# 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

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### 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.