# Automation with Octav
This document explains how to prepare your vault and complete the required steps to enable automated NAV updates using Enzyme and Chainlink.
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### 1. Before Setting up
Please review the following carefully before proceeding.
#### 1.1 Asset Requirements
* The **deposit, redeem, and fee assets** of your vault must have a **reliable and stable asset rate**.
* These assets should be pegged to a constant value (for example, USDC pegged to 1 USD).
* If any of these assets do not meet this requirement, the automation may produce incorrect results.
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#### 1.2 Chainlink API Usage & Costs
* Please ensure your Octav API plan has sufficient credits.
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#### 1.3 Vault Activity Restrictions During Execution
* When the automation runs, **no manual actions should be performed on the vault**.
* This includes:
* Moving or transferring assets
* Bridging assets
* Executing deposits or redemptions
* Claiming fees
* Performing any of these actions during execution may result in an **incorrect NAV calculation**.
* We strongly recommend scheduling **at least 30 minutes of inactivity** around the automation execution time.
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#### 1.4 Octav Subscription Requirement
* All addresses tracked in your portfolio **must have an active Octav Lite subscription**.
* Without this, the automation may fail or return incomplete data.
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### 2. Information You Must Provide to Enzyme
Before we begin setup, please send us the following details:
* Network (e.g., Ethereum, Polygon, etc.)
* Vault address (Shares contract)
* Public bundle portfolio URL (check on FAQ section how to do it)
* Desired automation schedule
* Example: once per day at 01:00 UTC
* Your Octav API key (share with Enzyme in a secure way, either via password manager that you are using, or with the usage of )
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### 3. Setup Process Overview
The setup consists of:
* Smart contracts deployed by the Enzyme team
* A small number of on-chain transactions that **you must execute**
We will guide you through each required action.
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### 4. Actions Required From You
#### Step 1: Assign Vault Admin Rights
* We will provide you with a contract address of the `LimitedAccessLimitedCallForwarder`.
* Using the Enzyme Admin UI, set this address as your **Vault Admin**.
* This enables the automation to update the vault’s share value.
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#### Step 2: Authorize the Automation Consumer
* We will provide you with contract address of the `CreWorkflowConsumer`.
* You must send an on-chain transaction to the `LimitedAccessLimitedCallForwarder` (address was provided in the **Step 1)** calling `addUser`.
* The input should be the address of `CreWorkflowConsumer` .
* This transaction must be sent via a blockchain explorer (e.g., Etherscan).
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#### Step 3: Allow Share Value Updates
* You must send an on-chain transaction to the `LimitedAccessLimitedCallForwarder` (address was provided in the **Step 1)** calling `addCall`.
* This authorizes the automation to update the vault’s share value.
* We will provide:
* The target contract is address of the `ValuationHandler` . You can find this address in the Admin UI under Advanced > Valuation
* The function selector is `0x189ee485` (this is `updateShareValue` selector)
* This transaction must also be sent via a blockchain explorer (e.g., Etherscan).
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#### Step 4: Approve the Automation Workflow
* After deploying the automation, we will share a **workflow ID** with you.
* You must send an on-chain transaction to approve this workflow ID.
* This step ensures that only the approved automation can execute actions on your vault.
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### 5. After Setup
* Once all steps are completed, the automation will execute according to the agreed schedule.
* Please ensure:
* No vault activity occurs during execution windows
* Your Octav API key remains valid
* Tracked addresses maintain active Octav subscriptions
If any vault parameters change (assets, tracked addresses, or schedule), please contact the Enzyme team before making updates.
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### 6. Automation Script Updates & Client Approval
* Any update or change to the automation logic requires deploying a **new workflow**.
* For every update, the Enzyme team will provide you with a **new workflow ID**.
* **No updated or modified automation can run without your explicit approval.**
* To approve an update, you must send an on-chain transaction calling `setAllowedWorkflowId` with the new workflow ID given by Enzyme Team.
* Until this transaction is executed, the updated automation **cannot interact with your vault**.
* Previously approved workflows remain inactive.
* This design ensures that **no code changes are executed without your on-chain consent**.
### 7. Support
If you have questions or need help executing any transaction:
* Contact the Enzyme team before proceeding
* Do not attempt to bypass or modify the setup independently
We are happy to assist to ensure everything runs smoothly.
### FAQ
To learn how to create a public bundle --> [HERE](/onyx-user-documentation/administration-app/vault/markdown/portfolio-value-providers/octav.md)
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