What is operations inbox AI?
Operations inbox AI uses AI to turn inbound operational business email into structured work — triage, grounded drafts, approvals, CRM/ticket/Slack/Teams actions, and no-code workflows. HEIDI Workspace is built for the operational teams whose inbox carries cross-system work.
Capabilities
What you can do with Process Designer
Cross-system work, not just text
Connected actions across the operations stack.
Grounded in operational knowledge
Approved SOPs, policies, contracts.
Approval-aware
Sensitive operations wait for the right approver.
Audit-friendly
Every action recorded, every source visible.
Use cases
Where teams apply Process Designer
Real workflows that benefit from visual design, automation, and governance.
Customer requests an exception
HEIDI prepares the policy citation and routes the approval task.
Vendor sends updated terms
HEIDI extracts the change and routes the procurement approval.
Compliance flag in inbound message
HEIDI escalates to legal with the policy reference.
Customer requests a system change
HEIDI prepares the no-code workflow trigger for approval.
Internal stakeholder asks for status briefing
HEIDI aggregates threads and prepares the briefing.
How it works
From chaos to clarity in 4 steps
Connect the operations inboxes
Gmail or Outlook, multiple inboxes supported.
Define operational knowledge
SOPs, policies, contracts, attachments.
Triage and prepare
Each message gets a tailored next step.
Approve and act
Connected actions across the stack.