean to gather supporting materials from PowerPoint decks, Excel reports, meeting notes, and email threads stored in Microsoft 365 before preparing business reviews or board updates. This helps teams quickly assemble accurate summaries and supporting evidence from across departments.

Business value: Accelerates reporting cycles and improves confidence in leadership materials.