Using Ideate Automation

Ideate Automation enables user-designed Revit workflows to be completed with little input. Automation creates time-savings and consistency for Revit models. Automation provides file/family metrics for project/content health + PDF exporting. This section provides an overview of Ideate Automation’s basic features.

Topics in this section


Start new or cloned tasks as well as review the status of previously started tasks.


Select from a list of predefined tasks to setup a new automated task.


Manage a list of local or live cloud models for use with Ideate Automation.


Learn how to use the Windows Task Schedule to create a timeline for recurring tasks.


Control default behavior of the Home page and the script library.

For process-specific examples on how to use Ideate Automation refer to the How To... section.

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