Utilyx.app设计、自动化并 编排 您的业务流程 —— 无需编码。

Utilyx.app设计、自动化并 编排 您的业务流程 —— 无需编码。

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.

由 AI 驱动的无代码 BPM,专为受监管行业而设计。

一个平台,六大超能力

Utilyx.app 的每个模块都彼此契合 —— 从设计到执行,直至最终文档。

您自动化的核心

下一代流程设计器。每个节点都可执行,每个分支都可测试。在设计时即可可视化数据的真实流转。

通过对话驱动您的 BPM

我们的 AI 助手将您的意图转化为可执行的流程。只需简单对话,即可提出需求并获得:

OCR 与合规验证

自动化您来文文档的数据录入与管控。Utilyx.app 读取您的发票、订单和合同,提取关键数据,并在集成前验证合规性。

为每种业务提供解决方案

Utilyx.app 通过预配置且完全可定制的流程适配您的领域。

银行与金融

以合规性和可追溯性数字化整个客户旅程。

2026 trends: Hyperautomation & agentic AI 2026, Agentic AI for KYC/AML, Intelligent credit decisioning.

保险

从承保到理赔结案,加速每一个环节。

2026 trends: AI claims: 75% faster settlement, AI underwriting & issuance, Parametric insurance & triggers.

汽车

经销商、售后与车队:编排您的运营流程。

2026 trends: AI dealership: BDC, F&I, delivery, Fleet predictive maintenance & SAV, EV servicing digital workflow.

房地产

开发商、中介与物业管理方:简化文档管理。

2026 trends: PropTech & property management, Agentic AI for developers, Smart buildings & condominium.

分销与物流

从采购订单到交付,让您的供应链可靠运行。

人力资源与行政

自动化您的内部和行政流程。

Healthcare & Medical

Hospitals, clinics and labs: secure patient journeys and medical records.

Education & Training

Schools, universities and training centers: automate academic administration.

Legal & Compliance

Law firms, notaries and compliance teams: manage cases and documents.

Retail & E-commerce

Stores, marketplaces and brands: orchestrate commerce operations.

Construction & BTP

Builders, contractors and engineers: manage worksites and documents.

Telecom & IT Services

Operators, ISPs and IT services: automate provisioning and support.

能源与暖通

热泵、通风和生活热水制造商:编排 lead-to-cash、合作安装商网络、调试、售后服务和定期维护合同。

2026 trends: Agentic AI lead-to-cash PAC, Installer automation HeatPump, Recurring revenue PPF & AI.

12 个模块,统一体验

只启用您所需的功能。每个模块都与其他模块原生互通。

BPM Designer
可视化流程建模
AI Copilot
基于聊天的生成
UseArchive
归档与索引
UseExplorer
全文检索
UsePDF
动态 PDF 生成
Mail Connect
邮件集成
Office Online
协作编辑
Data Management
关联表与数据库
E-Signatures
电子签名
Mobile App
移动端访问
Monitoring
实时监控
UseShare
外部协作

4 步从想法到自动化

  1. 建模. 可视化绘制您的流程,或向 AI 描述。
  2. 配置. 连接您的数据、表单、API 和业务规则。
  3. 部署. 一键发布。如需要可先进行仿真。
  4. 驾驭. 持续跟踪、归档并优化。

为每个市场而构建

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

无论您在巴黎、迪拜、马德里、柏林、上海还是卡萨布兰卡运营 —— Utilyx.app 都使用您的语言并遵守您的法规。

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 Greater China & APAC (zh).

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.

FeatureUtilyx.appTraditional BPMRPA toolsSimple GED
Visual no-code designerPartial
Conversational AI copilotRare
OCR & document processingAdd-onAdd-onPartial
Native GED archivingAdd-on
Dynamic PDF generationAdd-onRare
Multi-database integrationPartialPartial
Trilingual AR · FR · EN (RTL)RareRareRare
Moroccan compliance (CNSS/DGI)
AI-driven process generation

您需要了解的一切

使用 Utilyx.app 需要懂编码吗?

不需要。无代码可视化设计器让您通过拖放即可建模复杂流程。AI 甚至可以根据简单的文字描述生成流程。

该工具适配摩洛哥的环境吗?

是的。Utilyx.app 支持阿拉伯语、法语和英语,并与本地行政流程(CNSS、AMO、DGI)以及投资者单一窗口保持一致。

3 天 Free Tutorial 如何运作?

您将获得一个引导式环境来探索关键功能。无需信用卡。结束后,您可以申请 3 个月的测试访问。

我可以连接现有系统吗?

完全可以。Utilyx.app 拥有原生连接器(REST API、webhooks、SQL/NoSQL 数据库、办公套件)以及自定义集成框架。

我的数据安全吗?

平台包含细粒度权限管理、多次失败尝试后自动锁定、日志记录以及每个操作的完整可追溯性。

覆盖哪些行业?

银行、保险、汽车、房地产、分销与物流、人力资源以及公共行政 —— 均提供可定制的预配置流程。

BPM · Workflow Automation · GED · OCR · AI Copilot · No-Code · Low-Code — France, Europe, MENA, LATAM, DACH, APAC, Worldwide

All articles
hrsd 7 min read2026-07-15

Employee onboarding automation — HRSD no-code workflow | Utilyx

Turn day-1 chaos into a single executable workflow: badge, desk, IT provisioning, email, training plan and signed welcome pack — orchestrated by the Utilyx HRSD copilot.

Why onboarding without a workflow breaks day one

40% of new hires consider leaving in the first 90 days due to a poor onboarding experience — the highest-stakes HRSD moment is also the most neglected. Without a structured workflow, onboarding runs through scattered emails, shared spreadsheets and sticky notes, and day 1 becomes day 5 before the badge, laptop, email account and training plan are all ready.

The cost is measurable: managers lose an average of 11 hours per new hire chasing missing access, equipment and paperwork, and compliance gaps pile up — unsigned welcome packs, unarchived contracts and missing IT checklists create audit risk that surfaces months later.

Form fields captured at intake

The onboarding record is created from a structured form with exact fields: employee_full_name (text), employee_email (email), role_title (select: Developer/Account Manager/Operations/Field Technician/Other), manager_id (lookup), site_code (select: PAR/LYON/MRS/TLS/Remote), start_date (date), contract_type (select: CDI/CDD/Alternance/Stage), contract_pdf (file upload), equipment_needs (multiselect: Laptop/Phone/Second screen/Docking station/VPN token), security_clearance_level (select: Standard/Elevated/Restricted).

The automated onboarding workflow

The workflow is structured as a decision tree with 4 main branches (HR, IT, Facilities, L&D) running in parallel after Step 2, and 8 steps end-to-end plus an escalation sub-branch when AD provisioning fails. Every step is executed by a named actor and every action is appended to the timeline_onboarding audit subtable.

  • Step 1 (Start — HR): HR creates the onboarding record from the signed contract. The AI copilot pre-fills the employee profile (name, role, manager, site, start date) by extracting fields from contract_pdf via OCR.
  • Step 2 (AI Agent): the Copilot IA validates the profile against the role template, detects missing fields, and splits the tree into 4 parallel branches — one per onboarding track.
  • Step 3 (Routing): four conditional branches fan out based on site_code and role_title — Branch HR: contract archiving and HR compliance checklist; Branch IT: email + AD groups + app access + equipment checklist; Branch Facilities: badge, desk, welcome pack; Branch L&D: day-1 to day-30 training plan.
  • Step 4A (IT path — call-connector): the call-connector module triggers Active Directory account creation, email mailbox provisioning and AD group assignment based on role_title; the IT equipment checklist (laptop, phone, VPN, MFA) is generated from equipment_needs and assigned to the IT technician. Sub-branch: if call-connector returns an AD provisioning error, escalation email to IT manager + retry every 4h up to 3 attempts.
  • Step 4B (Facilities path — usePDF): usePDF generates the welcome pack PDF from a Word template with merge fields (employee_full_name, site_code, site map, company policies). Status flags: badge_ready, desk_ready, welcome_pack_ready.
  • Step 4C (L&D path — email): the L&D team builds the training plan; the workflow schedules sessions on the employee's calendar via email to the L&D coordinator.
  • Step 5 (Document signature — email): the employee e-signs the welcome pack and internal policies via eIDAS-qualified signature; the workflow sends the signature request by email and tracks completion. Sub-branch: if signature not returned within 48h, reminder email + HR notification.
  • Step 6 (useArchive): all signed documents (contract, welcome pack, IT checklist) are archived encrypted via useArchive with index fields employee_id, contract_id, site_code, role_title, start_date for the legal retention period.
  • Step 7 (Closure — email): the workflow sends a day-1 confirmation email to the employee, manager and HR with the ready-to-work summary. An NPS survey email is sent after day 7.

Concrete benefits

Organizations that deploy Utilyx onboarding report day-1 readiness jumping from 55% to 98%, IT provisioning time dropping from 3 days to 4 hours, and early-turnover risk falling by 30% — directly attacking the 40% who would otherwise consider leaving in the first 90 days.

Mandatory eIDAS signatures and encrypted archiving close every compliance gap, the 7-language workflow serves a multilingual multi-site workforce without duplicated configuration, and the no-code visual designer lets any HR analyst adjust branches per site_code without coding.

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
DemandeDemandeur
FormulaireDonnées
ValidationIA
RoutageCondition
ApprobationManager
PDFusePDF
ArchivageuseArchive
NotificationEmail

Frequently asked questions

Can the workflow auto-provision Active Directory accounts and email?

Yes. The call-connector module triggers AD account creation, email mailbox provisioning and AD group assignment based on role_title, and generates the IT equipment checklist from equipment_needs assigned to the IT technician.

Is the signed welcome pack legally archived?

Yes. The welcome pack is generated via usePDF, e-signed with an eIDAS-qualified signature, and archived encrypted via useArchive for the full legal retention period, indexed by employee_id, contract_id and site_code.

Does the workflow support multi-site and multi-language onboarding?

Yes. The workflow runs in 7 languages and routes site-specific tasks (badge, desk, local policies) to the right Facilities and HR teams based on the site_code field (PAR/LYON/MRS/TLS/Remote).

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.