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Glossary

Every term, in plain words.

What the jargon means — automation, ETL, graph pipelines, nodes, mapping, webhooks, APIs, AI — and what SpanFlow does about each.

Automation & integration

Automation

Letting software do repeatable work — moving, checking and sending data — that people currently do by hand.

In SpanFlow: Every automation is a pipeline you draw on a canvas, run on a schedule or on demand, and watch step by step.

Also searched as: workflow automation · business process automation · process automation · task automation

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Integration platform (iPaaS)

One place to connect many systems — databases, apps, files, APIs — instead of writing a separate script for each pair.

In SpanFlow: SpanFlow is a self-hosted integration platform: the same connectors, canvas and run history for every integration.

Also searched as: iPaaS · integration platform as a service · system integration · enterprise integration · application integration

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Self-hosted

Software that runs on your own servers or cloud account rather than the vendor’s.

In SpanFlow: SpanFlow runs with Docker on your infrastructure, so data and credentials never leave your network.

Also searched as: on-premise · on-prem · private cloud · data sovereignty

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Low-code / no-code

Building working software mostly by configuring and connecting blocks instead of writing code.

In SpanFlow: Most pipelines need no code at all; JavaScript and C# steps are there for the cases that do.

Also searched as: low-code · no-code · citizen developer · drag and drop builder

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Data pipelines

ETL

Extract data from a source, transform it into the shape you need, and load it into a destination.

In SpanFlow: Retrieve, transform and deliver are built-in steps; deliver writes to real tables in batches with insert, update or upsert.

Also searched as: extract, transform, load · ELT · data pipeline · data ingestion

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Data integration

Combining data from different systems so they agree — once for a migration, or continuously as a sync.

In SpanFlow: Sync jobs poll a source, keep track of what they have already seen, and deliver only what changed.

Also searched as: data sync · data synchronization · database sync · data migration · data consolidation

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Data transformation

Changing data’s shape or values — renaming, converting, cleaning, validating — so the next system accepts it.

In SpanFlow: Validate steps check every row and route rejects to a separate path, so nothing bad is loaded and nothing is lost.

Also searched as: data cleansing · data validation · data quality · data normalisation

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Data mapping

Defining which field in one format becomes which field in another, with any conversion in between.

In SpanFlow: A visual mapping designer connects source fields to target fields, with joins, grouping, conditions and lookup tables.

Also searched as: field mapping · schema mapping · JSON mapping · format conversion · mapping designer

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Reconciliation

Matching records from two or more systems and listing the ones that don’t agree.

In SpanFlow: Parallel reads, a join, and a failure path that emails each break — the end-of-day pattern built as a template.

Also searched as: data matching · bank reconciliation · sales reconciliation · exception reporting

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Graphs & nodes

Pipeline

A sequence of connected steps that takes data from somewhere, does something with it, and puts it somewhere else.

In SpanFlow: Pipelines have drafts, published versions and one-click rollback, and every run is recorded.

Also searched as: workflow · flow · data flow · job

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Graph pipeline

A pipeline drawn as a graph rather than a list, so steps can branch, run side by side, and join back together.

In SpanFlow: Independent branches run in parallel automatically; a merge waits for all of them.

Also searched as: graph · DAG · directed graph · flow chart · workflow graph

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Node

One box on the canvas — read, validate, transform, deliver, email, call an API, run code, ask an AI model.

In SpanFlow: Each node has its own settings form, retry policy and failure path, and shows its input and output after a run.

Also searched as: step · block · node-based workflow · node editor

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Visual workflow builder

An editor where you build automation by dragging and connecting steps instead of writing it out.

In SpanFlow: The canvas paints each run onto the graph, so you see exactly which step did what.

Also searched as: workflow designer · pipeline designer · canvas · drag and drop

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Branching, loops and merge

Taking different paths depending on the data, repeating steps for each item, and combining results.

In SpanFlow: Condition, foreach, split and merge nodes, with batching so large lists never sit in memory at once.

Also searched as: conditional logic · for-each loop · parallel execution · fan-out fan-in · split and merge

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Code node

A step where you write a small script when the built-in steps are not enough.

In SpanFlow: JavaScript and C# run in a sandbox with time and memory limits, tested in the browser against sample data.

Also searched as: custom code · JavaScript step · C# script · sandboxed code

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Triggers

Cron schedule

Running something at set times — every night at 02:00, every Monday, every five minutes.

In SpanFlow: Cron triggers respect time zones, and every scheduled run shows up in the run history.

Also searched as: cron scheduler · scheduler · job scheduler · scheduled jobs · batch jobs · nightly job

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Webhook

A URL another system calls when something happens, so your process starts immediately instead of polling.

In SpanFlow: Each pipeline can have its own webhook, and a webhook router sends events from one URL to the right pipeline.

Also searched as: webhook automation · event-driven automation · callback URL · webhook router

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Sequence

Several pipelines run in a fixed order as one unit, with one log and one trigger.

In SpanFlow: Sequences run pipelines in order, and pipelines can also call each other like functions.

Also searched as: orchestration · job chaining · workflow orchestration

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APIs & apps

API integration

Reading from and writing to another system through its web API.

In SpanFlow: API key, basic, bearer and OAuth2 with token refresh; paginated APIs are followed automatically.

Also searched as: REST API · HTTP API · OAuth2 · API connector · pagination

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API builder

Turning logic into an HTTP endpoint other software can call.

In SpanFlow: Any pipeline can be published as an endpoint with input rules, API keys, rate limits, CORS and generated OpenAPI docs.

Also searched as: publish an API · API publishing · backend as a service · serverless API · OpenAPI · Swagger

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App builder

Making the screens people use — forms, lists, dashboards — on top of your data and processes.

In SpanFlow: Scaffold a form from an endpoint, design screens on a canvas, let AI write the page, or upload your own React build.

Also searched as: low-code app builder · internal tools · form builder · customer portal · UI designer

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Document generation

Producing PDFs or images — invoices, receipts, certificates — from data and a layout.

In SpanFlow: Rendered-document templates turn an HTML layout into a PDF or PNG inside any pipeline.

Also searched as: PDF generation · invoice generation · certificate generator · report generation

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Connectors

Database integration

Reading from and writing to relational databases as part of an automated process.

In SpanFlow: Query with SQL, then insert, update or upsert into real tables in safe batches — with a query workbench in the browser.

Also searched as: PostgreSQL · SQL Server · MySQL · SQLite · upsert · SQL

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File transfer automation

Picking files up from, and dropping them onto, servers and cloud storage without anyone logging in.

In SpanFlow: CSV, TSV, Excel and JSON on local disk, FTP, SFTP, S3 or Azure Blob, with a remote file browser.

Also searched as: SFTP · FTP · Amazon S3 · Azure Blob Storage · CSV · Excel · file drop · managed file transfer

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Email automation

Sending emails — reports, alerts, confirmations — automatically from a process.

In SpanFlow: SMTP or SendGrid, with CSV or JSON attachments built from the run’s own data.

Also searched as: SMTP · SendGrid · email reports · email notifications

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Directory integration

Reading people and groups from a company directory.

In SpanFlow: An LDAP / Active Directory connector, e.g. “email everyone in the Sales group”.

Also searched as: LDAP · Active Directory · staff directory

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Servers and protocols

Talking to systems that don’t have a web API — over raw sockets or a remote shell.

In SpanFlow: TCP and WebSocket connectors, SSH command steps with host allowlists, and a browser terminal.

Also searched as: SSH · TCP · WebSocket · remote command · streaming

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Web scraping & browser automation

Reading data from websites, or driving a browser to fill in forms, when there is no API.

In SpanFlow: Fetch and crawl pages, clean the HTML into text, and replay recorded browser tasks on a schedule.

Also searched as: web scraping · web crawler · browser automation · RPA · robotic process automation

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AI

AI automation

Using language models inside a process — to classify, summarise, extract or decide.

In SpanFlow: LLM, extract and agent steps with model routing, caching and budgets; Anthropic, OpenAI and compatible providers.

Also searched as: LLM · generative AI · AI workflow · GPT · Claude · AI agents

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Document extraction

Pulling text and structured fields out of PDFs and images.

In SpanFlow: The extract step reads PDF text and uses vision models for images, returning the fields you ask for.

Also searched as: OCR · invoice extraction · intelligent document processing · IDP

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Vector search & RAG

Finding the passages most relevant to a question, then letting a model answer from them.

In SpanFlow: Embed, vector-upsert and vector-search steps on pgvector — the base for “chat with your data”.

Also searched as: RAG · retrieval-augmented generation · embeddings · vector database · semantic search

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MCP (Model Context Protocol)

An open standard that lets AI assistants call tools and read data from other software.

In SpanFlow: Call MCP tools from a pipeline, and publish pipelines and governed tables as tools for assistants like Claude.

Also searched as: Model Context Protocol · MCP server · AI tools · AI assistant integration

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Chatbot builder

Designing conversations that answer questions and get things done, on the channels customers already use.

In SpanFlow: Chat flows that run your pipelines, on your website, WhatsApp and SMS — plus opt-in campaigns.

Also searched as: conversational flows · WhatsApp automation · SMS automation · messaging campaigns

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Operations & security

Monitoring & observability

Seeing what ran, what it did, and being told when something fails.

In SpanFlow: Per-step run history with payloads, live activity, email alerts and push to a phone; replay from the failed step.

Also searched as: run history · logging · alerts · push notifications · observability

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Roles & permissions

Deciding who can see and change what, and keeping a record of who did.

In SpanFlow: Organisations, projects, roles and permissions, with project isolation and an audit trail.

Also searched as: RBAC · role-based access control · multi-tenant · organisations and projects · audit trail

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Versioning & environments

Keeping old versions, rolling back mistakes, and moving work safely from test to production.

In SpanFlow: Draft and published versions, rollback, per-environment deploys, and import/export bundles you review before applying.

Also searched as: version control · rollback · import export · dev to production · deployment

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