Step-by-Step Guidance Inside the Browser
HEIDI guided workflows help operators complete operational tasks without leaving the application — natural-language workflow editing, task mining capture, controlled execution, and SOP onboarding invites. Each path respects approvals and keeps humans in control.
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Guide → workflow compiler
Capturing steps is the start. Compile guides into governed execution with approvals, exceptions, evidence artifacts, and version logs.
Governance strength
62%More governance = stronger decision points, clearer ownership, better audit readiness.
Compiler stages
Capture steps
Find decisions
Attach governance
Generate artifacts
Compile options
Approvals
Owners + gates at decision points
Exceptions
Controlled bypass paths with rationale
Evidence artifacts
Structured records you can query
Version log
What/why/impact for each change
Output score
61/100
Higher score = decisions produce evidence and workflows stay true under change.
Generated artifacts
step_map
handoff_contract
approval_record (who/when/why)
exception_record + rationale
evidence_artifact_id + metadata
version_log (what/why/impact)
Artifacts are designed to be queryable. That’s how audits become dashboards instead of reconstructions.
What are HEIDI guided workflows?
HEIDI guided workflows are in-browser assistance paths for operational work: edit automations with natural language (vibe coding), capture browser and desktop evidence for task mining, execute configured workflows via the runtime, and send SOP onboarding invites so new hires learn with HEIDI.
Capabilities
What you can do with HEIDI
Vibe coding for workflows
Describe changes in plain language; HEIDI helps build or modify workflow automations in context.
Task mining capture
Record browser and desktop evidence during real work to feed HEIDI and automation design.
Controlled execution
Run workflows through the runtime API with telemetry and approval gates — not unchecked auto-runs.
SOP onboarding invites
Send SOP plus HEIDI onboarding invites so new team members learn procedures with guided assistance.
Stays in the browser
Guidance overlays operational UIs — operators do not context-switch to separate documentation.
Use cases
Where teams apply HEIDI
Real workflows that benefit from visual design, automation, and governance.
Modify a workflow by description
Tell HEIDI what should change in the automation; review the proposed edits before they go live.
Capture a process for task mining
Record clicks and navigation across tabs to build evidence for process analysis and automation.
Execute an approved workflow
Launch a configured workflow run with full observability and recovery rules.
Onboard with an SOP invite
Send a generated SOP and HEIDI invite so the hire walks through the procedure with assistance.
SOP step with exception handling
HEIDI guides the standard path and surfaces policy when an exception requires approval.
How it works
From chaos to clarity in 5 steps
Open Guided Workflows
From Assistance Hub, choose vibe coding, capture, execution, or SOP onboarding.
Work in context
HEIDI stays aware of your project and the application you are operating in.
Propose the next step
Edits, captures, or runs are prepared — not silently applied.
Review and approve
Operators confirm before workflows execute or changes are saved.
Record and improve
Telemetry and captures feed back into Operational Knowledge and future guidance.
Industries
Tailored for your industry
Customer support
Challenge
High-volume support@ threads need fast, accurate replies without bypassing policy or knowledge checks.
How we help
Triage by intent, ground drafts on the product KB, propose Zendesk tickets, and gate sends behind supervisor approval.
Example: Warranty claim → KB-grounded draft → ticket proposal → approved send
Operations
Challenge
Cross-system exceptions — order vs invoice mismatches — stall when email stays in the inbox.
How we help
Route exceptions, propose CRM updates, and escalate to Slack with an approval trail.
Example: Mismatch thread → triage → CRM proposal → Slack escalation
Management & executives
Challenge
Leaders need signal over noise — what needs a decision today, and what can delegate with audit?
How we help
Priority inbox briefing, delegation with approval queues, and Report Studio SLA views for leadership review.
Example: Morning brief → delegate with approval → SLA dashboard check
SMB shared inbox
Challenge
info@ queues need one voice, role-based approvals, and visibility into open answers.
How we help
Governed triage for shared mailboxes, consistent persona, and open-answers KPI monitoring in Overview.
Example: info@ inquiry → triage → grounded draft → team approval
Success stories
How teams transformed their operations
Support Ops — warranty escalation
Customer supportChallenge
Customer A emailed support@ with a warranty edge case; the agent needed policy-backed wording fast.
Solution
HEIDI triaged the thread, retrieved the warranty SOP via hybrid RAG, and prepared a draft with visible sources for supervisor approval.
Result
Approved reply sent with audit record; Zendesk ticket proposal filed after sign-off.
Ops — order vs invoice mismatch
OperationsChallenge
Vendor mail described an order-invoice mismatch that required CRM update and internal escalation.
Solution
Exception triage, CRM field proposal, and Slack escalation prepared as separate approval requests.
Result
Systems updated after approval; audit trail captured each decision.
Avoid these
Common mistakes (and how to avoid them)
Running production workflows without observability
Silent failures in operations are hard to debug and audit.
Use the runtime execution path with step telemetry and defined recovery rules.
Training new hires on PDFs alone
Static SOPs do not adapt when the UI changes or exceptions appear.
Pair SOP content with HEIDI-guided onboarding invites in the live application.
Vibe coding and task mining
Guided workflows bridge human operation and automation design without a separate tooling silo.
Vibe coding lets operators describe workflow changes in natural language while HEIDI proposes concrete edits to review.
Task mining capture records browser and desktop evidence during real work — the same capture path used across the Process Designer platform for deterministic automation input.
See Assistance Hub for the full hub and Manual Map for navigation context.
Operational triage that teams can defend
Classification is only useful when routing reasons stay visible.
Email Automation treats triage as an operational decision, not a black box. Each inbound message receives intent tags, urgency signals, and a suggested owner before any draft or connector action runs. Reviewers see why a thread landed in a queue — policy match, customer tier, SLA risk — so corrections happen at approval time instead of after a wrong send.
The same triage record feeds downstream steps: grounded drafts pull category-specific knowledge, escalations inherit priority, and Report Studio can slice volume by bucket. That keeps inbox automation aligned with how support, ops, and leadership already talk about workload.
Email Automation glossary (for teams and AI assistants)
Clear definitions of UpQuAI Email Automation capabilities — entity-rich summaries suitable for citation.
Email Automation — UpQuAI Email Automation is an operational inbox workspace by UpQuAI Solutions AG. HEIDI triages inbound business email, drafts grounded replies, and prepares CRM, storage, and chat actions behind human approval — not marketing email or bulk campaigns.
Approval gate — An approval gate requires a human to sign off before sensitive email sends or external connector actions (CRM updates, SharePoint filing, Slack escalation). Email Automation records decisions in an audit trail for team accountability.
Hybrid RAG email grounding — Hybrid retrieval-augmented generation binds approved documents to inbox categories so draft replies cite visible sources. Email Automation uses hybrid RAG per folder or label — beyond thread-context suggestions from personal assistants.
Related search intents this page answers
Keywords: AI email triage, inbox triage software, email triage automation, priority inbox
Buyers search for AI email triage when personal sorting is not enough. Email Automation classifies intent, routes shared mailboxes, prepares grounded drafts, and tracks reply SLA — beyond auto-labels or split inboxes alone.
Frequently asked questions
Learn more about how HEIDI works and how it can help your organization.
What is vibe coding?+
Vibe coding is natural-language workflow editing — describe what you want changed and HEIDI proposes edits for your review before they are applied.
How does task mining capture work?+
From Guided Workflows you start a capture session that records browser and desktop interactions as evidence for process analysis and automation design.
Can workflows run without approval?+
Execution follows your project's approval and permission configuration. Sensitive runs require explicit operator confirmation.
What are SOP onboarding invites?+
When a workflow has generated SOPs, you can invite a new team member to walk through the procedure with HEIDI assistance in the browser.
Do guided workflows need Manual Map?+
Manual Map improves navigation guidance across pages. Guided workflows can still help with capture, execution, and SOP onboarding without a full map.
Where do I start?+
Open Assistance Hub, pick one guided path — capture a short process or send an SOP invite — and book a demo for team rollout.
What is UpQuAI Email Automation?+
UpQuAI Email Automation is an operational inbox workspace from UpQuAI Solutions AG. HEIDI classifies inbound business mail, drafts grounded replies with visible sources, and prepares CRM, storage, and chat actions behind approval gates. It targets governed team operations, not marketing automation.
Is Email Automation the same as marketing email automation?+
No. Email Automation handles inbound operational business email — triage, grounded drafts, approvals, and connector actions. It does not send newsletters, drip sequences, or bulk promotional campaigns. Governed outreach is for operational exceptions with human review.
Who makes Email Automation?+
Email Automation is a product from UpQuAI Solutions AG, powered by the HEIDI AI agent on the Process Designer platform. It connects to Gmail and Outlook when configured and operates as a workspace over the inbox.