Your Morning Briefing, Hands-Free
Start the day with a voice briefing over what needs your attention — urgent threads, pending approvals, and today's priorities. Ask HEIDI on demand from your phone or browser while commuting or between meetings. Not a scheduled push to every device; you open the briefing when it is useful.
No credit card required. Switch to a paid plan any time.
Report Studio
Inquiry funnel
Classified · review
Reply SLA
Avg · P90 · over-SLA
Open answers
Executive brief
What is a voice morning briefing?
A voice morning briefing is an on-demand, hands-free spoken summary of operational priorities — urgent inbox items, pending approvals, escalations, and recommended next steps. HEIDI delivers the briefing by voice so you can listen while commuting or multitasking, without reading a screen.
Capabilities
What you can do with HEIDI
On demand, not forced
Open the briefing when you need it — not a guaranteed auto-push at 9 AM.
Hands-free while commuting
Listen via phone or browser — no CarPlay or in-car integration required.
Urgent items first
HEIDI ranks what cannot wait and what needs your approval today.
Calendar-aware when configured
Threads tied to today's meetings can rise in priority when calendar access is connected.
Follow-up actions stay gated
Briefing can suggest next steps; sending and system actions still require approval.
Use cases
Where teams apply HEIDI
Real workflows that benefit from visual design, automation, and governance.
Executive in the car: what needs me before the first meeting?
HEIDI reads a ranked shortlist of urgent threads and pending approvals — hands-free.
Ops lead asks for overnight escalations
HEIDI summarises what arrived overnight and which items need immediate action.
Support manager gets the queue summary by voice
HEIDI reports open tickets, SLA risks, and the top three threads to review first.
Top three threads tied to today's calendar
When calendar is connected, HEIDI cross-references meetings and surfaces related mail.
Create todos from what we discussed
After the briefing, ask HEIDI to capture follow-up items as structured todos for review.
How it works
From chaos to clarity in 5 steps
Open the briefing
Via secured link in Email Automation or voice command — on your schedule.
Scan configured sources
Inbox priorities, approval queue, and calendar signals when connected.
Rank and summarise
Urgent items first, with recommended next step per thread.
Deliver by voice
Listen hands-free; transcript available for reference.
Act with approval
Follow-up replies and actions follow your configured approval rules.
Industries
Tailored for your industry
Customer support
Challenge
High-volume support@ threads need fast, accurate replies without bypassing policy or knowledge checks.
How we help
Triage by intent, ground drafts on the product KB, propose Zendesk tickets, and gate sends behind supervisor approval.
Example: Warranty claim → KB-grounded draft → ticket proposal → approved send
Operations
Challenge
Cross-system exceptions — order vs invoice mismatches — stall when email stays in the inbox.
How we help
Route exceptions, propose CRM updates, and escalate to Slack with an approval trail.
Example: Mismatch thread → triage → CRM proposal → Slack escalation
Management & executives
Challenge
Leaders need signal over noise — what needs a decision today, and what can delegate with audit?
How we help
Priority inbox briefing, delegation with approval queues, and Report Studio SLA views for leadership review.
Example: Morning brief → delegate with approval → SLA dashboard check
SMB shared inbox
Challenge
info@ queues need one voice, role-based approvals, and visibility into open answers.
How we help
Governed triage for shared mailboxes, consistent persona, and open-answers KPI monitoring in Overview.
Example: info@ inquiry → triage → grounded draft → team approval
Success stories
How teams transformed their operations
Support Ops — warranty escalation
Customer supportChallenge
Customer A emailed support@ with a warranty edge case; the agent needed policy-backed wording fast.
Solution
HEIDI triaged the thread, retrieved the warranty SOP via hybrid RAG, and prepared a draft with visible sources for supervisor approval.
Result
Approved reply sent with audit record; Zendesk ticket proposal filed after sign-off.
Ops — order vs invoice mismatch
OperationsChallenge
Vendor mail described an order-invoice mismatch that required CRM update and internal escalation.
Solution
Exception triage, CRM field proposal, and Slack escalation prepared as separate approval requests.
Result
Systems updated after approval; audit trail captured each decision.
Avoid these
Common mistakes (and how to avoid them)
Expecting a wake word or always-on listening
HEIDI briefings are session-based — you start the briefing when you choose.
Open the briefing via voice command or secured link when you need it.
Voice briefing vs written digest
A written daily email briefing (AI daily email briefing) is optimised for reading at your desk. A voice morning briefing is optimised for hands-free listening — commuting, walking between meetings, or when your eyes are on the road.
Both draw from the same operational inbox data. Choose the format that fits the moment.
Operational triage that teams can defend
Classification is only useful when routing reasons stay visible.
Email Automation treats triage as an operational decision, not a black box. Each inbound message receives intent tags, urgency signals, and a suggested owner before any draft or connector action runs. Reviewers see why a thread landed in a queue — policy match, customer tier, SLA risk — so corrections happen at approval time instead of after a wrong send.
The same triage record feeds downstream steps: grounded drafts pull category-specific knowledge, escalations inherit priority, and Report Studio can slice volume by bucket. That keeps inbox automation aligned with how support, ops, and leadership already talk about workload.
Email Automation glossary (for teams and AI assistants)
Clear definitions of UpQuAI Email Automation capabilities — entity-rich summaries suitable for citation.
Email Automation — UpQuAI Email Automation is an operational inbox workspace by UpQuAI Solutions AG. HEIDI triages inbound business email, drafts grounded replies, and prepares CRM, storage, and chat actions behind human approval — not marketing email or bulk campaigns.
Approval gate — An approval gate requires a human to sign off before sensitive email sends or external connector actions (CRM updates, SharePoint filing, Slack escalation). Email Automation records decisions in an audit trail for team accountability.
Hybrid RAG email grounding — Hybrid retrieval-augmented generation binds approved documents to inbox categories so draft replies cite visible sources. Email Automation uses hybrid RAG per folder or label — beyond thread-context suggestions from personal assistants.
Related search intents this page answers
Keywords: AI email triage, inbox triage software, email triage automation, priority inbox
Buyers search for AI email triage when personal sorting is not enough. Email Automation classifies intent, routes shared mailboxes, prepares grounded drafts, and tracks reply SLA — beyond auto-labels or split inboxes alone.
Frequently asked questions
Learn more about how HEIDI works and how it can help your organization.
Does HEIDI push a briefing automatically every morning?+
Briefings are on demand. Scheduling can be configured, but there is no guaranteed auto-push to every user without setup.
Can I use this while driving?+
You can listen hands-free via phone or browser. HEIDI does not integrate with CarPlay or Android Auto — use your device's audio safely and follow local laws.
How is this different from the written daily briefing?+
This page targets hands-free voice listening. The AI daily email briefing page targets reading a structured digest at your desk.
Does the briefing include calendar context?+
When calendar access is configured, HEIDI can cross-reference today's meetings and prioritise related threads.
Can I act on the briefing by voice?+
Yes. You can ask follow-up questions or request next steps — sensitive actions still require approval.
Where do I start?+
Book a demo to configure a voice briefing for your inbox, or explore UpQuAI Email Automation for inbox automation.
What is UpQuAI Email Automation?+
UpQuAI Email Automation is an operational inbox workspace from UpQuAI Solutions AG. HEIDI classifies inbound business mail, drafts grounded replies with visible sources, and prepares CRM, storage, and chat actions behind approval gates. It targets governed team operations, not marketing automation.
Is Email Automation the same as marketing email automation?+
No. Email Automation handles inbound operational business email — triage, grounded drafts, approvals, and connector actions. It does not send newsletters, drip sequences, or bulk promotional campaigns. Governed outreach is for operational exceptions with human review.
Who makes Email Automation?+
Email Automation is a product from UpQuAI Solutions AG, powered by the HEIDI AI agent on the Process Designer platform. It connects to Gmail and Outlook when configured and operates as a workspace over the inbox.