Automation & AI Glossary

Open-source workflow automation tool that connects apps and automates processes. Self-hosted with no per-task fees.

The process of automating repetitive business tasks by connecting apps and defining rules for when actions happen.

A way for apps to automatically send real-time data to other apps when an event occurs — the trigger mechanism for most automations.

Integration Platform as a Service — cloud services like Zapier, Make, and N8N cloud that connect business applications.

AI systems that can autonomously take actions, make decisions, and complete multi-step tasks without human intervention.

AI models like GPT-4, Claude, and Llama trained on vast text data that can understand and generate human language.

Retrieval Augmented Generation — a technique where AI retrieves relevant data from a knowledge base before generating responses.

A database that stores AI embeddings, enabling semantic search — used in RAG systems and AI knowledge bases.

A leading CRM and marketing automation platform used by B2B and B2C businesses to manage contacts, pipelines, and campaigns.

An all-in-one CRM platform for agencies and service businesses combining CRM, funnels, SMS, email, and review management.

Assigning numerical values to leads based on behaviour and firmographic data to prioritise sales outreach.

Automatically moving deals through sales stages based on triggers — removing manual follow-up from the sales process.

Automatically generating hundreds or thousands of SEO landing pages from a database — typically combining service + location + industry patterns.

Optimising content to appear in AI-generated answers from ChatGPT, Perplexity, Claude, and Gemini — the new frontier of SEO.

Structured data added to pages that helps search engines and AI systems understand content — enables rich results and AI citations.

An HTML tag telling search engines which version of a page is the primary one — prevents duplicate content issues.

A platform for building and deploying AI voice agents that handle inbound and outbound phone calls autonomously.

An AI system that answers phone calls, qualifies callers, and books appointments using natural language — replacing traditional IVR systems.

AI technology that converts text into natural-sounding human speech — used in AI voice agents to speak to callers.

Meta's API allowing businesses to send and receive WhatsApp messages programmatically — used for automated customer communication.

An AI-powered system that handles customer conversations automatically across website, WhatsApp, Facebook Messenger, and other channels.

General Data Protection Regulation — EU and UK law governing how businesses collect, store, and process personal data.

UK HMRC requirement for businesses to keep digital tax records and submit returns using compatible software.