Utilyx.app — Design, automate and orchestrate your business processes — without coding.

Utilyx.app — Design, automate and orchestrate your business processes — without coding.

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.

No-code BPM powered by AI, built for regulated industries.

One platform, six superpowers

Every block of Utilyx.app fits together — from design to execution, all the way to final documentation.

The heart of your automation

A next-generation process designer. Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.

Drive your BPM through conversation

Our AI copilot turns your intentions into executable processes. From a simple chat, ask and get:

OCR & compliance verification

Automate data entry and control of your incoming documents. Utilyx.app reads your invoices, orders and contracts, extracts key data and validates compliance before integration.

A solution for every business

Utilyx.app adapts to your domain with pre-configured and fully customizable processes.

Banking & Finance

Digitize the entire customer journey with compliance and traceability.

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

Insurance

From underwriting to claims settlement, accelerate every step.

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

Automotive

Dealerships, after-sales and fleet: orchestrate your operational flows.

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

Real Estate

Developers, agencies and property managers: simplify document management.

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

Distribution & Logistics

From purchase order to delivery, make your supply chain reliable.

HR & Administration

Automate your internal and administrative processes.

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.

Energy & HVAC

Heat pump, ventilation and DHW manufacturers: orchestrate lead-to-cash, partner installer network, commissioning, after-sales service and recurring maintenance contracts.

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

12 modules, one unified experience

Activate only what you need. Each module natively talks to the others.

BPM Designer
Visual process modeling
AI Copilot
Chat-based generation
UseArchive
Archiving & indexing
UseExplorer
Full-text search
UsePDF
Dynamic PDF generation
Mail Connect
Email integration
Office Online
Collaborative editing
Data Management
Linked tables & databases
E-Signatures
Electronic signature
Mobile App
On-the-go access
Monitoring
Real-time supervision
UseShare
External collaboration

From idea to automation in 4 steps

  1. Model. Draw your process visually or describe it to the AI.
  2. Configure. Connect your data, forms, APIs and business rules.
  3. Deploy. Publish in one click. Simulate first if needed.
  4. Steer. Track, archive and optimize continuously.

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

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 Global / International (en).

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 designer✓Partial✗✗
Conversational AI copilot✓Rare✗✗
OCR & document processing✓Add-onAdd-onPartial
Native GED archiving✓Add-on✗✓
Dynamic PDF generation✓Add-on✗Rare
Multi-database integration✓PartialPartial✗
Trilingual AR · FR · EN (RTL)✓RareRareRare
Moroccan compliance (CNSS/DGI)✓✗✗✗
AI-driven process generation✓✗✗✗

Everything you need to know

Do I need to know how to code to use Utilyx.app?

No. The no-code visual designer lets you model complex processes by drag and drop. The AI can even generate the process from a simple text description.

Which countries and languages does Utilyx support?

Utilyx is built for the international market. The platform ships in 7 languages — Arabic (RTL), French, English, Spanish, German, Russian and Chinese — and serves MENA, Europe (GDPR), LATAM, DACH, CIS and APAC. Pricing is available in EUR, USD and MAD. France, Spain, DACH and MENA are our primary reference markets.

How does the 14-day Free Tutorial work?

You get access to a guided environment to discover key features. No credit card required. At the end, you can request a 14-day test access.

Can I connect my existing systems?

Absolutely. Utilyx.app has native connectors (REST APIs, webhooks, SQL/NoSQL databases, office suites) and a framework for custom integrations.

Is my data secure?

The platform includes fine-grained rights management, automatic lockout after failed attempts, logging and full traceability of every action.

Which industries are covered?

Banking, insurance, automotive, real estate, distribution & logistics, HR and public administration — with customizable pre-configured processes.

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

Annual reviews & 360° feedback — HRSD workflow | Utilyx

Run a complete annual review cycle in one workflow: objective setting, 360° feedback collection, interview, development plan and signed PDF report archived for legal retention.

›Why annual reviews without a workflow become a compliance risk

Annual reviews without structured feedback have a 30% bias rate — unstructured manager evaluations drift toward recency, affinity and halo effects, and 30% of ratings deviate from objective performance. Annual reviews are mandatory under French labor law (entretien annuel d'évaluation), yet most organizations run them through a patchwork of Word templates, shared drives and email reminders.

The result: 30% of reviews are completed late or not at all, 360° feedback is collected manually and lost, and the signed review report is often missing from the employee record — creating legal exposure during a labor inspection or a disputed dismissal. The development plan, when it exists, lives in a separate spreadsheet and is never followed up.

›Form fields captured at cycle start

The review cycle is launched from a structured form with exact fields: employee_id (lookup), manager_id (lookup), cycle_year (number), review_period_start (date), review_period_end (date), objectives (array of {objective_text, weight_percent, target_metric}), rating_scale (select: 1-5/1-4/Behavioral-grid), feedback_providers (multiselect lookup: peers, subordinates, clients), self_assessment_due_date (date), interview_date (date).

›The automated annual review workflow

The workflow is structured as a decision tree with 2 branches (360° track for client-facing roles, direct-track for internal roles) after Step 2, and 7 steps end-to-end. Every action is appended to the timeline_review audit subtable.

  • Step 1 (Start — HR): HR launches the cycle with employee_id, manager_id and cycle_year; the AI copilot suggests SMART objectives based on role and previous cycle.
  • Step 2 (Routing — branch by role): if feedback_providers includes clients, route to the 360° branch; otherwise route to the direct branch with peers and subordinates only.
  • Step 3 (email — 360° feedback requests): the workflow sends structured feedback requests by email to each provider in feedback_providers; the AI copilot aggregates and anonymizes the responses. Sub-branch: if a provider has not responded within 5 days, reminder email + escalation to their manager.
  • Step 4 (Self-assessment): the employee completes a self-assessment against objectives; the workflow bundles it with the 360° feedback for the manager.
  • Step 5 (Interview): the manager conducts the annual interview on interview_date and records the evaluation, strengths, areas for improvement and overall rating; the AI copilot drafts the review report from the interview notes and flags potential bias (e.g. rating inconsistent with 360° feedback).
  • Step 6 (usePDF — review report eIDAS): the workflow generates the review report via usePDF with objectives, 360° feedback summary, evaluation and development plan; the employee and manager e-sign it via eIDAS signature.
  • Step 7 (useArchive): the signed review report is archived encrypted via useArchive for the legal retention period, attached to the employee record, indexed by employee_id, cycle_year, rating.

›Concrete benefits

Organizations deploying Utilyx annual reviews cut the bias rate from 30% to under 8% thanks to structured 360° feedback and AI bias-flagging, achieve 95% on-time completion (vs 70% before), and reduce the manager's administrative time per review by 50%.

The 360° feedback aggregation, the AI-drafted review report and the eIDAS signature turn a 3-week manual cycle into a 5-day structured workflow — and the no-code designer lets HR adjust the cycle, rating scale and feedback questionnaire without developers.

›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

Does the workflow collect 360° feedback automatically?

Yes. The workflow sends structured feedback requests by email to peers, subordinates and (for client-facing roles) clients, then the AI copilot aggregates and anonymizes the responses for the manager.

Is the review report legally archived?

Yes. The review report is generated via usePDF, e-signed by the employee and manager via eIDAS, and archived encrypted via useArchive for the legal retention period, indexed by employee_id, cycle_year and rating.

Can the AI flag bias in manager evaluations?

Yes. The copilote IA drafts the review report from the interview notes and flags potential bias (e.g. rating inconsistent with 360° feedback), cutting the bias rate from 30% to under 8%.

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.