Getting Started

Welcome to Collate's unified platform for data discovery, observability, and governance! Our platform centralizes all the context around your data to help you build high-quality data and AI assets. This guide gives you all the information you need to set up your Collate environment in 30 minutes.

How Does Collate Work?

Collate is designed for both technical and non-technical data practitioners to work together across a broad set of use cases, including data discovery, lineage, observability, quality, collaboration, governance, and insights.

A library of 90+ turnkey connectors is available to easily ingest metadata into Collate, such as data warehouses, data lakes, streaming, dashboards, ML models, and more. APIs are also available to easily ingest metadata from custom data sources. Metadata from these different sources is organized into a Unified Metadata Graph, which provides a single, comprehensive source of truth across your entire data estate.

This centralized information is surfaced through a unified user interface for all your use cases so that different data practitioners no longer need to switch between different data catalogs, quality, or governance tools. Additionally, Collate can be extended through the application ecosystem, such as with AI productivity applications like MetaPilot, or with customer-built workflows to integrate Collate with your existing systems. These capabilities are built around native collaboration capabilities for shared workflows across different teams so that every data practitioner can work together: data platform, data governance, data scientist/analyst, and business user.

What are some key Collate features?

Before we get started, here’s a quick summary of some of Collate’s main features:

• Discovery: integrated catalog, quality, and glossary; natural language search, filtering, and faceting, 90+ turnkey data connectors, and MetaPilot AI Chatbot.
• Lineage: table and column-level lineage, automated data estate mapping and APIs, lineage layers and search, governance and PII automation and manual customization.
• Observability: alerting and notifications, incident management, third-party notifications, pipeline monitoring, root cause analysis, anomaly detection, data profiler.
• Quality: table and column test cases, no-code and SQL data quality tests, test suites, test case reporting, quality dashboards, widgets and data quality lineage maps.
• Collaboration: Knowledge center, announcements and tasks, Slack/Teams integration, team conversations, activity feed and team dashboards.
• Governance: Business glossary, classification tags, automated PII classification and description generation, data stewardship dashboards and metadata automations.
• Insights: Data assets, app analytics, coverage KPIs, ownership dashboards, data health reports, governance reports, cost optimizer, custom dashboards and widgets.

Onboarding Journey

In this section, you will find a series of guides to help you get started with Collate. These guides will help you understand the basic to the most advanced features of the platform, organized in a step-by-step manner and divided by milestones that can be accomplished in different days during your onboarding process.