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How-to Guides

The How-to Guides will give you a walk through on accomplishing the basic to the most advanced things in Collate. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.

Agentic Metadata Management

Use LLMs and GenAI agents for automation and intelligent data management within Collate
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MCP Server

Enable AI agent communication with metadata to add context and take intelligent and automated action

Features in Collate

Collate is a complete package for data teams to break down team silos, share data assets from multiple sources securely, collaborate around reliable data, and build a documentation-first data culture in the organization.
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Data Contracts

Formalize agreements that keep data consumers and producers aligned.
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Data Discovery

Discover the right data assets to make timely business decisions.
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Data Collaboration

Foster data team collaboration to enhance data understanding.
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Data Quality & Observability

Trust your data with quality tests & monitor the health of your data systems.
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Data Lineage

Trace the path of data across tables, pipelines, and dashboards.
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Data Insights

Define KPIs and set goals to proactively hone the data culture of your company.
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Data Governance

Enhance your data platform governance using Collate.
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SQL Studio

Execute SELECT queries directly against your database services from a unified interface with secure authentication.

Quick Start Guides

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Admin Guide

Admin users can get started with Collate with just three quick and easy steps & know-it-all with the advanced guides.
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Collate Customer Support

Explore Collate Support Guides to learn how to open support tickets, manage users, assign roles, and control access in the Collate Portal.
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Guide for Data Users

Get to know the basics of Collate and about the data assets that you can explore in the all-in-one platform.
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SSO

Know how to configure SSO in collate for security reasons.

How Collate helps Data Teams?

Collate is a complete package for data teams to break down team silos, share data assets from multiple sources securely, collaborate around data, and build a documentation-first data culture in the organization.
  • Centralized, Single Source of Truth for all your metadata.
  • Discover the right assets in time and reduce dependencies.
  • Foster Team Collaboration with conversations, tasks, announcements, and alerts in real time.
  • Build trust in your data with Data Quality Tests to ensure completeness and accuracy.
  • Track your data evolution with end-to-end Data Lineage.
  • Secure access to sensitive data by defining Roles and Policies.
  • Enhance organizational Data Culture to gain crucial insights to drive innovation.
  • Define your Glossary to build a common understanding of terms within your organization.
  • Implement Data Governance to maintain data integrity, security, and compliance.