From the course: Working Smarter with Glean: Prompts, Workflows, and AI Agents

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Build a leadership update with AI

Build a leadership update with AI

In the first video, we focused on getting from a simple answer to a stronger deliverable. In this video, I'm gonna share a workflow Glean employees use all the time, turning scattered account context into a short leadership update. This is a great intermediate use case because the hard part is not just finding the latest information, it's pulling signals out of all that information and shaping it into something an executive finds useful and can read quickly. A leadership update is a very different output from an account brief or an outreach e-mail. The goal here is not to explain everything. It's to quickly answer what is the status, what changed, what's at risk, and what happens next. Summarize the latest context on SWAT group. I'll start with a broad context poll. This gives me the raw material I need before I ask for the final artifact. Not trying to make this first answer perfect. I'm just using it to gather the latest signal in one place. Now, this first pass is useful, but it's…

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