Key Terms

Welcome to Workflow Automation! This guide explains common automation and AI terms in simple language to help beginners get started.

Workflow

A workflow is a series of connected steps that automate a task from start to finish. Think of it like a recipe that tells the system exactly what to do in what order.

💡 Example: A workflow might automatically read emails, extract important information, and create a summary report.

LLM (Large Language Model)

An AI system trained on vast amounts of text that can understand and generate human-like language. LLMs power the AI capabilities in Lleverage.

💡 These models can write content, answer questions, summarize information, and more based on your instructions.

Prompt

Instructions you give to an AI model telling it what you want it to do. The quality of your prompt determines the quality of the AI response.

⚠️ Be specific in your prompts. "Write a professional email" will give generic results, while "Write a professional email declining a vendor proposal due to budget constraints" will give more targeted results.

Agent

An automated assistant that combines AI with specific functions to accomplish tasks. Agents can make decisions and take actions based on the instructions in your workflow.

Trigger

The starting point of a workflow that determines when and how it begins. Lleverage offers several trigger types:

• Form: Collects information through fields you fill out

• Chat: Starts a workflow through a conversation interface

• API Call: Allows other applications to start your workflow

• Schedule: Runs automatically at specific times

• Integration: Activates when something happens in another application

Knowledge Base

A collection of documents and information that your AI can access and reference when answering questions or completing tasks.

💡 Adding company policies to a knowledge base allows the AI to answer questions according to your specific guidelines.

Run

Testing your workflow in the builder to see how it performs before making it available to others.

Publish

Making your workflow available for use after you've built and tested it. Publishing creates a link, embed code, or API endpoint that others can use.

External Apps

Connections to other tools and services (like Gmail, Slack, or Salesforce) that your workflow can interact with.

💡 External apps let your workflows send emails, post messages, update records, and more.

Embedding

Adding your workflow to a website or application so it can be used there. This is done using a special code provided when you publish your workflow.

Variables

Containers that store information within your workflow. Variables let different parts of your workflow share and use the same information.

💡 Example: If a user enters their name in a form, that name is stored in a variable that can be used in later steps.

Types of Applications You Can Build

With Lleverage, even non-technical users can create:

• Content generators: Create marketing materials, emails, or reports automatically

• Virtual assistants: Build chatbots that answer questions using your company information

• Data processors: Extract and organize information from documents or websites

• Approval systems: Create workflows for reviewing and approving requests

• Notification systems: Send alerts when important events happen