Workflow builder

    Build Inbox Automations Without Code — Then Publish

    Describe the process you want — 'when an invoice arrives, file the PDF, draft a confirmation, and route for approval' — and HEIDI assembles a visual workflow you can edit, test on real threads, and publish. The builder makes the logic visible, so operations owns it, not engineering.

    No credit card required. Switch to a paid plan any time.

    HEIDI Workspace

    Selected email

    Customer A

    Order

    Purchase order PO-4821 attached

    File to SharePoint /Orders

    IntentFile to SharePoint /Orders
    OwnerSupport Ops

    No-code workflow

    1Trigger: new email
    2Condition: intent = invoice
    3HEIDI: extract + draft
    4Action: file + CRM note
    5Review: human approval
    Published
    Email received
    Triage
    Knowledge
    Draft
    Approval
    Action

    What is a no-code inbox workflow builder?

    A no-code inbox workflow builder lets you create email automations from natural language without writing code. HEIDI turns a plain-language description into a visual workflow of triggers, conditions, actions, and approval gates that you can test and publish, with each step auditable.

    Capabilities

    What you can do with HEIDI Workspace

    From words to workflow

    Describe the process; HEIDI drafts the visual automation.

    Owned by operations

    Visible logic means business teams edit without engineering.

    Test before publish

    Dry-run on real threads, then turn it on with confidence.

    Approval gates built in

    Add human checks on any sensitive step.

    Use cases

    Where teams apply HEIDI Workspace

    Real workflows that benefit from visual design, automation, and governance.

    Invoice intake flow

    File the PDF, draft a confirmation, route the approval.

    Support triage flow

    Categorise, draft a grounded reply, escalate edge cases.

    Lead routing flow

    Qualify, prepare a CRM note, assign the owner.

    Document filing flow

    Classify attachments and move them to storage paths.

    Iterate safely

    Adjust a step, test again, and republish a new version.

    How it works

    From chaos to clarity in 4 steps

    1

    Describe the process

    Use plain language for triggers, conditions, and actions.

    2

    Review the visual workflow

    HEIDI lays out the steps for you to edit.

    3

    Test on real threads

    Dry-run to see what would happen before going live.

    4

    Publish and monitor

    Turn it on; every run is recorded for audit.

    Deep dive

    Design, test, publish — the workflow lifecycle

    The builder is not a black box. HEIDI turns your description into a visual workflow you can read and adjust, then lets you dry-run it on real threads before publishing. Because the logic is visible and versioned, operations teams own and evolve their automations without filing engineering tickets — and every published run is recorded, so changes are accountable.

    Q&A

    Frequently asked questions

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