Get started with Microsoft Flow

Welcome! Microsoft Flow is a service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data and more.

The main types of flows are automated, button, scheduled, and business process flows.

If you are a Dynamics 365 user, you may also be familiar with Classic Common Data Service processes which include, workflows, actions, mobile task flows, and dialogs.

The first step is to sign up, or, if you already have an account with Microsoft Flow, sign in on your tablet, desktop computer, or even your phone.

Check out the start page

On the start page for Microsoft Flow, you can explore a diverse set of templates and learn about the key features for Microsoft Flow. You can get a quick sense of what's possible and how Microsoft Flow could help your business and your life.

With Microsoft Flow, you can:

  • Easily search for templates and services.

    Flow start page 1

  • Choose from the most popular services.

    Flow start page 2

  • See an overview of each flow.

    Flow start page 3

Each template is designed for a specific purpose. For example, there are templates for sending you a text message when your boss emails you, adding Twitter leads to Dynamics 365, or backing up your files. These templates are just the tip of the iceberg. They're intended to inspire you to create customized flows for the exact processes you need.

Create your first flow

  1. Select a template that's useful for you. A simple template is Get daily reminders in Email:

    daily reminder template

  2. Select Continue.

    Create connection

  3. Enter the email addresses to which the daily reminder will be sent. Next, enter the reminder message. Finally, select Create flow, and then verify that your flow is running as expected.

    Provide credentials for the connection

    Note

    You can explore the conditions that trigger the flow and the action that results from that event. Play around with the settings to make the flow your own. You can even add or delete actions.

  4. Select Done.

Follow this tutorial to learn more about creating flows from templates.

Get creative

Now that you've created your first flow from a template, use any of the more than 150 data sources that Microsoft Flow supports to create your own flows from scratch.

Building a flow

When you create a flow from scratch, you control the entire workflow. Here are a few ideas to get your started:

Peek at the code

You don't need to be a developer to create flows, however, Microsoft Flow does provide a Peek code feature that allows anyone to take a closer look at the code that's generated for all actions and triggers in a flow. Peeking at the code could give you a clearer understanding of the data that's being used by triggers and actions. Follow these steps to peek at the code that's generated for your flows from within the Microsoft Flow designer:

  1. Select the ... menu item at the top right corner of any action or trigger.

  2. Select Peek code.

    Peek code

  3. Notice the full JSON representation of the actions and triggers. This includes all inputs, such as the text you enter directly, and expressions used. You can select expressions here and then paste them into the Dynamic Content expression editor. This can also give you a way to verify the data you expect is present in the flow.

    Peek code

Find your flows easily

When your creative juices start flowing, you might create many flows. Don't worry, finding your flows is easy - just use the search box on the My flows, Team flows, Connections, or Solutions screen to display only flows that match the search terms you enter.

Filter or search flows

Note

The search filter only finds flows that have been loaded into the page. If you don't find your flow, try selecting Load more at the bottom of the page.

Get notifications when something's wrong

Use the Microsoft Flow notification center (located at the top right of the designer) to quickly see a list of flows have failed recently. The notification center displays a number that indicates the number of flows that failed recently.

From the notification center, you can navigate to the Activity page of Microsoft Flow to see all your flows that recently ran, sent notifications, or failed.

Notification center

Use the mobile app

Download the Microsoft Flow mobile app for Android, iOS, or Windows Phone. With this app, you can monitor flow activity, manage your flows and create flows from templates.

We're here to help

We're excited to see what you do with Microsoft Flow, and we want to ensure you have a great experience. Be sure to check out our guided learning tutorials and join our community to ask questions and share your ideas. Contact support if you run into any issues.