Search for document, NOC, and external approval requirements for any activity type using natural language.
When a new case arrives, you need to confirm what documents, NOCs, and external approvals are required for the activity type. Instead of manually browsing SharePoint folders or asking a colleague, you ask Glean in plain language and get a direct answer with source links.
This saves time and ensures you work from the latest approved requirement set.
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Regularly audit Glean search results to ensure they match the current correct procedure and identify outdated documentation.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 (web app or Chrome extension).
Type your question in plain language — no need to know exact folder names or file titles.
Example: 'What documents are required for a [activity type]?'
Glean returns a direct answer summarising the requirement, with source links to the underlying activity master record and NOC matrix entry.
Click the source link if you need to see the full original document, or to confirm the answer is current.
If the answer seems incomplete or outdated, flag it to your manager so the underlying SharePoint document can be reviewed and updated.
You receive a new application for a company registering [activity type]. You open Glean and type: "What documents are required for [activity type]?" Glean returns a direct answer with source links to the activity master record and NOC matrix entry. You click the source link to confirm the document is current and matches the answer. You proceed with the case, confident you have the correct requirement set.
What documents, NOCs, and external approvals are required for a company registering a [activity name] activity? Include any restricted nationality conditions or manager qualification requirements.
Search email and Teams history to get fully briefed on a case before meeting with Compliance or other departments.
Compare written SOPs against how cases were actually processed to identify gaps between documented procedure and real practice.