Automation

    Automate with agents (and keep control)

    Browser agents + visual workflows—grounded in Operational Knowledge.

    Create browser-based agents from screen recordings or voice. Run them with MCP compatibility and integrated prompt engineering—then wrap them into reliable, auditable flows.

    Browser-based agents, benchmarked among the best
    MCP-compatible tool access
    Integrated high-class prompt engineering
    Transparent, controllable automation
    Live run
    From screen recordingOr voice inputAuto prompt engineeringMCP compatible
    Workflow Canvas · browser agent run
    Workflow canvas with browser-based agent steps

    Agent thinking (simulated)

    “I will open the claims portal, locate case CLM‑1042, verify policy coverage, then update the payout status and attach proof of submission.”

    Voice input

    “Update claim CLM‑1042 to paid and attach the confirmation screenshot.”

    Copy & validate

    Extract fields and cross-check values.

    Process automation

    Learn, evaluate, and implement—without losing governance

    Use our 2026 guides to understand process automation (and agentic automation), then move from knowledge to governed execution with approvals, exceptions, and evidence artifacts—guided by HEIDI.

    Start here

    Process automation platformThe operating model: gates, evidence, drift loops.Process automation guide (2026)Definitions, patterns, and implementation playbook.Process Designer vs UiPathCompare operating models—breadth vs governed proof.

    Governed execution primitives

    Approval gates, exception paths, evidence artifacts, version logs.

    Agentic automation, safely

    Narrow guardrails + mission oversight (Command Center).

    Less blue, more readability

    Neutral surfaces with on-brand accents for comfortable reading.

    Visual flow builder

    Transparent steps. Clear approvals. No black boxes.

    Browser-based workflow canvas with MCP
    MCP Compatible
    LLM & API Tools

    Control the complexity

    Business-friendly by default. Technical when needed.

    Start simple with clear steps and approvals. Dial up control with MCP tools, agent policies, and reusable blocks—without turning work into a black box.

    SimpleBalancedTechnical

    Simple mode

    • Clear steps & ownership
    • Approvals & exceptions
    • Human-in-the-loop controls

    Technical mode

    • MCP tool access
    • Agent policies & guardrails
    • Reusable blocks & versioning

    Build workflows visually

    Create automations with a clear, visual builder. Make steps explicit so business and IT can agree on what happens next—before anything runs.

    Standardize execution across teams

    Reduce rework and manual follow‑ups

    Make handoffs visible and reliable

    Scale best practices, not tribal knowledge

    Built on Operational Knowledge

    Automations are grounded in your Operational Knowledge so they reflect how your business actually works—and so agents can execute with context instead of guessing.

    Shared loop

    Document → validate → automate → improve. One loop across teams.

    MCP-compatible agents

    Use MCP compatibility to connect tools and actions to your agents—so they can operate in the browser and across systems while staying controllable.

    Tool access with clear contracts

    Audit-friendly execution trail

    Reusable tool sets across agents

    Fits into workflows and approvals

    Example (technical view)
    tool: "browser.navigate"
input: { url: "https://portal.company/" }

tool: "browser.type"
input: { selector: "#caseId", text: "CLM-1042" }

    Prompt engineering—built in

    Turn a goal into reliable execution. Prompts, tool instructions, and guardrails are generated and refined so your teams don’t have to become prompt specialists.

    Goal

    Update claim CLM‑1042 to paid

    Context

    Operational Knowledge SOP + policy rules

    Tools

    Browser actions via MCP

    Guardrails

    Approvals, logging, and safe defaults

    Regulated operations

    Auditable automations (evidence by design)

    In banking and insurance operations, automation must be safe: clear approvals, exception paths, timestamps, and evidence records. Treat every agent action as a process step that produces proof.

    DORA controls mapping

    Control → decision point → evidence trail.

    Open

    MiFID II record keeping

    Make timestamps and records part of the workflow.

    Open

    GDPR evidence & lineage

    Collect → use → share → store → delete with proof.

    Open

    Use cases

    Automations that business and IT both trust

    Start with Operational Knowledge. Add browser agents for execution. Wrap everything in clear workflows and approvals.

    Claims processing

    Faster cycle times with fewer mistakes

    • Agent updates portals
    • Approvals for exceptions
    • Evidence captured automatically

    Customer onboarding

    Consistent steps across teams and regions

    • Checklists from SOPs
    • Browser data entry
    • Audit trail for compliance

    Procurement & approvals

    Fewer follow-ups and clearer ownership

    • Route approvals
    • Validate documents
    • Write back to systems

    Support operations

    Less copy/paste, faster resolution

    • Retrieve knowledge
    • Draft responses
    • Update tickets in the browser

    Compliance checks

    Repeatable controls you can prove

    • Run checks consistently
    • Log decisions
    • Escalate when needed

    Back-office reporting

    Reliable data gathering without manual work

    • Collect from web apps
    • Normalize fields
    • Hand off for review

    Start with one workflow. Scale to a fleet.

    Capture how work is done, generate agents from voice or screen recordings, and operationalize them with visual workflows and controls.

    Q&A

    Frequently asked questions

    Learn more about how Process Designer works and how it can help your organization.