What is procurement email automation?
Procurement email automation uses AI to read inbound vendor messages, extract structured changes, link them to the relevant contract, and route the approval task to the named owner. HEIDI Workspace updates the procurement record only after human approval.
Capabilities
What you can do with Process Designer
Change extraction
Pull terms, prices, delivery dates, clauses.
Contract linking
Designed to match the email to the right contract.
Policy citation
Surfaces the policy the change affects.
Approval routing
Right approver for the threshold or risk.
Use cases
Where teams apply Process Designer
Real workflows that benefit from visual design, automation, and governance.
Vendor sends a price change
HEIDI extracts the new price and routes the procurement approval.
Vendor reports a delivery delay
HEIDI prepares the supplier note and escalates if SLA is at risk.
Vendor proposes contract amendment
HEIDI extracts the clause changes and routes to legal review.
New vendor introduction
HEIDI prepares the vendor onboarding checklist for review.
Vendor invoice query
HEIDI gathers the contract context and routes the finance approval.
How it works
From chaos to clarity in 4 steps
Connect the procurement inbox
Gmail or Outlook.
Define the contract base
Approved contracts and policies.
Extract and link
Changes mapped to the right record.
Route for approval
Right approver for the threshold.
Update procurement record
Only after approval.