What is small business inbox automation?
Small business inbox automation uses AI to triage the customer, supplier, sales, and admin email a small team handles in one shared inbox — and prepare grounded drafts, route approvals, and trigger downstream actions in CRM, tickets, or workflows. HEIDI keeps automation safe with human approval where needed.
Capabilities
What you can do with Process Designer
Designed for one shared inbox
Many roles, one queue. HEIDI sorts by intent and prepares each next step.
Grounded replies from your knowledge
Use the documents you already have — manuals, FAQs, contracts.
Approvals before sending
Auto-replies only where setup allows it; human approval for the rest.
Connected to the tools you use
Designed to update CRM, raise tickets, or escalate to Slack/Teams when configured.
Use cases
Where teams apply Process Designer
Real workflows that benefit from visual design, automation, and governance.
Customer A asks about plan pricing
HEIDI prepares a clear reply with current pricing and routes for approval.
Vendor sends an updated invoice
HEIDI extracts the change and prepares the approval task.
Lead asks about availability for next week
HEIDI drafts a reply with the team's available slots.
Admin email about quarterly filings
HEIDI summarises the request, attaches the policy, and routes to the owner.
Customer B asks for a refund
HEIDI flags the policy and routes the approval before any reply is sent.
How it works
From chaos to clarity in 4 steps
Connect the inbox
Gmail or Outlook, no migration.
Sort by intent
Customer / supplier / sales / admin.
Prepare the next step
Grounded draft, approval, or escalation.
Approve and act
Send the reply or trigger a connected action.
Why small teams need this most
Large companies have specialised inboxes per function. Small teams don't. One person often handles customer, supplier, sales, and admin email in the same hour. HEIDI gives that person the equivalent of a triage team — without the headcount.