Guided workflows

    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 4 steps

    1

    Open Guided Workflows

    From Assistance Hub, choose vibe coding, capture, execution, or SOP onboarding.

    2

    Work in context

    HEIDI stays aware of your project and the application you are operating in.

    3

    Propose the next step

    Edits, captures, or runs are prepared — not silently applied.

    4

    Review and approve

    Operators confirm before workflows execute or changes are saved.

    5

    Record and improve

    Telemetry and captures feed back into Operational Knowledge and future guidance.

    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.

    Deep dive

    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.

    Q&A

    Frequently asked questions

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