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* Docs: Adding Automation Section * Docs: Updating Automation Section * Docs: Uploading video * Docs: Collate only added for Automation * Docs: Adding Collate True --------- Co-authored-by: Rounak Dhillon <rounakdhillon@Rounaks-MacBook-Air.local>
68 lines
2.6 KiB
Markdown
68 lines
2.6 KiB
Markdown
---
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title: How to Set Up Automations in OpenMetadata
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slug: /how-to-guides/data-governance/automation/set-up-automation
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collate: true
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---
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# How to Set Up Automations in Collate
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### Step 1: Access the Automations Section
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In the OpenMetadata UI, navigate to **Govern>Automations**.
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This will take you to the Automations page where you can view and manage your existing automations.
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{% image
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src="/images/v1.6/how-to-guides/governance/automation-1.png"
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alt="Getting started with Automation"
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caption="Getting started with Automation"
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/%}
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### Step 2: Add a New Automation
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In the Automations page, click the **Add Automation** button located at the top right of the page.
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A pop-up window will appear to begin the process of adding a new automation.
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{% image
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src="/images/v1.6/how-to-guides/governance/automation-2.png"
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alt="Add Automation"
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caption="Add Automation"
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/%}
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### Step 3: Fill in Automation Details
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In the pop-up window, provide the necessary information to set up the automation:
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- **Automation Name**: Give a meaningful name to the automation for easy identification.
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- **Description**: Add a brief description explaining what this automation will do (e.g., "Daily metadata ingestion for database XYZ").
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- **Logic/Conditions**: Define any conditions or specific criteria needed for this automation to work (e.g., specific tables or columns to be included).
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Ensure that the logic is set up as per your specific requirements to make the automation useful for your workflows.
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{% image
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src="/images/v1.6/how-to-guides/governance/automation-4.png"
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alt="Automation details"
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caption="Automation details"
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/%}
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{% image
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src="/images/v1.6/how-to-guides/governance/automation-5.png"
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alt="Automation logics"
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caption="Automation logics"
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/%}
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### Step 4: Configure Automation Interval
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Once you've filled in the required details, click **Next**.
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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).
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Review your settings and click **Automate** once you are satisfied with the configuration.
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{% image
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src="/images/v1.6/how-to-guides/governance/automation-6.png"
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alt="Automation Interval"
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caption="Automation Interval"
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/%}
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### Step 5: Manage Your Automation
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After completing the setup, your automation will appear in the Automations list.
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To manage the automation, click on the three dots next to the automation entry. From here, you can **edit**, **re-deploy**, **delete**, etc.
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{% image
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src="/images/v1.6/how-to-guides/governance/automation-7.png"
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alt="Manage Your Automation"
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caption="Manage Your Automation"
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/%}
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