

Collate 2.0 Demo Webinar Series: Session 1- Collate for Data Teams
Stop rebuilding context for every analysis and data workflow
AI adoption is moving faster than data readiness. In a Gartner survey of 1,203 data management leaders, 63% said their organizations lacked the right data management practices for AI.
For platform teams, that gap shows up as a queue of recurring and one-off requests. Each new data request sends engineers scrambling across warehouse tables, BI models, transactional systems, and policy documents to determine which data is authoritative and who should be allowed to use it. When those definitions, joins, and access decisions are not captured as reusable context, the next request starts from scratch.
In this live demo, we’ll see how Collate 2.0 helps platform teams manage this wave of AI Adoption with governed and controlled processes. Using a customer churn use case as the example, we’ll show how business users can answer routine questions and reuse the result without asking engineers to reconstruct the definitions, joins, and access decisions behind it.
What We'll Cover:
Build enterprise context — connect metadata, planning documents, definitions, lineage, and access rules; establish which sources and metrics are authoritative; and control what each role can retrieve.
Answer — Ask a high-stakes analytics question and see how platform teams can offload one-off requests by enabling business users to self-serve trusted answers—with generated SQL, reasoning history, and lineage for verification.
Operationalize — promote the result to an owned, access-controlled dashboard, collaborate with data owners, schedule delivery, and turn the analysis into recurring workflows, without rebuilding its context.
Look at companies like OpenAI who’re running this use case in production
We're demoing Collate 2.0 live across three 30-minute sessions, each covering a different part of the platform. Register once and attend any or all three. Recordings go out after each session.