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The Vellum Community Hub

A space for anyone using Vellum to ask questions, share ideas, and learn how others are building and running AI in real work.

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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

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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

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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

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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

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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

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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

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