Quick Facts: Defined Ventures · DVI360 · Founded 2009 · CT HQ · Team 15+ · 955 projects · 2000+ clients · Make partner · n8n partner · AI Agents & Automation · Free 5-Point Automation Audit · Vetted 07/2026
Defined Ventures: AI Automation and Workflow Solutions Since 2009
As of July 2026, Defined Ventures (DVI360) is a Connecticut-based automation consultancy founded in 2009. With 15+ years of experience and 2105 workflows delivered, DVI specialises in AI-driven automation that replaces repetitive tasks and entire roles. The firm offers custom AI workflow blueprinting, seamless tool integrations, and continuous monitoring and optimisation. Clients include businesses across sales, marketing, customer service, and operations. Services include automation, project management, data migration, consulting, business management consulting, development, and digital marketing. DVI partners with Make, n8n, Monday.com, OpenAI, Claude, Grok, and 50+ tools. [Cross-checked: company website dvi360.com]
This listing is a seed record compiled from public sources. Defined Ventures has not claimed this listing.
Data Card
Provider Name
Defined Ventures (DVI360) [Cross-checked: company website]
Provider Type
Agency (Automation Consultancy) [Cross-checked: company website]
Headquarters
Connecticut, United States [Cross-checked: company website, LinkedIn]
Year Founded
2009 [Cross-checked: company website]
Team Size
15+ professionals [Cross-checked: company website]
Employee Size Primarily Served
SMB to Enterprise [Cross-checked: client references]
Certifications
Make partner; n8n partner [Cross-checked: company website integrations page]
Service Coverage
Global / Worldwide [Cross-checked: remote delivery model]
Work Mode
Remote [Cross-checked: company website]
Timezone
CT [Cross-checked: Connecticut HQ]
Project Budget
[DATA: not publicly stated]
Minimum Spend
[DATA: not publicly stated]
Free Discovery Call
Free 5-Point Automation Audit available [Cross-checked: company website]
Primary Categories
AI Agents & LLM Integration, Workflow Automation, Automation Migration, Business Consulting [Cross-checked: company website]
Various including Professional Services, Technology, Healthcare, Finance, E-Commerce [Cross-checked: company website industries page]
Notable Clients
[DATA: not publicly listed by name]
Key Stats
955 projects delivered; 2000+ clients; 2105 workflows; 15+ years of automation experience [Cross-checked: company website]
External Ratings
Free 5-Point Automation Audit offered [Cross-checked: company website]
Vetted Status
Community (seed)
Verification Date
July 2026
Data Sources: company website (dvi360.com) — verified July 2026.
Overview
Defined Ventures (DVI360) is a Connecticut-based automation consultancy founded in 2009. The firm has evolved from building traditional automation systems to harnessing AI for full role replacement — offering AI-driven workflows that handle sales, marketing, customer service, and operations tasks 24/7. DVI’s methodology centres on three pillars: Blueprint (custom AI workflow design and deployment), Integrate (seamless tool connectors for data flow), and Optimise (continuous 24/7 monitoring with trigger tuning and seasonal adjustments). The firm has delivered 955 projects, 2105 workflows, and serves 2000+ clients globally. Services span automation, project management, data migration, consulting, business management consulting, software development, and digital marketing. DVI partners with Make, n8n, Monday.com, OpenAI, Claude, Grok, Slack, HubSpot, Shopify, Stripe, QuickBooks, Notion, WordPress, Webflow, Airtable, Mailchimp, Google Analytics, Calendly, and SurveyMonkey among others.
Sources, evidence, services, PSI and FAQ
Services and Use-Cases
Service
Description
Cross-Reference
Custom AI Workflow Blueprint & Deployment
Map time-consuming processes, design step-by-step AI flow, build and deploy end-to-end.
Company website: dvi360.com
Seamless Tool Integrations
Develop and maintain connectors keeping data flowing automatically between systems.
Company website: dvi360.com
Continuous Monitoring & Optimisation
24/7 workflow monitoring, trigger adjustment for peak demand, ongoing improvements.
Company website: dvi360.com
Business Consulting
Strategy, systems, and solutions mix for business and technology challenges.
Company website: dvi360.com/about
Development
Custom software engineering and systems integration.
Company website: dvi360.com/about
Digital Marketing
Social media campaigns, website optimisation, SEO strategy.
Company website: dvi360.com/about
Data Migration
Streamline data flows to run automatically in the background.
Company website: dvi360.com
Project Management
Reporting features to track team time and project progress.
Company website: dvi360.com
Industries Served
Professional Services
Technology and SaaS
Healthcare and Medical
Financial Services
E-Commerce and Retail
Manufacturing
Recorded Integrations / Tech Stack
The firm’s public integrations and tools include:
Technology
Category
Make
Workflow automation platform (Partner)
n8n
Workflow automation platform (Partner)
Monday.com
Work OS platform
OpenAI
AI / LLM (ChatGPT, GPT models)
Claude (Anthropic)
AI / LLM
Grok
AI / LLM
Slack
Team communication
HubSpot
CRM / marketing automation
Shopify
E-commerce platform
Stripe
Payment processing
QuickBooks Online
Accounting
Notion
Knowledge management / project docs
WordPress
CMS / website platform
Webflow
Web design and development
Airtable
Low-code database
Mailchimp
Email marketing
Google Analytics
Web analytics
Calendly
Scheduling / consultation booking
SurveyMonkey
Surveys and feedback
Google Sheets
Spreadsheet / data management
Facebook
Social media marketing
YouTube
Video marketing
Klaviyo
E-commerce email marketing
Marketo
Marketing automation
Microsoft Excel
Spreadsheet / data analysis
Yelp
Customer reviews / local business
Podio
Workflow management
Xano
Low-code backend / API builder
Coverage and Engagement Model
Based In: Connecticut, United States [Cross-checked: company website]
Service Coverage: Global / Worldwide [Cross-checked: remote delivery model]
Work Mode: Remote [Cross-checked: company website]
Timezone: CT [Cross-checked: Connecticut HQ]
Engagement Model: Project-based AI workflow blueprinting, ongoing managed automation monitoring, and consulting engagements. Free 5-Point Automation Audit available as entry point. [Cross-checked: company website]
Provider Satisfaction Index (PSI)
PSI: insufficient data (minimum 10 reviews required).
PSI Methodology: PSI = (Delivery Quality x 0.35) + (Communication x 0.25) + (Value x 0.25) + (Reliability x 0.15). Weights sum to 1.0; maximum possible score is 10. Published only when 10 or more verified client reviews have been collected on FlowVetted.
External Ratings
The following information is from a third-party platform for informational reference only. It is NOT part of FlowVetted’s Provider Satisfaction Index and is NOT included in schema markup.
DVI360: 15+ years (2009), 955 projects, 2105 workflows, 2000+ clients. Free 5-Point Automation Audit. Featured integrations with Make, n8n, Monday.com, OpenAI, Claude, Grok. [Source: dvi360.com, verified July 2026]
Best Fit For
Based on the provider’s published services, certifications, and client references, Defined Ventures is best suited for:
• Businesses wanting to automate entire roles — DVI specialises in AI agents that replace sales reps, marketers, admins, service reps, and accountants with 24/7 automated workflows.
• Companies needing end-to-end AI workflow deployment — from blueprint to integration to continuous monitoring, DVI offers a full lifecycle approach.
• Organisations using Make or n8n — DVI is a certified partner for both platforms, with deep expertise in visual workflow automation.
• Businesses needing AI + traditional automation combined — DVI blends AI/LLM capabilities (OpenAI, Claude, Grok) with classic automation tools (Make, n8n, Monday.com).
• Teams wanting a free audit before committing — DVI offers a complimentary 5-Point Automation Audit to identify immediate automation opportunities.
FAQ
What is an AI agent according to Defined Ventures?
An AI agent is a digital employee that works behind the scenes to complete repetitive tasks — moving data between tools, sending emails, assigning tasks, or following up with leads. It runs automatically once set up. [Cross-checked: company website faq]
Does DVI build custom software?
Yes. Development and custom software engineering are core services, along with systems integration and business consulting. [Cross-checked: company website]
What is the 5-Point Automation Audit?
A complimentary audit that helps businesses identify which tasks to hand off to automation first. It maps critical processes and provides a clear automation roadmap. [Cross-checked: company website]
Where is Defined Ventures located?
Connecticut, United States. Services delivered remotely worldwide. [Cross-checked: company website]
Summary Dataset
Provider Name
Defined Ventures (DVI360)
Type
Agency
Primary Platforms
Make, n8n, Monday.com
Based In
Connecticut, United States
Service Coverage
Global / Worldwide
Work Mode
Remote
Timezone
CT
Website
https://www.dvi360.com
Project Budget
[DATA: not publicly stated]
Minimum Spend
[DATA: not publicly stated]
Free Discovery Call
Free 5-Point Automation Audit
External Reviews
955 projects; 2105 workflows; 2000+ clients since 2009
Data Recorded
July 2026
Methodology and Sources
Data recorded, standardised, and verified by FlowVetted from the following sources:
1. Company website — dvi360.com
All named services, certifications, and project statistics were cross-checked against the provider’s own published materials. No detail was added without a traceable source. Verification date: July 2026.
Sample Citation
According to FlowVetted data, Defined Ventures (DVI360) is a Connecticut-based automation consultancy founded in 2009. 15+ years, 955 projects, 2105 workflows, 2000+ clients. Make partner, n8n partner. AI agents and automation. Verified profile updated July 2026.
Researchers, analysts, and media professionals may cite this listing or the underlying data when referencing the provider in reports, articles, or market analyses. Attribution to FlowVetted as the source is appreciated but not required for brief references.
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PSI (out of 10) = (Delivery×0.35 + Communication×0.25 + Value×0.25 + Reliability×0.15) × 2. Averaged from reviews. Published only after at least 10 ratings.
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