What is browser-agent email follow-up?
Browser-agent email follow-up uses an AI agent to operate an internal app through its UI — clicking, filling forms, navigating — when API integration isn't available. In HEIDI Workspace, browser-agent steps are triggered from inbound email and run through the same approval and audit layer as the rest of the workspace.
Capabilities
What you can do with Process Designer
Reach apps without APIs
Operate internal tools through the UI.
Triggered from inbound email
Workflow continuity from message to action.
Approval-governed
Risky steps wait for human sign-off.
Audit-friendly trace
Every action recorded; reviewable for compliance.
Use cases
Where teams apply Process Designer
Real workflows that benefit from visual design, automation, and governance.
Customer requests change in legacy internal app
HEIDI prepares the action; browser agent applies it after approval.
Vendor portal status update
Browser-agent step performs the update after the email is approved.
Customer subscription change in admin UI
Triggered from inbound email; logged and audit-friendly.
Document upload to legacy CMS
Browser agent uploads the attached document after approval.
Compliance attestation in internal portal
Triggered from a compliance-flagged email, approved by the named owner.
How it works
From chaos to clarity in 4 steps
Email triggers the flow
Inbound message detected and classified.
HEIDI prepares the action
Step inputs and expected outcome surfaced for approval.
Human approves
Reviewer confirms what the agent will do.
Browser agent runs
Operates the internal app step by step.
Record the run
Audit-friendly trace of every action.