90-second setup
Set up Email Automation in about 90 seconds
HEIDI reads your recent mail, surfaces real patterns from your inbox, and proposes sorting and next steps. You stay in control — nothing runs until you approve.
Step 01
Meet HEIDI
A short guided intro explains what HEIDI will do: read recent messages, find patterns that actually appear in your mailbox, and show how sorting would work — without changing anything yet.
Step 02
Connect and read your mailbox
HEIDI connects to your mailbox and reads recent messages. Bodies are checked only where needed. You can talk to HEIDI while the reading continues in the background.
Step 03
Discover real patterns
Instead of generic rules, HEIDI shows patterns that appeared in your recent mail — meeting updates, follow-ups, marketing, and more — with counts from what was actually read.
Step 04
Ground replies in your knowledge
Upload manuals, policies, and contracts, then map them to triage targets so auto-drafts pull from approved documents — not guesses.
Step 05
Set skills and permissions
Review what runs automatically, what needs your approval, and what stays draft-only. Each skill has a clear autonomy level before HEIDI acts on your behalf.
90-second setup FAQ
Common questions about data scope, control, and moving from quick setup to full automation.
What does HEIDI read during setup?+
HEIDI reads recent mailbox metadata and message bodies only where needed to find patterns that actually appear in your inbox. Nothing is sent or sorted until you review and approve.
Do I stay in control?+
Yes. Setup is preview-first: HEIDI proposes patterns and sorting, you confirm skills and permissions, and external actions stay behind approval gates unless you explicitly allow more autonomy.
How fast is first value?+
Most teams see their first pattern summary within about a minute of connecting. Full triage and automation flows can be layered on after the quick setup.
Can I switch to Advanced mode later?+
Yes. The ninety-second path is the guided entry. Advanced mode unlocks the full flow builder, deeper knowledge mapping, and custom automations when you are ready.