Glean has launched Microsoft 365 Actions in Assistant. This feature will allow users to export any assistant response to Word Docs, Excel Sheets and as a draft in Outlook.
Key Features
Export to Word: All assistant responses will have an option to export to word, clicking on which a word doc will be created in OneDrive containing the entire assistant response, with the formatting preserved.
Export to Excel: All tables generated in Glean Assistant will have an option to Export to Excel, clicking on which an excel sheet will be created in OneDrive containing the table response, with headings preserved.
Draft as Email: All assistant responses will have an option to export to email, clicking on which users will be taken to Outlook where they can view the assistant response as a draft email, with the formatting preserved.
Setup
Admins can enable this feature by going to Glean and navigating to Admin -> Actions
Click on Add Action and select Microsoft 365 Actions
Select the O365 data source you want to link these actions to, this is the instance where docs/sheets would get created.
Setup Authentication.
Option 1: Select Central - this uses the default OAuth App already set up for you. This is the quickest way to start using Microsoft 365 Actions
Option 2: Select Custom - this requires you to create a new custom OAuth App. Please follow the steps in this article to setup a new custom OAuth app
That’s it, you can now click on Save and start using these actions!
Once enabled, please go to Glean Assistant and try exporting an Assistant response to Docs, Sheets or Email.
You can also query Glean with messages like "draft an email summarizing..", "create a doc with.." etc., and these actions would be suggested to you at the end of Glean's response.
Please raise a support ticket with us if the actions are not working as expected. Excited to see you use this new feature!