Vellum

Vellum

Vellum is a platform for building, running, and managing AI agents that automate operational workflows by connecting to your apps and data (e.g., Notion, Slack, Salesforce, Google Drive). It targets product, marketing, finance, sales, legal, and customer support teams looking to automate repetitive processes.

Vellum is ai agents software teams evaluate for content & marketing. Use this page to review pricing, integration signals, and the best alternatives before you commit.

Paid API Enterprise 80/100
#336 in AI Agents (336 tools)
Added 4 months ago
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Quick Overview

Best for: Content & Marketing

What it does

AI Agents software for decision-makers comparing workflow fit and alternatives.

Best fit

Content & Marketing

Pricing snapshot

Paid from Not publicly listed on the provided content

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Vellum

Vellum provides an AI agent platform and orchestration layer that helps teams automate recurring operational tasks by connecting to their existing tools and data sources. Users describe processes in plain English and Vellum builds, previews, and runs workflows (agents) that can be triggered on a schedule, by app events, or run on demand via a UI or programmatically. The product is positioned for cross-functional teams — product, marketing, finance, sales, legal, and customer support — who need automated, repeatable workflows that integrate with third-party services.

The platform includes workflow previews, observability into runs, built-in triggers, an SDK for code-based usage, and a library of workflow examples and templates (e.g., roadmap reviews, churn detection, SEO article generation, KYC automation, contract review). Vellum emphasizes integrations (1000+ integrations referenced), the ability to run agents without separate hosting fees, and multiple interaction modes (UI, code, custom UI).

Vellum is a platform for building, running, and managing AI agents that automate operational workflows by connecting to your apps and data (e.g., Notion, Slack, Salesforce, Google Drive). It targets product, marketing, finance, sales, legal, and customer support teams looking to automate repetitive processes.

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Key Features

AI Workflow / Agents

Create agents that perform multi-step workflows driven by LLMs and traditional logic to automate tasks such as monitoring, summarization, content generation, and document review.

Integrations & Tool Connectivity

Prebuilt connectors to many third-party tools (examples on the site include Notion, Linear, PostHog, Salesforce, Slack, Google Sheets, Google Drive, HubSpot, Stripe, Gong) to fetch and push data for agent workflows.

Triggers & Scheduling

Run agents on a schedule or in response to app triggers; built-in triggers let workflows execute automatically without custom hosting.

UI & Code Interfaces

Interact with agents via a built-in UI for quick runs, via programmatic code/SDK integration from your app or backend, or embed a custom UI.

Workflow Preview & Observability

Preview full workflow runs before they execute, inspect detailed run times and steps, and discover what's happening at every step for debugging and transparency.

Orchestration SDK

A code SDK and workflow graph primitives are provided to define, inspect, and run workflows programmatically.

Templates & Example Agents

A gallery of prebuilt agent examples and templates for common scenarios (SEO writing, meeting prep, renewal risk detection, KYC, contract review) to accelerate adoption.

No hosting fees

The site advertises running workflows without separate hosting fees so users do not face surprise hosting charges.

Pricing

Self-serve / Plans

Not publicly listed on the provided content
  • Platform access and agent building (details not available)
  • No hosting fees (advertised)

Contact Sales / Enterprise

Contact Sales for pricing
  • Custom integrations and enterprise provisioning (details not available)

Use Cases

SEO content automation

Daily agent that pulls keywords from Google Sheets, researches top-ranking articles, scrapes sources, and drafts long-form SEO-optimized articles into Google Docs.

Product roadmap capacity review

Agent that pulls roadmap items from Notion or Linear, combines with team capacity and delivery history, and highlights overcommitment or misalignment.

Customer health & churn detection

Pull usage data from PostHog and account data from Salesforce to detect declining usage trends and flag at-risk accounts ahead of renewals.

KYC and compliance automation

Agent that reviews customer-uploaded documents in HubSpot, checks validity and completeness, flags missing information, and outputs compliance summaries to Slack/Gmail.

Contract and NDA review

Parse contracts into structured JSON, check clauses against a checklist, flag risky language, score issues, and produce executive summaries and suggested redlines.

Sales meeting prep

Agent that researches a prospect, compiles recent news and context, and generates a short meeting preparation summary sent to Slack or saved to Notion.

Integrations

Notion

Use Notion as a data source or destination for notes, reports, and saved workflow outputs.

Linear

Pull roadmap items and issue updates for capacity and delivery analysis.

PostHog

Fetch product usage data for churn/risk detection workflows.

Salesforce / HubSpot

Access account, deals, and contact data to drive sales and customer success agents.

Slack / Gmail

Send alerts, summaries, and reports to internal teams or external contacts.

Google Sheets / Google Docs / Google Drive

Read and write structured inputs, content drafts, and stored artifacts.

Stripe

Pull transaction data for finance workflows like fraud detection.

Gong

Analyze call transcripts to extract objections and update CRM records.

SERP API / Firecrawl

Research and scrape web results to support SEO content generation agents.

Gamma / LinkedIn

Generate slide decks and social posts as part of content automation workflows.

Benefits

Automates repetitive operational work across teams, saving time and reducing manual effort.
Connects to many existing tools and data sources so agents can act on real company data without custom integration work.
Provides visibility and observability into automated workflows so teams can inspect and debug agent behavior.
Multiple interaction modes (UI, code, custom UI) allow both non-technical and technical users to run and embed agents.
Run workflows on schedule or in response to app events without separate hosting fees.

Limitations

Agents require connecting third-party tools and granting access to data sources; setup and permissions are necessary before agents can operate.
Specific pricing details and plan limits are not publicly listed in the provided content.
No on-prem or self-hosting options are described in the available content (platform appears to be hosted).

Frequently Asked Questions

What can I automate with Vellum?
Vellum can automate a wide range of operational workflows across product, marketing, finance, sales, legal, and support — examples include SEO article generation, meeting prep, renewal risk detection, KYC checks, contract review, and ticket routing.
How do I run agents?
Agents can be run via the built-in UI for one-off interactions, scheduled triggers or app event triggers for automated runs, or programmatically from your app/back-end using the SDK.
Does Vellum integrate with my tools?
The site references 1000+ integrations and shows examples like Notion, Slack, Salesforce, HubSpot, Google Drive, Stripe, and more. You connect the services your agent needs and grant access during setup.
Are there hosting fees?
The product mentions 'No hosting fees' and advertises running workflows without surprise hosting charges; specific plan details are not provided in the available content.

Getting Started

  1. 1 Describe your process in plain English to begin — Vellum uses that description to build a workflow.
  2. 2 Connect the tools and data sources your agent needs (e.g., Notion, Slack, Google Drive, HubSpot) and grant the required app permissions.
  3. 3 Preview the workflow, test using the built-in UI or run programmatically via the SDK, then schedule or attach triggers to run automatically.

Support

Docs

Resources and documentation are referenced under Resources (Docs, Blog, Playbooks) on the site for guidance.

Blog & Webinars

News, blog posts, webinars, and playbooks are available for learning use cases and best practices.

Contact Sales

Contact Sales is referenced for pricing and enterprise inquiries (no direct contact details provided in the content).

Community / Leaderboards

Community features such as leaderboards and example galleries are listed under Resources to help discover agent examples.

API

Available: Yes

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