Resources
AI automation glossary
The terms you will hear on a sales call, defined without the jargon.
- Workflow automation
- Software that runs a fixed sequence of steps across your tools when something happens, such as a form submission or a new email.
- AI agent
- A system that uses a language model to decide which step to take next, rather than following a fixed path. Useful for messy inputs; needs guardrails.
- RAG (retrieval-augmented generation)
- The model looks up relevant passages from your own documents before answering, so answers are grounded in your material and can cite it.
- Human-in-the-loop
- A person reviews or approves the system's output before it is sent or saved. The standard safeguard for anything client-facing or high-stakes.
- Webhook
- A message one tool sends to another the moment an event happens, so nothing has to keep checking for changes.
- API
- The documented way one piece of software asks another to read or change data.
- Integration
- A working connection between two tools so data moves without retyping.
- Low-code / no-code
- Tools such as n8n, Make and Zapier that build automations visually. Fast for simple flows; limits show up with scale and edge cases.
- LLM (large language model)
- The model behind tools like Claude or ChatGPT. It reads and writes text; it does not know your business unless you give it context.
- Hallucination
- When a model states something that sounds right but is not supported by its sources. Reduced by grounding answers in your documents and by review steps.
- Audit trail
- A record of what the system did, when, and on whose approval. Needed for regulated or client-sensitive work.
- Prompt
- The instructions and context given to a model. In production these are versioned and tested like code.
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