Automation
Connect your MCP to external sources, set a schedule, and let Viete generate or update your Excel models automatically. No manual work required.
Connects to your systems via MCP
Step 1
Create a brand-new Excel workbook on every run, or update an existing one with fresh data. Two fundamentally different approaches — pick the one that fits your process.
Creates a completely new workbook each time the automation runs.
Updates an existing workbook with new or refreshed data.
Overwrites data in the model each time the automation runs.
Example: Monthly reports where current data replaces previous month.
Adds new data to the model, building on previous data.
Example: Budget model that appends new actuals at regular intervals.
Step 2
When updating an existing workbook, choose whether to overwrite the data entirely or add new rows on top of what's already there. Build growing datasets or keep dashboards current.
Step 3
Give it a title, write a prompt, optionally attach a template and style, connect your data sources, and set the schedule. That's the entire setup.
Model Creation — New session each run
Click to upload Excel file (.xlsx)
Hourly, daily, weekly, or monthly. Your automation fetches live data and generates or updates the Excel model exactly when you need it.
Each run creates a session you can go back to. Preview the output, download it, or continue editing in Viete.
Pause, resume, or edit your automation anytime. Monitor everything from the automation dashboard.
Already built something great in Viete? Turn it into an automation with one click. The prompt, template, and style carry over — just add a schedule.
Creates a completely new workbook each time the automation runs.
Example: Automatically fetch new data from a data source every morning to generate fresh analysis reports.
Updates this workbook with new or refreshed data.
Example: Refresh KPI dashboard regularly with updated metrics from connected data sources.
Any recurring Excel task where the data source is predictable.
Pull actuals vs budget from your ERP and generate a board-ready financial pack. Updated automatically before every deadline.
Pipeline data from Salesforce or HubSpot, transformed into KPI dashboards in Excel. Refreshed daily.
Inventory levels, order status, logistics data — appended to a growing workbook with each run.
Query PostgreSQL, Snowflake, or any SQL database and transform results into formatted Excel. Scheduled exactly when you need them.
Both use the same AI agent. The difference is how you trigger them.
| Automation | Workflows | |
|---|---|---|
| Trigger | Runs on a schedule | You click run |
| Input | Data from connected systems | Files you upload |
| Best for | Recurring reports, live data | Variable inputs, file processing |
| Manual effort | None after setup | Upload + click per run |
Book a demo to see how automation can eliminate your team's manual Excel work.
