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From agents, to RAG workflows that integrate with your favorite tools, to data pipelines that power your most important AI features, you can build it all with Vellum.

Healthcare and Insurance

Clinical trial matchmaker
This workflow matches patients to relevant clinical trials based on their electronic health record (EHR) data and generates personalized outreach messages for physicians and patients.
Clinical trial matchmaker
This workflow matches patients to relevant clinical trials based on their electronic health record (EHR) data and generates personalized outreach messages for physicians and patients.
Prior authorization navigator
This workflow automates the prior authorization process for medical claims by extracting relevant medical codes from provider notes, evaluating the need for human review, and generating necessary documentation based on payer policies.
Prior authorization navigator
This workflow automates the prior authorization process for medical claims by extracting relevant medical codes from provider notes, evaluating the need for human review, and generating necessary documentation based on payer policies.
Population health insights reporter
This workflow integrates multiple healthcare data sources to generate insights and structured data for population health management. It combines claims data, electronic health records (EHR), and social determinants of health (SDOH) to provide a comprehensive analysis.
Population health insights reporter
This workflow integrates multiple healthcare data sources to generate insights and structured data for population health management. It combines claims data, electronic health records (EHR), and social determinants of health (SDOH) to provide a comprehensive analysis.
AI agent for claims review
This workflow automates the review of healthcare claims to detect anomalies and benchmark pricing against established guidelines. It processes claim documents, extracts relevant data, and generates both structured JSON outputs and natural language summaries for human reviewers.
AI agent for claims review
This workflow automates the review of healthcare claims to detect anomalies and benchmark pricing against established guidelines. It processes claim documents, extracts relevant data, and generates both structured JSON outputs and natural language summaries for human reviewers.
Insurance claims automation agent
This workflow automates the claims adjudication process in the insurance industry. It collects and analyzes claim information, assesses risks, verifies policy details, and generates a final decision along with a comprehensive audit trail.
Insurance claims automation agent
This workflow automates the claims adjudication process in the insurance industry. It collects and analyzes claim information, assesses risks, verifies policy details, and generates a final decision along with a comprehensive audit trail.
Healthcare explanations of a patient-doctor match
An AI workflow that extracts PII data and match evidence then summarizes to the user why a patient was matched with a specific provider, highlighting factors like insurance, condition, and symptoms.
Healthcare explanations of a patient-doctor match
An AI workflow that extracts PII data and match evidence then summarizes to the user why a patient was matched with a specific provider, highlighting factors like insurance, condition, and symptoms.
SOAP Note Generation Agent
This agentic workflow generates a structured SOAP note from a medical transcript by extracting subjective and objective information, assessing the data, and formulating a treatment plan.
SOAP Note Generation Agent
This agentic workflow generates a structured SOAP note from a medical transcript by extracting subjective and objective information, assessing the data, and formulating a treatment plan.
Agent that summarizes lengthy reports (PDF -> Summary)
This agent summarizes a PDF document by processing its contents through the Vellum Document API and generating a user-friendly summary. It allows users to input a document ID and receive a concise summary of the document's text.
Agent that summarizes lengthy reports (PDF -> Summary)
This agent summarizes a PDF document by processing its contents through the Vellum Document API and generating a user-friendly summary. It allows users to input a document ID and receive a concise summary of the document's text.

Financial services

Financial Statement Review Workflow
This agent extracts and reviews financial statements and their corresponding footnotes from SEC 10-K filings. It identifies major financial statement tables and verifies the accuracy and completeness of footnotes, ensuring compliance with U.S. GAAP and SEC regulations.
Financial services
Financial Statement Review Workflow
This agent extracts and reviews financial statements and their corresponding footnotes from SEC 10-K filings. It identifies major financial statement tables and verifies the accuracy and completeness of footnotes, ensuring compliance with U.S. GAAP and SEC regulations.

Edtech

Turn LinkedIn Posts into Articles and Push to Notion
This agent transforms a LinkedIn post into a structured article and creates a new page in Notion with the generated content.
Turn LinkedIn Posts into Articles and Push to Notion
This agent transforms a LinkedIn post into a structured article and creates a new page in Notion with the generated content.

Retail, ecommerce and supply chain

E-commerce shopping agent
This workflow creates a e-commerce support agent that assists customers with various e-commerce tasks, such as checking order status, managing shopping carts, and processing returns. It leverages AI to provide real-time responses based on user queries and actions.
E-commerce shopping agent
This workflow creates a e-commerce support agent that assists customers with various e-commerce tasks, such as checking order status, managing shopping carts, and processing returns. It leverages AI to provide real-time responses based on user queries and actions.
Retail pricing optimizer agent
This workflow creates a retail pricing optimization tool that analyzes product data and market conditions to recommend optimal pricing strategies. It helps businesses set competitive prices while ensuring profitability and compliance with business rules.
Retail pricing optimizer agent
This workflow creates a retail pricing optimization tool that analyzes product data and market conditions to recommend optimal pricing strategies. It helps businesses set competitive prices while ensuring profitability and compliance with business rules.
Risk assessment agent for supply chain operations
This workflow generates a comprehensive risk assessment for suppliers based on various data inputs. It evaluates financial, performance, and news-related factors to provide a risk score, detailed assessment, and specific recommendations for risk mitigation.
Risk assessment agent for supply chain operations
This workflow generates a comprehensive risk assessment for suppliers based on various data inputs. It evaluates financial, performance, and news-related factors to provide a risk score, detailed assessment, and specific recommendations for risk mitigation.

Customer Service

Q&A RAG Chatbot with Cohere reranking
This agent is an Q&A chatbot (RAG) that leverages a search engine and a reranking model to provide accurate answers based on internal policy documents. It processes user queries and retrieves relevant policy excerpts, ensuring responses are well-cited and contextually grounded.
Q&A RAG Chatbot with Cohere reranking
This agent is an Q&A chatbot (RAG) that leverages a search engine and a reranking model to provide accurate answers based on internal policy documents. It processes user queries and retrieves relevant policy excerpts, ensuring responses are well-cited and contextually grounded.
Trust Center RAG Chatbot
This AI pipeline creates a fully functional chatbot that uses a vector database. It enables you to upload internal documentation (like security policies) and instantly answer user questions grounded in those docs, complete with citations for transparency.
Trust Center RAG Chatbot
This AI pipeline creates a fully functional chatbot that uses a vector database. It enables you to upload internal documentation (like security policies) and instantly answer user questions grounded in those docs, complete with citations for transparency.

Marketing and Sales

Research agent for sales demos
This workflow generates a comprehensive strategy based on research from LinkedIn and company data. It helps sales teams prepare for meetings by providing tailored insights and talking points.
Research agent for sales demos
This workflow generates a comprehensive strategy based on research from LinkedIn and company data. It helps sales teams prepare for meetings by providing tailored insights and talking points.
Competitor research agent
This workflow extracts case study information from a specified URL and organizes it into a Notion page. It automates the process of finding relevant case studies, scraping their content, and formatting the data for easy access and readability.
Competitor research agent
This workflow extracts case study information from a specified URL and organizes it into a Notion page. It automates the process of finding relevant case studies, scraping their content, and formatting the data for easy access and readability.
LinkedIn Content Planning Agent
This agentic workflow generates a 30 day LinkedIn content plan based on your content goals, target audience, and business information. It automates the process of generating content ideas, drafting posts, and organizing them into Notion for easy access and management.
LinkedIn Content Planning Agent
This agentic workflow generates a 30 day LinkedIn content plan based on your content goals, target audience, and business information. It automates the process of generating content ideas, drafting posts, and organizing them into Notion for easy access and management.
ReAct agent for web search and page scraping
This ReAct agent can perform web searches and scrape web pages based on user queries. It allows users to interact with the agent, which gathers information from the internet and provides responses with citations.
ReAct agent for web search and page scraping
This ReAct agent can perform web searches and scrape web pages based on user queries. It allows users to interact with the agent, which gathers information from the internet and provides responses with citations.

Content Generation

LinkedIn Content Planning Agent
This agentic workflow generates a 30 day LinkedIn content plan based on your content goals, target audience, and business information. It automates the process of generating content ideas, drafting posts, and organizing them into Notion for easy access and management.
LinkedIn Content Planning Agent
This agentic workflow generates a 30 day LinkedIn content plan based on your content goals, target audience, and business information. It automates the process of generating content ideas, drafting posts, and organizing them into Notion for easy access and management.
Turn LinkedIn Posts into Articles and Push to Notion
This agent transforms a LinkedIn post into a structured article and creates a new page in Notion with the generated content.
Turn LinkedIn Posts into Articles and Push to Notion
This agent transforms a LinkedIn post into a structured article and creates a new page in Notion with the generated content.

Chatbot / Assistant

Legal RAG chatbot
This workflow creates a legal RAG chatbot that generates comprehensive legal answers based on user queries and relevant legal documents. It allows users to search legal documents, format the results, and provide answers with proper citations in both markdown and JSON formats.
Legal RAG chatbot
This workflow creates a legal RAG chatbot that generates comprehensive legal answers based on user queries and relevant legal documents. It allows users to search legal documents, format the results, and provide answers with proper citations in both markdown and JSON formats.
Q&A RAG Chatbot with Cohere reranking
This agent is an Q&A chatbot (RAG) that leverages a search engine and a reranking model to provide accurate answers based on internal policy documents. It processes user queries and retrieves relevant policy excerpts, ensuring responses are well-cited and contextually grounded.
Q&A RAG Chatbot with Cohere reranking
This agent is an Q&A chatbot (RAG) that leverages a search engine and a reranking model to provide accurate answers based on internal policy documents. It processes user queries and retrieves relevant policy excerpts, ensuring responses are well-cited and contextually grounded.
Trust Center RAG Chatbot
This AI pipeline creates a fully functional chatbot that uses a vector database. It enables you to upload internal documentation (like security policies) and instantly answer user questions grounded in those docs, complete with citations for transparency.
Trust Center RAG Chatbot
This AI pipeline creates a fully functional chatbot that uses a vector database. It enables you to upload internal documentation (like security policies) and instantly answer user questions grounded in those docs, complete with citations for transparency.

Evaluation

Risk assessment agent for supply chain operations
This workflow generates a comprehensive risk assessment for suppliers based on various data inputs. It evaluates financial, performance, and news-related factors to provide a risk score, detailed assessment, and specific recommendations for risk mitigation.
Risk assessment agent for supply chain operations
This workflow generates a comprehensive risk assessment for suppliers based on various data inputs. It evaluates financial, performance, and news-related factors to provide a risk score, detailed assessment, and specific recommendations for risk mitigation.
Synthetic Dataset Generator
This agent generates a synthetic dataset for testing an AI pipeline by creating test cases based on user-defined parameters. It allows users to specify the purpose of the AI pipeline, the number of test cases to generate, and any additional context, then outputs the test cases formatted as an API request body.
Synthetic Dataset Generator
This agent generates a synthetic dataset for testing an AI pipeline by creating test cases based on user-defined parameters. It allows users to specify the purpose of the AI pipeline, the number of test cases to generate, and any additional context, then outputs the test cases formatted as an API request body.
Financial Statement Review Workflow
This agent extracts and reviews financial statements and their corresponding footnotes from SEC 10-K filings. It identifies major financial statement tables and verifies the accuracy and completeness of footnotes, ensuring compliance with U.S. GAAP and SEC regulations.
Financial Statement Review Workflow
This agent extracts and reviews financial statements and their corresponding footnotes from SEC 10-K filings. It identifies major financial statement tables and verifies the accuracy and completeness of footnotes, ensuring compliance with U.S. GAAP and SEC regulations.

RAG

Legal RAG chatbot
This workflow creates a legal RAG chatbot that generates comprehensive legal answers based on user queries and relevant legal documents. It allows users to search legal documents, format the results, and provide answers with proper citations in both markdown and JSON formats.
Legal RAG chatbot
This workflow creates a legal RAG chatbot that generates comprehensive legal answers based on user queries and relevant legal documents. It allows users to search legal documents, format the results, and provide answers with proper citations in both markdown and JSON formats.
Q&A RAG Chatbot with Cohere reranking
This agent is an Q&A chatbot (RAG) that leverages a search engine and a reranking model to provide accurate answers based on internal policy documents. It processes user queries and retrieves relevant policy excerpts, ensuring responses are well-cited and contextually grounded.
Q&A RAG Chatbot with Cohere reranking
This agent is an Q&A chatbot (RAG) that leverages a search engine and a reranking model to provide accurate answers based on internal policy documents. It processes user queries and retrieves relevant policy excerpts, ensuring responses are well-cited and contextually grounded.
Trust Center RAG Chatbot
This AI pipeline creates a fully functional chatbot that uses a vector database. It enables you to upload internal documentation (like security policies) and instantly answer user questions grounded in those docs, complete with citations for transparency.
Trust Center RAG Chatbot
This AI pipeline creates a fully functional chatbot that uses a vector database. It enables you to upload internal documentation (like security policies) and instantly answer user questions grounded in those docs, complete with citations for transparency.
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Co-Founder & CTO @ Woflow
Vellum helped us quickly evaluate prompt designs and workflows, saving us hours of development. This gave us the confidence to launch our virtual assistant in 14 U.S. markets.
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Sr. Product Manager @ Redfin