Glossary

Below is a comprehensive list of Tonkean terms and features.

A

Action

A singular piece of logic or behavior in a module, activated by a trigger. Actions are the "then" statements that respond to triggers and execute a particular behavior.

B

Block

May refer to either an action block or a trigger block—both basic components used in the module builder to build workflows.

Board

A project, containing one or more solutions. Boards are usually department-specific, with one board containing all the modules for the Legal team and another board containing all the Sales modules, for example.

Business report

A report that displays a live view of all the items within a module. The report provides user-defined key metrics that display the most important health and performance indicators for the module. Additionally, the report displays a more detailed view of the fields for each item. Each module has a related business report.

C

Condition

  • (1) A user defined state of a field or item, usually used to filter data.

  • (2) Operations or states that define one or more fields in relation to other fields. Conditions are used in conjunction with formulas to allow manipulation and extraction of data at the lowest possible level.

D

Data (action)

A type of action that interacts or manipulates data in some way, such as updating a particular field or performing text analysis (NLP). Data actions allow modules to automatically keep data synced between systems or respond to decisions made by people.

Data source

An application or system that provides data to a Tonkean module. There are various kinds of data sources, including native data sources and custom data sources, as well as numerous ways to connect these data sources to Tonkean.

F

Field

An individual attribute from a data source. All items contain one or more fields (most contain many fields). For example, a Jira ticket item generally contains fields such as "Assignee" and "Status."

Form

A user-completed document that either creates a new item (create form) or updates an existing item (update form). Forms address a wide variety of use cases in Tonkean and their implementation can range from simple, single-question forms to complex series of forms that respond to user choices. Forms are one of the primary ways you can keep humans in the loop, allowing your module to reach out to the right people and ensure information is up to date as it moves through a workflow.

G

Global field

A field that can be used across all the actions of a given module. Global fields are most commonly used to generate key metrics on the module's business report.

I

Inner-item

A child of an item, with many of the same properties. Inner-items can exist with various kinds of items, with some examples being attachments to a parent email and rows that are children to a parent form.

Input source

An input source is the primary data source that a module is always monitoring. Important piece of data are automatically generated for the data source that is being used as the input source, such as all the fields that exist within the data source (created as matched entities).

Item

An individual object that is processed by a module. For example, an item can be an email received by an email inbox data source or an opportunity in a Salesforce instance. Items can contain inner-items, as well.

K

Key metrics

Indicators for the health and performance of a module. Key metric data is pulled from global fields created in the module.

M

Matched entity

A connection or pairing made between two pieces of data in separate data sources. Matched entities allow you to match identical or related fields to allow you to more easily locate other data in a given data source (for example, matching the unique email address in a customer list to that same email address in a Salesforce opportunity in order to precisely locate other data in that opportunity).

Module

The core building block of Tonkean, featuring a self-contained workflow that pulls from a specified data source and defines logic to automate a business process or task. Modules are contained within a solution.

Monitored item

An item from the module's input data source.

N

Natural language processing (NLP)

A branch of artificial intelligence (AI) that explores a computer's ability to understand unstructured text and human speech in a way comparable to humans; the functionality that processes natural text and speech.

O

Owner

The person responsible for an item or inner-item. The owner of an item receives follow-up notifications on an item or inner-item. Owner is a basic field that can be used in any module.

P

People Coordination (action)

A type of action that interacts with people in some way, such as sending a notification or asking a question. People Coordination actions allow a module to keep humans in the loop to ensure processes are being carried out as expected and consulting people where necessary.

Process contributor

A person, inside or outside one's organization, that contributes to a business process or performs a particular business function. This is the broadest category of users that use or interact with Tonkean in some way.

R

Runtime

A screen that provides an overview of all solutions in a Tonkean board. The Runtime screen offers various administrative features, including a display of the recent flows in each module and the ability to re-run batches of items through a module as a background process.

S

Solution

An entity in the Tonkean hierarchy that solves an end-to-end business problem. A solution contains one or more related modules.

System user

A person inside the organization that's an internal user of Tonkean. System users are the primary users of Tonkean, building solutions, setting up business reports, and connecitng data sources. System users are assigned a board role by an admin (board admin or maker, for example).

T

Trigger

A condition or "when" statement that prompts a specified action. A trigger is the mechanism by which a module knows when to execute a given action or not, as defined by the user.

W

Webhook

A one-way API that shares data when triggered by specified events (as opposed to a RESTful API, which is triggered by requests). Webhooks allow applications to receive near-real time updates since they push updates to the recipient application or system when triggered.