> ## 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.

# Standards and skills

> Turn company standards and successful chats into reusable instructions for your team.

**Guidelines** hold rules you use across tasks, such as units and naming conventions. A **skill** describes how to perform a particular task, such as preparing a drawing sheet or checking a family.

Skills and Guidelines belong to the workspace and are shared with people who have access to it.

## Start with your standards

Attach your company's standards, a BIM execution plan or example drawings to a chat. Ask AI to extract the relevant instructions:

> Read the attached drawing standards. Draft Guidelines for units, view names, sheet numbering and annotation styles. List any conflicting rules or missing information separately.

You can also ask AI to read conventions from the connected Revit or AutoCAD document:

> Inspect the sheet names, title blocks and dimension styles in this project. Draft instructions for preparing new sheets in the same style. Distinguish consistent conventions from exceptions.

Review the draft before saving it, especially rules inferred from an existing project.

## Save Guidelines

Open **Skills → Guidelines**, edit the text and click **Save**. Keep the rules that should apply across your workspace here. Put a procedure for a specific task into a separate skill.

## Create a skill

1. Open **Skills → New skill**.
2. Enter a name that describes the task, such as **Prepare room drawing sheets**, and click **Create**.
3. Add the instructions: what the task needs, how to carry it out and what the finished result should contain.
4. Save the skill.

If it opens read-only, choose **Clone** to make an editable Workbench copy. Edit and save it, then use **Copy → Skills** to put the finished version in the shared library.

![New skill dialog with a name field and Create button.](https://mintcdn.com/ideatura/kJttdKPj6-k6x-Tv/images/studio-tour/new-skill.svg?fit=max\&auto=format\&n=kJttdKPj6-k6x-Tv\&q=85\&s=914423f383fba43382d28ec4c0615152)

## Create a skill from a chat

After a task works well, ask AI to summarize the method for reuse:

> Turn the approach we settled on into a skill. Include the drawing rules, required inputs and checks. Leave out the failed attempts and replace project-specific names with instructions for choosing them.

Read the result and save it as a new skill. If you also created an automation, keep both: the automation repeats the task, and the skill explains the rules AI should follow when adapting it.

## Attach or remove instructions

Before sending a message, open **Skills for this message**, select the skills you need and click **Apply**. The same picker includes **Guidelines**.

To leave a skill or Guidelines out of the next message, uncheck it and click **Apply**. This removes the selection from the message; it does not delete the shared instructions or erase earlier messages that used them.

![Skills for this message picker with Guidelines, skill checkboxes and Apply.](https://mintcdn.com/ideatura/jOHf3jOwUmOZ7FNB/images/studio-tour/skills-picker.svg?fit=max\&auto=format\&n=jOHf3jOwUmOZ7FNB\&q=85\&s=55eeeb438be7d122b522b6b5427a7a8b)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.