What is a no-code email workflow?
A no-code email workflow lets teams compose multi-step automations visually and trigger them from inbound business email — approvals, system updates, escalations, browser-agent actions — without writing code. HEIDI Workspace runs these workflows through the same approval and audit layer as the rest of the workspace.
Capabilities
What you can do with Process Designer
Visual composition
Build the flow without writing code.
Approval-aware
Steps that need a human approver wait for one.
Connected actions
CRM, ticket, Slack/Teams, browser agent — all available as steps.
Audit-friendly
Every run records what happened and why.
Use cases
Where teams apply Process Designer
Real workflows that benefit from visual design, automation, and governance.
Vendor sends an updated invoice → finance approval → CRM update
End-to-end flow, fully audited.
Customer cancels subscription → success notice → CRM update → Slack notice
Multi-system response triggered from one email.
Customer requests change → approval → browser-agent update in internal app
Reach systems without APIs via browser agent steps.
Compliance flag → legal review → ticket update
Governed flow with clear approver assignment.
Customer onboarding email → checklist → CRM stage update
Operational handoff triggered from the inbox.
How it works
From chaos to clarity in 4 steps
Compose the flow visually
Steps, conditions, approvals.
Trigger from the inbox
Inbound email matches the trigger.
Pause for approval
When the flow needs a human reviewer.
Run the connected actions
CRM, ticket, Slack/Teams, browser agent.
Record the run
Audit-friendly trace of every step.