90-second setup

    Set up HEIDI Workspace in about 90 seconds

    HEIDI reads your recent mail, surfaces real patterns from your inbox, and proposes sorting and next steps. You stay in control — nothing runs until you approve.

    Connect Gmail or OutlookPatterns from real mailYou approve before automation

    Step 01

    Meet HEIDI

    A short guided intro explains what HEIDI will do: read recent messages, find patterns that actually appear in your mailbox, and show how sorting would work — without changing anything yet.

    HEIDI Workspace ninety-second setup intro screen with Meet HEIDI welcome
    Personalized welcome — give HEIDI ninety seconds to learn your inbox rhythm.

    Step 02

    Connect and read your mailbox

    HEIDI connects to your mailbox and reads recent messages. Bodies are checked only where needed. You can talk to HEIDI while the reading continues in the background.

    HEIDI Workspace live mailbox reading progress during quick setup
    Transparent progress — connecting, reading, and comparing with your setup.

    Step 03

    Discover real patterns

    Instead of generic rules, HEIDI shows patterns that appeared in your recent mail — meeting updates, follow-ups, marketing, and more — with counts from what was actually read.

    HEIDI Workspace email pattern discovery after reading recent mailbox messages
    Pattern cards ranked by what HEIDI found in your recent messages.

    Step 04

    Ground replies in your knowledge

    Upload manuals, policies, and contracts, then map them to triage targets so auto-drafts pull from approved documents — not guesses.

    HEIDI Workspace knowledge base mapping ingested documents to email triage targets
    Attach ingested documents to folders, labels, and categories before drafts go out.

    Step 05

    Set skills and permissions

    Review what runs automatically, what needs your approval, and what stays draft-only. Each skill has a clear autonomy level before HEIDI acts on your behalf.

    HEIDI Workspace skills and permissions control center with autonomy levels
    Skills & Permissions — automatic, needs approval, suggests only, or blocked.
    Q&A

    90-second setup FAQ

    Common questions about data scope, control, and moving from quick setup to full automation.

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