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The agent
The system

Make Glean act in Internal CRM — safely

Glean answers the question; Upware carries out the action — writing directly into your homegrown CRM, governed by policy, logged in full, no API required.

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Governed by policy & RBAC Full audit trail Outbound-only on-prem bridge No rip-and-replace
The gap

Glean stops at the Internal CRM boundary

Glean is excellent at finding and reasoning over information, but turning an answer into a governed action across systems of record needs an execution layer it doesn't provide.

Three ways to close it

Only one is governed

Glean alone
Acts in Internal CRMNo
Governedn/a
Auditedn/a
Custom API glue
Acts in Internal CRMSort of
GovernedYou build it
AuditedYou build it
Glean + Upware
Acts in Internal CRMYes
GovernedPolicy + RBAC
AuditedEvery action
In practice

From Glean's answer to a CRM record update

A customer success manager asks Glean why a renewal is flagged at risk. Glean pulls context from Salesforce, Confluence notes, and recent support tickets, then drafts a recommended next step: update the account status and post an internal note in the internal CRM. That system was built in-house fifteen years ago and has no API — but Upware has already learned its screens. It replays the exact UI actions under the rep's RBAC permissions, posts the note, and moves the record to the escalation stage. The full action is logged in Upware's audit trail, timestamped and attributed, even though the legacy system itself keeps no such record.

The harness

AI to learn. Deterministic to execute.

Upware learns the process once and encodes it as a mostly-deterministic workflow: system interactions replay exactly, and any LLM steps are wrapped in policy, verification, and audit — so execution stays governed and drift-proof.

O
Observe & Learn
Records the real workflow once, across every system it touches.
G
Generate
Builds the API, data flow, and logic automatically — no integration project.
E
Encapsulate
Wraps it as a governed AI skill over secure MCP or API.
R
Run
Executes deterministically — RBAC, audit, and scale built in.
FAQ

Common questions

Our internal CRM has no API and no vendor support. Can Upware actually integrate with it?
Yes — this is exactly the case Upware was built for. Upware learns your internal CRM by observing a human navigating its screens: UI events, web requests, and network traffic are all captured. It then replays those interactions deterministically through an on-prem bridge, with no API required and no changes to the existing system. If it runs on a screen, Upware can learn it.
How does Upware handle access control when acting inside a homegrown system that has no native RBAC?
Upware enforces RBAC and policy at the execution layer, independent of what the target system provides. Glean's request is validated against the requesting user's permissions before any action runs. Every action — including who triggered it, what changed, and when — is written to Upware's audit trail. The legacy system doesn't need to support any of this natively.
What stops Glean from making incorrect updates if its answer is based on incomplete information?
Upware separates reasoning from execution. Glean produces an intended action; Upware wraps it in policy checks and, where configured, a verification step before anything is written to the CRM. Actions execute deterministically — the same way, every time — so there's no drift or improvisation at the point of system interaction. If the action doesn't meet the policy criteria, it won't run.

Connect Glean to Internal CRM

See a governed action go from recorded workflow to live in days.

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