What is email attachment automation?
Email attachment automation uses AI to read inbound attachments and extract fields, draft replies that reference attachment content, generate new documents like reports or offers, and find and attach files from OneDrive or SharePoint to a draft. HEIDI preserves existing attachments and keeps outbound send approval-gated.
Capabilities
What you can do with HEIDI Workspace
Read and understand attachments
Invoices, contracts, PDFs — extract amount, due date, vendor, or clauses for review.
Generate new documents
Reports, memos, offers, presentations — attached to the draft after approval.
Find and attach from cloud storage
Locate the standard confirmation PDF in OneDrive/SharePoint and add it to the reply.
Existing attachments preserved
Adding a generated file does not strip files already on the draft.
Use cases
Where teams apply HEIDI Workspace
Real workflows that benefit from visual design, automation, and governance.
Customer A asks a question with a logs file
HEIDI reads the file, matches the errors, and drafts a targeted reply with evidence.
Reply needs the standard order confirmation PDF
HEIDI finds it in SharePoint and attaches it to the draft for approval.
Customer requests a summary report
HEIDI generates a PDF report and proposes attaching it after sign-off.
Contract attachment needs clause review
HEIDI flags key clauses and drafts a reply referencing what it read.
Vendor invoice arrives as a PDF
HEIDI extracts the fields and prepares the AP reply with the data shown.
How it works
From chaos to clarity in 4 steps
Read the attachment
Parse PDFs and documents; extract the fields that matter.
Draft or generate
Reference attachment content or produce a new document.
Find and attach
Locate the right file in cloud storage and add it to the draft.
Approve, then send
The complete reply — body plus attachments — sends after sign-off.
Prepare the complete reply, then approve
Drafting the body is only half the job when an attachment is involved. HEIDI assembles the complete reply — the right text, the extracted data, and the correct file attached — so a reviewer can approve once. Existing attachments are preserved, and outbound send stays approval-gated for sensitive paths.