Search email and Teams history to get fully briefed on a case before meeting with Compliance or other departments.
Before a cross-department discussion on an amendment or specialised activity approval, you need the full context—not just the case file, but all informal discussions that have happened via email and Teams.
Glean searches across these communication channels to give you a complete picture, so you can walk into the meeting fully briefed on key decisions, questions raised, and pending items.
Conduct a monthly review of Glean Analytics to identify gaps, update documentation, and share changes with the team.
Regularly audit Glean search results to ensure they match the current correct procedure and identify outdated documentation.
Set up manager-approved verified answers for the most common and highest-risk questions to ensure team consistency.
Open Glean before your scheduled cross-department meeting.
Search: Summarise all internal discussion — email and Teams — related to case [case number or company name].
Review the summary Glean provides, including key decisions, questions raised, and pending items.
Click through to source email or Teams messages if you need to read the full context.
Use this briefing to prepare your talking points and questions for the meeting.
You have a meeting with Compliance about [Target Company]'s amendment request. You open Glean and search: "Summarise all internal discussion — email and Teams — related to case [case number] so I am fully briefed before the review meeting with Compliance." Glean returns: - [number] email threads where [Contact Name] from Compliance raised concerns about document completeness - [number] Teams messages where Government Services flagged a potential conflict with existing approvals - [decision description] from last week to request additional supporting evidence You click through to the Teams message to read the full Government Services concern, then prepare your talking points: 1. Address the document completeness issue 2. Clarify the approval conflict 3. Confirm the additional evidence has been received You walk into the meeting with the full picture.
Summarise all internal discussion — email and Teams — related to case [case number or company name] so I am fully briefed before the review meeting with Compliance.
Compare written SOPs against how cases were actually processed to identify gaps between documented procedure and real practice.
Search Salesforce case history to find precedent for specialised or unusual activity requests.