Ideate Automation 3.0 and New Health Check Content

The Ideate Health Check Report is completely customizable, so you can set your own preferred KPIs and metrics for model health.



In the latest release of Ideate Automation, we’ve updated our model health check template to make it easier to read and use. With input from our beta testers and customers, we’ve streamlined the KPIs to align with top Revit model health issues that are clearly actionable.

Ideate Automation - Health Check Content


When used with Ideate Sticky, the results from a scheduled Ideate Automation task can be updated weekly and displayed front-and-center on the Revit project Starting View page as shown above, alerting all team members about the health status. The diagram below shows the data flowing from Revit via Ideate Automation and into Excel. The Ideate Health Check Excel results are then formatted via formulas, pivot tables (or macros if desired) and then published back into Revit via Ideate Sticky. 

Ideate Automation - Health Check Content


Use the auto-update feature within Ideate Sticky to ensure these updates are automatically imported into the Revit project. 


More importantly, we’ve designed each of the KPIs so that any of the flagged conditions in red can be easily addressed by any Ideate Explorer user. The In-Place Families KPI, for example, has exceeded the project goal of having fewer than 10 in-place families. When used with the MC-In-Place Filter in Ideate Explorer as shown, the Revit user can browse to each of those family instances and take the appropriate actions needed, such as replacing with approved family content.

Example Health Check Report


The Ideate Health Check Report is completely customizable so you can set your own preferred KPIs and metrics for model health. Download Ideate Automation and follow the step-by-step instructions to generate your own project model health check.


Coming soon: New Ideate Software Power BI Template

Explore recent posts

Fast-Tracking Data-Driven Design with ZGF Architects
October 15, 2025
CLIENT TESTIMONIAL - ARTICLE | ZGF Architects, a leading North American design firm focused on sustainable architecture, used Ideate Software for Revit to streamline workflows and meet strict UK BIM standards on two major Canadian hospital projects while managing over 1,300 sheets across 11 Revit models.
Revit Documentation Reinvented: Smarter Workflows for Better Project Outcomes
October 15, 2025
TRAINING - VIDEO | In this webinar recording, we’ll show you how to elevate your modeling and documentation workflows using Ideate Software. Learn how to keep your Revit files clean, eliminate model clutter, and streamline project management — all while saving serious time and reducing frustration.
HKR Success Story for Ideate Automation
September 11, 2025
CLIENT TESTIMONIAL - ARTICLE | Faced with nearly 1,000 models requiring rigorous quality checks, the HKR team turned to Ideate Automation and the Ideate Software suite of Revit plugins to streamline their workflows.
Batch Create Parameters for Revit Families with Ideate Automation
July 18, 2025
TRAINING - VIDEO | Batch Update Revit Families—The Smart Way. Speed up your Revit family management with Ideate Automation + Ideate BIMLink! In this new workflow, you can batch update RFA files, create parameters from Excel, and generate detailed reports—no manual editing needed.
Show More