What is AI email summary?
AI email summary uses AI to compress long business email threads into a short structured view — intent, urgency, risks, owner, and recommended next step. HEIDI Workspace summarises threads inside the operational workflow so the next action can be prepared without re-reading the whole conversation.
Capabilities
What you can do with Process Designer
Structured, not just shorter
Intent, urgency, risk, owner, next step — every time.
Thread-aware
Considers earlier messages and attached documents.
Used for the next action
Summary feeds directly into draft, approval, or escalation.
Auditable
Summary stays with the approval record.
Use cases
Where teams apply Process Designer
Real workflows that benefit from visual design, automation, and governance.
20-message customer thread
Summarised in seconds, with the decision point highlighted.
Multi-day vendor negotiation
HEIDI surfaces the open questions and the next required step.
Customer escalation thread with attachments
Summary references the attached documents and the policy in play.
Internal handoff request
HEIDI compresses what the on-call owner needs to know.
Quarterly review email cluster
HEIDI groups related threads and produces a consolidated summary.
How it works
From chaos to clarity in 4 steps
Read the thread
Including attachments and earlier context.
Extract structure
Intent, urgency, risk, owner, next step.
Hand off to the next action
Draft, approval, escalation, or connected action.