Organize · Optimize · Scale

Upnova Agency

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 you full visibility, control, and intelligence.

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30+Workshops & Migrations
4Countries Served
100%Team Adoption Rate
15+Document Types Automated

Operations Systems

The operations landscape evolves constantly. Our job is to make sure you're getting the most out of what's possible today.

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Audit & Consulting

Structured audit of your current operations, applications, and workflows — with a clear, prioritised action plan.

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ClickUp Migration

Full migration from Asana, Monday, Jira, Trello, or Notion — with hierarchy remapping, task transfer, and dashboard rebuild.

ClickUp Implementation

Full workspace build designed around your real workflows: Spaces, Folders, Lists, custom KPI dashboards, and embedded SOPs.

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ClickUp Optimization

Full workspace audit with a prioritised fix list — remove duplicates, rebuild dashboards, and standardise templates.

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AI Brain & Agents

ClickUp Brain, Super Agent configuration, custom AI agents for intake triage, task routing, status summaries, and automated reporting.

We lead with use cases

In a market full of AI promises, we scope only what's worth building — identifying where real impact is, and delivering systems that work.

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Audit

We map what's actually slowing your team down — full workflow and tool stack review, AI opportunity map with prioritised recommendations.

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AI Agents & Automations

Automations execute predictable tasks. AI agents think, decide, then act, within your rules. We build both, saving hours of manual work.

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Company's Brain

Centralised knowledge base that knows your business, understands your processes, and answers your team's questions instantly — with long-term memory.

⚙️

Custom Applications

Lightweight applications designed around your exact process — integrated with your existing tools, without the monthly fees of off-the-shelf.

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Dashboards & Reports

Connect all your sources into one intelligent dashboard that surfaces patterns, flags issues, and drives better decisions — with AI anomaly detection.

Operations

Real work, real results. Every client project starts with the same constraint: the system has to work for the people who use it every day.

Migration

From Notion Chaos to ClickUp Clarity

Huecco — Spain

A Notion maze with no task management was costing the team more time than it saved. We mapped their real workflows, designed a clean ClickUp hierarchy, migrated everything with structural cleanup, and trained the team in a live session.

  • Audit & Mapping of the entire Notion setup
  • ClickUp Architecture built around actual operations
  • Full data migration with hierarchy remapping
  • Live team onboarding session
Implementation

Building an Operational Foundation from Scratch

Americacryo — USA

A fast-growing US medical company had no centralised PM system — just emails, spreadsheets, and verbal updates. We built the entire ClickUp hierarchy from discovery to delivery, embedding SOPs directly into task templates.

  • Discovery & Process Mapping
  • Full Workspace Architecture & Build
  • Custom statuses, dashboards, KPI views
  • Role-based training with recorded handover
Optimisation

Turning a Messy Workspace into a System That Works

LibertyTech — France

After a year on ClickUp the workspace was the problem — duplicated statuses, inconsistent folders, no shared process. We audited, cleaned, and restructured everything so the team could finally trust the system.

  • Full Workspace Audit with ranked fix list
  • Duplicate removal & field consolidation
  • Dashboard rebuild for real visibility
  • SOP & Template Standardisation
AI Agents

Intelligence Layer & Automated Operations

Americacryo — USA

After the ClickUp structure was in place, we added the AI layer — ClickUp Brain, custom agents for task routing and status summaries, and workflow integrations that eliminated manual data entry across the stack.

  • Automation Mapping for highest-ROI processes
  • AI Agent Configuration (Brain, routing, alerts)
  • Workflow Integrations across the tool stack
  • Full testing, documentation & team handover

AI Case Studies

From sales analysis to document generation — every AI project starts with a real operational problem, not a technology in search of an application.

Sales Intelligence

AI Sales Call Analysis

AmericaCryo — United States

Every sales call now produces a structured coaching report automatically — objection handling, talk-to-listen ratio, discovery quality, closing technique. Delivered to the rep's Slack DMs minutes after the call ends. No humans in the loop.

Recruitment

AI Recruitment Application

Thaleria — Belgium / Portugal

Head recruiters upload LinkedIn lists, assign segments in one click. AI builds candidate profiles, scores them against job requirements, and tracks pipeline progress — all from a single source of truth. No spreadsheets, no manual chasing.

Knowledge & Operations

Internal AI Chatbot

Octave

One conversational interface across Google Drive, ClickUp, email, and web apps — every file, process, and decision searchable in natural language. Plus automated actions, recurring reports, and a unified analytics dashboard.

Document Generation

From Manual Paperwork to One-Click Documents

Thaleria — Belgium / Portugal

Up to 15 document types, each with client-specific variations. Now: one form selects the type, enters the data, and Power Automate generates the correct template — named, filled, and filed in seconds.

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 →