Utilyx.app — Diseña, automatiza y orquesta tus procesos de negocio.
Utilyx.app Utilyx.app is an AI-powered BPM platform to design, automate and orchestrate business processes — with a no-code visual designer, conversational AI copilot, intelligent document processing (OCR), dynamic PDF generation, GED archiving and multi-database integration. It is multilingual (Arabic with RTL, French, English, Spanish, German, Russian, Chinese) and built for regulated industries worldwide: banking, insurance, automotive, real estate, distribution, HR and public administration, with compliance for international standards (GDPR, ISO 27001, eIDAS) and regional regulations.
Utilyx.app combina un diseñador visual de procesos con una IA conversacional. Dibuja tus flujos de trabajo, genera tus archivos, conecta tus APIs y bases de datos, produce tus PDFs — todo desde una sola plataforma, adaptada a cada sector.
Una plataforma, seis superpoderes
Cada bloque de Utilyx.app encaja — desde el diseño hasta la ejecución, hasta la documentación final.
Diseñador visual de procesos. Arrastra y suelta pasos, condiciones, validaciones y ramificaciones. Modela flujos de trabajo complejos sin programar.
Copiloto IA conversacional. Describe tu necesidad en lenguaje natural: la IA genera procesos, formularios y reglas de negocio.
Generación de archivos. Clasifica e indexa automáticamente cada instancia completada en archivos auditados.
API y Webhooks. Conecta tus herramientas existentes. Sincroniza tus datos mediante conectores nativos y personalizados.
Bases de datos vinculadas. Conecta tus fuentes SQL/NoSQL. Cruza y expón tus datos directamente en tus flujos de trabajo.
Generación dinámica de PDF. Produce documentos e informes al vuelo a partir de plantillas rellenadas automáticamente.
El corazón de tu automatización
Un diseñador de procesos de nueva generación. Cada nodo es ejecutable, cada rama es testable. Visualiza el flujo real de tus datos mientras diseñas.
Editor drag-and-drop con validación instantánea
Ramas condicionales, bucles y escalamientos
Simulación en vivo antes de pasar a producción
Versionado y reversión en un clic
Conduce tu BPM mediante conversación
Nuestro copiloto IA transforma tus intenciones en procesos ejecutables. Desde un simple chat, pide y obtén:
Crear un proceso
Generar archivos
Automatizar tareas
Conectar APIs externas
Vincular bases de datos
Generar PDFs
OCR y verificación de cumplimiento
Automatiza la entrada de datos y el control de tus documentos entrantes. Utilyx.app lee tus facturas, pedidos y contratos, extrae los datos clave y valida el cumplimiento antes de la integración.
Detección automática de campos
Lectura de PDF, escaneo y foto
Verificación de cumplimiento
Validación de estructura de datos
Una solución para cada negocio
Utilyx.app se adapta a tu dominio con procesos preconfigurados y totalmente personalizables.
Banca y Finanzas
Digitaliza todo el recorrido del cliente con cumplimiento y trazabilidad.
Account opening & regulatory KYC
Credit application (mortgage, consumer, SME)
Automated credit assessment and approval
Customer complaint management
AML transaction monitoring & reporting
Loan origination & disbursement workflow
Card issuance & activation workflow
Account closing & compliance check
Internal audit & control workflow
FATCA/CRS reporting & documentation
Seguros
Desde la suscripción hasta la liquidación de siniestros, acelera cada paso.
Auto / home claims reporting & management
Underwriting and contract issuance
Reimbursements & certificates management
Renewal and cancellation
Fraud detection & investigation workflow
Policyholder onboarding & digital signature
Beneficiary & policy amendment workflow
Reinsurance treaty documentation
Complaint & mediation file management
Agent commission & reconciliation
Automoción
Concesionarios, postventa y flotas: orquesta tus flujos operativos.
Vehicle order and delivery
Workshop / after-sales appointment booking
Warranty and recall management
Fleet tracking and maintenance
Spare parts order & inventory workflow
Trade-in valuation & purchase workflow
Vehicle registration & document processing
Customer satisfaction survey & follow-up
Leasing contract & end-of-term inspection
Accessory order & installation scheduling
Inmobiliaria
Promotores, agencias y administradores de fincas: simplifica la gestión documental.
Lease application and file preparation
Rental management and invoicing
Digital move-in inspection
Condominium / syndicate management
Property listing & visit scheduling
Mortgage file assembly & bank submission
Tenant exit & damage assessment
Rent review & indexation workflow
Building permit & construction tracking
Co-ownership vote & general assembly
Distribución y Logística
Del pedido a la entrega, haz fiable tu cadena de suministro.
Purchase order processing
Stock management and replenishment
Picking and delivery tracking
Returns and credit notes management
Supplier onboarding & compliance check
Warehouse inbound & quality control
Cross-docking & transit workflow
Customs clearance & import documentation
Cold chain temperature log & alert
Last-mile delivery proof & POD
RR. HH. y Administración
Automatiza tus procesos internos y administrativos.
Employee onboarding & integration
Leave, expense reports, mission orders
Appraisals and annual reviews
Public procurement & administrative desk
Recruitment & candidate tracking
Offboarding & knowledge transfer
Training request & certification tracking
Payroll variable input & validation
Internal mobility & job posting
Occupational health & safety incident
Healthcare & Medical
Hospitals, clinics and labs: secure patient journeys and medical records.
Patient admission & discharge workflow
Medical records digitization & archiving
Lab sample tracking & result delivery
Insurance claim & pre-authorization
Appointment scheduling & reminders
Medical device maintenance & tracking
Prescription & medication workflow
Surgical planning & operating room booking
Patient consent & GDPR/HIPAA compliance
Quality incident & adverse event report
Education & Training
Schools, universities and training centers: automate academic administration.
Student enrollment & registration
Diploma & certificate issuance
Tuition payment tracking & reminders
Exam grading & transcript generation
Teacher assignment & scheduling
Alumni network & document requests
Scholarship & financial aid application
Internship agreement & convention
Course catalog & syllabus approval
Student complaint & disciplinary case
Legal & Compliance
Law firms, notaries and compliance teams: manage cases and documents.
Case file assembly & management
Contract drafting & approval workflow
Notarial deed preparation & archiving
Litigation tracking & deadline reminders
Regulatory compliance audit workflow
Power of attorney & mandate management
Intellectual property & trademark filing
Corporate secretarial & board minutes
Due diligence & M&A document room
Legal billing & time tracking
Retail & E-commerce
Stores, marketplaces and brands: orchestrate commerce operations.
Product catalog & pricing approval
Customer return & refund workflow
Supplier purchase order & receiving
Loyalty program & voucher management
Store opening & compliance checklist
Marketing campaign approval & tracking
Inventory count & stock adjustment
Price change & promotion workflow
Customer review & feedback management
Multi-channel order fulfillment
Construction & BTP
Builders, contractors and engineers: manage worksites and documents.
Building permit application & tracking
Worksite progress report & validation
Subcontractor onboarding & compliance
Material order & delivery scheduling
Safety inspection & incident report
Handover & acceptance protocol (PV)
Change order & variation request
Invoice validation & payment milestone
Equipment rental & return workflow
Environmental impact & waste tracking
Telecom & IT Services
Operators, ISPs and IT services: automate provisioning and support.
Customer onboarding & line activation
Ticket routing & incident management
Service request & SLA tracking
Contract renewal & churn prevention
Field technician dispatch & scheduling
Billing dispute & resolution workflow
Network incident & outage management
Equipment installation & acceptance
Number portability & migration workflow
SLA credit & compensation calculation
12 módulos, una experiencia unificada
Activa solo lo que necesitas. Cada módulo se comunica nativamente con los demás.
BPM Designer
Modelado visual de procesos
AI Copilot
Generación por chat
UseArchive
Archivado e indexación
UseExplorer
Búsqueda de texto completo
UsePDF
Generación dinámica de PDF
Mail Connect
Integración de correo
Office Online
Edición colaborativa
Data Management
Tablas y bases de datos vinculadas
E-Signatures
Firma electrónica
Mobile App
Acceso desde cualquier lugar
Monitoring
Supervisión en tiempo real
UseShare
Colaboración externa
De la idea a la automatización en 4 pasos
Modelar. Dibuja tu proceso visualmente o descríbeselo a la IA.
Configurar. Conecta tus datos, formularios, APIs y reglas de negocio.
Desplegar. Publica en un clic. Simula primero si es necesario.
Dirigir. Supervisa, archiva y optimiza continuamente.
Built for every market
Utilyx.app is available worldwide with localized interfaces in 7 languages (Arabic with RTL, French, English, Spanish, German, Russian, Chinese) and compliance with international and regional standards.
International compliance
GDPR — EU General Data Protection Regulation
ISO 27001 — Information security management
SOC 2 — Service organization controls
eIDAS — EU electronic signature & trust services
Law 09-08 — Morocco personal data protection
HIPAA — US healthcare data protection
Whether you operate in Paris, Dubai, Madrid, Berlin, Shanghai or Casablanca — Utilyx.app speaks your language and complies with your regulations.
Utilyx.app currently targets the following markets: Global / International · France & Francophone Europe · Morocco & MENA (Moyen-Orient et Afrique du Nord) · Spain & Latin America (LATAM) · DACH (Deutschland, Österreich, Schweiz) · Russia & CIS · Greater China & APAC. This page is served for Spain & Latin America (LATAM) (es).
BPM, GED & Workflow Glossary
Key terms to understand process automation, document management and AI-driven workflows.
BPM (Business Process Management)
A discipline that models, automates, monitors and optimizes business processes end-to-end. Utilyx.app is a BPM platform.
GED (Gestion Électronique des Documents)
Electronic document management — digitize, classify, index, search and archive documents. Utilyx.app includes a native GED module (useArchive).
OCR (Optical Character Recognition)
Technology that extracts text from scanned documents, PDFs or photos. Utilyx.app reads invoices, orders, contracts and IDs automatically.
Workflow
A sequence of automated steps that move data and tasks between people and systems. Utilyx.app designs and executes workflows visually.
No-Code / Low-Code
Approaches that let non-developers build applications and processes via drag-and-drop, without writing code.
SAE (Système d'Archivage Électronique)
Electronic archiving system that guarantees document integrity, legal retention and traceability over time.
AI Copilot
A conversational assistant that generates processes, forms and rules from natural language. Utilyx.app integrates an AI copilot.
Hyperautomation
Combining AI, BPM, RPA and integrations to automate as many processes as possible — a 2026 Gartner trend.
Dematerialization
Replacing paper documents and manual processes with digital workflows. Mandatory for DGI e-declarations in Morocco.
KYC (Know Your Customer)
Regulatory process to verify customer identity — used in banking. Utilyx.app automates KYC workflows.
How Utilyx.app compares to other BPM platforms
Utilyx.app combines features that are usually split across multiple tools.
Feature
Utilyx.app
Traditional BPM
RPA tools
Simple GED
Visual no-code designer
✓
Partial
✗
✗
Conversational AI copilot
✓
Rare
✗
✗
OCR & document processing
✓
Add-on
Add-on
Partial
Native GED archiving
✓
Add-on
✗
✓
Dynamic PDF generation
✓
Add-on
✗
Rare
Multi-database integration
✓
Partial
Partial
✗
Trilingual AR · FR · EN (RTL)
✓
Rare
Rare
Rare
Moroccan compliance (CNSS/DGI)
✓
✗
✗
✗
AI-driven process generation
✓
✗
✗
✗
Todo lo que necesitas saber
¿Necesito saber programar para usar Utilyx.app?
No. El diseñador visual no-code te permite modelar procesos complejos mediante arrastrar y soltar. La IA incluso puede generar el proceso a partir de una simple descripción de texto.
¿La herramienta está adaptada al contexto marroquí?
Sí. Utilyx.app soporta árabe, francés e inglés, y se alinea con los flujos administrativos locales (CNSS, AMO, DGI) así como con la Ventanilla Única del Inversor.
¿Cómo funciona el Free Tutorial de 3 días?
Obtienes acceso a un entorno guiado para descubrir las funciones clave. No se requiere tarjeta de crédito. Al final, puedes solicitar un acceso de prueba de 3 meses.
¿Puedo conectar mis sistemas existentes?
Por supuesto. Utilyx.app dispone de conectores nativos (APIs REST, webhooks, bases de datos SQL/NoSQL, suites ofimáticas) y un framework para integraciones personalizadas.
¿Mis datos están seguros?
La plataforma incluye gestión de permisos detallada, bloqueo automático tras intentos fallidos, registro y trazabilidad completa de cada acción.
¿Qué sectores están cubiertos?
Banca, seguros, automoción, inmobiliaria, distribución y logística, RR. HH. y administración pública — con procesos preconfigurados personalizables.
Préparation et suivi de livraison: Distribution & Logistics workflow automation
From intake to archiving: automate "Préparation et suivi de livraison" with a structured workflow, multi-level validation, automatic PDF and compliant archiving.
›Why "Préparation et suivi de livraison" needs a structured workflow
"Préparation et suivi de livraison" is a recurring business case in the distribution & logistics sector. Without a structured workflow, it runs across email, spreadsheets and scattered documents — generating delays, errors and audit gaps.
Utilyx models this process as an executable workflow, with conditional routing, multi-level validation, automatic PDF generation and legal archiving. Every step is traced, every decision is logged.
›The automated workflow
The process designer models the journey as connected nodes:
Intake: the requester submits the required information and documents.
Validation: a manager approves or refuses, with data propagated in read-only.
Conditional routing: based on type, amount or severity, the flow takes the right branch.
PDF generation: a formatted document is produced automatically (usePDF).
Archiving: the document is filed in a tamper-evident, searchable archive (useArchive).
Notification: the requester and actors receive an email confirmation with a direct link.
›Concrete benefits
Teams that automate "Préparation et suivi de livraison" on Utilyx report processing time dropping from days to hours, full traceability of every decision, and zero missing documents — because the workflow blocks submission until required documents are present.
The business vocabulary (purchase order, stock, delivery, returns, cross-docking, customs, cold chain) is built into the workflow, so the AI copilot can propose the right schema directly without the user having to re-explain their business.
›The workflow in real time
Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.
Automated process
Exécution en temps réel
Commande validéeSystème
PréparationEntrepôt
AffectationTour
ExpéditionLogistique
Bon livraisonusePDF
ArchivageuseArchive
SuiviClient
Commande validéeSystème
PréparationEntrepôt
AffectationTour
ExpéditionLogistique
Bon livraisonusePDF
ArchivageuseArchive
SuiviClient
Frequently asked questions
How long does it take to deploy the "Préparation et suivi de livraison" workflow?
A business analyst can model and deploy it in a single session, either manually in the designer or by describing it to the AI copilot.
Can the generated document be legally archived?
Yes. useArchive stores the PDF in a tamper-evident archive with a full-text index, meeting audit and retention requirements.
Ready to automate your processes?
Utilyx lets you design, automate and orchestrate your workflows visually — with an AI copilot, OCR, PDF generation and legal archiving. Start in minutes, not weeks.
