Prerequisites

Before you begin, make sure you have:
💡 You must verify your account by responding to the email sent to you upon sign-up.
🔧 GitHub Integration: GitHub is currently the default platform for function development and deployment. We’re working on supporting additional platforms to make Automate more flexible for all users.

User Interface

As part of the public beta, Automate is now fully integrated into the main Speckle web application interface. You can access it by navigating to a project that you are the owner of:
Automate integrated into the Speckle web application
1

Create Your First Function

  • Navigate to a Workspaces-hosted project where you are a collaborator
  • Go to the Automations tab and select View Functions
  • Click New Function in the top right
  • Follow the function creation wizard to set up your project
🧙‍♂️ The wizard automatically creates a GitHub repository, GitHub Actions workflow, and injects necessary environment variables.
2

Develop Your Function

  • Open the Repository: View your project on GitHub.
  • Open in Codespace: Start coding immediately in a virtual environment.
  • Customize Your Function: Edit the template code to implement your business logic.
  • Test Locally: Use the testing utilities to validate your function.
  • Make a Release: Create a GitHub release to deploy your function.
3

Create Your First Automation

  • Go to the Automations tab in your project
  • Click New Automation
  • Select your function from the library
  • Configure function inputs and parameters
  • Choose a Speckle model to trigger the automation
  • Name your automation and click Create
For detailed instructions, see Creating Automations
4

View Results

Once your automation runs:
  • Model Scene View: Look for the results “doughnut” icon in the 3D viewer
  • Project Dashboard: Check the model list for automation indicators
  • Results Details: Click on run cards to see detailed results and artifacts
For more details, see Viewing Results.

What’s Next?

Now that you have the basics, explore:
🚀 Pro Tip: Start with simple functions and gradually add complexity. The Automate platform is designed to be flexible and powerful.

Additional Resources

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