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Export certified assets via email

Use the Asset export (advanced) app to export certified assets from Atlan and deliver them as CSV files via email. This is ideal for sharing governance summaries, asset inventories, and compliance reports with stakeholders who don't need direct Atlan access. You can filter by certification status, connection, and other metadata to create targeted, business-friendly exports delivered straight to email recipients.

Prerequisites​

Before you begin, make sure you have:

  • Access to the Asset export (advanced) app. If you don't have access, contact Atlan support or your Atlan customer team.
  • Permissions to run workflows in Atlan.
  • A personal API token generated from your Atlan profile.
  • The recipient email addresses for the export.

Set up workflow​

  1. In your Atlan workspace, go to the homepage and click New workflow in the top navigation bar.

  2. Search for Asset export (advanced), and then select Set up workflow.

  3. In the File name field, enter a descriptive name for the output file, such as:

    certified-assets-q1

    The .csv extension is added automatically. Leave blank to use the default file name.

  4. Select Email as the output destination.

  5. In the Atlan API token field, provide your personal API token. This is required to populate filter dropdowns in the next steps.

  6. In the Email addresses field, enter the recipient addresses as a comma-separated list:

    [email protected],[email protected]

  7. Optionally, enter an Email subject and Email body to customize the notification. If left blank, the default values are used.

Apply filters​

  1. In the Filter combination mode, select Match all. This ensures only assets that satisfy every filter condition are included in the export.

  2. In the Filters section, add the following filter:

    • Certificate → Is → VERIFIED

    This limits the export to assets that carry a verified certificate status.

  3. To further scope the export to a specific connection, add an additional filter:

    • Connection → select the target connection from the dropdown.

    For full details on all available filters, see Apply asset filters.

Configure export attributes​

  1. In the Importable field, select No. This produces a business-friendly output with a fixed set of columns, including certificate status, owners, tags, and linked terms.

  2. Leave Zipped at its default setting unless recipients prefer a compressed file.

  3. Click Run to start the workflow. Once complete, the CSV file is sent to the specified email addresses.

    After delivery, verify that the file contains the expected assets and that all relevant attributes are populated correctly.

Email attachment size limit

The maximum attachment size is 25 MB. If the exported file exceeds this limit, switch to the S3 bucket, GCS, or ADLS output destination instead. See Select output destination for configuration details.

See also​