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Getting started

Welcome aboard! 🚀

Getting up and running with AutoFlow takes two steps:

  1. Install the app – pick the path that matches your environment (Business Central Online or on-premises).
  2. Activate the product – switch AutoFlow on for the company you want to use it in.

Once you have completed these steps, you are ready to build your first flow – a five-minute walkthrough that ends with a working, manually-triggered example.

Where to find AutoFlow in Business Central​

After installation, AutoFlow adds an AutoFlow action group to the navigation of the standard role centers – Business Manager, Order Processor, Sales & Relationship Manager, Accountant, and Project Manager. From there you can jump straight to:

  • Flows – the list of all AutoFlow flows in the company.
  • Executions – the execution log.
  • Setup – company-wide AutoFlow settings, plus activation and (on-premises) offline-license import.
  • License / Activation – opens the AutoFlow Setup page, where you activate AutoFlow.

You can always reach the same pages through the Tell Me bar, but the menu group is the fastest way once AutoFlow is part of your daily work.

For users whose primary job is to design and operate flows, AutoFlow also ships a dedicated AutoFlow Admin role center with cues, an execution chart, and admin shortcuts. See AutoFlow Admin role center for when – and how – to switch to it.

Free Tier, sandboxes, and licensed packages​

  • Every environment can use AutoFlow's Free Tier – a small number of production flows, without any time restriction.
  • Sandbox environments have no limits after activation – all features and unlimited flows – so you can evaluate AutoFlow with the full feature set.
  • For more production flows or premium features, your organisation is assigned a licensed package, managed in the AutoFlow customer portal. On-premises, that package is delivered as the signed license file you import during activation.