# Introduction

## What Lleverage Does

Lleverage automates repetitive back-office processes like order processing, invoice handling, quote generation, production planning and document workflow with AI that works within your existing ERP and business systems.

This documentation helps you:

* Build and configure automated workflows on the visual canvas
* Connect to ERP systems (Business Central, SAP, Exact Online, NetSuite) and other business tools
* Set up human-in-the-loop approval flows for exception handling
* Monitor automation performance and troubleshoot issues

{% @arcade/embed url="<https://app.arcade.software/share/2jNbdjXsZ1LBpQ7taSu9>" flowId="2jNbdjXsZ1LBpQ7taSu9" %}

### How It Works

1. **Configure your workflow** - Configure your workflow - Use the visual canvas to connect triggers, AI processing steps, and ERP actions or let our Co-Pilot do it for you
2. **Set validation / tests** - Define when automation should proceed vs. route to human review, add evaluators and tests
3. **Publish and share** - Deploy as an app, API, or scheduled task in just one click
4. **Monitor & refine** - Track usage, success rates, and optimize based on real data

### Key Features

* **Visual Workflow Builder** - Intuitive canvas for connecting actions and logic
* **AI Co-Pilot** - Generate entire workflows from simple text descriptions
* **Deep integrations** - Native connections to Business Central, SAP, Exact Online, NetSuite, plus 2,000+ additional
* **Data Tables** - ERP like tables that can be used as native construct for agents / workflows and can sync with your ERP
* **Knowledge Bases** - Search and analyze your documents with AI understanding
* **Comprehensive Monitoring & Evaluators** - Track performance, logs, and usage analytics
* **Enterprise Security** - SOC 2, GDPR, and ISO 27001 certified

### Core Concepts

**Workflows** — Automated processes built on the canvas, triggered by schedules, incoming data, or API calls

**Actions** — Individual steps in a workflow: AI prompts, ERP operations, integrations, logic branches

**Projects** — Organizational containers for related workflows, shared across team members

**Data Tables** — Centralized business rules and reference data that workflows can query

**Request Inbox** — Queue for items requiring human review before processing continues

### Documentation Structure

* **Platform** — Navigate the interface, monitor activity, manage alerts
* **Canvas Actions** — Configure triggers, AI steps, human-in-the-loop, and integrations
* **Canvas Guide** — Workflow building patterns, variables, error handling
* **Publishing Guide** — Deploy workflows, configure schedules, set up API endpoints
* **Settings** — Configuring users, roles & permissions and projects

### Getting Help

If you need assistance with a specific implementation or encounter issues, reach out to your Lleverage contact or visit Troubleshooting and Support.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.lleverage.ai/get-started/readme.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.