> ## Documentation Index
> Fetch the complete documentation index at: https://beta.docs.ideatura.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

> Save a task, run it with new inputs, share it with your team and edit it in chat.

An automation is a saved task you can run again. Its parameters let you choose inputs such as a plan, naming prefix or dimension style each time. The example below uses Revit; connect a Revit document with **Full** access before running it.

## Create an automation

Describe the task in a chat, or continue a chat where you have already completed it:

> Create an automation to add a prefix to the names of selected floor-plan views. Let me choose the views and enter the prefix before running. Skip a view if its name already starts with that prefix.

AI creates an automation card. Open its parameters, choose a small set of views and run it. Inspect the names in Revit and ask for corrections in the same chat if needed.

## Save it to the library

On the finished automation card, choose **… → Star**. Enter a recognizable name, choose a folder in **Save in**, then click **Star**. Find it later under **Automations** in the sidebar.

![Example automation card with its menu open and Star at the top.](https://mintcdn.com/ideatura-preview/H5RpWLYGF2XdjMcS/alpha/images/studio/automation-menu.png?fit=max\&auto=format\&n=H5RpWLYGF2XdjMcS\&q=85\&s=a2826046ae4076c9a61986ffe5a99ac4)

![Star an automation with a name and library folder.](https://mintcdn.com/ideatura-preview/zrlaBDxcT398OXQa/alpha/images/studio-tour/automation-star-destination.svg?fit=max\&auto=format\&n=zrlaBDxcT398OXQa\&q=85\&s=653d1fe9216e8b82eb3dcaff7f40569d)

## Run it again

1. Connect the application document you want to work on.
2. Find the saved automation in **Automations**.
3. Choose **Run with params**, set its inputs and click **Run**. An automation with no parameters offers **Run** directly.
4. Inspect the result in the application or open the output file from the chat.

If a parameter lists views or elements from the model, use **Refresh** after changing the connected document. **Resave** keeps your changed parameter defaults; **Run** executes the task.

![Parameter form controls with Resave on the left and Run on the right.](https://mintcdn.com/ideatura-preview/H5RpWLYGF2XdjMcS/alpha/images/studio/run-controls.png?fit=max\&auto=format\&n=H5RpWLYGF2XdjMcS\&q=85\&s=d26d6cd9466d2986fc990a5f09bd3d51)

## Share with your team

Open the saved entry's **…** menu, choose **Copy to** and select your team's workspace. Teammates with access to that library can find and run the copy. You can also copy a folder of automations.

![Automation library menu with Open in new chat, Run with params and Copy to a workspace.](https://mintcdn.com/ideatura-preview/H5RpWLYGF2XdjMcS/alpha/images/studio/library-menu.png?fit=max\&auto=format\&n=H5RpWLYGF2XdjMcS\&q=85\&s=701baf0c1e8a4c6a3ccdf085e427dfe8)

## Edit an automation

Choose **Open in new chat** from the saved entry's menu and describe the change:

> Add an option to remove an existing prefix before applying the new one. Keep the view selector.

Run the revised version on a small selection. To keep it, use **Star** on the revised card and choose its library name and destination. Editing in a chat does not automatically replace the shared library entry.


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