Too many tools
CRM, email, WhatsApp, Drive, Excel, task manager, ERP…
Digitup · AI Transformation
AI Transformation for businesses
We redesign processes, connect tools and build custom software and workspaces with automation and artificial intelligence.
It's not about adding AI for the sake of it. We analyse how your company works, where time is lost and which technology can simplify it.
- Strategy
- Software
- Automation
- IA
- Integrations
Gmail
WhatsApp
ClickUp
Drive
CRM
Excel
AI
Your Workspace
- Clients
- Processes
- Tasks
- Documents
- Communication
- IA
- Automation
Tools → Custom Workspace
Digital transformation connected companies to technology.
AI transformation can change how they work.
For years, digitising meant replacing paper, Excel and manual processes with digital tools.
The next step is no longer simply using ChatGPT.
It means rethinking complete processes with software, automation and artificial intelligence.
The problem
You probably already have enough software.
The problem is that it doesn't work as one company.
Manual work between systems
Copying information, updating statuses, downloading files, forwarding messages.
Scattered information
Finding out what happened with a client often means asking someone.
Processes adapted to the software
The company ends up working the way the tool allows, not the way it actually needs.
No empieces por la IA.
Start with how your company works.
Technology is the consequence. First we understand the process.
Intake→
Context→
Decision→
Action→
Follow-up
What we do
We transform operations, not just tools.
Custom Workspace
A dedicated workspace that brings together clients, processes, tasks, documents, communication and AI around the way you work.
Automation
We remove repetitive tasks and manual steps between systems.
Artificial intelligence
Classify, search, summarise, prepare, analyse and assist.
Integrations
We connect tools you already use.
Communication
Email, WhatsApp, Telegram, forms and internal channels connected to your processes.
Data and documents
Information organised, accessible and usable by people and AI.
Custom Workspace
What is a Custom Workspace?
Internal software built around your company.
It can bring together:
- Clients
- Projects
- Tasks
- Documents
- Invoices
- Automations
- IA
You don't need every module.
The workspace is designed around how your team works.
Before / After
A process can change completely.
Before
- Client writes by email
- Someone reads it
- Asks a colleague
- Searches for information in Drive
- Updates the CRM
- Creates a task
- Replies
- Follows up manually
After
- Client writes
- System identifies the client
- Classifies the request
- Finds context
- Updates the process
- Prepares a reply
- A person reviews
- Automatic follow-up
People still make the decisions. The system removes the work around them.
Concrete cases
What does “AI transformation” mean in practice?
AI Inbox
Email stops being just an inbox. Classification, context, documents, suggested replies and automatic action creation.
Document Intelligence
PDFs, contracts, invoices and files that can be classified, queried and turned into useful information.
Internal copilot
Ask your own company:
- What happened with this client?
- Which projects have pending tasks?
- Find the proposal we sent in April.
Custom Workspace
From a simple CRM to a complete internal platform with clients, projects, tasks, documents, communication and automations.
Automations
One action can trigger a whole process without manual intervention.
Portals
Custom spaces for clients, suppliers, candidates or collaborators.
Conceptual demo
Imagine being able to ask your company this.
Ask your company…
Data + processes + AI working together.
No new islands
We don't want to create another tech island.
- If your ERP works, it stays.
- If Google Workspace works, it stays.
- If your CRM works in certain areas, we can integrate it.
- If a tool can solve something better and cheaper than building it, we use it.
The Custom Workspace integrates and orchestrates what already works. We build the missing part.
Gmail
Google Workspace
Custom Workspace
WhatsApp
CRM / ERP
ClickUp
Stripe / Holded / APIs
Three levels
Transformation can start small.
01 — Automate
Improve a specific process
Example: email → classification → reply → CRM.
02 — Connect
Unify tools and data
Example: clients + documents + tasks + communication.
03 — Build your Workspace
Your internal workspace
When generic tools fall short, we build an internal workspace adapted to your processes.
Sectors
Especially useful when the business depends on information, processes and people.
Law firms
Matters, documents, email, clients, deadlines.
Accountancies
Clients, recurring documentation, requests and deadlines.
Insurance brokers
Policies, renewals, claims and communications.
Property managers
Communities, incidents, suppliers and owners.
Recruitment
Vacancies, candidates, CVs, interviews and clients.
Real estate
Leads, properties, viewings, documents and follow-up.
Consultancies
Projects, knowledge, proposals and meetings.
Private clinics
Patients, care, forms and administrative follow-up.
AI when it helps. People when it matters.
We design the right level of autonomy for each process.
AI can
- Find
- Organise
- Classify
- Summarise
- Prepare
- Detect
People
- Review
- Decide
- Approve
- Manage
How we work
We don't start by writing code.
We understand
Processes, people, tools and problems.
We spot opportunities
What to remove, automate, connect and keep.
We design
The new flow before building it.
We build
Software, automations, integrations and AI.
We measure and evolve
The system changes with the company.
Assessment
Where could AI actually help you?
We analyse how you currently work.
We'll tell you what we'd automate, what we'd keep and what probably isn't worth touching.
Why Digitup
Strategy, design and development in the same team.
We don't hand you a report telling you what to do so you then have to find someone to build it.
- We analyse it.
- We design it.
- We develop it.
- We integrate it.
- We maintain it.
We build on technologies companies already use.
The specific technology depends on the problem, not the other way around.
- Google Workspace
- Microsoft
- Stripe
- APIs
- AI Models
- Cloud infrastructure
- Existing systems
Security
Automation needs control.
- Access and permissions
- Information separation
- Action logs
- Credential protection
- Backups
- Human approval when needed
- Secure integration with existing systems
Frequently asked questions
Do we need to change all our tools?
No. We usually keep what works and build around it.
Does everything need to use artificial intelligence?
No. Many problems are better solved with good software and traditional automation.
Can you work with our current CRM or ERP?
Yes. Integrating usually makes more sense than rebuilding tools that already work.
Do you build fully custom software?
Yes. From a specific automation to a complete internal platform.
Can AI work with our documents?
Yes, when the use case and permissions allow it.
Do we have to do everything at once?
No. We can start with a single process and evolve from there.
Your company already has its own processes.
Now it can have its own technology.
Turn manual tasks, disconnected tools and scattered knowledge into a system designed around your business.
- Custom software
- Automation
- IA
- Integrations