What is email filing to OneDrive and SharePoint?
Email filing automation uses AI to classify document email and move attachments to configured OneDrive or SharePoint paths — such as a vendor library, AP inbox, or orders folder — as part of a published workflow. HEIDI keeps preview and approval where actions are sensitive.
Capabilities
What you can do with HEIDI Workspace
Right file, right path
Route attachments to vendor libraries, AP inboxes, or orders folders.
Intent-aware filing
Classification decides the destination, not just the file type.
Part of a published workflow
Filing runs only when the automation is turned on.
Preview and approval where it matters
Sensitive moves can require a human check before they apply.
Use cases
Where teams apply HEIDI Workspace
Real workflows that benefit from visual design, automation, and governance.
Vendor sends a contract PDF
HEIDI files it to the vendor library and flags clauses for review.
Invoice email arrives
HEIDI moves the PDF to /Finance/AP/Inbox and routes the approval.
Order confirmation received
HEIDI files the attachment to /Sales/Orders and notes the record.
Onboarding pack sent by a partner
HEIDI files it to the partner folder and summarises the contents.
Mislabeled document arrives
HEIDI proposes the destination for review before moving it.
How it works
From chaos to clarity in 4 steps
Classify document email
Detect invoice, order, contract, or onboarding intent.
Choose the destination
Map the intent to a configured OneDrive or SharePoint path.
File the attachment
Move the file as part of the published workflow.
Notify and record
Summarise, link the filed location, and keep an audit record.
What filing automation needs to work
Filing to storage requires the right connector, permissions, and a published workflow. HEIDI is designed to connect and is configured per customer. The product keeps a clear default: no silent destructive moves — sensitive filing can require preview and approval, and every move is recorded for audit.