Glean Agents: Secure, Context-Aware Automation for 2026

Glean Agents: Secure, Context-Aware Automation for 2026

Exploiter

10 déc. 2025

A futuristic digital interface displays interconnected logos of major tech companies like Salesforce, Microsoft, Jira, and Google, with a glowing Glean Agents logo at the center, set against a blurred background of a data server room.
A futuristic digital interface displays interconnected logos of major tech companies like Salesforce, Microsoft, Jira, and Google, with a glowing Glean Agents logo at the center, set against a blurred background of a data server room.

Glean’s autonomous agents bring enterprise context and strong security to automation, so teams can plan, act, and self-evaluate across the tools they already use. With 100+ connectors, an agent builder/orchestrator, and guardrails that respect permissions, enterprises can move from pilots to reliable, scaled automation in 2026.

Why this matters in 2026

Most “bots” still rely on brittle scripts. Glean’s new autonomous agents use enterprise context (graphs, memory, indexes, tool search) to interpret goals, plan multi-step work, act across systems like Salesforce/Jira/GitHub, and explain what they did—no rigid workflows required. Availability notes: autonomous agents are in beta with agent moderators and action-level controls GA as of 10–11 December 2025.

Key points

  • Context-aware by design. Agents draw on Glean’s Enterprise + Personal Graphs and indexed signals to choose the right actions and complete work end-to-end.

  • Built to scale. Create, orchestrate, and govern agents centrally; discover reusable templates in the Agent Library; trigger runs by events or schedules.

  • Enterprise-grade 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 (coming) alignment models. Glean

How it works

Platform pieces that make agents reliable:

  • Agent Builder & Orchestration. Build no-code agents, then route tasks between agents or trigger on events; govern who can create/run which actions.

  • Enterprise Context. Connectors, indexes (incl. specialised calendar/code/expert search), Enterprise/Personal Graphs, and enterprise memory that learns your processes.

  • Tool search & actions. Agents can pick the right tool/action from hundreds (native + MCP-enabled) and sequence them safely; 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) Pick high-leverage use cases

Start where context + action matter and the ROI is visible. Examples from Glean’s playbooks include finance ops (policy-aware expense checks and reimbursements), support (triage + knowledge answers + ticket updates), and sales ops (CRM hygiene, next-step emails, MEDDIC checks).

2) Connect your stack and enforce permissions

Wire up the core apps first (Google/Microsoft 365, Slack/Teams, Jira, Salesforce, Confluence, GitHub). Glean enforces access-aware results and stays in sync with source permissions and content changes.

3) Build an agent in minutes (no code)

Use Agent Builder’s auto mode: describe the goal in plain English, set allowed knowledge sources and actions, and publish. Agents plan their own steps, act, and self-evaluate outputs—surfacing reasoning so humans stay in control.

4) Orchestrate & monitor responsibly

Trigger agents on schedules or events; chain agents (e.g., “summarise 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) Govern data & safety

Turn on sensitive content protection and label-based hiding; keep LLMs on zero data retention; enable prompt-injection and toxic-content defences. Document policies in Notion, orchestrate rollout with Asana, and capture playbooks in Miro for stakeholder visibility.

6) Prove impact, then scale

Benchmark time-to-complete, deflection, accuracy, and % human approvals. Expand to adjacent 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 scans calendar and notes (e.g., Gong/Gmail), updates opportunity fields (amount/close date/MEDDIC), and drafts next-step emails—then logs a summary to Slack/Teams.

  • Support: Knowledge-first ticket deflection
    Agent searches enterprise knowledge with RAG + citations, proposes answers, files/updates tickets in ServiceNow/Zendesk, and routes edge cases to humans.

  • Engineering: PR hygiene & release notes
    Agent summarises PRs, checks policy (e.g., changelog present, tests updated), opens 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 provides audit logging. Agents get guardrails against prompt-injection and jailbreaks. Glean

Q2: What role does context play?

Context is the difference between a script and an agent. Glean’s Enterprise + Personal Graphs, memory, and indexes give agents the who/what/when/why of your organisation, so they can plan steps, choose tools, and finish work reliably—then cite sources for verification. Glean

Q3: Can these agents scale across different environments?

Yes. You can build/orchestrate/govern centrally, reuse templates from the Agent Library, and connect 100+ apps with real-time permission sync. Department-level moderators and action-level controls prevent agent sprawl and keep risky actions limited to the right owners. Glean

Q4: What’s generally available vs beta as of 11 December 2025?

GA: Department agent moderators; restricting creation of agents with specific actions; Dynamics 365 connector. Beta: Autonomous agents; ~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 let enterprises automate with confidence: agents that understand your business, stay in scope, and show their work. If you’d like a governed rollout for 2026—covering policy, moderation, and agent templates—Generation Digital can help design and implement it with Glean at the core, alongside Asana, Miro and Notion.

Glean’s autonomous agents bring enterprise context and strong security to automation, so teams can plan, act, and self-evaluate across the tools they already use. With 100+ connectors, an agent builder/orchestrator, and guardrails that respect permissions, enterprises can move from pilots to reliable, scaled automation in 2026.

Why this matters in 2026

Most “bots” still rely on brittle scripts. Glean’s new autonomous agents use enterprise context (graphs, memory, indexes, tool search) to interpret goals, plan multi-step work, act across systems like Salesforce/Jira/GitHub, and explain what they did—no rigid workflows required. Availability notes: autonomous agents are in beta with agent moderators and action-level controls GA as of 10–11 December 2025.

Key points

  • Context-aware by design. Agents draw on Glean’s Enterprise + Personal Graphs and indexed signals to choose the right actions and complete work end-to-end.

  • Built to scale. Create, orchestrate, and govern agents centrally; discover reusable templates in the Agent Library; trigger runs by events or schedules.

  • Enterprise-grade 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 (coming) alignment models. Glean

How it works

Platform pieces that make agents reliable:

  • Agent Builder & Orchestration. Build no-code agents, then route tasks between agents or trigger on events; govern who can create/run which actions.

  • Enterprise Context. Connectors, indexes (incl. specialised calendar/code/expert search), Enterprise/Personal Graphs, and enterprise memory that learns your processes.

  • Tool search & actions. Agents can pick the right tool/action from hundreds (native + MCP-enabled) and sequence them safely; 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) Pick high-leverage use cases

Start where context + action matter and the ROI is visible. Examples from Glean’s playbooks include finance ops (policy-aware expense checks and reimbursements), support (triage + knowledge answers + ticket updates), and sales ops (CRM hygiene, next-step emails, MEDDIC checks).

2) Connect your stack and enforce permissions

Wire up the core apps first (Google/Microsoft 365, Slack/Teams, Jira, Salesforce, Confluence, GitHub). Glean enforces access-aware results and stays in sync with source permissions and content changes.

3) Build an agent in minutes (no code)

Use Agent Builder’s auto mode: describe the goal in plain English, set allowed knowledge sources and actions, and publish. Agents plan their own steps, act, and self-evaluate outputs—surfacing reasoning so humans stay in control.

4) Orchestrate & monitor responsibly

Trigger agents on schedules or events; chain agents (e.g., “summarise 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) Govern data & safety

Turn on sensitive content protection and label-based hiding; keep LLMs on zero data retention; enable prompt-injection and toxic-content defences. Document policies in Notion, orchestrate rollout with Asana, and capture playbooks in Miro for stakeholder visibility.

6) Prove impact, then scale

Benchmark time-to-complete, deflection, accuracy, and % human approvals. Expand to adjacent 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 scans calendar and notes (e.g., Gong/Gmail), updates opportunity fields (amount/close date/MEDDIC), and drafts next-step emails—then logs a summary to Slack/Teams.

  • Support: Knowledge-first ticket deflection
    Agent searches enterprise knowledge with RAG + citations, proposes answers, files/updates tickets in ServiceNow/Zendesk, and routes edge cases to humans.

  • Engineering: PR hygiene & release notes
    Agent summarises PRs, checks policy (e.g., changelog present, tests updated), opens 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 provides audit logging. Agents get guardrails against prompt-injection and jailbreaks. Glean

Q2: What role does context play?

Context is the difference between a script and an agent. Glean’s Enterprise + Personal Graphs, memory, and indexes give agents the who/what/when/why of your organisation, so they can plan steps, choose tools, and finish work reliably—then cite sources for verification. Glean

Q3: Can these agents scale across different environments?

Yes. You can build/orchestrate/govern centrally, reuse templates from the Agent Library, and connect 100+ apps with real-time permission sync. Department-level moderators and action-level controls prevent agent sprawl and keep risky actions limited to the right owners. Glean

Q4: What’s generally available vs beta as of 11 December 2025?

GA: Department agent moderators; restricting creation of agents with specific actions; Dynamics 365 connector. Beta: Autonomous agents; ~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 let enterprises automate with confidence: agents that understand your business, stay in scope, and show their work. If you’d like a governed rollout for 2026—covering policy, moderation, and agent templates—Generation Digital can help design and implement it with Glean at the core, alongside Asana, Miro and Notion.

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Numéro d'entreprise : 256 9431 77 | Droits d'auteur 2026 | Conditions générales | Politique de confidentialité

Génération
Numérique

Bureau au Royaume-Uni
33 rue Queen,
Londres
EC4R 1AP
Royaume-Uni

Bureau au Canada
1 University Ave,
Toronto,
ON M5J 1T1,
Canada

Bureau NAMER
77 Sands St,
Brooklyn,
NY 11201,
États-Unis

Bureau EMEA
Rue Charlemont, Saint Kevin's, Dublin,
D02 VN88,
Irlande

Bureau du Moyen-Orient
6994 Alsharq 3890,
An Narjis,
Riyad 13343,
Arabie Saoudite

UK Fast Growth Index UBS Logo
Financial Times FT 1000 Logo
Febe Growth 100 Logo


Numéro d'entreprise : 256 9431 77
Conditions générales
Politique de confidentialité
Droit d'auteur 2026