Conversations and mail
Keep relevant messages and handoff discussions connected to their operational context.
Slack · Outlook
Operational Knowledge
Turn scattered know-how into the next right step.
Connect recordings, documents, and conversations to the people, decisions, and controls behind the work. HEIDI turns reviewed knowledge into context your teams can find and reuse.
Source fragments
01Source fragments
RecordingProcess walkthrough
DocumentPolicy and procedure
TranscriptHandoff context
02Connected relationships
03Governed knowledge
- Source-linked
- Ownership visible
- Ready for review
04Reusable next step
Operational SOPGrounded in reviewed knowledge
The new know-how layer
Bring supported source material into one connected view
HEIDI extracts relevant context from supported recordings, documents, images, audio, and transcripts, then connects it to the work it describes.
Screen recordings
Video calls
Documents
Images
Audio
Transcripts
Connected Knowledge GraphSources, relationships, owners, and decisions stay traceable.
Supported source types
Screen recordingsVideo call recordingsMeeting transcriptsPDF documentsWord filesExcel spreadsheetsJPG and PNG imagesMP3 and WAV audioPresentationsEmailsChat logsWiki pages
Knowledge connections
Connect the places where operational context already lives
Bring documents, conversations, tickets, and project context into the same governed knowledge foundation. HEIDI and Automation can then work from linked source context instead of isolated files.
Knowledge and files
Bring approved documents, wiki guidance, and shared files into the same source-linked foundation.
Google Drive · OneDrive · Confluence · Notion
Delivery and work systems
Relate tickets and delivery context to the processes, decisions, and owners they affect.
Jira · GitHub
Connected knowledge in practice
Six operational uses for the same governed foundation
- 01
Customer support knowledge
Connect tickets, runbooks, and product guidance so answers and proposed next steps stay grounded in reviewed sources.
- 02
Sales handoffs
Keep approved positioning, templates, notes, and handoff context available to the teams that need them.
- 03
Onboarding with context
Connect SOPs, project context, ownership, and decisions so new team members can understand the work.
- 04
Automation with context
Give workflows access to reviewed policies, exceptions, and prior-case context before execution.
- 05
Compliance and governance
Keep policies, approvals, evidence, and decision ownership traceable for review.
- 06
Operational intelligence
Examine connected tools, documents, and conversations to identify friction and improve shared practice.
Explore relationships
See how operational knowledge connects
Move between a close view and the wider map. The visual keeps the source context and relationship structure visible.
SourceRelationshipGovernance context
- 01
Relationship visualization
Explore how topics, systems, assets, people, and source material connect.
- 02
Natural-language retrieval
Ask grounded questions about the knowledge available in the workspace.
- 03
Impact and dependency analysis
Trace downstream relationships before a process, policy, or system changes.
- 04
Process discovery
Follow work across systems, teams, documents, decisions, and handoffs.
- 05
Expertise and ownership
Relate reviewed know-how to the people and roles responsible for it.
- 06
Onboarding and context exploration
Let new team members explore why work happens, not only which step comes next.
Regulated operations
Operational Knowledge that supports audits and change
Repository governance alone is not enough. Connect controls to decision points, retain evidence trails, review documentation health, and compare intended work with observed work.
Core capability
The Knowledge Graph
Link operational documents, workflows, recordings, decisions, and ownership so teams can search with context and reuse reviewed knowledge.
Automation
Give workflows reviewed process context.
Documentation
Create SOPs and guides from connected knowledge.
Analysis
Understand steps, decisions, and handoffs.
HEIDI assistance
Ground answers in the knowledge available to your workspace.
Knowledge continuity
Retain reviewed expertise when roles or teams change.
Connected context
Link knowledge to workflows, documents, owners, and decisions.
Contextual retrieval
Ask questions against the knowledge available to your workspace.
Operational reuse
Use reviewed knowledge in documentation, training, and automation.
Reuse knowledge
SOP creation with HEIDI
Turn connected knowledge into structured Standard Operating Procedures. Describe the process, choose a visualization style, apply your branding, and refine the result.
- 01
Voice-guided capture
Capture an expert walkthrough with voice guidance and retain its source context for review.
- 02
Decision and flow visualization
Show process steps, decision points, branches, and handoffs as a readable flow.
- 03
PDF export
Export the reviewed procedure as a portable document for controlled sharing.
- 04
Visual and text refinement
Refine wording, tables, diagrams, and supporting detail before publishing.
- 05
Branding controls
Apply the organization name, logo, and a consistent visual treatment.
- 06
IDP and document processing
Use processed document material as reviewed input to the same SOP workflow.
Use cases
Put Operational Knowledge to work
Move from documented know-how to guidance and repeatable execution without separating the source context from the result.
SOP creation
Turn proven work into step-by-step procedures teams can follow.
Documentation
Capture steps, decisions, handoffs, and exceptions in one place.
Knowledge retrieval
Find policies, rules, templates, and the context behind the work.
BPMN 2.0 export
Export standardized processes for governance and downstream execution.
One operational foundation
Connect knowledge to HEIDI and Automation
Operational Knowledge provides the source context. HEIDI uses it to answer and guide, while the Automation builder turns reviewed procedures into repeatable workflows.
Q&A
Frequently asked questions
Learn more about how Process Designer works and how it can help your organization.
What is a Knowledge Graph and why does it matter?+
A Knowledge Graph is a connected map of your organization's knowledge—topics, systems, assets, people, and their relationships. Unlike traditional file storage, it shows how things connect, enabling AI-powered search, impact analysis, and relationship discovery across your entire organization.
What is the difference between task mining and process mining?+
Task mining shows how work is really done on the screen, step by step. Process mining shows what happened in system logs like ERP or CRM. Operational Knowledge adds the missing business context - the why, the judgement, and the handoffs - so you can reduce training time, standardize work faster, and spot automation value instead of just generating another recording.
Why is process documentation important?+
It creates a single source of truth. Without it, knowledge is trapped in heads or chats. Documentation ensures consistency, speeds up onboarding, and provides the ground truth for AI assistance.
How does SOP standardization help?+
Standardized SOPs reduce errors and rework. When everyone follows the same best practice, quality improves, and it becomes easier to automate the stable parts of the process.
How do you ensure knowledge retention?+
By capturing knowledge as it happens (recording experts) and structuring it into a Knowledge Graph. This means when an expert leaves, their know-how stays behind in a usable format, not just a folder of videos nobody watches.
How does relationship discovery work in the Knowledge Graph?+
The Knowledge Graph automatically identifies and visualizes connections between entities as you add knowledge. You can explore these relationships interactively, ask natural language questions like 'What depends on SAP?', and discover hidden patterns across your organization.