Glean - Preservica Integration and Automation

Common Integration Use Cases Between Glean and Preservica

• Enterprise archival search from the employee knowledge layer
  Integrate Preservica?s long-term digital archive with Glean so employees can discover preserved records, policies, project files, and historical documents directly from a single enterprise search experience. This reduces time spent searching across disconnected repositories and helps legal, compliance, and operations teams quickly locate authoritative records. Data flow: Preservica to Glean.
• Contextual access to archived content from active workspaces
  Surface Preservica-held records inside Glean search results and knowledge pages so users can access archived versions of contracts, communications, reports, and evidence without leaving their daily workflow. This is especially useful for audit, procurement, HR, and finance teams that need historical context while working in current systems. Data flow: Preservica to Glean.
• Retention and compliance knowledge discovery
  Publish retention schedules, archive policies, disposition rules, and compliance guidance stored in Preservica into Glean so employees can easily find approved records management instructions. This improves policy adherence, reduces accidental deletion or misfiling, and supports consistent handling of regulated information across departments. Data flow: Preservica to Glean.
• Search-driven retrieval of evidence for audits and legal holds
  Use Glean as the front end for compliance and legal teams to search across indexed Preservica archives when responding to audits, investigations, or litigation requests. Teams can quickly identify relevant records, then retrieve the authoritative archived copy from Preservica for review and export. Data flow: Glean to Preservica.
• Knowledge continuity during employee transitions
  When employees leave or teams reorganize, archived project artifacts, decision logs, and final deliverables stored in Preservica can be indexed in Glean to preserve institutional memory. New team members can search prior work, understand historical decisions, and avoid repeating completed efforts. Data flow: Preservica to Glean.
• Governed access to historical customer and case records
  For customer support, account management, or public sector casework, integrate Preservica archives into Glean so staff can locate historical correspondence, case files, and closed-ticket documentation alongside current knowledge articles. This helps resolve escalations faster and improves consistency in customer or citizen responses. Data flow: Preservica to Glean.
• Archival reference links from knowledge articles
  Allow Glean users to insert or reference Preservica archive links in internal knowledge articles, SOPs, and playbooks. This creates a controlled path from operational guidance to the preserved source record, improving traceability and reducing ambiguity about which version is authoritative. Data flow: Bi-directional.
• Preservation of high-value knowledge outputs from Glean-adjacent workflows
  When finalized documents, decision summaries, or approved policy artifacts are created and validated through Glean-enabled workflows, send the final versions into Preservica for long-term retention and compliance archiving. This ensures important business records are preserved in a trusted archive after active use ends. Data flow: Glean to Preservica.