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Glossary

The automation glossary, in plain English

Every term you meet while automating small business admin, defined the way an owner needs them: a straight answer first, then what it means for your invoices, emails, and orders. No jargon left untranslated.

The category guide
All terms

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AI agent

An AI agent is software that uses a language model to pursue a goal across multiple steps and tools: reading data, making decisions, and taking actions, rather than just answering a single prompt.

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Approval workflow

An approval workflow routes work to a designated person for sign-off before it proceeds. In AI automation, it means drafted actions wait in a queue and execute only when a human approves them.

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Audit trail

An audit trail is a chronological record of every action in a system: what happened, who authorized it, when, and from what data. In approval-based automation, it documents each draft, decision, and execution.

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Autonomous agent

An autonomous agent is an AI agent that executes actions without per-action human review: it decides and acts on its own, with oversight happening after the fact, if at all.

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Human-in-the-loop (HITL)

Human-in-the-loop is an automation model where AI prepares the work and a person reviews and approves each result before it executes. Nothing sends, posts, or pays until a human says so.

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Human-on-the-loop

Human-on-the-loop is a supervision model where AI acts on its own while a person monitors the results and can intervene. The human watches the loop rather than sitting inside it.

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OAuth scope

An OAuth scope is the specific permission a connected app is granted: read your email, send email, view invoices, create invoices. Scopes are what you approve on the "allow access" screen.

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Straight-through processing (STP)

Straight-through processing is automation where a transaction completes end to end with no human touch: the order books itself, the payment reconciles itself, the record updates itself.

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More terms are added regularly. Missing one you expected? Tell us and we will write it.

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Seeing the approval queue prepare your real work is the useful part. Connect your tools read only and watch.

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