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Documentation Index

Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt

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Overview

Collate is a unified data management platform built for modern data teams. It brings together data discovery, observability, quality, lineage, governance, and collaboration in one place – so your team spends less time hunting for context and more time building trust in your data. Whether you’re a data engineer connecting pipelines, a data steward classifying sensitive assets, or an analyst trying to find the right table, Collate gives you a single place to understand, manage, and collaborate around your data.

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Why Collate

Data teams today face the same set of problems regardless of the tools they use:
  • No one knows what data exists. Assets are scattered across warehouses, dashboards, and pipelines with no central place to search or browse.
  • Context lives in people’s heads. Documentation is missing, outdated, or buried in Slack threads and Confluence pages no one reads.
  • Trust in data is low. Without visibility into quality, lineage, and ownership, teams hesitate to act on data they can’t verify.
  • Governance is reactive. PII is discovered after the fact. Policies are applied inconsistently. Stewardship is manual and slow. Collate solves all of this from a single platform, connected directly to your existing data infrastructure.

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Who Collate Is For

Collate is built for the people who own, use, and are responsible for data in your organization:
  • Data engineers – connect sources, build lineage, monitor pipelines, and maintain data quality at scale
  • Data stewards and governance leads – classify assets, enforce policies, manage glossaries, and automate PII detection
  • Data analysts and scientists – search for trusted assets, understand context, and collaborate with owners
  • Platform and infrastructure teams – deploy and manage Collate in your cloud environment with full control over connectivity and secrets
  • Data consumers and business users – find the right data, understand what it means, and raise issues when something looks wrong

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How Collate Helps Data Teams

Collate is organized around eight core capability areas. Each maps to a real problem data teams face every day. Discovery Find any data asset across your entire estate with natural language search, filters, and facets.
  • Ingest metadata from 100+ connectors across databases, warehouses, dashboards, pipelines, and ML models
  • Surface all assets in a single searchable catalog
  • Enrich assets with descriptions, owners, tags, tiers, and glossary terms
For more information, see Discovery. Lineage Understand where data comes from and where it goes – automatically.
  • Build table and column-level lineage from pipelines, transformation tools, and query history
  • Assess the impact of changes before making them
  • Trace data quality issues to their root source
  • Meet regulatory requirements for data provenance
For more information, see Lineage. Observability Monitor the health of your data in real time.
  • Set up alerting and notifications for pipeline failures, schema changes, and anomalies
  • Triage, assign, and resolve data incidents without leaving the platform
  • Integrate with Slack, Teams, PagerDuty, and other tools your team already uses
For more information, see Observability. Quality Define and run data quality tests without writing SQL.
  • Build no-code test cases for completeness, freshness, uniqueness, and custom business rules
  • Organize tests into suites and track pass rates over time
  • Visualize quality trends in built-in dashboards
  • Map quality failures to lineage to see downstream impact instantly
For more information, see Quality. Collaboration Turn your data catalog into a living knowledge base.
  • Write Knowledge Center articles to document business context for key assets
  • Post announcements about breaking changes and assign tasks to teammates
  • Use team dashboards and activity feeds to stay aligned
  • Bring Collate’s context into Slack and Teams via native integration
For more information, see Collaboration. Governance Apply and enforce data policies at scale.
  • Define a business glossary of approved terms and link them to assets across your estate
  • Classify sensitive data with tags and automate PII detection using Collate AI
  • Assign data stewards and track stewardship activity
  • Use metadata automations to apply owners, tiers, domains, and classifications automatically as new assets are ingested
For more information, see Governance. Insights Measure and improve the health of your data program.
  • Track coverage KPIs – how many assets have owners, descriptions, and quality tests
  • Monitor usage patterns to identify the most critical and most underused assets
  • Surface unused resources with the cost optimizer
  • Build custom dashboards and widgets to report on the metrics that matter to your organization
For more information, see Insights. Collate AI Bring intelligence to every part of the platform.
  • Use AskCollate to query your metadata catalog in natural language
  • Automate description generation, PII classification, and glossary term assignment with AI agents
  • Build custom AI-powered workflows on top of Collate’s metadata using the AI SDK
For more information, see Collate AI.