Templates
Start with professionally designed templates, save your own models as reusable templates, or let Viete create custom designs based on your requirements. Build a library of templates you can use as starting points for future projects.
Available Templates
Viete can generate spreadsheets based on common templates across various categories:
Financial
- Budget planners
- Financial projections
- Invoice templates
- Expense trackers
Business
- Sales reports
- KPI dashboards
- Project trackers
- Inventory management
HR & Personnel
- Employee directories
- Attendance trackers
- Performance reviews
- Payroll calculators
Personal
- Personal budgets
- Savings goals
- Debt payoff planners
- Fitness trackers
Using Templates
Reference a template type in your prompt to get started quickly:
"Create a monthly budget template with income and expense categories, following best practices for personal finance tracking."
"Generate a project management template with Gantt chart, task list, and resource allocation sections."
"Create a sales dashboard template that I can populate with my own data. Include placeholders for monthly targets and actuals."
Custom Designs
Beyond templates, Viete can create custom designs based on your specifications:
- Custom color schemes and branding
- Specific layout and structure requirements
- Industry-specific formatting standards
- Unique calculation logic and formulas
"Create a custom dashboard with a dark color scheme. Use navy blue as the primary color and include our company metrics: revenue, customer count, and churn rate. Make it presentation-ready."
Save Your Own Templates
Any Excel model in Viete can be saved as a template for future use—unlimited templates, no restrictions:
How Template Saving Works
1. Create or Upload Model
Generate a model with Viete AI, or upload an existing Excel file you want to use as a template.
2. Refine the Model
Work on the model until it's exactly how you want your template to be: perfect structure, formatting, formulas, and placeholders.
3. Save as Template
Click "Save as Template" at any time. Give it a descriptive name (e.g., "Q1 Client Report Template", "Weekly Budget Tracker").
4. Reuse Unlimited Times
Your saved template is now available whenever you create new models. Start from your template instead of from scratch.
From Viete-Generated Models
Create a model with Viete, refine it until perfect, then save as template. The structure, formulas, and formatting become reusable for similar future projects.
From Uploaded Files
Upload your existing Excel files, work on them in Viete, and save them as templates. Your proven models become reusable starting points.
Template Use Cases
Client Deliverables
Create a perfect client report once, save as template. Every new client project starts from the same professional template—just populate with client-specific data.
Recurring Analysis
Monthly financial analysis that follows the same structure? Build it once, save as template, reuse every month with fresh data.
Department Standards
Create templates for department-standard reports. Everyone uses the same structure, ensuring consistency across the organization.
Using Templates with Automation & Workflows
Templates can be integrated into automated processes for consistent, repeatable outputs:
With Automations
Templates can be used in "Create New Model" automations. Each scheduled run generates a fresh workbook based on your template with updated data.
Note: Templates not available for "Update" automations since you're modifying an existing workbook.
With Workflows
Configure templates as either a static parameter (same template every run) or as an input variable (user selects template at runtime).
Note: Templates only for "Create New Excel" workflows, not "Update" workflows.
Design Best Practices
Viete follows spreadsheet design best practices:
- Clear visual hierarchy with proper headings
- Consistent formatting throughout the workbook
- Readable fonts and appropriate cell sizes
- Meaningful use of colors (not decorative)
- Proper print area setup for reports