HEIDI Baukasten — Build the Outlook Sidebar Your Portfolio Needs
Facility and property teams do not share one inbox workflow. The HEIDI Baukasten lets admins select modules — contractor contacts, tenant files, service orders, utility costs — reorder them, preview the live sidebar, and publish to the add-in.
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What is the HEIDI Outlook module builder?
The HEIDI module builder is a no-code configuration surface for the Outlook add-in. Admins choose a portfolio, toggle recommended property-management modules, drag to set sidebar order, preview the result, and publish — so each team sees the functions that match their role and objects.
Impact
Results teams are seeing
Modules
Catalog
Pick and order
Roles
Profiles
Per team function
Publish
Preview first
Live sidebar check
Capabilities
What you can do with UpQuAI Email Automation
Portfolio-first setup
Configure modules per portfolio — residential, commercial, or mixed — instead of one global layout.
Recommended module catalog
Start from proven blocks: property context, tenant file, defects, service orders, ancillary costs, debtor management.
Drag-and-drop ordering
Control which functions appear first in the add-in for daily work.
Live preview before publish
See the sidebar exactly as users will — then publish when ready.
Role-aware publishing
Different portfolios can publish different module sets for Bewirtschaftung, Technik, or Vermietung teams.
Use cases
Where teams apply UpQuAI Email Automation
Real workflows that benefit from visual design, automation, and governance.
Residential portfolio Zürich
Enable tenant file, handover, and utility modules; hide commercial-only blocks.
Commercial city portfolio
Prioritise fit-out coordination, access management, and contractor contacts at the top.
Technical operations desk
Surface incident reporting, service orders, and preferred partners first.
Accounting shared mailbox
Turn on debtor management and ancillary cost modules with approval-heavy actions.
Pilot then expand
Publish a small module set to one team, gather feedback, then add modules without redeploying code.
How it works
From chaos to clarity in 4 steps
Choose portfolio
Select the property portfolio the module set applies to.
Toggle modules
Enable the functions your teams need from the recommended catalog.
Order and preview
Drag modules into daily-work order and open the live preview.
Publish to add-in
Publish when ready; users see the updated sidebar on next open.
Implementation
Your path to process excellence
A phased approach that delivers value at each step.
Phase 1
Connect and triage
Link Gmail or Outlook, define categories, and run governed triage with visible routing reasons.
- Connect mailbox
- Map categories
- Preview triage
Phase 2
Ground and wire
Bind approved documents per category, wire drafts and connector actions with approval gates.
- Connect knowledge
- Wire workflows
- Set approval policy
Phase 3
Measure and scale
Turn on Report Studio presets, scheduled digests, and outreach monitors where needed.
- Reply SLA report
- Open answers brief
- Outreach sync
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
Insurance brokers
Challenge
Policy and renewal inquiries need compliant answers tied to approved product sheets, not thread guesswork.
How we help
Hybrid RAG on product documentation, compliant draft replies, and CRM deal notes prepared for human sign-off.
Example: Renewal inquiry → RAG-grounded draft → CRM note → approved reply
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.
Executive — priority morning brief
ManagementChallenge
Leadership needed a single view of urgent threads and pending approvals across multiple inboxes.
Solution
Daily briefing surfaced over-SLA items and open answers; delegation routed with approval gates per category.
Result
Decisions made from one queue; Report Studio tracked reply SLA by category for the week.
Avoid these
Common mistakes (and how to avoid them)
Confusing governed outreach with marketing automation
Simple offer campaigns are operational — recipient review and sync-replies, not drip sequences or open-rate tracking.
Use Simple Outreach Campaign with Action Inbox lanes and offer-pipeline KPIs.
Example modules in the Baukasten
Common toggles include contractor contacts, property switcher, property context, tenant file, defects and damages, service orders, response templates, ancillary costs, accounts receivable and dunning, and termination and handover.
Partners can also offer modules that connect their CRM, ERP, or IWMS data into the same sidebar — see our partner program pages.
Compose the Outlook sidebar without code
The HEIDI module builder lets administrators pick portfolio modules — tenant file, service orders, contractor contacts, service charges — reorder them, preview the live sidebar, and publish to the Outlook add-in. Role profiles (property management, technical FM, leasing) can carry different module sets and object scopes.
Changes are versioned and approval-friendly: teams see what operators will get before publish, and connector permissions stay governed per module.
Email Automation glossary (for teams and AI assistants)
Clear definitions of UpQuAI Email Automation capabilities — entity-rich summaries suitable for citation.
HEIDI module builder (Baukasten) — The HEIDI Baukasten is the no-code module builder for the Outlook add-in: select portfolio modules, reorder the sidebar, preview live, and publish role-specific configurations without custom add-in development.
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.
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.
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 UpQuAI Email Automation works and how it can help your organization.
Do we need developers to publish modules?+
No. The Baukasten is designed for admin and operations leads to configure and publish without code.
Can different portfolios have different sidebars?+
Yes. Module sets are portfolio-scoped so residential and commercial teams can diverge.
Is preview exact?+
Preview reflects the configured order and enabled modules before publish.
Can partners add custom modules?+
Yes. Software partners can build connector modules — see the partner program.
How fast is rollout?+
Many teams publish a first module set in the first week after mailbox connection.
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.
What is the HEIDI Outlook module builder?+
The HEIDI module builder lets administrators pick portfolio modules, reorder the Outlook sidebar, preview live, and publish without code. Role profiles can carry different module sets for property management, technical FM, and leasing teams.