Automation
Free yourself from repetitive Excel tasks. Viete's automation capabilities transform hours of manual data entry and updates into scheduled, error-free processes that run automatically in the background.
The Time Cost of Repetitive Tasks
Most Excel users spend countless hours on the same routine tasks every week:
- Copying data from multiple sources into dashboards
- Updating monthly reports with new figures
- Refreshing KPI trackers with the latest metrics
- Rebuilding analysis models with updated datasets
- Manually formatting and structuring incoming data
These tasks are not just time-consuming—they're error-prone. Every manual copy-paste is an opportunity for mistakes. Viete automation eliminates these risks entirely.
How Viete Automation Works
Viete connects to over 8,000+ data sources through MCP (Model Context Protocol), allowing you to pull data from virtually any platform, database, or API directly into your Excel models:
Data Sources
- • Databases (SQL, NoSQL)
- • Cloud platforms (AWS, Azure, GCP)
- • SaaS tools (Salesforce, HubSpot)
- • APIs and webhooks
- • File storage (Drive, Dropbox)
Automation Features
- • Custom frequency schedules
- • Automatic data refresh
- • Error detection & alerts
- • Session history tracking
- • Verification & debugging tools
All of this happens without manual intervention. No copying, no pasting, no reformatting—just fresh, accurate data exactly when you need it.
Three Types of Automation
Viete offers three distinct automation approaches, each designed for different use cases. Choose the method that best fits your workflow:
Create New Model
Generates a completely new workbook each time the automation runs. Perfect for fresh daily reports or recurring analysis.
Update - Replace Data
Overwrites existing data in your model with fresh information. Ideal for monthly reports where current data replaces previous periods.
Update - Add Data
Appends new data to your existing model, building on previous records. Essential for cumulative tracking and historical analysis.
Getting Started with Automation
Setting up automation in Viete is straightforward, whether you're starting from scratch or working with existing files:
Option 1: Generate and Automate
Use Viete AI to create your Excel model, then set up automation to keep it updated. Perfect when building new dashboards or analysis tools from scratch.
Option 2: Upload and Automate
Upload your existing Excel file and configure which data should be updated and how. Viete respects your existing structure and formulas while automating the data refresh.
Style Preservation
Viete's Style feature ensures your automated models maintain consistent formatting, branding, and structure:
- Upload reference models with your preferred formatting
- Give styles meaningful names (e.g., "Client Reports Q1", "Executive Dashboard")
- Converted to markdown descriptions capturing structure, formulas, and design
- Apply saved styles to any automation or new model
- Maintain brand consistency across all automated outputs
This means your automated reports look identical to manually created ones—no one will know they're generated automatically unless you tell them.
Verification & Quality Assurance
Viete includes sophisticated debugging and verification tools to ensure your automated models are accurate and reliable:
Quality Checks
Data Validation
Verifies data types, ranges, and expected formats
Formula Verification
Ensures formulas calculate correctly with new data
Error Detection
Identifies and alerts on data inconsistencies
Audit Trail
Complete session history for troubleshooting
Automation Dashboard
Manage all your automations from a centralized dashboard that gives you complete visibility and control:
- View all active automations in one place
- Dropdown selector to display specific model outputs
- See exact timestamps for next scheduled run
- Track when each automation last executed
- Access complete session history for any automation
- Review logs and debug information when needed
Common Use Cases
Automation works brilliantly for scenarios where data needs regular updates:
"Pull financial data from our accounting system every morning to generate fresh P&L reports for the executive team."
"Update our KPI dashboard every hour with live metrics from Salesforce, Google Analytics, and our internal database."
"Append weekly sales data to build cumulative year-to-date tracking automatically, no manual data entry required."
Choose Your Automation Type
Create New Model
Generate fresh workbooks on schedule
Update - Replace Data
Overwrite with current period data
Update - Add Data
Build cumulative historical records