---
title: Automations Library Overview
description: Browse and run Mason automations in Ressio. Learn where to find the Automations Library, what read vs. write means, and how to run automations safely.
---

[Skip to content](https://help.ressiosoftware.com/automations-library-overview#main-content)

English

Show submenu for translations

[Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en)

![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact us](https://help.ressiosoftware.com/kb-tickets/new)
- [Go to ressiosoftware.com](https://www.ressiosoftware.com/)

[Go to ressiosoftware.com](https://www.ressiosoftware.com/)

 Hello. How can we help?

- There are no suggestions because the search field is empty.

1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en)
2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en)
3. [Automations](https://help.ressiosoftware.com/feature-guides?hsLang=en#automations)

# Automations Library Overview

## Your catalog of Ressio-curated automations you can run through Mason

<iframe width="560" height="315" src="https://www.youtube.com/embed/Oui1kqqvR9U?si=jLfQ9oXusrgybqPH" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border-width: medium; border-style: none; border-color: currentcolor; border-image: initial;"></iframe>

#### Overview

The **Automations Library** is where you can browse and run automations in Ressio using Mason.

Automations help you do common work faster, either by **reading** information (like generating a list or summary) or **writing** changes (like creating or updating items).

---

#### Table of Contents

1. [Before you start (need to know)](https://help.ressiosoftware.com/automations-library-overview#before)
2. [Navigating the Automations Library](https://help.ressiosoftware.com/automations-library-overview#where)
3. [How to run an automation (step-by-step)](https://help.ressiosoftware.com/automations-library-overview#how)
4. [Common examples](https://help.ressiosoftware.com/automations-library-overview#examples)
5. [Tips for success](https://help.ressiosoftware.com/automations-library-overview#tips)

---

#### Before you start (need to know)

**Read vs. Write matters**

- **Read** automations pull information and return it to you.
- **Write** automations can create and update data.

**You stay in control** 

- Many write automations will ask for confirmation before they make changes

**Access may be limited at launch**

- For most builders, automations are read-only to edit at first (you can run them, but you may not be able to modify how they’re built yet).

⚠️ **Write** automations can change real project data. **Read** each prompt carefully and only confirm when you’re comfortable with the impact (especially when deletions are involved).

[\[back-to-top\]](https://help.ressiosoftware.com/automations-library-overview#back-to-top)

---

#### Navigation

1. Go to your **Company Overview**
2. Click on the **Automations** tab in the left-hand navigation panel
   
   ![download (50)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/download%20(50).png?width=489&height=477&name=download%20(50).png)

**What you'll see in the Automations Library**

In the library, you'll typically be able to:

- **Browse** Ressio-curated automations
- **Enable/disable** automations (so they do or don’t appear in pickers/menus)
- Run a **sample** (test run)
- Select **Manage automations** (to view details like estimated time savings)
- Review your available **Read** and **Write** capabilities

![download (51)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/download%20(51).png?width=504&height=412&name=download%20(51).png)

 

![8876b304-20ea-4ffc-b6ac-7fdc91178155](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/8876b304-20ea-4ffc-b6ac-7fdc91178155.gif?width=670&height=364&name=8876b304-20ea-4ffc-b6ac-7fdc91178155.gif)

![8fff50d9-2c45-4e89-be9b-31673c64768e](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/8fff50d9-2c45-4e89-be9b-31673c64768e.gif?width=670&height=364&name=8fff50d9-2c45-4e89-be9b-31673c64768e.gif)

[\[back-to-top\]](https://help.ressiosoftware.com/automations-library-overview#back-to-top)

---

#### How to run an automation (step-by-step)

You can run automations anywhere you can access Mason.

![f7869c39-e638-40dd-83b6-614273c3969a](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/f7869c39-e638-40dd-83b6-614273c3969a.gif?width=670&height=364&name=f7869c39-e638-40dd-83b6-614273c3969a.gif)

**Option A - Run from a Mason chat by @ mentioning**

1. Open a Mason chat by clicking the "**Ask Mason**" in the top right hand corner (desktop) of you page or top right hand corner (mobile)
2. In the chat box type @ and select the automation you want to run from the list.
3. Follow the prompts (answer questions and confirm actions as needed).

Option B - Run from the automation by clicking the ⚡icon

![download (52)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/download%20(52).png?width=670&height=364&name=download%20(52).png)

1. Open Mason
2. Click the ⚡icon below the text box.
3. Browse or search for the automation you want.
4. Click the automation to run it.
5. Follow the prompts.

What happens when an automation runs

As the automation runs, Mason may:

- Ask follow-up questions (example: **Which project do you want to use?**)
- Show progress while it works (including tool call activity)
- Provide a **Stop** button to cancel if something isn’t right
- Ask you to **confirm** before taking write actions (especially deletions or replacements)

This is a person-in-the-loop workflow: Mason does the work, and you approve key steps.

[\[back-to-top\]](https://help.ressiosoftware.com/automations-library-overview#back-to-top)

---

#### Common Examples

**Example 1 - Build a schedule from a project estimate (Write)**

This automation can create a full project schedule based on an existing estimate.

Typical flow:

1. Start the automation (for example, Build schedule from the project estimate).
2. When prompted, select the project you want to build the schedule from.
3. If a schedule already exists, Mason may ask if it can delete and rebuild schedule tasks.
4. Review the proposed changes (phases, tasks, durations, dependencies).
5. Confirm to proceed.
6. After it finishes, open the project’s Schedule to review the newly created phases/tasks.

**Example 2 — List project team members (Read)**

This automation returns a quick view of who is involved in a project.

Typical output may include:

- Internal team members (and roles)
- Vendors on the project
- Contact info (email/phone)

---

#### Tips for Success

- If Mason asks you to choose a project, pick the project by **name** when prompted.
- If the automation output looks off, click **Stop** and rerun it with clearer inputs.
- For write automations, slow down at confirmation steps—especially if you see words like **delete**, **replace**, or **rebuild**.

🔄 We will continue to update automations and improve Mason. Stay tuned and reach out to Customer Success Coach/Manager if you have questions.

[\[back-to-top\]](https://help.ressiosoftware.com/automations-library-overview#back-to-top)

---

#### Need help?

If you still have unanswered questions or need further assistance, please contact our support team at [support@ressiosoftware.com](mailto:support@ressiosoftware.com).

- [Getting started](https://help.ressiosoftware.com/getting-started?hsLang=en)
- [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en#main-content)

    - [Schedule](https://help.ressiosoftware.com/feature-guides?hsLang=en#schedule)
    - [Estimate](https://help.ressiosoftware.com/feature-guides?hsLang=en#estimate)
    - [Specs](https://help.ressiosoftware.com/feature-guides?hsLang=en#specs)
    - [Budget](https://help.ressiosoftware.com/feature-guides?hsLang=en#budget)
    - [Invoices](https://help.ressiosoftware.com/feature-guides?hsLang=en#invoices)
    - [Approvals](https://help.ressiosoftware.com/feature-guides?hsLang=en#approvals)
    - [Time Clock](https://help.ressiosoftware.com/feature-guides?hsLang=en#time-clock)
    - [Calendar](https://help.ressiosoftware.com/feature-guides?hsLang=en#calendar)
    - [Daily Log](https://help.ressiosoftware.com/feature-guides?hsLang=en#daily-log)
    - [Change Orders](https://help.ressiosoftware.com/feature-guides?hsLang=en#change-orders)
    - [Messaging & Notifications](https://help.ressiosoftware.com/feature-guides?hsLang=en#messaging-notifications)
    - [Client Portal](https://help.ressiosoftware.com/feature-guides?hsLang=en#client-portal)
    - [Settings](https://help.ressiosoftware.com/feature-guides?hsLang=en#settings)
    - [Projects](https://help.ressiosoftware.com/feature-guides?hsLang=en#projects)
    - [Selections](https://help.ressiosoftware.com/feature-guides?hsLang=en#selections)
    - [Prospect management](https://help.ressiosoftware.com/feature-guides?hsLang=en#prospect-management)
    - [Vendor Management](https://help.ressiosoftware.com/feature-guides?hsLang=en#vendor-management)
    - [Cost Catalog](https://help.ressiosoftware.com/feature-guides?hsLang=en#cost-catalog)
    - [To-dos](https://help.ressiosoftware.com/feature-guides?hsLang=en#to-dos)
    - [Bid Management](https://help.ressiosoftware.com/feature-guides?hsLang=en#bid-management)
    - [Plan hub](https://help.ressiosoftware.com/feature-guides?hsLang=en#plan-hub)
    - [General](https://help.ressiosoftware.com/feature-guides?hsLang=en#general)
    - [Proposals](https://help.ressiosoftware.com/feature-guides?hsLang=en#proposals)
    - [Files](https://help.ressiosoftware.com/feature-guides?hsLang=en#files)
    - [Ressio Payment Processing](https://help.ressiosoftware.com/feature-guides?hsLang=en#ressio-payment-processing)
    - [Financial Tools & Services](https://help.ressiosoftware.com/feature-guides?hsLang=en#financial-tools-services)
    - [Mason](https://help.ressiosoftware.com/feature-guides?hsLang=en#mason)
    - [Reports](https://help.ressiosoftware.com/feature-guides?hsLang=en#reports)
    - [Warranty](https://help.ressiosoftware.com/feature-guides?hsLang=en#warranty)
    - [Automations](https://help.ressiosoftware.com/feature-guides?hsLang=en#automations)
- [FAQs](https://help.ressiosoftware.com/faqs?hsLang=en#main-content)

    - [Vendors](https://help.ressiosoftware.com/faqs?hsLang=en#vendors)
    - [Estimate](https://help.ressiosoftware.com/faqs?hsLang=en#estimate)
    - [QuickBooks Online](https://help.ressiosoftware.com/faqs?hsLang=en#quickbooks-online)
    - [Customers](https://help.ressiosoftware.com/faqs?hsLang=en#customers)
    - [Files](https://help.ressiosoftware.com/faqs?hsLang=en#files)
    - [Invoices](https://help.ressiosoftware.com/faqs?hsLang=en#invoices)
    - [My account](https://help.ressiosoftware.com/faqs?hsLang=en#my-account)
    - [Insurance](https://help.ressiosoftware.com/faqs?hsLang=en#insurance)
    - [Time Clock](https://help.ressiosoftware.com/faqs?hsLang=en#time-clock)
    - [Selections](https://help.ressiosoftware.com/faqs?hsLang=en#selections)
    - [Templates](https://help.ressiosoftware.com/faqs?hsLang=en#templates)
    - [Mason AI](https://help.ressiosoftware.com/faqs?hsLang=en#mason-ai)
- [Troubleshooting](https://help.ressiosoftware.com/troubleshooting?hsLang=en)
- [Integrations](https://help.ressiosoftware.com/integrations?hsLang=en#main-content)

    - [QuickBooks Online](https://help.ressiosoftware.com/integrations?hsLang=en#quickbooks-online)
    - [File Integrations](https://help.ressiosoftware.com/integrations?hsLang=en#file-integrations)
    - [Sero](https://help.ressiosoftware.com/integrations?hsLang=en#sero)
    - [Adaptive](https://help.ressiosoftware.com/integrations?hsLang=en#adaptive)
    - [AI](https://help.ressiosoftware.com/integrations?hsLang=en#ai)
- [Account](https://help.ressiosoftware.com/account?hsLang=en)

[![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Logo%20Dock%20Icon-1.png?width=50&height=50&name=Logo%20Dock%20Icon-1.png)](http://ressiosoftware.com)

[www.ressiosoftware.com](http://www.ressiosoftware.com)

Copyright © 2026, Ressio Software