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Glossary

The Portuguese column is what we suggest when explaining Motions to a team in Brazil. The app itself is in English.

Term Português Meaning
Tenant conta One company’s space on Motions: its members, CRM connection, keys, motions and batches. Its files live in a folder in a git repository.
Motion motion A sales process written as code: a motion.yaml and the steps it runs.
Version versão A motion’s files at one moment, with an id made from their contents. One version is live.
Live no ar The version new batches run.
Batch leva One run of a motion over a set of companies, usually a CRM list.
Step etapa One stage of a motion. Most run code once per company.
Batch step etapa em lote A step that runs once over all the companies that reached it.
Checkpoint parada A step that holds companies until a time, an event, or a person releases it.
Changeset pacote The CRM changes a set of companies’ steps proposed, grouped for one approval.
Approval ok An approver’s decision to write a changeset.
Approver aprovador A handle in approvers: can answer any question, approve changesets, release checkpoints and make versions live.
Question dúvida Something a step asks a person, with options to pick from.
Queue fila The kind of a question, with its owner, deadline and default.
Owner (of a queue) dono The handle that answers a queue’s questions.
Deadline prazo When an unanswered question takes its default.
Default padrão What a question resolves to if no one answers by the deadline.
Suggestion sugestão The option a step recommends. Low-risk suggestions are taken without asking.
Rule regra A value in rules.yaml that steps read, so people can tune a motion without changing code.
Fact dado Something a step learned about a company, kept for the steps after it.
Proposal proposta A change to the CRM that a step suggests. Nothing is written until a changeset is approved.
Receipt recibo What the CRM said about one change: written, skipped or failed.
Lane situação Where a company is in a batch: active, waiting, parked, done, held or dropped.
Held segurada Taken out of the batch on purpose, to look at later.
Dropped descartada Taken out of the batch because it doesn’t fit.
Parked travada Stopped by an error, a budget or a timer, until it’s fixed or due.
Continue desce An answer that lets the company go on.
Source fonte An outside service a step can ask, such as a company registry or an enrichment provider.
Operation operação One call a source offers, like cnpj.match.
Cap teto The most a step may spend per company, or per batch.
Fixture fixture A recorded answer to a source call, for tests and fixture mode.
Fixture mode modo de teste A tenant setting that answers built-in source calls from fixtures, for free.
Handle apelido A member’s short name in a tenant, used in approvers and queue owners.
Upgrade atualizar Moving a running batch to a newer version.

Motions is built by Pruma. These docs describe what the platform does today; Limitations lists what it doesn't do yet. Open the app