What is an AI email approval workflow?
An AI email approval workflow routes AI-prepared replies and connected actions through a human approver before they run. HEIDI Workspace presents the draft, the cited sources, and the actions that will trigger after approval — so a reviewer can approve, revise, or escalate in one place.
Capabilities
What you can do with Process Designer
Draft + sources + actions in one view
Reviewer sees everything that will happen on approval.
Approve, revise, escalate
Three actions, all keyboard-friendly.
Role-based approvals
Different approvers for different policies or thresholds.
Auditable
Who approved what, with which sources, kept for review.
Use cases
Where teams apply Process Designer
Real workflows that benefit from visual design, automation, and governance.
Refund outside policy — finance approval required
HEIDI drafts the reply and routes to the named approver with policy citation.
Service exception — ops approval required
HEIDI prepares the response and waits for sign-off.
Customer escalation — manager review
HEIDI surfaces the summary and lets the manager pick the right tone.
Vendor contract change — procurement approval
HEIDI extracts the change and routes the approval task.
Marketing-adjacent customer reply — brand approval
HEIDI prepares the reply and waits for the brand reviewer.
How it works
From chaos to clarity in 4 steps
Detect approval need
Policy, threshold, or risk triggers approval routing.
Prepare the draft + actions
Sources stay visible.
Route to the approver
Right person for the policy or threshold.
Approve / revise / escalate
One-click outcomes.
Send + record
Audit-friendly approval record.