System-to-system sync
Records kept in step across your CRM, billing, database, and spreadsheets, with conflicts handled rather than overwritten.
Workflow automation for the work nobody should do by hand.
Velvy automates the manual work between your tools: data copied from one system to another, documents read and retyped, follow-ups sent by hand, reports rebuilt every week. We map the workflow first, then automate it with code and APIs, using AI where a step needs judgment, with logging, retries, and human review built in. The usual starting point is a one-week Automation Audit.
Spec/services/workflow-automation
Best-fit engagement
Automation Audit
1 weekBuilt with
- TypeScript
- Python
- Node.js
- PostgreSQL
- OpenAI API
- Anthropic API
- Twilio
- Stripe
- Cloudflare
- Vercel
Working
Deployed to production
Tested
Automated tests and evals
Observable
Logs, traces, and alerts
What we build
Automations with error handling, not wishful thinking.
Document processing
Invoices, forms, contracts, and emails read by AI, checked against your rules, and written into your systems as structured data.
Triggered follow-ups
Emails, texts through Twilio, and tasks fired by events like a new lead, a failed payment, or a signed contract.
Scheduled reports
Recurring reports and alerts assembled from your data and delivered where your team will actually read them.
Approval workflows
Steps that pause for a person to approve, with everything they need to decide in one place.
Billing automation
Stripe events reconciled with your records, failed-payment follow-up, and invoices generated from data you already have.
How we build it
Map it, then automate the parts that pay.
The stack
- TypeScript
- Python
- Node.js
- PostgreSQL
- OpenAI API
- Anthropic API
- Twilio
- Stripe
- Cloudflare
- Vercel
01
Audit the workflow
We sit with the people doing the work, map each step and system, and see where the time really goes.
02
Rank by payoff
Each candidate is weighed on time saved, error risk, and build effort, so the highest-value steps go first.
03
Build it in code
Automations written in TypeScript or Python with retries, idempotent steps, and alerts, so a failure is noticed and recoverable.
04
Keep a person in the loop
Review queues for anything uncertain, and logs that show what ran, when, and why.
How to engage
Start with Automation Audit.
An Automation Audit maps how the work really gets done and turns it into a ranked build plan, so you know what to automate before anyone writes code.
We start with paid discovery, never an unpaid test project, so the plan rests on your real requirements.
Automation Audit
1 weekWe map your manual workflows and turn them into a ranked build plan.
Also fits
Agent Pilot
3–4 weeksThen an Agent Pilot builds the top item into a production system on your real data.
Common questions
Workflow automation, answered.
Something else on your mind? Ask us directly at hello@velvy.ai, or book the intro call below.
What kinds of workflows can be automated?
Anything repetitive that follows a pattern: moving data between systems, reading documents, sending follow-ups, building reports, and routing requests. AI extends that to steps that need some judgment, like classifying an email or pulling terms from a contract, with a person reviewing the uncertain cases.
What does the Automation Audit include?
One week mapping how the work actually gets done: the steps, systems, people, and failure points. You come away with a ranked build plan showing the effort and payoff of each automation, whether or not we build it.
Why custom code instead of a no-code tool?
No-code tools are fine for simple, low-volume automations. Custom code makes sense when a workflow needs real error handling, complex logic, AI steps, higher volume, or data you would rather not pass through another vendor. If a no-code tool is the better choice, we will say so.
What happens when an automation fails?
It should fail loudly and safely. We build retries for temporary errors, alerts for persistent ones, and idempotent steps designed so a retry does not send a message or charge a card twice. Every run is logged, so you can see exactly what happened.
Do automations replace staff?
Usually they remove the repetitive part of someone’s job so they can spend their time on work that needs a person. The audit is explicit about which tasks change and which stay human.
Related services
All servicesGet started
Bring the messy problem. Leave with a plan.
Book an intro call. Tell us what you’re trying to build or automate, and we’ll tell you plainly whether we’re a fit and what a first engagement would look like.
Prefer email? hello@velvy.ai