HEIDI turns high-volume Gmail and Outlook inboxes into operational workflows — triaging messages, researching company knowledge, drafting replies, and moving work across your systems.
Selected email analysis
Urgency: HighIntent
Technical support
Urgency
High
Owner
Support Ops
Next step
Send grounded reply, log in CRM
Thread summary
Customer reports recurring upload timeout on Product X, references an attached document, and needs a clear operational next step before the support window closes.
Grounded draft + actions
Sources visibleDraft preview
Pending approvalThanks for the details. Based on the Product X manual and your attached document, the timeout usually means the upload needs to be retried after validating the contract format. I can prepare the next steps and update the support record.
Sources used
Will trigger after approval
The problem
AI inbox automation means using AI to classify, summarize, research, draft, route, and trigger follow-up work from inbound business email while keeping permissions and approvals intact.
Support questions, approvals, attachments, customer follow-ups, and exceptions arrive in the same inbox.
Teams search manuals, PDFs, SOPs, contracts, and previous decisions before they can respond safely.
The reply is only one step. Records, tickets, escalations, and workflows still need to be updated.
Product workflow
HEIDI Workspace is designed to turn inbound emails into structured work: classify the need, retrieve the right knowledge, prepare a response, ask for approval when needed, and update the systems around the inbox.
Incoming email
Classify intent and urgency
Retrieve documents and SOPs
Draft grounded answer
Approve or auto-send if allowed
Update CRM or ticket
Escalate to Slack or Teams
Trigger workflow or browser action
Capabilities
HEIDI is designed around operational email work: understanding the message, grounding the answer, routing the action, and keeping people in control.
Sort incoming work into clear operational buckets.
Condense long conversations into decisions, risks, and next steps.
Prepare replies with visible sources from approved knowledge.
Use manuals, SOPs, PDFs, contracts, and previous context.
Can be configured to keep connected systems current.
Route urgent items to the right team channel when connected.
Trigger governed workflows from the inbox.
Designed to help with browser-based follow-up work where APIs are not enough.
Tell HEIDI what to summarize, draft, escalate, or prepare.
Prepare a focused view of urgent emails and pending approvals.
Respect team rules before sending or acting.
Adapt drafts to the user’s style where appropriate.
Before
After
Positioning
HEIDI is built for operational inbox work, not just personal productivity. It is designed to connect email decisions to company knowledge, permissions, and follow-up actions.
Useful for individual productivity, but usually not enough for team permissions, operational routing, and system updates.
Helpful inside one productivity suite, but operational work often spans documents, CRMs, tickets, Slack, Teams, browsers, and workflows.
Strong for rules and connectors, but email work also needs context, judgment, draft quality, and human approval.
Good for structured support queues, but many operational emails still start in Gmail or Outlook and require broader company knowledge.
Use cases
Start with one high-volume inbox, connect the knowledge HEIDI should use, and define where approval is required before automation acts.
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Book a demoGrounding
HEIDI can use approved documents, SOPs, manuals, policies, previous context, attachments, and knowledge graph relationships to prepare reliable answers for review.
Document intelligence + Knowledge Graph
Source-aware answer preparation
HEIDI Workspace is designed for approval-aware automation: human review, permission levels, auditability, visible evidence, and safe auto-replies only when permissions and setup allow it.
Use voice instructions to ask for summaries, grounded drafts, escalations, CRM notes, and approval overviews while staying in the flow of work.
“Summarize today’s urgent emails.”
“Draft an answer using the technical manual.”
“Escalate this to support.”
“Create a CRM note and prepare a reply.”
“What needs my approval today?”
Explore the cluster
Foundations
Use cases
Answers for teams evaluating HEIDI Workspace for Gmail, Outlook, support inboxes, grounded replies, and approval-aware automation.