Glean Agents: Secure, Context-Aware Automation for 2026
Glean Agents: Secure, Context-Aware Automation for 2026
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Dec 10, 2025


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Glean’s autonomous agents deliver enterprise context and robust security to automation, enabling teams to plan, act, and self-assess across the tools they already use. With over 100 connectors, an agent builder/orchestrator, and safeguards respecting permissions, enterprises can transition from pilots to reliable, scaled automation by 2026.
Why this matters in 2026
Most “bots” still depend on fragile scripts. Glean’s new autonomous agents utilize enterprise context (graphs, memory, indexes, tool search) to interpret goals, plan multi-step work, operate across systems such as Salesforce/Jira/GitHub, and explain their actions—no rigid workflows needed. Availability notes: autonomous agents are in beta with agent moderators and action-level controls generally available as of December 10-11, 2025.
Key points
Context-aware by design. Agents utilize Glean’s Enterprise + Personal Graphs and indexed signals to select the correct actions and complete tasks end-to-end.
Built to scale. Create, orchestrate, and govern agents from a central place; discover reusable templates in the Agent Library; trigger operations through events or schedules.
Enterprise-level security. SOC 2 Type II, ISO 27001, HIPAA, and GDPR compliance; single-tenant VPC option; strict permission enforcement; audit logs; prompt-injection defenses; agent guardrails and forthcoming alignment models. Glean
How it works
Platform components that support reliable agents:
Agent Builder & Orchestration. Build no-code agents, route tasks between agents, or trigger on events; manage who can create/run certain actions.
Enterprise Context. Connectors, indexes (including specialized calendar/code/expert search), Enterprise/Personal Graphs, and enterprise memory that adapts to your operations.
Tool search & actions. Agents can select the right tool/action from hundreds (native + MCP-enabled) and sequence them safely; over 100 native actions span Salesforce, Jira, Confluence, GitHub, Microsoft 365, Google Workspace, and more.
Guardrails. Department-level agent moderators, action-level access, sensitivity-label enforcement (Google Drive; Microsoft Purview for OneDrive/SharePoint in beta), and alignment models to block out-of-scope actions.
Practical steps
1) Select impactful use cases
Begin where context + action are critical and the ROI is obvious. Examples from Glean’s playbooks include finance operations (policy-aware expense reviews and reimbursements), support (triage + knowledge answers + ticket updates), and sales operations (CRM hygiene, next-step emails, MEDDIC checks).
2) Connect your stack and enforce permissions
Get the core applications connected first (Google/Microsoft 365, Slack/Teams, Jira, Salesforce, Confluence, GitHub). Glean ensures access-aware results and synchronizes with source permissions and content changes.
3) Quickly build an agent (no code required)
Utilize Agent Builder’s auto mode: describe the goal in straightforward language, define allowed knowledge sources and actions, and publish. Agents plan their own steps, execute, and self-evaluate outputs—highlighting reasoning so humans remain in control.
4) Orchestrate & monitor effectively
Trigger agents on schedules or events; link agents (e.g., “summarize call → update CRM → notify AE”). Set department moderators and action-level restrictions (e.g., only SalesOps can create CRM-write agents). Track runs via audit logs and usage analytics.
5) Safeguard data & maintain security
Enable sensitive content protection and label-based hiding; keep LLMs on zero data retention; activate prompt-injection and toxic-content defenses. Document policies in Notion, manage the rollout with Asana, and record playbooks in Miro for stakeholder visibility.
6) Demonstrate impact, then scale
Measure time-to-complete, deflection, accuracy, and percentage of human approvals. Expand to related workflows and publish approved agents to the Agent Library. Keep knowledge discoverable via Glean search + citations (RAG).
Example “recipes” to model
Sales Ops: Post-call CRM hygiene
Agent examines calendar and notes (e.g., Gong/Gmail), updates opportunity fields (amount/close date/MEDDIC), drafts next-step emails—then logs a summary to Slack/Teams.Support: Knowledge-first ticket deflection
Agent searches enterprise knowledge with RAG + citations, suggests answers, files/updates tickets in ServiceNow/Zendesk, and forwards complex cases to humans.Engineering: PR hygiene & release notes
Agent summarizes PRs, verifies policy compliance (e.g., changelog present, tests updated), initiates tasks in Jira/Azure DevOps; compiles weekly release notes.
FAQs
Q1: How do Glean Agents ensure security?
Glean is SOC 2 Type II and ISO 27001 certified and supports HIPAA and GDPR. Data is encrypted (AES-256 at rest, TLS 1.2+ in transit), runs in a single-tenant VPC option, enforces source permissions, and offers audit logging. Agents have guardrails against prompt-injection and breaches. Glean
Q2: What role does context play?
Context differentiates a script from an agent. Glean’s Enterprise + Personal Graphs, memory, and indexes provide agents with the who/what/when/why of your enterprise, enabling reliable planning, tool selection, and task completion—and then citing sources for verification. Glean
Q3: Can these agents scale across diverse environments?
Yes. You can build/orchestrate/govern centrally, reuse templates from the Agent Library, and connect over 100 apps with real-time permission sync. Department-level moderators and action-level controls prevent sprawl and restrict risky actions to the appropriate owners. Glean
Q4: What’s generally available vs beta as of December 11, 2025?
Generally Available: Department agent moderators; restricting creation of agents with specific actions; Dynamics 365 connector. Beta: Autonomous agents; approximately 85 new agent actions; connectors for Ironclad, Affinity, Procore, Netsuite, OneNote; sensitivity-label hiding (Google Drive, Microsoft Purview). Coming soon: alignment models, tool search, enterprise memory. Business Wire+1
Summary
Glean Agents allow businesses to automate confidently: agents that understand your business, stay on task, and document their processes. If you’re considering a managed rollout in 2026—encompassing policy, moderation, and agent templates—Generation Digital can assist with design and implementation using Glean at the core, along with Asana, Miro, and Notion.
Glean’s autonomous agents deliver enterprise context and robust security to automation, enabling teams to plan, act, and self-assess across the tools they already use. With over 100 connectors, an agent builder/orchestrator, and safeguards respecting permissions, enterprises can transition from pilots to reliable, scaled automation by 2026.
Why this matters in 2026
Most “bots” still depend on fragile scripts. Glean’s new autonomous agents utilize enterprise context (graphs, memory, indexes, tool search) to interpret goals, plan multi-step work, operate across systems such as Salesforce/Jira/GitHub, and explain their actions—no rigid workflows needed. Availability notes: autonomous agents are in beta with agent moderators and action-level controls generally available as of December 10-11, 2025.
Key points
Context-aware by design. Agents utilize Glean’s Enterprise + Personal Graphs and indexed signals to select the correct actions and complete tasks end-to-end.
Built to scale. Create, orchestrate, and govern agents from a central place; discover reusable templates in the Agent Library; trigger operations through events or schedules.
Enterprise-level security. SOC 2 Type II, ISO 27001, HIPAA, and GDPR compliance; single-tenant VPC option; strict permission enforcement; audit logs; prompt-injection defenses; agent guardrails and forthcoming alignment models. Glean
How it works
Platform components that support reliable agents:
Agent Builder & Orchestration. Build no-code agents, route tasks between agents, or trigger on events; manage who can create/run certain actions.
Enterprise Context. Connectors, indexes (including specialized calendar/code/expert search), Enterprise/Personal Graphs, and enterprise memory that adapts to your operations.
Tool search & actions. Agents can select the right tool/action from hundreds (native + MCP-enabled) and sequence them safely; over 100 native actions span Salesforce, Jira, Confluence, GitHub, Microsoft 365, Google Workspace, and more.
Guardrails. Department-level agent moderators, action-level access, sensitivity-label enforcement (Google Drive; Microsoft Purview for OneDrive/SharePoint in beta), and alignment models to block out-of-scope actions.
Practical steps
1) Select impactful use cases
Begin where context + action are critical and the ROI is obvious. Examples from Glean’s playbooks include finance operations (policy-aware expense reviews and reimbursements), support (triage + knowledge answers + ticket updates), and sales operations (CRM hygiene, next-step emails, MEDDIC checks).
2) Connect your stack and enforce permissions
Get the core applications connected first (Google/Microsoft 365, Slack/Teams, Jira, Salesforce, Confluence, GitHub). Glean ensures access-aware results and synchronizes with source permissions and content changes.
3) Quickly build an agent (no code required)
Utilize Agent Builder’s auto mode: describe the goal in straightforward language, define allowed knowledge sources and actions, and publish. Agents plan their own steps, execute, and self-evaluate outputs—highlighting reasoning so humans remain in control.
4) Orchestrate & monitor effectively
Trigger agents on schedules or events; link agents (e.g., “summarize call → update CRM → notify AE”). Set department moderators and action-level restrictions (e.g., only SalesOps can create CRM-write agents). Track runs via audit logs and usage analytics.
5) Safeguard data & maintain security
Enable sensitive content protection and label-based hiding; keep LLMs on zero data retention; activate prompt-injection and toxic-content defenses. Document policies in Notion, manage the rollout with Asana, and record playbooks in Miro for stakeholder visibility.
6) Demonstrate impact, then scale
Measure time-to-complete, deflection, accuracy, and percentage of human approvals. Expand to related workflows and publish approved agents to the Agent Library. Keep knowledge discoverable via Glean search + citations (RAG).
Example “recipes” to model
Sales Ops: Post-call CRM hygiene
Agent examines calendar and notes (e.g., Gong/Gmail), updates opportunity fields (amount/close date/MEDDIC), drafts next-step emails—then logs a summary to Slack/Teams.Support: Knowledge-first ticket deflection
Agent searches enterprise knowledge with RAG + citations, suggests answers, files/updates tickets in ServiceNow/Zendesk, and forwards complex cases to humans.Engineering: PR hygiene & release notes
Agent summarizes PRs, verifies policy compliance (e.g., changelog present, tests updated), initiates tasks in Jira/Azure DevOps; compiles weekly release notes.
FAQs
Q1: How do Glean Agents ensure security?
Glean is SOC 2 Type II and ISO 27001 certified and supports HIPAA and GDPR. Data is encrypted (AES-256 at rest, TLS 1.2+ in transit), runs in a single-tenant VPC option, enforces source permissions, and offers audit logging. Agents have guardrails against prompt-injection and breaches. Glean
Q2: What role does context play?
Context differentiates a script from an agent. Glean’s Enterprise + Personal Graphs, memory, and indexes provide agents with the who/what/when/why of your enterprise, enabling reliable planning, tool selection, and task completion—and then citing sources for verification. Glean
Q3: Can these agents scale across diverse environments?
Yes. You can build/orchestrate/govern centrally, reuse templates from the Agent Library, and connect over 100 apps with real-time permission sync. Department-level moderators and action-level controls prevent sprawl and restrict risky actions to the appropriate owners. Glean
Q4: What’s generally available vs beta as of December 11, 2025?
Generally Available: Department agent moderators; restricting creation of agents with specific actions; Dynamics 365 connector. Beta: Autonomous agents; approximately 85 new agent actions; connectors for Ironclad, Affinity, Procore, Netsuite, OneNote; sensitivity-label hiding (Google Drive, Microsoft Purview). Coming soon: alignment models, tool search, enterprise memory. Business Wire+1
Summary
Glean Agents allow businesses to automate confidently: agents that understand your business, stay on task, and document their processes. If you’re considering a managed rollout in 2026—encompassing policy, moderation, and agent templates—Generation Digital can assist with design and implementation using Glean at the core, along with Asana, Miro, and Notion.
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