Command layer

    @HEIDI Commands: One Assistant That Does the Work, Not Just the Sorting

    Beyond passive triage, HEIDI is an action surface. Write @HEIDI with a plain instruction in a draft, and HEIDI prepares an approval request to draft, research, generate documents, extract invoice fields, propose meeting times, or attach the right file from cloud storage.

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    HEIDI Workspace

    Selected email

    Customer A

    Order

    Purchase order PO-4821 attached

    File to SharePoint /Orders

    IntentFile to SharePoint /Orders
    OwnerSupport Ops
    @HEIDI draft a grounded reply and attach the order confirmation

    Skills queued for approval

    Draft grounded replyPending
    Find & attach documentPending
    Open CRM notePending
    Email received
    Triage
    Knowledge
    Draft
    Approval
    Action

    What are @HEIDI commands?

    @HEIDI commands are plain-English instructions you type inside an email draft or the workspace. HEIDI parses the command, prepares an approval request, and after approval runs skills such as drafting a grounded reply, researching a company, generating a PDF, extracting invoice fields, or attaching a document from OneDrive or SharePoint.

    Capabilities

    What you can do with HEIDI Workspace

    Plain-English, not a query language

    Type what you want. HEIDI parses the intent and prepares the action for review.

    A catalog of governed skills

    Draft, research, generate documents, extract fields, schedule, attach, notify — each with an approval gate.

    Grounded in your knowledge

    Drafts and answers pull from approved documents with sources visible.

    Approval before external action

    Nothing sends, attaches, or updates a system until a human approves.

    Use cases

    Where teams apply HEIDI Workspace

    Real workflows that benefit from visual design, automation, and governance.

    @HEIDI draft a grounded reply

    HEIDI retrieves the right manual or SOP and prepares the reply with sources for approval.

    @HEIDI research this company and attach a brief

    HEIDI compiles a short PDF brief and proposes attaching it to the draft after approval.

    @HEIDI extract the invoice fields

    HEIDI reads the attached PDF and pulls amount, due date, and vendor for review.

    @HEIDI suggest meeting times

    HEIDI proposes slots from the calendar and drafts the scheduling reply.

    @HEIDI find the order confirmation and attach it

    HEIDI locates the document in OneDrive or SharePoint and adds it to the reply for approval.

    How it works

    From chaos to clarity in 4 steps

    1

    Type @HEIDI in a draft

    Inside Outlook or Gmail, write a plain instruction.

    2

    HEIDI parses the command

    It maps the request to the right skill and gathers context.

    3

    HEIDI prepares an approval request

    You see what will happen and the sources used.

    4

    Approve, and HEIDI executes

    The skill runs — draft, attach, generate, or notify — only after sign-off.

    Avoid these

    Common mistakes (and how to avoid them)

    Treating @HEIDI as auto-send

    Commands prepare actions; they do not bypass approval.

    Use commands to assemble the work, then approve before anything external runs.

    Deep dive

    Why a command layer beats a chat box

    Most AI email tools stop at 'summarize and suggest text.' A command layer lets the operator stay in the draft and ask HEIDI to complete the operational task — research, documents, calendar, attachments — while keeping a human approval step before anything leaves the mailbox. The instruction is natural; the execution is governed.

    Q&A

    Frequently asked questions

    Learn more about how HEIDI Workspace works and how it can help your organization.