Process Designer

Process Designer is a process automation platform for operations, compliance, IT and finance teams that need approvals, exceptions and audit evidence built into the workflow rather than reconstructed afterward. It comes from UpQuAI Solutions AG, a Swiss company, and it positions itself as the alternative to task bots and brittle scripts.

What you build and how

The product starts from knowledge, not from a blank canvas. The home page describes the loop in four steps: collect how work is done, standardize it into clear, versioned, reusable steps, assist people with HEIDI (the platform's AI assistant, which guides work by voice and is grounded in your own knowledge), and automate the repeatable parts with no-code workflows. The site lists a "Zero Code Visual Builder" next to HEIDI and an SOP generator that writes procedures automatically.

You can begin with one key process in three ways, according to the FAQ: upload an existing document, record your screen, or simply describe how the work goes. HEIDI helps structure what you give it into a Knowledge Graph. From there you can generate an SOP, ask questions against the graph, or build an automation. The site calls this graph the "Operational Knowledge" layer and connects processes, SOPs, decisions, documents, owners and evidence in it, so you can see what a change would affect and bring new hires up to speed faster.

The workflow side is aimed at governed processes. The process automation page says to pick a workflow "where approvals, exceptions, and auditability matter" and gives access requests, refunds, month-end close and incident response as examples. You then model the decision points, which means making thresholds and gates explicit and defining who can approve what and what evidence must exist at each step. People run the work with HEIDI's guided steps and prompts, and a Command Center shows handoffs, progress and exceptions. You automate the stable parts, keep human sign-off where risk is high, and let evidence artifacts be captured automatically. The last step is measuring drift: the site mentions tracking adoption by version, evidence completeness and "should-vs-is" signals, with remediation routed to owners with SLAs.

Evidence artifacts are a central idea. The page describes them as structured outputs produced during work: approval records, exception rationale, timestamps and version logs you can query. The site warns against treating evidence as a document attachment, and against automating only the happy path, because real operations are dominated by exceptions, approvals and rework loops.

For connecting to other systems, the site names three surfaces under one governed operating model: APIs and integrations where they exist, human-in-the-loop steps where risk or data sensitivity is high, and controlled browser-agent patterns where a system has no API, inside guardrails and audit trails. Its own summary is that the goal is maximum reliability under change, not maximum autonomy.

The use-case menu is wide. Navigation lists incident response runbooks, change approvals, access request approvals, support escalations, ticket triage, HR onboarding, procurement approvals, customer onboarding, KYC onboarding, security attestations, quality gates, field ops work orders, month-end close and claims processing. The home page groups business uses as operations, finance (extracting and validating data from invoices and documents, then automating follow-ups), HR, IT, compliance and customer ops. It also features a tender and proposal preparation case in which HEIDI runs guided voice sessions with several stakeholders and structures what they say into an RFP-ready format, plus a software adoption agent and an "Embedded Expert for SaaS" that the site says adds support to any app in 5 minutes.

A separate product line, 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, and the site says work can move across CRM, tickets, Slack, Teams and workflows. The home page also mentions an intelligent document processing setup time of 15 minutes.

What the site states

Pricing: the site says "Start free" and that no credit card is required. In the FAQ, the Community plan is described as free and including credits to try the platform, build a project and see how HEIDI works with your data. The process automation page adds that you can switch to a paid plan at any time and links a pricing page, but the site names no paid plans and states no prices, so this entry quotes none. Documentation is listed as "coming soon", while a HEIDI user guide is linked from the footer.

Speed claims: the process automation page lists "1 workflow to prove value" and "60 min to first governed run" as quick stats and tells you to start with one evidence-heavy process. The home page's IDP badge reads "15 min IDP setup time".

Data handling: the FAQ says the company is Swiss, that your data is processed in secure environments in Switzerland and the EEA, and that it does not use your data to train public models. The footer carries "Swiss Made" and a 2026 copyright for UpQuAI Solutions AG.

Recognition: the home page lists a Visionary Intelligence Award (Category Winner 2025) and memberships including the Swiss Insurtech Hub and the Swiss Association for Digital Insurers (VDVS), and its sample roles lean toward insurance, such as corporate insurance broker and insurance sales.

The FAQ also contrasts the product with process mining. Traditional process mining analyzes historical logs to find bottlenecks, while Process Designer says it captures the how-to knowledge, including unlogged human decisions, and makes it actionable immediately through AI assistance and automation.

Who it suits and who it does not

It suits an operations or compliance team that has a handful of processes where being able to prove what happened matters: change approvals, access requests, claims, onboarding, month-end close. It also fits a team whose problem is mostly knowledge, with procedures scattered across documents, spreadsheets and people's heads, because the product treats writing the process down as the first step of automating it. Swiss and European organizations that care where data is processed will note the Switzerland/EEA statement.

The voice-first assistant is a real difference. If your people prefer being talked through a task, HEIDI is the main draw. If you would rather click through a form-based tool, that emphasis may feel unfamiliar.

Caveats are worth weighing. The site names no specific connectors or integration counts, so an IT lead should confirm which systems the API and integration surface reaches before committing. The browser-agent route for systems with no API depends on guardrails you will have to define. Documentation is still listed as coming soon, and there are no published paid prices, so budgeting beyond the free Community plan means a conversation with the vendor. It is also not a general app builder or a consumer-app tool: its focus is governed, auditable workflows and operational knowledge.