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Automation Glossary

60+ essential terms every business professional should know in 2026. From APIs to workflows, we explain the jargon in plain English.

📚 Expert-Reviewed: All definitions are written by automation specialists with real-world implementation experience.

API

Application Programming Interface — a way for software applications to communicate with each other and share data automatically.

Automation

Using software to perform repetitive tasks without human intervention, saving time and reducing errors.

CRM

Customer Relationship Management — software used to manage interactions with current and potential customers.

Webhook

A way for one app to send real-time data to another app whenever a specific event occurs, without polling.

Integration

A connection between two or more software tools that allows them to share data and trigger actions in each other.

No-Code

A software development approach that allows non-technical users to build applications using visual drag-and-drop interfaces.

Low-Code

A development method that requires minimal hand-coding, using visual tools with some scripting for customisation.

SaaS

Software as a Service — cloud-based software delivered via subscription, accessible from any browser without installation.

Workflow

A defined sequence of tasks and processes that move work from one stage to another to achieve a goal.

Trigger

An event that starts an automated workflow, such as a new form submission, email received, or record created.

Action

The automated task performed after a trigger fires, such as sending an email, creating a record, or posting a message.

Scenario

In Make.com, a visual automation that connects apps with triggers and actions to automate a workflow.

Zap

In Zapier, a single automated workflow consisting of a trigger and one or more actions.

Kanban

A visual project management method using boards, columns, and cards to track work progress through stages.

Scrum

An agile framework for managing software development using short sprints, daily stand-ups, and retrospectives.

Sprint

A fixed time period (usually 1-2 weeks) in which a development team completes a set of planned work.

OKR

Objectives and Key Results — a goal-setting framework that defines objectives and measurable outcomes.

KPI

Key Performance Indicator — a measurable value that shows how effectively a company is achieving key business objectives.

Lead

A potential customer who has shown interest in a product or service by sharing contact information.

Funnel

A marketing model describing the customer journey from awareness through consideration to purchase.

Drip Campaign

A series of automated emails sent on a schedule or triggered by user actions to nurture leads.

Segmentation

Dividing an audience into groups based on shared characteristics for targeted marketing.

A/B Testing

Comparing two versions of a webpage, email, or ad to see which performs better with real users.

Churn

The percentage of customers who stop using a product or cancel their subscription in a given period.

MRR

Monthly Recurring Revenue — the predictable revenue a subscription business earns each month.

ARR

Annual Recurring Revenue — the value of recurring subscription revenue for a full year.

LTV

Lifetime Value — the total revenue a business expects from a customer over the entire relationship.

CAC

Customer Acquisition Cost — the total cost of sales and marketing to acquire one new customer.

NPS

Net Promoter Score — a customer loyalty metric based on one question: how likely are you to recommend us?

Pipeline

A visual representation of where prospects or deals are in the sales or project management process.

Deal Stage

A step in the sales pipeline that represents how far a prospect is in the buying process.

ETL

Extract, Transform, Load — a data integration process that moves data from one system to another.

REST API

A type of API that uses HTTP requests to GET, POST, PUT, and DELETE data between systems.

OAuth

An open standard for access delegation, allowing apps to access resources on behalf of a user without sharing passwords.

JSON

JavaScript Object Notation — a lightweight data format used to exchange data between APIs and applications.

CSV

Comma-Separated Values — a simple file format for tabular data, easily imported into spreadsheets and databases.

Dashboard

A visual display of key metrics and data points, giving a real-time overview of performance.

Cron Job

A scheduled task that runs automatically at specified time intervals on a server.

Rate Limit

A restriction on how many API requests can be made in a given time period.

Pagination

Breaking large sets of data into smaller pages to improve performance and usability.

Slug

A URL-friendly version of a title or name, using lowercase letters and hyphens instead of spaces.

CDN

Content Delivery Network — a distributed network of servers that delivers web content quickly based on user location.

Uptime

The percentage of time a website or service is operational and accessible to users.

SSL/TLS

Security protocols that encrypt data transmitted between a browser and a server, shown as HTTPS.

Two-Factor Authentication

A security process requiring two forms of verification to access an account.

Sandbox

A testing environment that isolates untested code changes and experimentation from the production environment.

Deployment

The process of moving code changes from a development environment to a live production server.

CI/CD

Continuous Integration/Continuous Deployment — automated processes that test and release software changes frequently.

Git

A distributed version control system that tracks changes in source code during software development.

Agile

An iterative software development methodology focused on collaboration, flexibility, and customer feedback.

Scaleup

A startup that has found product-market fit and is focused on rapid growth and scaling operations.

White Label

A product or service produced by one company that other companies rebrand and sell as their own.

Freemium

A business model offering basic features for free while charging for premium features or higher usage.

Open Source

Software with source code that anyone can inspect, modify, and distribute freely.

Data Enrichment

Adding supplementary information to existing records, such as adding company size to a contact.

Deduplicate

The process of identifying and removing duplicate records from a database.

Mapping

Matching data fields from one application to corresponding fields in another during an integration.

Parse

To analyse and convert data from one format to a structured format that can be processed by a program.

Middleware

Software that connects different applications and enables them to communicate and exchange data.

Event-Driven

An architecture where actions are triggered by specific events rather than running on a fixed schedule.

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