47 docs tagged with "automation"

Integrate Atlan with Always On to enable continuous automation and suggestions.

Manage connection-level API tokens to enable programmatic access for workflows and integrations. Reference for workflow configuration and token-assignment behavior.

Explore Atlan apps that extend the platform with reusable, schedulable workflows for common data and governance tasks.

Sync asset descriptions authored in Atlan back to Snowflake comments. Reference for workflow configuration, asset filtering, audit-trail behavior, and sync options.

Use the User Role Sync app to automatically assign Atlan roles based on group membership, with regex matching and role hierarchy controls.

You can streamline your data governance requirements in Atlan with [governance workflows](/product/capabilities/governance/stewardship/how-tos/create-governance-workflows) and manage alerts, approvals, and tasks using the [inbox](/product/capabilities/governance/stewardship/how-tos/manage-tasks). Governance workflows enable you to set up robust controls on data access management, metadata enrichment, new entity creation, and more, with out-of-the-box workflow templates and automated execution.

Patterns and examples for automating Atlan metadata operations using custom Python agents, LangChain pipelines, and n8n workflows.

Use the Asset-term link app to automatically create and manage links between glossary terms and matching assets based on names and filters.

Automatically downgrade users to the Guest role when they leave, using the offboarding app. Set up a workflow that revokes access based on group membership, with no manual edits per user.

Integrate Atlan with automation tools like AWS Lambda, Connections, Webhooks, Browser Extension, and Always On to automate workflows and extend Atlan's capabilities.

Integrate Atlan with AWS Lambda to automate workflows and triggers.

Schedulable workflows extend Atlan with asset management, lineage, governance, and integration automation. Reference for all available custom apps with descriptions, categories, and setup links.

Use the Atlan browser extension to access metadata directly inside your data tools without leaving your workflow.

Import lineage relationships between assets from a CSV file using the Lineage Builder app. Create lineage connections that include transformation processes, ETL workflows, dbt models, and custom data pipelines that aren't automatically discovered by connectors.

Prompt reference for Atlan MCP—discover what you can do with Claude, Cursor, Copilot, ChatGPT, and other AI tools, from lineage traversal to metadata updates, data quality, and glossary management.

Send data quality rule lifecycle and result events to external systems using webhooks.

Learn about configure workflow execution.

Integrate Atlan with Connections to create webhooks and automate notifications.

:::warning Who can do this? You must be an [admin user](/product/capabilities/governance/access-control/how-tos/delegate-administration) in Atlan to [enable](/.

Learn how to create webhooks in Atlan to receive event notifications to your endpoint and take action in real-time.

Identify potentially duplicate assets based on shared column structures using the Duplicate detector app. The workflow scans assets, groups those with identical columns, and records results as glossary terms linked to all matching assets.

Learn how to enable embedded Atlan metadata in Tableau dashboards for seamless data context and governance.

Automate Okta user and group lifecycle in Atlan with SCIM 2.0. Provision new users, keep attributes in sync, deactivate leavers, and optionally push groups from Okta to Atlan.

Migrate metadata enrichment between connections during system rebuilds or migrations. Reference for workflow configuration, enrichment selection, and transformation mapping rules.

Automatically create lineage between assets across two connections when their names match or follow a consistent pattern. The Lineage Generator (no transformations) app creates direct lineage relationships for data flows between databases, warehouses, or storage systems.

Extract lineage from SQL query history stored in Amazon S3 using the Generic Miner app. Generate table-level and column-level lineage for existing connections when source systems don't expose complete query history or when query logs are retained externally.

Learn about how often does atlan crawl snowflake?.

Use the Data Model Ingestion app to load logical and relational metadata from an Excel file into Atlan. Setup requires the Data Model Ingestion app access and a properly formatted Excel input file.

:::warning Who can do this? You must be an [admin user](/product/capabilities/governance/access-control/how-tos/delegate-administration) in Atlan to [enable](/.

If your organization's [Slack account is integrated with Atlan](/product/integrations/collaboration/slack/how-tos/integrate-slack), you will receive Slack notifications when your requests are approved or rejected.

Complete configuration reference for the Metadata Propagator app, including propagation direction, attribute selection, filters, and matching behavior.

Once you've scheduled or run a workflow you can modify its configuration at any time. The configuration that can be modified may vary by workflow but the general steps remain consistent.

Import OpenAPI specifications from a URL or cloud storage into Atlan to catalog and govern APIs. Reference for workflow configuration, spec sources, and APISpec/APIPath mapping rules.

Create and manage automated workflows for metadata management and data governance.

Propagate metadata like owners, certificates, and tags from upstream assets to downstream dependents automatically using the Metadata Propagator app. The app follows existing lineage relationships to push governance metadata downstream without manual updates.

Use the Designation-based group provisioning app to automatically place each new user into the right Atlan groups at first login, based on their designation.

Create and manage relational asset hierarchies in Atlan from CSV definitions. Reference for workflow configuration, CSV format, field mappings, and behavioral settings.

Requests allow users to suggest changes to assets that they cannot directly change themselves.

Schedule saved queries to run repeatedly on a schedule. Configure hourly, daily, weekly, or monthly runs with custom cron expressions, and automatically share results with users via email.

SCIM 2.0 automates user and group lifecycle in Atlan from your identity provider: provision new users, keep attributes in sync, and auto-deprovision leavers. Supported with Azure AD / Entra and Okta.

Learn how to configure alerts for workflow events in Atlan via email or Google Chat.

Learn how to implement data stewardship in Atlan through automated workflows, policies, and task management.

Sync Confluence page content into asset Readmes using the Confluence integration manager app. The workflow reads URLs from the Resource attribute, fetches page content via the Confluence API, and syncs documentation automatically so Confluence and Atlan stay aligned.

Learn about troubleshooting anomalo connectivity.

Resolve common issues with the Relational Assets Builder app, including the "Term found with no anchor" import failure caused by orphaned archived glossary terms.

Integrate Atlan with Webhooks to automate actions and notifications.

Atlan MCP use cases across chat-based AI tools (Claude, Cursor, ChatGPT, Gemini), automation platforms (Python, n8n, LangChain), and end-to-end workflows for metadata enrichment, governance, data engineering, asset lifecycle, and catalog adoption.