How it works
How The Nest Works
Heron’s intelligent tools automate document organization, streamline broker communication, and deliver insights—all tailored to industries like yours
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Explore Heron Products
From document intake to analysis and sync — Heron’s automation suite is built to mirror the real steps of your operations. Each product works on its own — or as part of a broader automation.
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Choose a Workflow
See how other companies in your industry are using Heron to automate tasks like
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Create a Custom Workflow
Can’t find what you need? Use The Nest to build custom workflows by combining products from any suite.
- Choosing specific file and document types
- Connecting to downstream systems
- Integrating third-party enrichers
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Go Live
Every Heron product is configured by our team to ensure accuracy, compliance, and seamless integration.
- Configure your selected products
- Map to your business rules
- Test and launch the automation