Workflow automation & integrations
Your systems, finally talking to each other.
We connect the tools your business already runs on and automate the handoffs between them: forms to records, orders to fulfilment, tickets to teams, data synced both ways. Predictable steps run as automations; judgement calls go to an agent or a person.
- 1 to 4 weeks per workflow
- 0
- Re-typed records
- 1–4 wk
- Per workflow
- 100%
- Failed runs alerted
In short
Velum's workflow automation and integration service connects business systems such as CRMs, ERPs, help desks, accounting platforms and messaging tools, and automates the handoffs between them using APIs, MCP servers, n8n, Make or Zapier, with AI agents added only where a step needs interpretation or judgement.
A good fit for
- SMBs re-typing data between tools every day
- Ops teams with a backlog of Zapier ideas nobody builds
- Companies moving off spreadsheets as the system of record
What you get
6 deliverables, all yours.
Everything below is handed over at the end, documented and owned by your team.
Scope this with us- 01
Integration map
Which systems connect, which is the source of truth for each field, and what happens on conflict.
- 02
Automated workflows
Built in n8n, Make, Zapier or code, depending on volume, cost and who will maintain it.
- 03
MCP servers and APIs
Custom connectors for tools without good integrations, usable by your agents and automations alike.
- 04
Error handling
Retries, alerts and a clear place for failed runs, so nothing silently disappears.
- 05
Data sync
Two-way syncs between CRM, billing, support and finance, with de-duplication built in.
- 06
Documentation
What each workflow does and how to change it, written for the person who owns it.
How it runs
From first call to done.
- Days 1–3
Map
Systems, fields and handoffs listed; quick wins separated from bigger builds.
- Week 1–2
Build
Workflows built and tested against real records in a sandbox.
- Week 2–3
Run in parallel
Automations run alongside the manual process until the numbers match.
- Week 3–4
Switch over
Manual step retired, monitoring on, owner trained.
Timeline
1 to 4 weeks per workflow
Pricing
Fixed price per workflow, or a monthly bundle for teams with a backlog.
What we build with it
Related agents.
Where this applies
Solutions this service delivers.
- CRM automation
AI CRM
A CRM that updates itself.
Every call, email and meeting logged, enriched and actioned by agents. Reps spend zero hours on CRM admin and renewal risk shows up a quarter early.
- 5 h
- Saved per rep, weekly
- 100%
- Activity logged
- 90 d
- Earlier churn signal
- Operations & compliance
Document intake
Every document read, checked and filed.
Contracts, forms, claims, IDs and statements extracted into your systems with 95%+ field accuracy, checked against policy, and only the exceptions left for a person.
- 95%+
- Field accuracy
- 70–90%
- Straight-through
- −80%
- Handling time
- Internal knowledge
Knowledge assistant
Ask the company anything. Get the source.
One assistant across your wiki, drives, tickets and chat that answers with citations, respects every permission, and tells you when the documentation is out of date.
- < 10 s
- Answer with sources
- 100%
- Permission-aware
- −40%
- Repeat questions
Before you ask
01Do you use n8n, Make or Zapier?
All three, plus custom code. We choose based on volume, cost, data sensitivity and who will maintain the workflow after handover.
02What if our tool has no API?
We build a connector, use its export and import routes, or automate the browser as a last resort, with the trade-offs explained first.
03Can you fix automations someone else built?
Yes. We often start by auditing and stabilising existing workflows before adding new ones.
Other services
Pair it with.
AI opportunity audit
Know exactly what to automate, and what it is worth.
We map how work actually moves through your teams and tools, score every candidate workflow on value, feasibility and risk, and hand you a costed roadmap. You decide what to build with real numbers in front of you.
2 to 3 weeksCustom AI agent development
Agents built around how your team already works.
We design, build and ship AI agents that do real work inside your tools: reading documents, updating systems, drafting replies and making routine decisions, with a person approving anything that matters. Tested on your real cases before launch.
4 to 8 weeks per agentEnterprise AI rollout
AI across the company, with IT still in control.
We roll out personal agents and shared agents across departments: role templates, single sign-on, permissions, data-loss prevention, a governance console and the change management that gets people to actually use them. One platform instead of a dozen shadow tools.
Pilot in 6 weeks, rollout by department
Start with a 30-minute call.
We will tell you honestly whether this service fits, and what it would take.