Skip to main content

​
How to Set Up Automations in Collate

​
Step 1: Access the Automations Section

In the Collate UI, navigate to Govern>Automations. This will take you to the Automations page where you can view and manage your existing automations. Getting started with Automation

​
Step 2: Add a New Automation

In the Automations page, click the Add Automation button located at the top right of the page. A pop-up window will appear to begin the process of adding a new automation. Add Automation

​
Step 3: Fill in Automation Details

In the pop-up window, provide the necessary information to set up the automation:
  • Automation Name: Give a meaningful name to the automation for easy identification.
  • Description: Add a brief description explaining what this automation will do (e.g., “Daily metadata ingestion for database XYZ”).
  • Logic/Conditions: Define any conditions or specific criteria needed for this automation to work (e.g., specific tables or columns to be included). Ensure that the logic is set up as per your specific requirements to make the automation effective for your workflows.
Additionally, use the Apply to Child option to add a list of tags and glossary terms to selected assets at the column level:
  • If a list of columns is specified, tags will only be applied to columns with matching names.
  • By default, incoming tags will merge with existing tags.
  • To overwrite existing tags with the new list, select the Overwrite Metadata option, replacing any previous tags with the incoming ones.
Ensure each setting aligns with your automation requirements to maximize efficiency. Automation details Automation logics

​
Step 4: Configure Automation Interval

Once you’ve filled in the required details, click Next. On the next page, you’ll be prompted to select the interval for the automation. This defines how frequently the automation should run (e.g., daily, weekly, or custom intervals). Review your settings and click Automate once you are satisfied with the configuration. Automation Interval

​
Step 5: Manage Your Automation

After completing the setup, your automation will appear in the Automations list. To manage the automation, click on the three dots next to the automation entry. From here, you can edit, re-deploy, delete, etc. Manage Your Automation

​
Tag Columns by Name Using Governance Automations

Use Governance Automations when you want to deterministically apply a tag to all columns matching a specific name — for example, all columns named email or person_id — without relying on sample data. Example: Apply PII.Sensitive to all columns named email or person_id
  1. Go to Govern > Automations and click Add Automation.
  2. Enter a Name (for example, PII column name tagging) and an optional Description.
  3. Under Data Assets, click Add Source and select target sources.
  4. Under Actions, click Add Action and select Add Tags.
  5. Click + next to Tags and select PII.Sensitive.
  6. Enable the Apply to Children toggle. A Select Children field appears — enter the column names to match (for example, email, person_id, customer_email). Tags will only be applied to columns whose names match this list.
  7. Click Next, configure the schedule interval, and click Automate.