Module 2 of 8 · 15 min

# AI Automations

The general machinery for changing metadata at scale: scope, conditions, actions and cadence, including AI generated descriptions.

## Why this matters

The Data Governance Basics module built one automation that tags a column. This one covers the settings underneath it: scope, conditions, actions and schedule, including automations that write descriptions with AI.

## Before you start

### Every automation is a scope, an action and a cadence

What it applies to, what it does to them, and how often it runs. That shape holds whether you are generating descriptions with AI or applying a governance action, which is why learning it once transfers everywhere. If you cannot state all three for an automation you are about to run, it is not ready.

### With an AI automation, the prompt is configuration

An AI description automation is not a generic generator you either accept or reject. The prompt sits alongside the filters and conditions as something you write and tune. Treat it as the part you own, because it determines whether the output reads like your organization or like a generic summary of a schema.

### Conditions are how you limit blast radius

Narrowing an automation to one tier, one asset type or one owner lets you pilot it on a slice you can review before it touches thousands of assets. Reviewing a small run is cheap. Reverting an estate-wide run that wrote the wrong thing everywhere is not.

## The interactive demo

Work through the demo below. It runs in your browser with nothing to install. Watch for:

*   •Opening AI Automations from the navigation
*   •A Description Automation, and where its prompt, filters and conditions live
*   •Narrowing scope to Tier 1, then to a specific asset type
*   •Adding a condition so the automation only applies to assets with a given owner
*   •Setting an automation to run on a schedule or on demand
*   •Creating a new automation, from one of the templates or from blank
*   •Moving to Governance and building a governance automation for Email PII
*   •Adding the data asset, then the condition, then the action in turn
*   •Setting the run frequency on the final step

## After this module you should be able to

*   ✓Build an automation and state its scope, its action and its cadence
*   ✓Use conditions to pilot an automation on a narrow slice before widening it
*   ✓Steer an AI description automation through its prompt rather than taking the default