Glossary

Term	Meaning
Action	What a step does in an app, such as Insert a row or Send approved template.
Agent	A worker that does a job for you. In Auto Appy every workflow is an agent; some agents also use AI to decide their steps.
AI action	An agent that uses an AI step to choose between tools you allow.
AI chat	A bot in Auto Appy AI that answers customers in its own words from your sources.
API	A menu of requests one app accepts from other apps. See What is an API?
API key	A secret code that lets your code call an API as you. Auto Appy keys start with aa_key_.
Approval	A pause where an AI assistant or agent waits for you to OK an action.
Appy	Auto Appy’s robot mascot, and the name of the built-in assistant (Ask Appy).
Auto-map fields	A button that fills a step’s fields from earlier data with matching names.
Canvas	The workspace in the workflow editor where steps appear as tiles joined by lines.
Capture sample data	Listening on a webhook trigger for one real submission, so later steps know which fields exist.
Condition	A rule on a connection; data only continues along it when the rule matches.
Connection (app connection)	A saved permission to use one of your accounts in another app. Also called a saved account.
Connection (on the canvas)	The line between two steps that says which runs next.
Company / 3D World	Views that show your agents as a team in a building, one floor per department.
Draft	Built but not running. New workflows and steps start as Draft.
Endpoint	One address in an API, such as /workflows.
Guided chat	A WhatsApp bot that asks fixed questions with buttons and lists.
JSON	A text format for data, with names and values in curly brackets.
Live	Running for real: it starts whenever its trigger fires.
Mapping	Using data from an earlier step in a later step’s field, shown as a placeholder like {{workflow.name}}.
MCP	Model Context Protocol, a standard plug that lets AI assistants use apps. See What is MCP?
OAuth	The “sign in and Allow” way to connect an app without sharing your password.
Organisation	Your company in Auto Appy: its team, product access and shared contacts.
Paused	Kept exactly as it is, but not running.
Routine	An agent that follows known steps in order; built in the workflow editor.
Run	One time a workflow went from trigger to finish. Every run is listed in History.
Run once	Start a workflow by hand (only for workflows that begin with an action).
Schedule	A trigger that starts a workflow at set times.
Scope	One permission an AI assistant asks for, such as Read workflows.
Specialist	An agent for one focused job, such as turning a call into notes.
Step	One app doing one action inside a workflow. Also called a node or tile.
Task	One step that runs. Plans include a number of tasks per month.
Template	A ready-made workflow you can copy and adjust.
Test	Running one step for real with sample data, to check it works. A successful test switches the step Live.
Trigger	The event that starts a workflow.
Webhook	A private web address that starts a workflow when data is sent to it. See What is a webhook?
Workflow	A trigger followed by steps. The thing you build in Auto Appy.
Workspace	The organisation you are currently working in, shown at the top of the left menu.