Working Smarter with Glean: Prompts, Workflows, and AI Agents

Move beyond basic chat in Glean to create real business outputs powered by enterprise context. Learn how to turn search and chat into usable deliverables like account briefs, outreach emails, leadership updates, and structured tables. Find out how to use plain-language prompts to build repeatable, reviewable workflows. Discover when to use skills, agents, and auto agents for different kinds of work. See how to create a simple agent for repeated tasks and apply a framework to produce reliable, shareable outputs. By the end of this course, you’ll know how to shape better requests, refine outputs for the right audience, and use Glean to move from information gathering to action. This course is ideal for general business users looking to produce tangible results with AI.

Learning objectives
Create business-ready deliverables by turning chats into usable outputs.
Use plain-language prompts more effectively.
Build concise, executive-ready updates.
Turn raw information into structured, actionable outputs.
Explain when to use skills versus agents for different types of workflows.
Create and refine a simple agent for repeated work.