Automate Excel Model Creation

Generate completely new Excel workbooks automatically on a schedule. Perfect for recurring reports, daily analysis, or any situation where you need fresh models generated regularly with updated data.

What It Does

The Create New Model automation generates a brand new Excel workbook each time it runs. Every execution produces a separate file with the latest data from your connected sources.

How It Works

1.Automation triggers on your defined schedule (hourly, daily, weekly, etc.)

2.Viete fetches fresh data from your connected MCP sources

3.AI generates a complete Excel model with your specified structure

4.Model is saved as a new session/file with timestamp

5.Previous executions are preserved in your automation history

When to Use This Automation

Create New Model automation is ideal for scenarios where each report should be independent and standalone:

Daily/Weekly Reports

Generate fresh analysis reports every morning with the latest data. Each day gets its own file for easy comparison and archiving.

Example: Daily sales performance report sent to management at 8 AM with yesterday's metrics and trends.

Period-Based Analysis

Create separate models for each time period (monthly, quarterly) with period-specific data and calculations.

Example: Monthly financial close package generated automatically on the 1st of each month with prior month's complete data.

Snapshot Reports

Capture point-in-time snapshots of data for historical comparison and audit purposes.

Example: Weekly inventory snapshot showing current stock levels, reorder points, and supplier information as of end-of-week.

Client Deliverables

Automatically generate client-specific reports that need to be delivered as separate files on a regular basis.

Example: Weekly client performance reports with branded formatting and client-specific KPIs delivered every Friday.

Setup Process

Setting up a Create New Model automation takes just a few minutes:

Define Your Model

Start by creating or describing the Excel model you want generated. You can either:

• Use Viete AI to generate your initial template model
• Upload an existing Excel file (.xlsx or .xls only) to use as a template structure
• Describe the model structure in natural language

Note: Automation file uploads support Excel formats only. For other file types, consider using Workflows instead.

Connect Data Sources

Link the data sources that should populate your model:

• Select from 8,000+ MCP-compatible data sources
• Configure which data should populate which parts of your model
• Set up any data transformations or filters needed

Configure Scheduling

Set when and how often the automation should run:

• Choose frequency: hourly, daily, weekly, monthly, or custom (cron expression)
• Set specific date and time for first run
• All schedules use Norwegian time (Europe/Oslo timezone)
• Next run automatically calculated based on frequency

Apply Template or Style (Optional)

For consistent formatting, choose one option (mutually exclusive):

• Template: Use a saved workbook template for exact structure replication
• Style: Apply formatting rules from reference models (markdown-based)
• Cannot combine both—select template OR style, not both
• Optional: Automations work without templates/styles

Review & Activate

Test your automation and turn it on:

• Run a test execution to verify everything works correctly
• Review the generated model for accuracy
• Activate the automation to begin scheduled execution

Key Features

Each execution creates an independent workbook
Complete session history preserved for every run
Automatic timestamping for easy organization
No risk of overwriting previous reports
Perfect for period-based analysis and archiving
Easy comparison between different time periods

Real-World Examples

Marketing Agency Dashboard

Automatically generate client performance reports every Monday morning with the previous week's campaign data from Google Analytics, Facebook Ads, and the CRM.

Frequency: Weekly, Monday 6 AM

Data Sources: Google Analytics API, Meta Ads API, HubSpot CRM

Output: Branded client report with charts, metrics, and insights

E-commerce Daily Summary

Create daily sales summary with order metrics, top products, and revenue analysis from Shopify, delivered to the team every morning.

Frequency: Daily, 8 AM

Data Sources: Shopify API, inventory database

Output: Daily metrics dashboard with trends and alerts

Monthly Financial Package

Generate complete month-end financial reports on the 1st of each month with data from accounting system, bank feeds, and payroll.

Frequency: Monthly, 1st day at 9 AM

Data Sources: QuickBooks API, bank APIs, payroll system

Output: Complete financial close package with P&L, balance sheet, variance analysis

Tip

Create New Model automation is perfect when you need to maintain separate files for each time period. If you instead need to build cumulative data over time in a single model, consider using Update - Add Data automation.

Best Practices

Use descriptive naming conventions with dates (e.g., "Sales Report {DATE}")
Test your automation with sample data before activating
Set up notifications for successful runs and errors
Review automation logs periodically to ensure data quality
Archive old automation outputs regularly to manage storage