SFTP - Glean Integration and Automation

Common Integration Use Cases Between SFTP and Glean

• Secure indexing of regulated files for enterprise search
  Organizations can use SFTP to deliver confidential documents, product files, or compliance records into a controlled landing zone, then have Glean index approved content for internal discovery. This enables employees to search across policy documents, pricing sheets, audit files, and partner submissions without exposing the original SFTP repository broadly.
• Automated ingestion of partner-delivered content into knowledge workflows
  Manufacturers, retailers, publishers, or service providers can send updated catalogs, specifications, or operational documents via SFTP to a central file repository. Glean can then surface the latest version to sales, operations, and support teams, reducing time spent manually locating partner-provided files.
• Compliance document retrieval for legal and audit teams
  Finance, legal, and compliance teams often receive sensitive reports, audit evidence, and regulatory submissions through SFTP. By integrating those files into Glean with access controls, authorized users can quickly find prior submissions, supporting evidence, and historical correspondence during audits or investigations.
• Centralized access to secure backup and disaster recovery assets
  Organizations that store encrypted backups or archived business files on SFTP servers can make metadata or approved restore documentation searchable in Glean. This helps IT and operations teams locate recovery procedures, file inventories, and backup schedules faster during incident response or business continuity events.
• Searchable distribution of product and pricing updates
  Commercial teams can receive updated price lists, product images, and specification sheets through SFTP from internal systems or external partners. Glean can index the approved versions so sales, channel managers, and customer service teams always reference the current materials when responding to customers or partners.
• Controlled access to confidential customer and case files
  Service providers and account teams can exchange sensitive customer records, case attachments, or onboarding documents over SFTP. Once ingested into Glean, support, success, and operations teams can search the content by customer, case number, or topic, improving resolution speed while maintaining secure handling of the source files.
• Operational visibility into file transfer activity and related documentation
  SFTP logs and transfer manifests can be stored alongside the transferred business documents and indexed in Glean. Operations, security, and compliance teams can then search transfer history, confirm delivery status, and quickly retrieve associated documentation for troubleshooting or audit review.