The work
AI employee
AI software given a role, instructions, business context, tools, and recurring work.
Workflow
The repeatable path from the event that starts a job to the finished result.
Task
One piece of work with a clear finish.
Schedule
A time and rhythm for recurring work, such as every weekday at 4:30 p.m.
Trigger
An event that starts work, such as a new Gmail or Outlook message.
Business context
Context
The messages, records, instructions, and business facts useful for the current job.
Memory
Context carried forward in your Workforce AI account for future conversations and work.
System of record
The business tool that holds the official version, such as a CRM, accounting system, or signed document folder.
Knowledge
Company information and documents your AI employee can use while it works.
Connections and actions
Integration
A connection between Workforce AI and another business tool.
OAuth
The provider sign-in screen that lets you connect an account while the password stays with the provider.
Tool
A specific action an integration makes available, such as finding a contact or creating a task.
Read action
An action that finds or retrieves connected information.
Write action
An action that creates, changes, sends, shares, publishes, moves, or removes information.
Control and quality
Approval
A proposed action waiting in the dashboard for an authorized person to approve or deny.
Work history
The saved conversations, meetings, proposals, and approval decisions in the account.
Evaluation
A practical review of real results to see whether the job is accurate, useful, and consistent.
Escalation
Bringing a decision or exception to the right person.
