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