• Platform
  • Business Central
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AutoFlow: overview

A first look at how AutoFlow works and what it can do, from the individual building blocks through to the execution log.

The AutoFlow editor with a flow of trigger, checks and steps

AutoFlow does not drive Business Central from the outside. It runs on the inside.

That is the difference from automation tools that look at an interface from the outside. AutoFlow sees the same tables, the same documents and the same events the user does — and can intervene at the points where otherwise only AL code could.

What you build with it is still configuration rather than code: no object extension, nothing to recompile at the next update, and nothing you have to book a developer for.

Features

How AutoFlow works

The editor: define your process as a graphical flow

Trigger on the left, steps beside it, branches visible as branches. Anyone who can explain the process can build it — and anyone who has to change it later can see at a glance what happens.

The AutoFlow editor with a flow of a trigger, a branch and several steps.

Triggers: react to any event in Business Central

A record is created, changed or deleted. A document is released or posted. An external system calls a webhook. The job queue starts a scheduled run. Someone presses a button. Or another flow calls this one.

The trigger list shown when a new flow is created.

Building blocks instead of code

Find, create, change and delete records. Branch and loop. Draw numbers from a number series, set dimensions, add item tracking. Render PDFs from reports. Send emails and show notices in the page itself.

The step picker in the AutoFlow editor with the available building blocks.

Use one step's results in the next

Every value a step produces — customer number, status, line amount — is a SmartField the following steps can reach. A SmartFilter turns those values into a yes/no answer for a branch to decide on or a search to narrow by. And through references you reach connected tables just as easily.

The parser step in the AutoFlow editor: its input is the SmartField produced by the HTTP request before it, with the list of available SmartFields on the left.

Calculations, and more

Put a complex calculation together as a SmartFormula in a few clicks. Total or average a whole set of records. Handle date arithmetic with a SmartDate. And discover SmartControls, which print content into running text dynamically.

The SmartFormula editor: a sum over the customer ledger entries that were found, the value per row being the remaining amount, formatted to two decimal places.

Cross system boundaries

Use the HTTP step to connect your Business Central to other systems, for example the APIs of SharePoint, your ticketing system or your webshop. The parser reads the answer out, so the following steps can work with it.

A flow of a webhook trigger, an HTTP request and a parser step, connected in the editor.

Intervene while someone is working

Interactive flows run in the user's own session, for example while they enter a line or release or post a document. The flow can send a notice, change fields, or interrupt what is happening with an error, to stop a posting for instance.

A Business Central sales quote where, as the line is entered, a notice says item 1005 is marked as sales with subscription but has no subscription packages.

Retrace afterwards what ran

Every run is logged in full. You can follow which steps completed, and where a flow ran into an error if it did.

Three steps of a run, each with a green checkmark and the number of passes.

And many more features

Credentials

Credentials for external systems sit encrypted in one central place instead of scattered through the flows. Rotate a key once, not once per flow.

Documents

Attachments and generated reports are stored, managed and previewed inside Business Central — without a detour through external storage.

Collections and elements

Hold on to intermediate results across steps — one value or a list of them.

BC specifics

Draw number series, read and set dimensions, add item tracking.

Codeunits and reports

Call the AL logic that already exists rather than rebuilding it in a flow.

Notes in the editor

A flow nobody understands in a year does not get maintained — it gets worked around. Notes sit beside the steps they explain, so they do not end up where documentation usually goes to die.

See for yourself

Quickest understood from a finished flow

Three gallery templates, each showing one of the features above: an interactive trigger, a call to the outside, and a scheduled run.

Prevent releasing POs with zero quantities

An interactive trigger: the flow runs in the user's session and stops the release, rather than reporting the problem afterwards.

View template

Upload a file to SharePoint

A call to the outside: an HTTP step against someone else's API, the response parsed, the return value carried on.

View template

Job queue error digest

A scheduled run: the job queue starts the flow, it walks the entries and summarises what did not complete.

View template

Questions we get asked

Do I need a developer for this?

No. You build graphically from ready-made blocks — no AL, no extension, no deployment. Anyone who knows Business Central and can describe the process can build it. We'll sit in on your first flow if you want.

What happens at a Business Central update?

Nothing. The logic does not sit in the BC core as an object extension; it sits beside it as configuration — there is nothing to recompile.

Does AutoFlow replace AL development?

No, and it is not meant to. It takes away the cases development is too heavy for — the many small requirements that never justify a project. What genuinely reaches deep into the logic, you still develop.

What does getting started cost?

Nothing. You can build and test in the sandbox without limits, and two active flows stay free forever in your production tenant. Only beyond that does it become a plan — the prices are on the home page.

Try it yourself

Starting with AutoFlow costs nothing

You can build and test in the sandbox as long as you like, without limits. And two active flows stay free forever in your production tenant — not a trial that runs out.

  • Unlimited testing in the sandbox
  • 2 active flows free forever
  • No credit card needed