Glean - xConnector Integration and Automation

Common Integration Use Cases Between Glean and xConnector

Glean is an enterprise search and knowledge discovery platform that helps employees find information across apps, documents, and conversations. xConnector is typically used as an integration and connectivity layer to move data between systems, automate workflows, and synchronize business processes. Together, they can improve knowledge access, reduce manual work, and connect search insights to operational systems.

1. Index xConnector workflow data into Glean for faster internal discovery

Data flow: xConnector to Glean

Sync records from xConnector, such as integration logs, workflow statuses, connector configurations, and exception reports, into Glean so support, operations, and IT teams can quickly find relevant information without logging into multiple tools.

• Helps teams troubleshoot failed integrations faster
• Reduces time spent searching across admin consoles and tickets
• Improves visibility into active automation and data movement

2. Surface enterprise knowledge from Glean inside xConnector-driven workflows

Data flow: Glean to xConnector

Use Glean search results, policy documents, SOPs, and project knowledge as inputs to xConnector workflows. For example, when a service request or onboarding process is triggered, xConnector can retrieve the latest approved policy or procedure from Glean and attach it to the workflow.

• Ensures employees use current documentation
• Reduces process errors caused by outdated files
• Supports standardized execution across teams

3. Automate support escalation by linking Glean search behavior to xConnector cases

Data flow: Bi-directional

When users repeatedly search for the same unresolved topic in Glean, xConnector can create or update a case in ITSM, HR, or operations systems. In return, case status and resolution notes can be pushed back into Glean so employees can find the answer later.

• Identifies knowledge gaps from real employee behavior
• Speeds up escalation of recurring issues
• Builds a feedback loop between search and operations

4. Keep business process documentation synchronized across systems

Data flow: xConnector to Glean

When xConnector updates a workflow, approval path, or integration mapping, the related documentation can be automatically published or refreshed in Glean. This is useful for finance approvals, procurement workflows, onboarding steps, and compliance procedures.

• Prevents teams from following outdated process guides
• Improves audit readiness and process consistency
• Reduces manual documentation maintenance

5. Enrich employee self-service portals with searchable knowledge from Glean

Data flow: Glean to xConnector

xConnector can pull relevant Glean content into employee-facing portals, chatbots, or service request forms. For example, before a ticket is submitted, the user can be shown recommended articles, policy excerpts, or internal FAQs from Glean.

• Deflects avoidable support tickets
• Improves employee self-service experience
• Reduces load on HR, IT, and shared services teams

6. Trigger workflow actions from high-value knowledge signals in Glean

Data flow: Glean to xConnector

Use Glean analytics or saved searches to identify high-priority topics, such as repeated searches for a product issue, policy change, or customer escalation. xConnector can then trigger downstream actions such as notifications, task creation, or approval routing.

• Turns search demand into operational action
• Helps teams respond to emerging issues faster
• Supports proactive management of business risks

7. Synchronize onboarding and role-based access workflows with knowledge delivery

Data flow: Bi-directional

When xConnector provisions a new employee or changes a role, it can notify Glean to surface the most relevant onboarding materials, team documents, and role-specific knowledge. As the employee progresses, Glean usage signals can help xConnector trigger follow-up tasks or training reminders.

• Accelerates new hire productivity
• Improves role-based knowledge delivery
• Supports structured onboarding and enablement

In combination, Glean and xConnector can connect enterprise knowledge discovery with automated business workflows, helping organizations reduce manual effort, improve process compliance, and make information easier to act on.