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Vellion Group / Service Spec

Business Process & AI Automation

DOCENT‑BPA‑01
REVB
SCOPEWorkflow / API / Sync

Vellion Group builds custom automation that removes repetitive work from your business: lead capture, order and booking notifications, reporting, invoicing and data sync between the tools you already use. We connect your apps through APIs, schedule recurring tasks and add AI only where it genuinely saves time.

PROCESS INTEGRATE SCHEDULE SYSTEMS CRM · DATABASE TRIGGER WORKFLOW ENGINE CONNECTED SYSTEMS

Fig. 1 — event trigger, workflow router, and systems data synchronization

§1

What we deliver

  • LEAD
    Lead Capture & RoutingConnect website forms, ads, and WhatsApp directly into Google Sheets, Airtable, or your internal CRM without manual copying.
  • SYNC
    Cross-Platform Data SyncKeep inventory, booking statuses, customer profiles, and transaction records synced across disparate platforms via REST APIs and webhooks.
  • NOTIF
    Automated Notifications & InvoicingTrigger instant order confirmation emails, WhatsApp alerts, automated PDF invoices, and reminders for payment milestones.
  • SCHED
    Scheduled Tasks & Cron JobsRun nightly data backups, generate consolidated weekly sales digests, and execute cleanups automatically.
  • AI-FLOW
    Practical AI Filtering & SummariesCategorize inbound inquiries, summarize lengthy customer messages, and extract invoice data using lightweight LLM endpoints.
§2

Who it's for

  • RETAIL
    Retail & E-Commerce StoresFounders spending hours reconciling orders between Shopify/WooCommerce, inventory sheets, and courier trackers.
  • HOSP
    Cafés, Restaurants & HotelsHospitality operators who need reservation inquiries, WhatsApp confirmations, and table bookings managed without a dedicated receptionist.
  • PROF
    CA Firms & Professional StudiosPractices handling repetitive client document collection, tax deadline reminders, and recurring monthly invoice generation.
§3

How it works: Build sequence

01

Map

Audit current manual processes and identify bottleneck steps.

02

Design

Diagram data flow, auth tokens, webhook listeners, and fallback logic.

03

Build & Test

Write robust scripts with retry logic, rate limits, and failure alerts.

04

Deploy & Monitor

Launch live workflows with log tracking and direct founder support.

Direct developer accountability — you work directly with Jay from the initial workflow diagram through live deployment.
§4

Technologies we use

We build on proven automation engines and reliable scripting tools:

Node.js Python REST APIs Webhooks Google Apps Script n8n Zapier Make NestJS Prisma ORM PostgreSQL MySQL Cron Jobs
§5

Related work

§6

Questions, answered

Any repetitive, predictable process can be automated. Common examples include capturing leads from your website into a CRM, sending instant WhatsApp order confirmations, updating inventory across systems, sending recurring invoice reminders, and compiling automated weekly management summaries.
No. We connect directly to the tools you already use—Google Workspace, Excel/Sheets, WhatsApp, Shopify, Zoho, or your existing database—using APIs and webhooks. We only recommend new platforms when existing tools lack connection options.
Pricing depends on workflow complexity, the number of connected services, and data transformation requirements. We offer transparent project-based quotes after scoping.
Simple multi-step notifications or spreadsheet syncs typically take 3 to 7 days. More comprehensive multi-app automations with custom API scripts take approximately 2 to 3 weeks including error-handling tests.
Every workflow includes error notification webhooks that alert us if an API key expires or a third-party service changes its format. We offer ongoing support and maintenance retainers to adjust workflows as your business evolves.
§7

Related services

Ready to automate the busywork?

Let's map your manual processes and build automated flows that run 24/7.

Directly connect with us