> ## Documentation Index
> Fetch the complete documentation index at: https://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.

## 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.

![Star an automation with a name and library folder.](https://mintcdn.com/ideatura/rNTBV8yivgY8VDrs/images/studio-tour/automation-star-destination.svg?fit=max\&auto=format\&n=rNTBV8yivgY8VDrs\&q=85\&s=0df4571d216462f2fdc98e2849b66d75)

## 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.

## 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/OeU-OQkXyF8OQZ-q/images/studio-tour/library-item-menu.svg?fit=max\&auto=format\&n=OeU-OQkXyF8OQZ-q\&q=85\&s=5d52b102c8e40605caa6c2f2c2ef62a9)

## 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.

For a complete first example, follow [Quick start](https://docs.ideatura.ai/v2/get-started/quick-start.md).


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