How to Use Glean as an AI Agent in ClickUp

ClickUp now lets you connect Glean as an AI Agent so your team can search company knowledge, answer questions, and act on insights without leaving your workspace.

This guide walks you through what Glean does, how it works inside your workspace, and the steps to get started using it as an AI Agent to support your team.

What Glean AI Agents Do in ClickUp

Glean is a work assistant that connects to your apps and data sources so you can discover the information you need and turn it into concrete actions.

When used as an AI Agent in your workspace, Glean can:

• Search across multiple tools and knowledge bases
• Summarize and share relevant information
• Help answer complex questions from your team
• Support decisions with contextual data

Because it is designed for enterprise needs, the assistant helps keep sensitive work secure while still making it easy to access the right context at the right time.

Key Capabilities of the Glean AI Agent

The Glean AI Agent is built to support how teams actually work. Within ClickUp, it is focused on three core capabilities that help people move faster and stay aligned.

1. Discover the Right Information

Modern companies store knowledge in many tools. Glean brings this together so your team can find exactly what they need.

• Search your company knowledge base from one place
• Locate documents, messages, and content across tools
• Use natural language to ask for what you need
• Cut down on time spent hunting for links and files

Instead of digging through separate platforms, team members can ask the assistant directly and receive curated, relevant information.

2. Answer Questions with Context

Glean is able to use your connected data to answer questions in an informed, contextual way.

• Ask open-ended or detailed questions about work
• Receive answers grounded in your existing documents
• Get helpful explanations, not just links
• Reduce repeated questions in chat and email

This makes it easier for people to self-serve information and stay unblocked throughout the day.

3. Take Action from Insights

Beyond search and Q&A, the Glean AI Agent is designed to help you act on the information it finds.

• Turn insights into next steps within your workspace
• Bring context from other tools into ongoing work
• Support decision-making with relevant data
• Keep project communication aligned with current knowledge

By centralizing information and actions, teams can move from questions to outcomes more quickly.

How the Glean AI Agent Works

The assistant connects to your company systems through pre-built integrations and enterprise-ready controls. It is powered by generative AI and private data handling that is designed for security-focused organizations.

From within ClickUp, your team interacts with Glean as an AI Agent that can reference your company content where it has been connected. The assistant then:

1. Receives a question or request from a user
2. Searches across the connected knowledge sources
3. Evaluates which information is relevant and trusted
4. Generates an answer or summary in natural language
5. Provides links or references to the original content when useful

The experience is intended to feel like having a knowledgeable teammate who understands where information lives and how to apply it.

Benefits of Connecting Glean to ClickUp

Bringing the Glean AI Agent into your workspace offers several advantages for teams of all sizes.

• Unified knowledge access: Reduce time spent switching between tools to find answers.
• Faster onboarding: New teammates can ask questions and learn from existing content.
• Lower interruption cost: Fewer repetitive questions sent to subject-matter experts.
• Improved decision-making: Access key documents and data while planning and executing work.
• Enterprise-grade control: Use AI in a way that respects security and governance needs.

These benefits compound as more teams rely on ClickUp as their central place for planning and execution, with Glean acting as an intelligent layer on top of existing knowledge.

Step-by-Step: Getting Started with Glean AI Agents

Follow these general steps to start using the Glean AI Agent alongside your projects and tasks.

Step 1: Review the Glean AI Agent Overview

Start by understanding the core concepts behind the Glean AI Agent and what it can do inside your workspace.

1. Open the Glean AI Agent overview page provided by the vendor.
2. Review the description of how it connects to your tools.
3. Note the supported data sources and security model.
4. Identify the key use cases that match your team’s needs.

You can find the official overview on the product page at Glean AI Agent for ClickUp.

Step 2: Confirm Requirements and Access

Before connecting the assistant, confirm that your organization meets the requirements.

• Check whether your plan includes access to AI Agents.
• Verify who in your company can manage integrations or workspace-level apps.
• Coordinate with your security or IT team for approvals, if needed.

This preparation ensures that setup goes smoothly and aligns with internal policies.

Step 3: Enable the Glean AI Agent

Once you have access and approvals, the next step is to enable Glean as an AI Agent in your workspace.

1. Sign in to your workspace as an admin or owner.
2. Navigate to the section where AI Agents and integrations are managed.
3. Locate the option to connect or enable the Glean AI Agent.
4. Follow the on-screen instructions to complete the connection.

During this process, you may be asked to authorize access, choose which data sources to connect, and set basic preferences.

Step 4: Configure Knowledge Sources

With the agent enabled, configure which knowledge sources Glean should use.

• Select the apps and repositories that should be searchable.
• Confirm data access scopes that match your governance rules.
• Decide whether certain spaces or teams have different access levels.
• Save your configuration and test with sample queries.

Thoughtful configuration helps ensure that the AI Agent surfaces relevant, accurate information to the right people.

Step 5: Introduce Glean AI Agents to Your Team

After configuration, roll out the assistant to your team and show them how to use it inside ClickUp.

1. Announce the new AI Agent and its purpose.
2. Share examples of good questions to ask.
3. Encourage teammates to use it for search, Q&A, and planning.
4. Collect feedback on accuracy and usefulness.

Teams typically see the most value when they know exactly how the assistant can help and where it fits into daily workflows.

Best Practices for Using Glean with ClickUp

To get the most from your new AI Agent, adopt a few best practices.

Ask Clear, Specific Questions

Well-phrased questions help the assistant return better answers.

• Include project names, teams, or dates when relevant.
• Ask for summaries, comparisons, or explanations as needed.
• Follow up with clarifying questions if the first answer is broad.

Keep Source Content Up to Date

The assistant is only as accurate as the knowledge it can access.

• Retire outdated docs or clearly mark them as legacy.
• Store finalized decisions in searchable locations.
• Encourage teams to document key processes and playbooks.

Review Sensitive Information Policies

Work with your security stakeholders to align usage with company policies.

• Clarify which spaces can include sensitive content.
• Ensure only the right teams can access specific knowledge sources.
• Document AI usage guidelines for your organization.

Where to Learn More

If you want expert help designing AI-driven workflows around your workspace, you can explore consulting services from partners such as Consultevo.

For in-depth information straight from the provider, including technical details and product updates, visit the official Glean AI Agent page at https://clickup.com/p/ai-agents/glean.

By connecting the Glean AI Agent with ClickUp and following the setup steps in this guide, your team can turn scattered knowledge into a powerful, searchable, and actionable resource that supports every stage of your work.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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