Tutorial A - Create your first automation with AutoFlow

Dear AutoFlow Community,

want to get started with AutoFlow but not sure where to begin? In this video Jonatan builds your first automation step by step in Microsoft Dynamics 365 Business Central – from an empty AutoFlow workspace to a published flow. The flow emails your head of sales whenever a sales order is released for a customer with overdue ledger entries.

Build along right away: AutoFlow runs with unlimited flows in the sandbox and free with up to two active flows in production – start for free here.

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What you will learn in the video:

  • Picking the right trigger and watching a single field – here the status of the sales order.
  • Finding records with field filters and using Smart Fields to pull values from the record that started the flow, such as the customer from the order.
  • Smart Dates for date calculations such as “today minus one day”.
  • A Decision with a yes and a no path: are there any overdue entries?
  • Create Element with a Smart Formula that sums the remaining amounts across a list.
  • Send Email with Smart Fields in subject and body – including a reference from the sales order to its customer.
  • Publishing, which makes the flow live.

Build along: recreate the flow in your own environment while you watch – after about a quarter of an hour you will have your first productive automation.

If you have not tried AutoFlow yet: in production you can use it free with up to two active flows and any number of drafts: start for free now.

Best regards
Jonatan from AutoFlow

Video from 25 September 2026 · Ready-made flows to reuse: Template gallery

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