Workflow: Create New Excel

Create a new workbook and session each time the workflow runs. Perfect for converting uploaded documents, processing one-off requests, or generating fresh reports from variable user inputs.

What It Does

The Create New Excel workflow generates a brand new Excel workbook every time you run it. You provide inputs (files, text, parameters), and Viete creates a fresh model tailored to those specific inputs.

How It Works

1.You trigger the workflow manually when needed

2.Provide required input variables (files, text, dates, etc.)

3.Viete processes inputs using configured static parameters

4.New Excel workbook generated with processed data

5.Model saved as new session for download/editing

When to Use This Workflow

Create New Excel workflows are ideal for repetitive tasks that need manual inputs or processing of uploaded files:

Document Conversion

Convert uploaded documents (PDFs, DOCXs, images) to structured Excel format with consistent formatting and data extraction.

Example: Upload client proposal PDFs and convert to branded Excel reports with extracted data, custom calculations, and professional formatting. Each client proposal becomes a separate workbook.

Custom Client Deliverables

Generate client-specific reports or deliverables by processing uploaded data files with client branding and custom parameters.

Example: Upload raw performance data for a client, specify client name and date range, and generate a fully branded report with their logo, colors, and customized analysis.

Data File Processing

Process uploaded data files (CSVs, text files, exports) into formatted Excel models with formulas and visualizations.

Example: Upload CSV export from legacy system and transform it into a modern Excel dashboard with charts, pivot tables, and summary metrics.

One-Off Analysis

Create ad-hoc analysis models based on specific questions or datasets that vary each time.

Example: Upload quarterly sales data and generate fresh analysis with trend comparisons, variance calculations, and insights. Each quarter gets its own independent analysis workbook.

Setup Process

Name Your Workflow

Give your workflow a descriptive name and optional description:

• Use clear naming: "Client Proposal PDF to Excel"
• Add description explaining what it does and when to use it
• This helps team members understand the workflow purpose

Define Input Variables

Specify what the user will provide each time the workflow runs:

• File uploads: PDFs, DOCXs, CSVs, images, etc.
• Text inputs: Client names, descriptions, instructions
• Dates: Reporting periods, deadlines, timestamps
• Selections: Categories, options, parameters
• Numbers: Quantities, thresholds, multipliers

These inputs change with every workflow execution—they're what makes each run unique.

Configure Static Parameters

Set parameters that stay consistent across all workflow runs:

• Output structure: Sheet layout, column organization
• Style template: Formatting, branding, colors
• Formulas: Calculations that should be included
• Charts: Visualization types and configurations
• Reference data: Lookup tables, constants

These parameters define the workflow's behavior and are set once during configuration.

Set Processing Instructions

Define how Viete should process the inputs:

• How to extract data from uploaded files
• What transformations or calculations to apply
• How to structure the output Excel model
• What validations or checks to perform

Test and Save

Run a test execution before saving:

• Upload sample files or enter test data
• Verify the generated Excel model is correct
• Check formulas, formatting, and data accuracy
• Adjust configuration if needed, then save workflow

Input Variables in Detail

Input variables are the backbone of workflows. Understanding the types available helps you design powerful, flexible workflows:

File Uploads

Accept various file types for processing:

• PDFs (extract text, tables, data)
• DOCXs (convert to Excel format)
• CSVs (import and structure data)
• Images (OCR text extraction)
• Excel files (process/transform existing workbooks)

Text Inputs

Accept text descriptions, names, or instructions:

• Client/project names for customization
• Custom descriptions or notes
• Special instructions for processing
• Search terms or filter criteria

Date Inputs

Specify time periods or timestamps:

• Reporting date ranges
• Fiscal periods (Q1 2024, FY2025)
• Deadlines or milestones
• Comparison periods

Real-World Examples

Invoice Processing Workflow

Convert uploaded invoice PDFs to structured Excel format with extracted data, automatic calculations, and client branding.

Input Variables:

• Invoice PDF files (multiple)
• Client name
• Invoice date range

Static Parameters:

• Client brand style template
• Invoice summary formulas
• Tax calculation rules

Output: Branded Excel workbook with all invoices structured, totaled, and formatted

Survey Results Analysis

Upload survey response CSV and generate comprehensive analysis with charts, statistics, and insights.

Input Variables:

• Survey CSV export
• Survey name/description
• Analysis focus areas

Static Parameters:

• Chart types and layouts
• Statistical calculations
• Report formatting template

Output: Complete analysis workbook with response data, visualizations, and summary insights

Key Features

Generate new workbooks on-demand
Process variable user inputs each run
Maintain consistent structure via static parameters
Support multiple file types and formats
Apply saved styles for brand consistency
Each execution creates independent output

Tip

Create New Excel workflows are perfect when each run should produce a separate, standalone file. If you need to build data over time in a single workbook, use Update - Add Data workflow.

Best Practices

Keep input variable requirements clear and simple
Use descriptive names for all inputs
Test with diverse sample files to ensure robustness
Document what file formats are supported
Provide example inputs/outputs for team members
Use validation rules to catch invalid inputs early