Skip to main content
This example guides you through building a web page summarizer agent using Glean Agent Builder. You will configure workflow of the agent, validate its performance and, deploy it to production. The web page summarizer agent will do the following tasks:
  • Collects a web page URL.
  • Reads the page content.
  • Returns a formatted summary with headings and bullets.
The workflow includes:
  • An Input form trigger to collect the web page URL from the users.
  • A Read document action to store content in memory.
  • A Respond action to generate the summary.

​
Before you begin

  • Glean Agents are enabled for your organization.
  • You have permission to create agents.
  • You can access the Agent Library from the left navigation in Glean.

​
Step 1: Create a new agent

  1. In Glean, open Agents from the left navigation.
  2. Select Create agent.
  3. In the creation modal, there are two main options:
    • Build with Natural Language: describe your agent in plain language and let Glean generate steps automatically.
    • Start from Scratch: configure each step yourself using the visual builder.
For this example, select Start from scratch so you can see how triggers and actions connect.
Use Build with Natural Language when you want Glean to draft the workflow for you. You can refine the workflow later.
After you choose Start from scratch, you will land in the Agent Builder. Following are the primary tools you will use to configure your agent:
  • Canvas for the trigger and steps flow.
  • Step configuration panel on the right for inputs and instructions.
  • Agent settings (gear icon) for name, description, goal, and default models.
  • Open Panel for natural‑language edits and step changes.
  • Preview to test your draft without publishing.

​
Step 2: Collect a web page URL

Your agent needs a way to collect the URL to summarize. You use an Input form trigger so the user can paste in a web page link.
  1. In the trigger area, choose Input form as the trigger type.
  2. Add a text field to the form.
  3. Set Field name to something descriptive, such as web page (this will become the field [[ web page ]]).
  4. (Optional) Add a description like “Enter the full URL of the web page you want to summarize.” This description appears when users run the agent.
When users runs the agent, they will see this input form first and provide the URL as [[ web page ]].

​
Step 3: Read the web page

Next, instruct the agent to read the content at that URL and store it in memory.
  1. Add a new step after the trigger.
  2. For Select step, choose the Read document action.
  3. In the Choose how to set the document or URLs setting, select Manual for this example.
  4. In Documents and URLs, reference the field you created by entering [[ web page ]] so the action uses the user‑provided URL.
When the agent runs:
  • It reads the web page located at [[ web page ]].
  • It stores the content in memory, making it available to later steps (such as the response step).

​
Step 4: Generate the summary

Now, tell the agent how to summarize the page.
  1. Add another step after Read document and choose the Respond action.
  2. In the Instructions field, enter summary guidance, for example: 
Generate a summary for the webpage:

- Create an "Overview" heading and provide a one-paragraph introduction.
- Create a "Layout" heading and summarize the page layout in a short bullet list.
  1. Click Enhance prompt within the instructions field to have Glean improve the wording using best‑practice prompting patterns.
    • The enhanced version appears in place and usually tightens structure, clarifies expectations, and makes it easier for the model to follow your instructions consistently.
    • If you prefer your original text, use Undo to revert the change.
At this point, your workflow is:
  1. Ask for a web page URL.
  2. Read and store the page content.
  3. Respond with a structured summary.

​
Step 5: Choose a model (optional)

Glean’s Model Hub lets you choose from multiple LLMs and set them per‑agent or per‑step. In this example:
  1. Open Agent settings (gear icon in the top right).
  2. Under Agent models, choose a default model that balances quality and speed for summarization.
  3. If needed, open each step and use the model selector embedded directly in the step configuration to override the default for that step, for example, a more capable model for the Respond step if you need richer formatting or more nuanced summaries.
Start with a single default model. As you gain confidence, tune models per step to balance quality and cost.

​
Step 6: Preview and troubleshoot

Before sharing your agent, use Preview to confirm that it behaves as expected.
  1. In the top right of Agent Builder, select Preview.
  2. In the preview panel:
    • Enter a real web page URL that starts with https:// (for this example).
    • Run the agent.
As the agent runs, Agent Builder highlights the currently executing step in the flow so you can see where the agent is in the process and debug issues more easily. If something does not look right:
  • Use Reset Preview to start over with a new URL.
  • Use Try Again to re‑run the last input and compare different model outputs.

​
Use debug mode for deeper troubleshooting

Agent Builder includes a debug mode that shows which steps ran, along with the inputs and outputs of each step. Use debug mode when:
  • A step fails or produces unexpected output.
  • You need to see the raw responses from actions (for example, from Read document).
  • You’re tuning instructions and want to inspect how changes affect intermediate data.
This combination of Preview, step highlighting, and debug view makes it easier to diagnose issues before publishing.

​
Step 7: Name, publish, and manage versions

After your are okay with the behavior of your agent:
  1. In the upper left, select the default name, for example, Untitled Agent and rename it to something descriptive, such as Web Page Summarizer.
  2. Select Publish in the upper right to make your current draft the live version.
Behind the scenes:
  • All changes are saved as a draft until you publish.
  • Each publish creates a new version you can restore later.

​
Step 8: Refine the workflow

As you iterate on your agent, you can adjust its structure and instructions.

​
Reorder and restructure steps

Agent Builder lets you reorder steps using drag and drop directly in the flow, including moving steps between branches where applicable. Use this to:
  • Insert new steps between existing ones.
  • Move steps earlier or later in the flow.
  • Simplify complex branches by reorganizing them visually.

​
Edit using the natural language panel

Instead of changing every configuration field manually, you can:
  1. Click Open Panel in the upper left of Agent Builder.
  2. In the natural language panel:
    • Ask Glean to add steps (“After reading the document, add a Think step that identifies the three main themes.”).
    • Request edits (“Shorten the response and focus only on the key sections for a busy reader.”).
    • Rearrange or delete steps conversationally.
You can switch between conversational edits and manual configuration without leaving Agent Builder.

​
Feature recap

You used these Agent Builder capabilities:
  • Visual canvas to build a step‑by‑step workflow.
  • Input form and Read document to collect and store content.
  • Respond and Enhance prompt to shape output.
  • Preview and Debug to test safely.
  • Drafts and version history to publish with confidence.

​
Next steps

After you have created this first agent:
  • Explore Create an agent using natural language to see how to start directly from plain‑language instructions and refine the generated steps.
  • Try Create a more powerful agent for a more complex, multi‑step workflow that combines additional actions and branching logic.