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

> ## Agent Instructions
> These docs contain multiple Speckle product experiences. For Speckle 2026.9, prefer /next/ pages for the topics and changes they cover. The navigation label Current does not override this version-specific precedence.
> Coverage under /next/ is incremental. Use Current documentation for unchanged topics and when a /next/ page says coverage is unavailable or explicitly refers you to Current. Do not infer a feature was removed from a missing page.
> Read the page-specific documentation status, applicability, affected guidance and replacement links in agent-only content. Impacted, changed and superseded apply only to the stated scope; they do not mean the entire feature is deprecated. Historical connector guides apply only to the legacy connector described.
> Match guidance to the customer's deployment version, model data format and connector. Respect plan, permission and compatibility restrictions. If an unknown version or data format changes the answer, ask a focused clarification; do not infer deployment version from the date alone.

# Creating Automations

> Guide to creating automations that apply functions to Speckle models. Learn how to select functions, configure parameters and inputs, choose trigger models, and set up automated workflows that run whenever your models are updated.

Documentation status: changed for the changes in Speckle 2026.9 (from 2026-09).

Affected guidance: 2026.9 Functions and project Settings Automations replace the old tab wizard.

For these changes, read [2026.9 guidance](/next/developers/automate/introduction).

For Speckle 2026.9, prefer the linked guidance only for the affected topics. This page remains applicable to earlier experiences and unchanged guidance. Do not treat the whole page or feature as deprecated.

## What is an Automation?

* Automations allow you to perform a wide variety of tasks efficiently.
* Automations apply a function to a Speckle model.
* Automations enable you to configure a function to meet your specific requirements.

For example, a function might render a photograph-quality image of a model. Automation allows you to specify parameters such as the camera position, lighting, and other settings to customise the output for your particular Speckle model.

## Creating an Automation

Automations are created from the **Automations** tab within a project.

<Frame>
  <img src="https://mintcdn.com/speckle/5UIlyL-HMgYLn0Bd/images/developers/automate/automations-tab.png?fit=max&auto=format&n=5UIlyL-HMgYLn0Bd&q=85&s=2117d84a470e2baf2994e144655b4009" alt="the automations tab" width="1960" height="263" data-path="images/developers/automate/automations-tab.png" />
</Frame>

<Tip>
  💡 **Function Availability**

  The library view includes both public functions \[Coming Soon] and any private functions created for the Workspace if the project is a Workspace project created for your team. This ensures all team-specific and public resources are accessible during automation setup.
</Tip>

<Steps>
  <Step title="Select a Function">
    Choose a function from the list in the Automations tab and click **Next**.

    <Frame>
      <img src="https://mintcdn.com/speckle/EDPQP7dU1ux-cVtZ/images/developers/automate/create-automation.png?fit=max&auto=format&n=EDPQP7dU1ux-cVtZ&q=85&s=2dcb4d5273c26e66c72d8d632ce5728e" alt="create automation" width="2000" height="429" data-path="images/developers/automate/create-automation.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/speckle/EDPQP7dU1ux-cVtZ/images/developers/automate/selected-function.png?fit=max&auto=format&n=EDPQP7dU1ux-cVtZ&q=85&s=bdbc2f27bf90a877f0dcf0921c55f7bf" alt="selected function" width="770" height="399" data-path="images/developers/automate/selected-function.png" />
    </Frame>
  </Step>

  <Step title="Set Parameters">
    If the function has defined inputs, configure them now.

    <Frame>
      <img src="https://mintcdn.com/speckle/EDPQP7dU1ux-cVtZ/images/developers/automate/configuration.png?fit=max&auto=format&n=EDPQP7dU1ux-cVtZ&q=85&s=f8537f1935bc1592cbd25701b3bd2104" alt="parameter configuration" width="2000" height="216" data-path="images/developers/automate/configuration.png" />
    </Frame>
  </Step>

  <Step title="Add Automation Details">
    **Choose a Speckle Model**: Select a model from the current project that will trigger your automation.

    <Frame>
      <img src="https://mintcdn.com/speckle/5UIlyL-HMgYLn0Bd/images/developers/automate/choose-model.png?fit=max&auto=format&n=5UIlyL-HMgYLn0Bd&q=85&s=403b7c7a1367dddd870c074344a174c0" alt="choose a model" width="2000" height="415" data-path="images/developers/automate/choose-model.png" />
    </Frame>

    **Name Your Automation**: Provide a meaningful name for reference (uniqueness is not required).

    <Frame>
      <img src="https://mintcdn.com/speckle/5UIlyL-HMgYLn0Bd/images/developers/automate/automation-name.png?fit=max&auto=format&n=5UIlyL-HMgYLn0Bd&q=85&s=efbd309d2ae741aa22fefd19ed521800" alt="A form field to name the automation, with an example name entered" width="960" height="265" data-path="images/developers/automate/automation-name.png" />
    </Frame>
  </Step>

  <Step title="Create Your Automation">
    Click **Create** to finalise the setup.

    <Frame>
      <img src="https://mintcdn.com/speckle/EDPQP7dU1ux-cVtZ/images/developers/automate/create-button.png?fit=max&auto=format&n=EDPQP7dU1ux-cVtZ&q=85&s=639345f54c4b7865dd11a6850e4f9d0f" alt="create!" width="380" height="204" data-path="images/developers/automate/create-button.png" />
    </Frame>
  </Step>

  <Step title="Success! 🥳">
    Your automation is now ready to view and manage.
  </Step>
</Steps>


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