AI • Automations • Operations Systems
We help SMBs bring clarity, structure, and efficiency to their operations. We streamline, automate, and connect their tools and knowledge into a single, coherent operating system. Giving them full visibility, control and intelligence.
In a market full of AI promises, we lead with use cases, identifying where the real impact is, scoping only what's worth building, and delivering systems that work.
/ ServicesAI & Automations
We automate your repetitive tasks, reduce manual work, and give your team instant access to the information they need, with a layer of AI intelligence on top.
Audit
Before we build anything, we map what's actually slowing your team down. We analyze your current workflows, tool stack, and manual processes to identify where automation and AI would have the fastest, highest-impact return.
- Full workflow and tool stack review
- Identification of manual tasks that can be automated
- AI opportunity map with prioritized recommendations
- Effort and impact evaluation per opportunity
- Roadmap report
AI Agents & Automations
Automations execute predictable tasks. AI agents think, decide, then act, within your rules. We build both, saving your team hours of manual work.
- Full process audit with a prioritized deployment plan
- AI agents that know the context, analyze, decide, and act across your entire tool stack
- Automated workflows handling every repeatable task in the background
- Ongoing monitoring and fine-tuning so your systems keep performing
Company's Brain
We set up a centralized knowledge base that knows your business, understands your processes, and answers your team's questions instantly.
- Audit of all existing knowledge sources and content gaps
- AI fed by your documents, SOPs, data, and external tools
- Chat interface always in sync with all your sources, surfaces insights and connects the dots across your knowledge base
- Voice agent for real-time meeting assistance, brainstorming support, and instant knowledge retrieval
- Long-term memory that retains context, decisions, and conversations over time
Custom Applications
Off-the-shelf tools don't always fit, and their monthly fees add up. We build lightweight applications designed around your exact process.
- Discovery session to map your exact requirements and use cases
- Custom features and interface built around your workflow, not the other way around
- Integrations with your existing tools and data sources
- User testing and refinement before final delivery
- Documentation and training for your team
Dashboards & Reports
Your data is scattered and underused. We connect all your sources into one intelligent dashboard that surfaces patterns, flags issues, and drives better decisions.
- Custom dashboard design built around your KPIs
- Live data connections across all your tools and databases
- Automated report generation and delivery on your schedule
- AI-powered anomaly detection and recommendations turning your data into clear insights
Case Studies: AI & Automations
AI Sales Call Analysis
AmericaCryo — United States
Every rep now gets a personal coach after every single call, automatically. Managers spend less time on reactive feedback and more time on strategy. The system runs 24/7 without any humans in the loop.
AI Recruitment Application — Without the Manual Work
Thaleria — Belgium / Portugal
A recruiting operation that runs with the coordination of a large team and the consistency of a single reviewer. Candidates get evaluated faster, more fairly, and against the same criteria every time.
From Manual Paperwork to One-Click Document Generation
Thaleria — Belgium / Portugal
What used to take several manual steps and careful copy-pasting now takes seconds. Documents are generated consistently, filled correctly, and always built from the right template.
AI used to be something you added to your operational system.
Now, the infrastructure that wins treats them as one.
Operations Systems
The operations landscape evolves constantly. Our job is to make sure you're getting the most out of what's possible today.
Audit & Consulting
We run a structured audit of your current operations, applications, and workflows, and recommend the right solutions with a clear, prioritized action plan.
- Review of your current workflows, tool stack, and team processes
- Identification of bottlenecks, gaps, and inefficiencies
- Research and recommendation of the most suitable digital solutions
- Implementation roadmap with prioritized next steps
ClickUp Migration
A structured migration from your current tool, not just a data transfer, but a full structural clean-up.
- Full migration from Asana, Monday, Jira, Trello, or Notion
- Hierarchy remapping, task transfer, and dashboard rebuild
ClickUp Implementation
A full workspace build designed around your real workflows and operations.
- Workspace hierarchy: Spaces, Folders, and Lists
- Custom KPI dashboards and reports
- SOPs embedded directly inside task templates
- Tool integrations connecting ClickUp to your other tools
- Support and maintenance
ClickUp Optimization
Already on ClickUp but the workspace has grown messy? We audit what you have, clean up what isn't working, and restructure everything.
- Full workspace audit with a prioritized fix list
- Removal of duplicate statuses, fields, and views
- Dashboard and reporting rebuild for real visibility
- SOP and template clean-up for one clear way to work
- Follow-up optimization for all structures we built
ClickUp AI Brain & Agents
We configure ClickUp's native AI layer and connect custom agents to your entire stack.
- ClickUp Brain and Super Agent configuration
- Custom AI agents for intake triage, task routing, and status summaries
- AI workflows and automations
- Deadline risk alerts and automated reporting
- And more…
Case Studies: Operations Systems
Building an Operational Foundation from Scratch
Americacryo — USA
A fully operational ClickUp workspace built around the realities of a medical environment — structured, scalable, and adopted by the full team from week one.
Turning a Messy Workspace into a System That Works
LibertyTech Agency — France
A ClickUp workspace the team could finally trust. Less time spent navigating the system, more time spent shipping products.
Intelligence Layer & Automated Operations
Americacryo — USA
A significant reduction in manual operational work. The team now spends less time updating systems and more time focused on patient-facing work.
Ready to build something that works?
No fluff. No discovery calls disguised as sales. Tell us what's broken and we'll tell you how we fix it.
hello@upnova.agency →