Workflows
Combine Viete's AI agent with a workflow toolkit — define the prompt, template, and style once, then run it on new files whenever you need. Every analysis, every report, one click.
Model Creation
A workflow saves everything — the prompt, the template, the style, the output format. Next time you have similar files to process, you skip the setup entirely. Just upload and run.
The AI agent does the same work it did before, but now it follows your saved configuration. Same structure, same formatting, same quality. Different input files, same professional output.
Define the workflow once. Then just upload files and click run.
One-time setup
Write a prompt that tells the agent what to do. Pick a template for the Excel structure, a style for branding, and choose whether each run creates a new workbook, replaces data, or appends rows.
This is the only time you need to think about the setup. After this, every run follows the same recipe automatically.
Model Creation
What user provides each run
Same every run (configure below)
Extract all line items, totals, and vendor info from uploaded invoices
Every time after
That's it. Drop in your new files — PDFs, CSVs, images, Word docs, whatever you have — and the agent processes them using your saved recipe.
The output follows the same template and style every time. Your team gets consistent, professional Excel workbooks without touching the configuration again.
This isn't a mail merge. The agent opens your PDFs, reads the tables, understands the structure, extracts the numbers, and builds the Excel model from scratch. Different file, different content — same professional output.
Upload your company's colors, fonts, and formatting preferences as a style. Every workflow run applies them automatically. Your finance team gets consistent, branded reports without manual formatting.
PDFs, CSVs, DOCX, PPTX, images, JSON, XML — upload whatever you have. Mix formats in a single run. The agent handles the extraction and consolidation. You always get a clean .xlsx file back.
Both use the same AI agent. The difference is how you trigger them.
| Workflows | Automation | |
|---|---|---|
| Trigger | You click run | Runs on a schedule |
| Input | Files you upload | Data from connected systems |
| Best for | Variable inputs, file processing | Recurring reports, live data |
| Manual effort | Upload + click per run | None after setup |
Book a demo and we'll build a workflow for your exact use case — live.
