Comparison

Process Designer vs Glean

Glean is optimized for finding answers in your company tools. Process Designer is optimized for turning knowledge into governed work: workflows, approvals, evidence trails, and measurable drift loops.

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Answers → governed execution

Discovery is necessary. But audits and reliability require an execution control plane that produces proof as work happens.

Evidence completeness

68%

Workflows can enforce completeness at gates.

Operating path

Execution: evidence produced during work

Workflows guide teams and produce structured evidence artifacts. Dashboards show completeness and drift.

Discovery output

Owner: IT Ops

Policy: approval required above threshold

Related: SOP version link

Known exceptions: codes + owners

Great for discovery—insufficient for proof.

Execution artifacts

approval_record (who/when/why)

exception_record + rationale

evidence_artifact_id + metadata

version_log (what/why/impact)

Completeness

68%

Evidence completeness is measurable when artifacts are structured and produced at gates.

Why this matters

Approvals

Who approved what, under which policy.

Evidence

Queryable proof with IDs and timestamps.

Dashboards

Completeness + drift you can act on.

Quick verdict

Choose Glean when your primary bottleneck is discovery. Choose Process Designer when your bottleneck is governed execution with approvals, exceptions, and audit-ready evidence.

Best for Process Designer

  • Audit-ready workflows (approvals, exceptions, evidence)
  • SOP lifecycle governance (scorecards + remediation)
  • Cross-team handoff clarity and measurable drift loops

Best for Glean

  • Enterprise AI search across many SaaS tools
  • Fast Q&A over documents, tickets, chats, and wikis

From signal to governed execution

Voice + screen-assisted understanding feed Operational Knowledge. Workflows then execute with approvals, exceptions, and evidence artifacts.

Governance strength

72%

Higher = stronger gates and evidence requirements.

Pipeline

What this unlocks

Decision points

Approval gates

Exception paths

Evidence artifacts

Operating score

66/100

Higher score = clearer decisions + better proof during execution.

Governed execution primitives

Decision points

Make criteria explicit.

Approval gates

Who can approve what, by threshold.

Evidence artifacts

Queryable proof with IDs + timestamps.

These primitives are what turn knowledge into reliable operations under change.

Deep comparison

Feature-by-feature analysis

A nuanced look at how each platform handles key capabilities.

Primary job to be done

Process Designer

Strong

Turn knowledge into governed execution: workflows, approvals, exception paths, evidence artifacts, dashboards.

Glean

Strong

Find the right information fast across company systems and summarize it as answers.

Many teams need both. But only one system can own audit-ready execution and evidence trails: the workflow operating layer.

Evidence and audit readiness

Process Designer

Strong

Evidence is produced during work: approval records, exception records, timestamps, version logs.

Glean

Neutral

Search can retrieve evidence if it exists, but it doesn't enforce that work produces structured artifacts at decision points.

Drift management (should vs is)

Process Designer

Strong

Drift becomes measurable through conformance loops and scorecards; remediation is routed to owners with SLAs.

Glean

Good

Can surface information about deviations (tickets, chats) but does not provide a workflow-level should-vs-is loop.

Adoption and onboarding

Process Designer

Good

Guided execution (HEIDI) and workflow-based SOPs reduce tribal knowledge and speed up onboarding.

Glean

Good

Search helps new hires find information quickly, but onboarding still relies on humans following procedures correctly.

Knowledge Graph / system of record

Process Designer

Strong

Operational Knowledge connects processes, decisions, documents, and owners into a queryable graph that supports impact and dependency reasoning.

Glean

Good

Search indexes content across systems for retrieval. It is optimized for answers, not as an execution system of record for decision points and evidence.

Voice-guided execution (HEIDI)

Process Designer

Good

HEIDI can guide teams through steps, prompt for approvals, and standardize exception handling—grounded in your Operational Knowledge.

Glean

Neutral

Voice/assistant experiences may exist for Q&A, but they typically do not enforce workflow gates or produce execution evidence as first-class artifacts.

Screen + recording-assisted understanding (training)

Process Designer

Good

Process Designer supports screen/voice-assisted training for structured understanding (e.g., IDP) and reduces manual re-entry by grounding outputs in defined schemas.

Glean

Neutral

Search can retrieve what is already written. It does not provide a workflow layer to capture structured evidence during execution.

Automation and exception handling

Process Designer

Strong

Automation is governed: decision points, approval gates, exception paths, and evidence artifacts are part of the workflow so reliability survives change.

Glean

Weak

Search is not an automation runtime. It can help discover how-to information but cannot execute governed workflows or capture exceptions as artifacts.

Quick comparison

Feature comparison table

Feature comparison

High-level summary

FeatureProcess DesignerGlean
Primary focusGoverned execution + operational proofDiscovery (answers) across tools
Automation with approvals
Exception paths + rationale
Evidence artifacts (queryable records)Not primary
Knowledge Graph (system of record)Not primary
HEIDI voice guidanceVaries / Q&A-focused
Screen/recording-assisted training (e.g., IDP)
Drift loops + SOP health scorecards

Decision guide

Which tool is right for you?

Answer these questions to find your best fit.

Do you need to prove approvals/exceptions with structured artifacts?

If yes → Process Designer

You need an execution operating layer (Process Designer).

If no → Glean

Search may be enough as the primary system.

Are SOPs changing weekly across teams and tools?

If yes → Process Designer

You need lifecycle governance + drift loops.

If no → Glean

A lighter documentation + search approach may work.

Do you want the assistant to guide execution (not just answer questions)?

If yes → Process Designer

Use HEIDI + workflows so the assistant prompts approvals and produces evidence during work.

If no → Glean

Search-only assistants can still be useful for retrieval and summarization.

Do you need screen/recording-assisted training for structured understanding (e.g., documents)?

If yes → Process Designer

Add Process Designer’s screen/voice-assisted training and tie outputs to evidence artifacts and workflows.

If no → Glean

Discovery-focused systems may be sufficient for the current need.

Migration stories

Before and after switching

From “answers” to “audit-ready execution”

Before

Teams find the policy, but approvals and exceptions happen in chat and email—proof is reconstructed later.

After

Decision points become workflow gates. Approvals, exceptions, and evidence artifacts are produced during work and visible on dashboards.

Audits shift from archaeology to queries

From onboarding Q&A to guided operations

Before

New hires search for the right doc and ask senior teammates to confirm exceptions.

After

HEIDI guides the run: prompts for approvals, records rationale, and routes remediation when drift signals appear.

Less variance; faster onboarding

Getting started

How to migrate from Glean

  1. 1

    Keep search for discovery

    Use enterprise search for Q&A and fast retrieval of owners, policies, and context.

  2. 2

    Pick one evidence-heavy workflow

    Incident response, access requests, procurement approvals, HR onboarding.

  3. 3

    Model decision points + evidence artifacts

    Control → decision point → evidence artifact mapping.

  4. 4

    Add drift loop + dashboard

    Should vs is conformance signals and SOP health scorecards.

  5. 5

    Add HEIDI as the guided interface

    Use voice guidance to standardize execution and reduce tribal knowledge during rollout.