AI agents for your
boring ops tasks

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Product

Create an agent that pulls roadmap items from {{Notion}} or {{Linear}}, combines them with team capacity, current workload, and historical delivery data, and highlights where the roadmap is overcommitted or misaligned.

Review my roadmap based on team capacity

Product

Create an agent that pulls product usage data from {{PostHog}} and account data from {{Salesforce}}, detects declining usage trends, flags at risk accounts ahead of renewal dates, and outputs a prioritized list with risk level and recommended next actions in {{Notion}}.

Detect declining usage trends ahead of renewals

Product

Create an agent that pulls {{Linear}} updates, PR statuses, and release notes, then generates a weekly team update with per person task summaries, posting it to {{Slack}} and saving a full report as a {{Notion}} page.

Track team progress without standup meetings

Marketing

Every day at 9am, pull a keyword from {{Google Sheets}}, fetch top ranking articles via {{SERP API}}, scrape them with {{Firecrawl}}, analyze themes and structure, add light supporting research, generate a long form SEO optimized article, and save it to a {{Google Doc}} linked back in the original spreadsheet.

Help me write SEO optimized articles

Finance

Create an agent that analyzes transaction patterns to identify potential fraud. Pull recent transactions from {{Stripe}}. Then build agent with tools that will detect anomalies using rule-based and LLM pattern recognition (e.g., velocity, unusual merchant, location mismatch). Summarize flagged cases in {{Slack}}.

Flag suspicious Stripe transactions in Slack

Finance

Create an agent that automates “Know Your Customer” (KYC) checks. Look at customer-uploaded documents in {{Hubspot}}. Verify document validity, completeness, and expiry. Flag missing or inconsistent information and recommend follow-up actions. Output a compliance summary and send a report via {{Gmail}}. Send a report to internal {{Slack}} channel (i will provide it).

Automate KYC checks and send reports to Slack

Finance

Create an agent that compiles a weekly summary of each client’s investment portfolio. Pull holdings, performance, and benchmark data from a PDF. Then generate a summary for top performing assets, risk exposure and allocation drift. Using this summary generate a 5 page slide {{Gamma}} presentation. Send the slides to my clients (I'll provide their emails).

Summarize my clients’ portfolios weekly

Legal

Create a contract review agent that parses documents into structured JSON, checks clauses against a checklist, flags missing or risky language, scores and categorizes each issue, and suggests mitigations. Output an executive summary, redline CHANGE FROM / TO edits, negotiation guidance, and save results as a row in {{Google Sheets}}.

Review my contracts and generate risk summaries

Legal

Create an agent that reviews uploaded NDAs from a specified {{Google Drive}} folder by extracting key clauses like confidentiality period, exclusions, governing law, and IP ownership, comparing them to a company approved template, assessing risk as Low Medium or High, and sending a short summary to {{Slack}} with a detailed Markdown review.

Highlight NDA deviations and send alert to Slack

Legal

Create an agent that reviews DPAs or privacy policies, checks required obligations against a compliance checklist, scores compliance, flags gaps, and sends recommendations to {{Slack}} or {{Gmail}}.

Review DPAs or privacy policies for compliance

Sales

Create an agent that analyzes a {{Gong}} transcript, extracts objections, and updates the related HubSpot contact using the customer email.

Pull call objections and update HubSpot contacts

Sales

Create an agent that sends a weekly {{HubSpot}} active deals report to {{Gmail}} and {{Slack}} with deal size, last communication, likelihood percent, and next activity date, grouped into Green Yellow Red, flags any deal past its close date as Red, and prompts you to either update the close date or mark it closed lost with a reason.

Get weekly HubSpot deal health insights

Sales

Create an agent that reviews Closed Lost deals from {{HubSpot}} each week, extracts deal size, loss reason, competitor, and lost stage, identifies recurring patterns like pricing or missing features, and posts a summary to {{Slack}} or {{Notion}} every Friday.

Review my closed-lost HubSpot deals weekly

Marketing

Create an agent that takes a web URL and desired output, extracts key themes, uses {{Web search}} for research, generates the content, and saves the final article in {{Notion}}.

Generate long-form articles from any link

Marketing

Create a content repurposing agent that takes a webinar transcript, pulls out the main themes, adds supporting stats from light {{Web research}}, and generates three {{LinkedIn}} posts, one recap draft in {{Notion}}, and pings me in {{Slack}} once done.

Convert transcripts into Linkedin posts and articles

Customer support

Create an agent that scans {{HubSpot}} for deals renewing in the next 60 days, scores renewal risk as High Medium or Low using recent communication, usage, and notes, and sends a weekly action focused summary to a user chosen {{Slack}} channel.

Monitor renewals in Hubspot and alert me in Slack

Customer support

Create an agent that detects escalated support tickets, summarizes context, assigns them in {{Linear}}, and posts a summary to a chosen {{Slack}} channel.

Auto-assign urgent tickets in Linear

Customer support

Create a support chatbot that classifies messages into Billing, Product Help, Account Management, or Escalation, answers from your knowledge base, and for Escalation notifies a chosen {{Slack}} channel and tells the user a human will follow up.

Classify requests and escalate in Slack

Hey Vellum, automate my

I want to build an agent that looks at keywords in Google Sheet, researches top ranking articles, and creates a draft for me in a Google Doc every day at 9am
Vellum
Thinking:
Tools used:
I’ve built your SEO/GEO agent. Here’s what it does:
  1. Gets a keyword from a sheet
  2. Analyzes SEO intent and researches sources
  3. Writes an article draft in Google Docs
  4. Logs the doc link in a Google Sheet next to your keyword

I want to build an agent that looks at keywords in Google Sheet, researches top ranking articles, and creates a draft for me in a Google Doc every day at 9am

Build an agent that prepares me for sales meetings by researching the prospect company, finding recent news, and creating a short summary
Vellum
Thinking:
Tools used:
 I’ve built your demo prep agent. Here’s what it does:
  1. Pulls today’s calendar events
  2. Filters for standups and key meetings
  3. Builds a simple meeting prep map
  4. Sends a short summary to Slack

Build an agent that prepares me for sales meetings by researching the prospect company, finding recent news, and creating a short summary

Create an agent that tracks key product signals from Hubspot and posts a weekly internal update in Notion/Slack
Vellum
Thinking:
Tools used:
I've built your monitoring agent! Here's what it does:
  1. Pulls and cleans Slack activity
  2. Enriches users with job titles
  3. Tracks signups, active users, and renewals
  4. Flags inactivity and health changes
  5. Posts a weekly update to Notion and Slack

Create an agent that tracks key product signals from Hubspot and posts a weekly internal update in Notion/Slack

Built-in triggers
Run your AI workflows on a schedule or make them respond to app triggers.
1000+ Integrations
Build agents that connect to your tools and run on your behalf.
No hosting fees
Run your workflows as much as you need without surprise charges.

Agents for everything.
Except self control.

Watch at your own risk

Understand how your agent makes decisions

Preview the full workflow before it runs.
Discover what's happening at every step.
Run details
8.30s total
Daily 7 AM
0.01s
Get Calendar Events
0.01s
Filter Standups
0.01s
Meeting Prep Map
0.01s
Compile Summary
0.01s
Send to Slack
0.01s
Output details
Calendar Events
Found 5 external meetings scheduled for today including client calls and partner syncs.
Summary Compiled
Found 3 standups for today. Prepared meeting briefs for Engineering Sync, Product Review, and Team Retro.

Sent to Slack
Channel: #daily-standups
Message: Today's Meeting Prep Summary
Inspect the generated code and use it locally.
  • from vellum.workflows import BaseWorkflow
  • from .nodes.compile_summary import CompileSummary
  • from .nodes.daily_summary_output import DailySummaryOutput
  • from .nodes.filter_standups import FilterStandups
  • from .nodes.get_calendar_events import GetCalendarEvents
  • from .nodes.map import MeetingPrepMap
  • from .nodes.send_to_slack import SendToSlack
  • from .triggers.scheduled import Daily7Am
  • class Workflow(BaseWorkflow):
  •     graph = {  
  •     GetCalendarEvents >> FilterStandups >> MeetingPrepMap >> CompileSummary >> SendToSlack >> DailySummaryOutput,
  •     Daily7Am >> GetCalendarEvents,
  • }
  •    class Outputs(BaseWorkflow.Outputs):
  •          success = DailySummaryOutput.Outputs.value

Interact with your agents

Use a built in UI for quick interactions, and switch to other modes when you need more control.

Forget generic templates. Just use plain english.

Get started by describing your process. Vellum takes care of the rest.
Product

Create an agent that pulls product usage data from {{PostHog}} and account data from {{Salesforce}}, detects declining usage trends, flags at risk accounts ahead of renewal dates, and outputs a prioritized list with risk level and recommended next actions in {{Notion}}.

Detect declining usage trends ahead of renewals

Product

Create an agent that pulls {{Linear}} updates, PR statuses, and release notes, then generates a weekly team update with per person task summaries, posting it to {{Slack}} and saving a full report as a {{Notion}} page.

Track team progress without standup meetings

Marketing

Every day at 9am, pull a keyword from {{Google Sheets}}, fetch top ranking articles via {{SERP API}}, scrape them with {{Firecrawl}}, analyze themes and structure, add light supporting research, generate a long form SEO optimized article, and save it to a {{Google Doc}} linked back in the original spreadsheet.

Help me write SEO optimized articles

Finance

Create an agent that analyzes transaction patterns to identify potential fraud. Pull recent transactions from {{Stripe}}. Then build agent with tools that will detect anomalies using rule-based and LLM pattern recognition (e.g., velocity, unusual merchant, location mismatch). Summarize flagged cases in {{Slack}}.

Flag suspicious Stripe transactions in Slack

Finance

Create an agent that automates “Know Your Customer” (KYC) checks. Look at customer-uploaded documents in {{Hubspot}}. Verify document validity, completeness, and expiry. Flag missing or inconsistent information and recommend follow-up actions. Output a compliance summary and send a report via {{Gmail}}. Send a report to internal {{Slack}} channel (i will provide it).

Automate KYC checks and send reports to Slack

Finance

Create an agent that compiles a weekly summary of each client’s investment portfolio. Pull holdings, performance, and benchmark data from a PDF. Then generate a summary for top performing assets, risk exposure and allocation drift. Using this summary generate a 5 page slide {{Gamma}} presentation. Send the slides to my clients (I'll provide their emails).

Summarize my clients’ portfolios weekly