Before you begin
You need an Adam account and a concrete outcome you want from the task. If the work involves CAD or PLM, make sure you can sign in to the relevant service or access the computer where the desktop application runs.1
Finish account setup
Complete onboarding and choose whether you are working on your own or with a team. You can remain on Free or select an available paid plan. Plan availability and prices are shown in Adam.
2
Connect the system you need
Open Integrations in the sidebar. Connect Onshape through OAuth, install the Fusion add-in, pair the desktop connector for a local application, or connect another service from the catalog.You can select Skip for now during onboarding and connect a tool later.
3
Start a task
Select New Task. Describe the outcome, the object or file involved, and any constraint Adam must preserve.
4
Attach context
Use the attachment button or drag files onto the composer. Include source files, screenshots, specifications, or reference documents that are necessary to make the request unambiguous.
5
Review the work
Follow tool activity in the conversation. Answer questions and approve requested actions when prompted. Preview generated files or CAD outputs in the task’s file panel before accepting the result.
6
Continue, share, or schedule
Reply in the same task to refine the result. You can share the task with a collaborator, publish a read-only link, or create a scheduled run when the work should repeat.
Write a useful first request
Include the target, the requested change, constraints, and how you will judge success.Example Onshape request
Example Fusion request
Example file-based request