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Many organizations use Glean to search across their internal knowledge base and tool stack. You can make your Dovetail data and insights discoverable in Glean by indexing Dovetail content into your Glean tenant. This guide explains how the two systems work together and what your team needs to set it up.

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What this integration provides

When connected, you can:
  • Search across Dovetail insights directly from Glean
  • Use Glean Chat to answer questions using your research data
  • Distribute customer insights to Sales, CS, Product, and Support teams
  • Keep permissions intact so users only see what they should

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How it works

Dovetail acts as a source of data, and Glean acts as a search and distribution layer. To connect them, your engineering team sets up a custom connector that:
  1. Fetches content from Dovetail (via API or export)
  2. Pushes that content into Glean using Glean’s Indexing API
  3. Syncs on a schedule to keep content up-to-date
Once indexed, Dovetail content becomes part of Glean’s search and chat experience.

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Technical requirements

To set up this connection, you’ll need:

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1. Access & credentials

  • Dovetail admin access (to fetch insight content)
  • Glean admin access (to configure a custom connector)
  • A Glean Indexing API token for pushing content
  • Dovetail API token if you’re using the API for extraction

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2. Engineering resources

Your team should be comfortable with:
  • Calling REST APIs
  • Handling auth tokens
  • Running scheduled sync jobs or webhooks
  • Mapping access permissions for users
Languages commonly used: Node.js, Python, Go — take your pick.

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3. Hosting for the connector

You’ll need somewhere to run the sync job — e.g.:
  • AWS Lambda
  • Google Cloud Functions
  • Azure Functions
  • Any container/VM

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Data types you can index

You can index and reference in Dovetail’s API. Most teams index:
  • Docs
  • Tags
  • Highlights
  • Projects
  • Channels
  • Contacts

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Permissions & access control

To keep information secure, the connector should:
  • Assign document-level permissions based on Dovetail access
  • Match users by email or SSO identity
  • Update permissions during each sync

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Syncing & freshness

Most organizations sync:
  • Daily for general research
  • Hourly for active research cycles
  • On-change if using Dovetail webhook events
You can choose what makes sense for your workflow.

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What your engineering team builds

Your connector will need to:
  1. Fetch content from Dovetail (API/export/database)
  2. Transform objects into Glean’s indexing format
  3. Push documents via Glean’s Indexing API
  4. Handle permissions
  5. Schedule recurring syncs
Once deployed, it becomes a “set and forget” pipeline.

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Limitations to be aware of

  • There is currently no native 1-click integration
  • Requires engineering support to set up
  • Content freshness depends on your sync interval