How to attach PDFs and spreadsheets to Autodesk Assistant in Revit

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Autodesk Assistant in Revit 2027 can read files you attach to a conversation, not only the model. That lets you hand it a specification, a standard or a schedule export and ask questions against both.

What you can attach

According to the Revit 2027 help, Assistant accepts outside context such as specifications, standards, reference documents, images and spreadsheets. Supported formats:

  • Images: PNG, JPG, JPEG
  • Documents: PDF, DOC, DOCX
  • Spreadsheets and data: CSV, XLS, XLSX
  • Web and text: HTML, TXT

The help page does not state a file size limit or a maximum number of files. Autodesk has not given a date for when this capability rolled out.

Step by step

  1. Open Assistant. Sign in with your Autodesk account and click the Assistant icon next to Help in the title bar. You can also use View > User Interface > Autodesk Assistant. The icon looks different before Revit 2027.3.
  2. Add the file. Click “Add files” in the bottom-left corner of the chat box, or drag and drop the file anywhere on the Assistant panel.
  3. Ask a precise question. Name the document and the model elements, for example: “Using the attached door schedule spec, list doors in this model whose fire rating parameter does not match.”
  4. Review before you change anything. Assistant only modifies the model when you ask or confirm a suggestion, and changes can usually be reversed with Undo.

Good uses

  • Checking parameter values against a client’s spreadsheet of requirements.
  • Asking which rooms or elements a section of a specification applies to.
  • Comparing a marked-up image or sketch with what is modeled.
  • Pulling naming or numbering rules from a BIM execution plan PDF.

What to check first

  • Confidentiality. Autodesk says chat history is stored in the cloud and linked to your Autodesk account, and that customer data is not used to train its LLMs. Check your contract and firm policy before attaching client documents.
  • Accuracy. Treat answers as a first pass. Verify any value Assistant extracts from a document before it goes into the model or a deliverable.
  • Version. The steps above come from the Revit 2027 documentation. Assistant gets updates outside the main Revit release cycle, so the interface may differ slightly.

Source

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Editor of revit.news and founder of HEXABIM. 25 years in civil engineering and digital modelling. Articles are prepared with the help of automated tools from linked public sources and published under his editorial responsibility.

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