Learn how to create, configure and deploy Actions in Glean to enable automated workflows and integrations
Actions allow you to create automated workflows and integrations within Glean. This guide walks through the process of creating and configuring an Action.
You must have an Admin
or App and Action Creator
role to create actions.
To get started, navigate to Admin console > Platform > Actions where you’ll see a list of all available actions. Click the “New Action” button in the top right corner to begin.
You can choose to create a custom action from scratch, build a simple redirect action or pick from one of the available out-of-the-box actions (if enabled for you).
For Gmail or Jira creation actions, you can use built-in templates with no coding required. For other use cases, you can create custom actions from scratch.
If you select creating an action from scratch, these are the steps to create an action:
Basic Information
Start by providing the essential details to identify your action:
The name that will be shown in the actions directory
A clear description of what your action does
A unique identifier to distinguish your action from others with similar names
Choose between:
Helps users perform operations in external apps. Can be either:
Fetches information from external applications that may or may not be indexed with Glean
Trigger Condition
Configure when your action should be triggered in Glean Chat.
When users interact with Glean Chat, the system matches their requests against the trigger conditions to determine which action to use.
For example, for an IT support Action, you might include trigger conditions like: “Creates IT support tickets on JIRA. Use this action when the user wants to create a support ticket, needs access to something or wants help with any IT related issues.”
You can also provide example queries such as:
Functionality
Define the specific configurations for your action.
For actions created from scratch, you’ll need to upload an API spec:
Authentication
This step is only required for actions with a server.
Configure how Glean should pass authentication information for requests coming from Glean to your action’s server.
After saving your action, use the testing link provided at the bottom of the page to verify its functionality. Test with various queries that should trigger the action and refine the Trigger Condition if needed.
Actions can be deployed in two environments:
Deploy to all users (recommended after thorough testing) or a subset of users for testing
Deploy as part of Glean Apps integration
When configuring the API spec for your action, provide a YAML or JSON file that follows these requirements:
For example implementations and API specs, refer to our examples documentation.