Home | Connectors | Microsoft 365 | Microsoft 365 - Glean Integration and Automation
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.
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.
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.
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.
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.
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.
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.
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.
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.
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