Partners
Awards & Memberships
Visionary Intelligence Award (Category Winner 2025) – Swiss Insurtech Hub
Swiss Association for Digital Insurers (VDVS)Why teams choose it
Make work repeatable — without slowing people down.
Most organizations lose time because procedures live in scattered documents, spreadsheets, and people’s heads. Process Designer turns that into a shared operational system.
Knowledge is trapped
New hires take too long to become productive, and experts are constantly interrupted.
Execution is inconsistent
The same case is handled differently across teams, leading to errors and rework.
Documents slow everything down
Unstructured files require manual copy/paste and interpretation—every single time.
Automate the work hidden inside your inbox.
UpQuAI Email Automation triages high-volume Gmail and Outlook inboxes. HEIDI drafts grounded replies, updates connected systems, and escalates what matters — all behind approval gates.
- Release human work
- Answer with company knowledge
- Move work across CRM, tickets, Slack, Teams, and workflows
Customer A — Product X upload timeout
Customer B — service exception
Vendor — contract change
The Platform
Four pillars that work together
Build a foundation once, then reuse it everywhere: operational knowledge → voice assistance → no‑code automation — with IDP to unlock data from documents.
Use cases
Built for business teams. Ready for real work.
Start where you have the most friction: onboarding, document-heavy processes, repetitive coordination, and knowledge gaps.
Operations
Standardize procedures and keep execution consistent across teams.
Finance
Extract and validate data from invoices and documents, then automate follow-ups.
HR
Make onboarding repeatable: steps, documents, questions, and handoffs.
IT
Turn internal requests into clear procedures with guided assistance.
Compliance
Reduce risk by making approvals and required steps explicit and repeatable.
Customer ops
Speed up responses with reliable knowledge and clear next steps.
See HEIDI in Action
Click to explore detailed use cases with live visualizations
Tender & Proposal Preparation
Stop chasing people. Start delivering winning proposals.
Filling out tenders is painful—different people, scattered documents, endless back-and-forth. HEIDI runs guided voice sessions to discuss, record, and structure requirements collaboratively. Everyone contributes in real-time, and HEIDI captures everything into a structured RFP-ready format.
Key Benefits
Example Prompts
Auto-extracted requirements
Output
Structured RFP Draft
How it works
A simple loop
Document the way work should be done, support teams while they do it, automate repeatable parts, and keep improving with feedback.
Step 1
Collect
Capture procedures, decisions, and context.
Step 2
Standardize
Make steps clear, versioned, and reusable.
Step 3
Assist
HEIDI guides work with voice, grounded in your knowledge.
Step 4
Automate
No‑code workflows run repeatable tasks reliably.
Frequently asked questions
Learn more about how Process Designer works and how it can help your organization.