Use Sigma in Glean

Sigma in Glean gives you two ways to work with your organization's Sigma data without leaving Glean:

• Find dashboards and charts — search for Sigma workbooks, pages, and elements directly from Glean search.
• Ask natural-language questions — use Glean Assistant to ask natural-language questions about Sigma data and get answers scoped to your permissions.

Both are scoped to your Sigma permissions. You only see content and data you have access to in Sigma.

Find Sigma content in search

After your admin sets up the Sigma search integration, you can search for Sigma content directly in Glean.

What you can find

What you want	What to search	What Glean returns
A dashboard	Workbook name or related business keyword	Matching Sigma workbook results
A specific tab in a dashboard	Workbook name plus page name	A workbook page result
A chart or table	Chart name, element name, or related topic	A workbook element result

Tips for better search results

• Use business terms rather than technical Sigma names — Glean indexes descriptions and tags along with titles.
• Include the workbook name when searching for a specific page or element within it.
• Sigma search results link directly to the content in Sigma, so you can click through to explore further.

Ask Sigma questions in Assistant

If your admin has enabled Sigma in Assistant, you can ask natural-language questions about Sigma data directly in Glean Assistant.

What you can ask

• "What workbooks are available in Sigma?"
• "Show me the elements in the Q2 Revenue dashboard."
• "What columns are available in the sales pipeline dataset?"
• "What does the Monthly Active Users chart show?"

How it works

When you ask a question about Sigma data, Glean Assistant:

1. Identifies that the question relates to Sigma content.
2. Routes the question to the Sigma tools.
3. Queries Sigma on your behalf using your permissions.
4. Returns the answer in the Assistant conversation.

You do not need to specify that you want Sigma data — Assistant routes the question automatically based on context.

What to expect

• Your data: Assistant queries Sigma on your behalf, so answers reflect the current state of your Sigma environment.
• Your permissions: Results are scoped to your Sigma access. If you cannot see a workbook in Sigma, you will not see its data in Assistant.
• Natural language: Ask questions the way you would ask a colleague. Assistant interprets your intent and selects the right Sigma tools.

When to use search vs Assistant

You want to...	Use
Find a specific dashboard or chart	Glean search
Browse what Sigma content exists	Glean search
Ask a question about data in a workbook	Glean Assistant
Explore what columns or elements a dashboard contains	Glean Assistant
Get a link to open in Sigma	Glean search

Troubleshooting

• Confirm you have access to the workbook in Sigma.
• The Sigma connector uses full crawls. If the workbook was recently created, it may not appear until the next crawl completes.
• Try searching by the workbook name, description, or tags.

• Sigma in Assistant may not be enabled for your organization. Check with your Glean admin.
• Try rephrasing your question to be more specific about the workbook or data you are asking about.
• If you do not have access to the relevant Sigma content, Assistant cannot retrieve it on your behalf.

• Assistant queries Sigma in real time using your permissions. If your Sigma role has different access than another user's, you may see different results.
• Filters or parameters applied in a Sigma workbook may not be replicated exactly in an Assistant response.