🎉 What's new

Re-introducing Governance Workflows & Inbox — a powerful way to automate, route, and act on governance requests in Atlan. Whether you're modifying tags, updating descriptions, or defining ownership, you now have fine-grained control and visibility over how governance changes are reviewed, approved, or auto-executed — all from a central place.

And that’s not all — with Conditional Branching, your workflows can now route requests dynamically based on metadata, glossary location, or change type. It's governance, reimagined.

✨ Let’s dig deeper

Governance in Atlan just leveled up. Here’s everything that’s a part of governance workflows and task inbox:

🧠 Governance Workflows

Set up smart approval flows that are triggered when governance actions are taken on assets — for example:

• Updating descriptions
• Changing tags or certificates
• Creating new glossary terms

Each flow follows a clear structure:

1. WHEN a condition is met (e.g., asset tag is modified)
2. CHECK if auto-approval is enabled or not
3. ROUTE the request for approval — or skip if allowed

You can create multiple workflows, each mapped to different metadata fields or asset types, providing full control and customization.

🌿 Conditional Branching

Use conditional logic to dynamically route approvals:

• Route based on where a glossary term is created (e.g., Finance vs Marketing)
• Trigger based on what metadata is being modified (e.g., Tags vs Certificates)

This allows you to send different requests to different teams — like:

• Tag changes → Data Security Team
• Certificate updates → Data Privacy Council

Bonus: These branches can be configured with multiple layered conditions, enabling deeply tailored workflows for large, federated teams.

📥 Governance Inbox

All triggered governance requests now land in a centralized Inbox where reviewers can:

• View pending actions
• Approve or reject requests
• Track what’s happening across teams

This means no more digging through scattered approvals — everything is just where it should be.

👏 Give it a shot

Start building your Governance Workflows today in Atlan and see how much smoother, smarter, and scalable your governance can become. With conditional logic and an Inbox that brings it all together, you’re all set to drive clean, auditable, and federated governance at scale.

Let us know how you're putting it to work — we're all ears! 🪄

🎉 What’s new

As a data engineer or admin, you’ll want this new setup flow for dbt connections because you can now select your preferred cloud storage and authentication method—ensuring a smoother, more secure integration that fits your company’s needs.

This is a major enhancement: now, when you connect dbt Core in Atlan, you can choose between S3, GCS, or ADLS and specify credentials using IAM roles, user keys, or service accounts—right from the config tab. Previously, setting up secure dbt access was one-size-fits-all and required more back-and-forth with support. Now, setup is flexible, transparent, and built for your cloud provider and security requirements.

✨ Let’s dig deeper

• You can choose your storage provider (S3, GCS, or ADLS) and authentication method directly during dbt connector setup
• For S3: enter IAM User credentials (AWS key, secret, region) or IAM Role (Role ARN, region)
• For GCS: enter your project ID and service account JSON (coming soon for all users)
• For ADLS: provide Azure tenant ID, client ID, client secret, storage account, and container names
• Your credential details are never shown in the UI after entry—for security
• When updating existing connections, fields will be empty by default; you’ll need to re-enter credentials for security, but connections will keep running as is until you do

👏 Give it a shot

• Go to your dbt connector’s profile and open the config tab
• Click the new credential tile to select your storage provider and input credentials
• Follow the prompts for your chosen method (S3, GCS, or ADLS)
• You’ll need admin access to update or set up credentials
• For more help, read the full setup guide.

Now you can connect dbt your way—securely, flexibly, and with total control.

🎉 What’s new

Previously we had some limitation in showing an accurate end to end lineage coming from Fivetran, specifically in cases were there were multiple tables with same name but hosted on different hosts or is part of multiple databases.
This issue used to appear in Atlan as creating unnecessary partial assets instead of linking the right catalogued assets or linking assets coming from wrong connections instead of right connections. This issue is now fixed with a collaboration from Fivetran. 

👏 Give it a shot

 Feel free to try the fix out and report any issues ! Please note that this fix is in private preview from Fivetran side, if you are still facing incorrect lineage, please refer to Troubleshooting Fivetran to learn more about what needs to be done.

🎉 What's new

Domains are now discoverable directly from the assets page in Atlan! No matter how a user navigates—whether through assets, products, or search—they’ll now encounter domains as a first-class entity, making domain discovery seamless across the board.

✨ Let's dig deeper

Previously, discovering domains depended on navigating through specific UI paths like the domain browser or the products section. With this update, domains are now fully integrated into the asset search experience.

Here’s what’s new:

• Domains now appear in global asset search results
  You'll find them listed just like tables, views, and products—with a new domain-specific badge.
• Searchable, filterable, and ranked
  Domains come with relevance-based ranking and can be filtered using the asset type selector.
• Complete visibility
  Domain metadata—like name, description, and associated assets and products—can now be previewed from the asset results.

This means that no matter where users begin—searching for a product, asset, or table—they can discover and navigate to the relevant domain effortlessly.

Why this matters: This boosts discoverability, enables better context-switching, and helps users connect data assets to business concepts in just a few clicks.

👏 Give it a shot

Try searching from the global assets page and see how Domains now surface as part of your everyday discovery journey. Whether you’re starting with a table, a product, or just exploring—your domains are now right there with you!

🎉 What's new

Introducing OAuth Clients in Atlan! You now have a more secure, scalable way to generate API tokens using client credentials—designed for modern authentication flows. With short-lived tokens and tighter control, this enhancement brings enterprise-grade security and flexibility to your integrations.

✨ Let's dig deeper

Head over to the Admin Center → API Access → OAuth Clients tab to get started.

Here's how the new OAuth flow works:

1. Create a new OAuth application
   You’ll receive a Client ID and a Client Secret after setup.
2. Secure your secret
   The Client Secret is shown only once at the time of creation. Make sure to store it securely—it's not retrievable later.
3. Generate short-lived access tokens
   Use the Client ID and Secret to request an API token. These tokens are time-bound, ensuring better security.
4. Regenerate anytime
   If the token expires, you can use the same client credentials to fetch a new one. No need to manually reset or rotate tokens unless needed.

This approach gives you:

• 🔒 Improved security via short-lived tokens
• 🔄 Repeatable generation without friction
• 🛠️ Better control over API access points in Atlan

Tip: Use this flow when integrating Atlan with internal apps, pipelines, or external orchestration tools.

👏 Give it a shot

Create your first OAuth Client in the Admin Center and experience more secure and manageable API authentication. As always, we’d love your feedback on how this fits into your workflows!

🎉 What's new

Introducing webhook events for Domains and Products in Atlan! You can now set up webhook triggers for key events related to these asset types. This enhancement allows you to seamlessly integrate Atlan with external systems by sending real-time updates when changes occur—like domain creation, updates, or product modifications.

This unlocks powerful automation use cases across your ecosystem, helping you react instantly to events and maintain consistent data workflows.

✨ Let's dig deeper

To get started, go to the Webhook settings in your admin panel. You'll now see new options for Domains and Products in the list of event types. You can choose to enable events such as:

• Domain Created
• Domain Updated
• Domain Deleted
• Product Created
• Product Updated
• Product Deleted

Once enabled, Atlan will automatically send webhook payloads to your configured endpoint whenever one of these events occurs.

Webhook payloads follow the same structure as other Atlan event notifications and include details like the asset’s name, GUID, user who triggered the action, and a timestamp—making integration and automation simple and predictable.

Note: Ensure your receiving system is configured to accept and process the incoming payloads as expected.

👏 Give it a shot

Start leveraging webhook events for Domains and Products to streamline your workflows and keep your data operations in sync across tools. Already using it? Let us know what you think—we’d love your feedback!

🎉 What's new

You can now get a complete picture of all your assets and products within a domain—including those in subdomains! This enhancement to the domain overview makes it easier than ever to understand how your data is structured and distributed at a glance.

✨ Let's dig deeper

Navigate to any domain in Atlan, and you’ll notice an updated Overview tab. Alongside metrics like total assets and total products, you’ll now see a breakdown of where those assets live:

• In domain – Assets and products directly housed in the current domain.
• In all subdomains – A combined count from all nested subdomains.

This enhancement provides greater clarity and visibility into your domain architecture, helping you answer key questions like:

• How many assets are centrally owned vs. distributed?
• Are there hidden data silos in subdomains?
• What’s the full footprint of this business domain?

Tip: Click into each section to explore the specific assets or products that contribute to the count.

👏 Give it a shot

Jump into your domain overview now and explore the new breakdown of assets and products! Whether you’re streamlining ownership or planning a cleanup, this enhancement gives you the visibility you need. Let us know how it helps!

🎉 What's new

Introducing Persona Activity Logs in Atlan! You can now stay on top of everything happening within a persona—including updates to navigation preferences, policies, and more. This new feature helps you maintain visibility, track changes, and ensure consistency across your personas with a complete audit trail of actions.

✨ Let's dig deeper

Inside any persona, you’ll now see a brand-new Activity tab alongside Overview, Policies, and Preferences. This tab surfaces a chronological timeline of all recent activity tied to that persona—whether it’s:

• A navigation preference being updated
• A metadata policy being created or changed
• A persona itself being modified

Each entry clearly shows:

• What was changed
• Who made the change
• When the change occurred

This enables better collaboration, smoother reviews, and accountability across your data teams.

Note: Activity logs are automatically maintained—you don’t need to take any action to enable them.

👏 Give it a shot

Explore the Activity tab in your personas to track updates in real-time and never miss a beat! Have feedback or ideas? We’d love to hear how this helps you work better with personas in Atlan.

🎉 What’s New

This release brings a powerful set of upgrades to Atlan's Tableau integration, helping you unlock deeper insights, richer lineage, and greater control over metadata workflows:

✨ Let’s Dig Deeper

• Embedded Dashboard Discovery: Discover embedded Tableau dashboards as first-class assets. Understand how they’re connected to upstream data and where they’re being used.
• End-to-End Column Lineage: Column-level lineage now spans from your Tableau DataSources through Worksheets and into Dashboards, offering a complete picture for impact analysis, troubleshooting, and trust.
• Smarter Custom SQL Lineage: We now detect tables even within nested subqueries, providing a deeper understanding of your Tableau logic and ensuring your lineage graphs are accurate and complete.
• Hierarchical Filters for Playbooks: New hierarchical filtering in playbooks means less manual work:
  • Select a full folder to auto-include all assets inside it
  • Or zoom in on specific sub-folders when needed
  • Great for keeping automation organized and scalable
    
• Secure Agent Support: Need to connect to a Tableau server behind a firewall or in an on-prem environment? Atlan Secure Agent makes it possible, ensuring secure, seamless metadata extraction without exposing internal systems.
• Seamless Metadata Access in Tableau: Stay in flow: now you can access column descriptions, owners, and data classifications directly within Tableau, embedded into your dashboards and sources. Just click, no tab switching required.

👏 Give It a Shot

Learn more and let us know what you think!

• Tableau Lineage
• Custom SQL
• Troubleshooting Tableau connectivity