Glean + Tally

Glean + Tally integrations

Search in Glean for every new submission in Tally

With every new entry created in Tally, this workflow streamlines the process by instantly finding related information within the Glean app. It creates a seamless connection between Tally and Glean, eliminating manual data searches and ensuring all relevant data is promptly accessible. Benefit from this efficient process that not only helps conserve your precious time, but also enhances data management and productivity.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
automatically do this!
SearchRetrieve document and snippet results from Glean for a given query.
ActionSearch

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More things you can do with Tally and Glean

Discover other triggers and actions you can use with Tally and Glean

- Select a form
  Required
Trigger
Instant
Try It
- Agent
  Required
- User Message
  Required
- Fields
- Timeout (seconds)
Action
Write
- Datasource
  Required
- Object Type
  Required
- Document ID
  Required
- Version
Action
Write
- Event Type/Action
  Required
- Tracking Tokens
  Required
Action
Write
- Document Info (URL or ID)
  Required
- Query
- Preferred Summary Length
Action
Write

- Search Type
  Required
- Additional Document Fields to Return
Action
Search
- Building Your Query
- Enter your query here
  Required
- Suggested fields
- Number of query results (Suggested)
- Use advanced search fields?
Action
Search

- Building Your Query
- Enter your query here. Please test your query in the Glean search bar first.
  Required
- Suggested fields
- Number of query results (Suggested)
- Use advanced search fields?
Trigger
Polling
Try It
- Agent Type
- Custom Agent Instructions
- Agent ID (Advanced)
- User Message
  Required
- Memory Key Instructions
- Memory Key
- Timeout (ms)
Action
Write
- Datasource
  Required
- UploadId
- Title
- Filename
- Container
- ContainerDatasourceId
- ContainerObjectType
- Document_datasource
- ObjectType
- ViewURL
- Id
- Summary_mimeType
- Summary_textContent
- Summary_binaryContent
- Body_mimeType
- Body_textContent
- Body_binaryContent
- Author_email
- Author_datasourceUserId
- Author_name
- Owner_email
- Owner_datasourceUserId
- Owner_name
- Permissions_allowedUsers_email
- Permissions_allowedUsers_datasourceUserId
- Permissions_allowedUsers_name
- Permissions_allowedGroups
- Permissions_allowedGroupIntersections_requiredGroups
- Permissions_allowAnonymousAccess
- Permissions_allowAllDatasourceUsersAccess
- CreatedAt
- UpdatedAt
- UpdatedBy_email
- UpdatedBy_datasourceUserId
- UpdatedBy_name
- Tags
- Interactions_numViews
- Interactions_numLikes
- Interactions_numComments
- Status
- AdditionalUrls
- Comments_id
- Comments_author_email
- Comments_author_datasourceUserId
- Comments_author_name
- Comments_content_mimeType
- Comments_content_textContent
- Comments_content_binaryContent
- Comments_createdAt
- Comments_updatedAt
- Comments_updatedBy_email
- Comments_updatedBy_datasourceUserId
- Comments_updatedBy_name
- CustomProperties_name
- CustomProperties_value
Action
Write
- Activity Type/Action
  Required
- Timestamp
  Required
- Document URL
  Required
- ID
- Body Content
- Datasource Instance
- Datasource
- Instance Only Name
- Duration
- Query
- Referrer
- Title
- Truncated
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Category
  Required
- Result Size
- Datasource Filter
- Timeout (milliseconds)
- Timezone
- Include Session Tracking Token?
Action
Search

About Glean

Glean offers AI-powered search to give enterprise users the ability to search across organization-wide resources

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About Tally

The simplest way to create beautiful forms and surveys, for free.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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