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Overview

  • Glean requires an admin to install the Glean app to the Monday.com account and authorize the app.
  • Authentication is done via OAuth.
  • Glean will understand user viewing permissions for workspaces and boards. Glean will never show documents to a user who does not have access.
  • It’s important to note that all data is stored in the customer’s cloud account and no data leaves the customer environment.

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Integration Features

By default Glean will capture the following content:
  • All workspaces a user has access to
  • Public boards in open workspaces
In addition, each user can choose to authorize Glean to index private boards, shareable boards, and public boards in closed workspaces they have access to—this needs to be enabled on a per-user basis. Over time, Glean may add support for docs, dashboards, items, and other Monday.com objects.

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API Usage

Glean uses the Monday.com API to ingest all data:
  • Glean begins by understanding the users and teams that are a part of the Monday.com account.
  • Glean then crawls workspaces and boards in the customer’s Monday.com account.
Glean performs a full crawl of the content hourly, and updates permissions several times every hour.

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Setup

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Prerequisites

The customer should be on A Monday.com account admin for the customer is required to install the Glean app to the account. This allows Glean to access the Monday.com API on behalf of the customer.

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Installation Process

Instructions for setup are provided onscreen in the deployment console. For help with setup, please reach out to a Glean customer success representative or solutions engineer for assistance.

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Post Setup

Glean allows configuring for only a certain user set to have access to Monday.com search results. For any questions or issues with this setup, please file a support ticket at https://support.glean.com/hc/en-us.