Flow.Documentation
Beginner

Your first table and workflow

8 steps± 6 minVideoVerified 22 Oct 2026
  1. Step 1 · Open your development environment
  2. Step 2 · Create a table
  3. Step 3 · Name the table
  4. Step 4 · Add customers
  5. Step 5 · Create a workflow
  6. Step 6 · Add a Table step
  7. Step 7 · Connect the trigger to the step
  8. Step 8 · Save and run

In the development environment you create a table of customers and a workflow that looks them up. You see how Flow works: the explorer with your modules on the left, what you have open in the middle, and at the bottom what happens when something runs. You start in the portal, at your organisation (see 'Your account and your organisation').

Watch the whole guide as a video8 steps in one film
Step 1 / 8

Open your development environment

In the portal, under Environments, click Development, and there Open. Flow opens in a new tab; you are signed in straight away, because the portal knows who you are.

  1. Click Development
Open your development environment · Click Development
  1. Click Open ↗
Open your development environment · Click Open ↗
Open your development environment · Flow, with the explorer on the left and the module General.
Step 2 / 8

Create a table

Everything you build lives in a module. Click ＋ next to General and choose New table.

  1. Click Add to General
Create a table · Click Add to General
  1. Click New table
Create a table · Click New table
Step 3 / 8

Name the table

Under Settings you give the table a name that says what it holds, and save the structure.

  1. Click Settings
Name the table · Click Settings
  1. In Name, type Customers
Name the table · In Name, type Customers
  1. Click Save structure
Name the table · Click Save structure
Step 4 / 8

Add customers

Under Data you type a row in the bottom line and click Add. That is how you fill a table by hand; later, workflows do it for you.

  1. Click Data
Add customers · Click Data
  1. In the new row, type Jansen Bakery
Add customers · In the new row, type Jansen Bakery
  1. Click Add
Add customers · Click Add
  1. In the new row, type Smith Garage
Add customers · In the new row, type Smith Garage
  1. Click Add
Add customers · Click Add
Add customers · The table counts 2 rows.
Step 5 / 8

Create a workflow

A workflow is a series of steps Flow carries out for you. Click ＋ next to General again and choose New workflow. It starts with a trigger: the moment it begins.

  1. Click Add to General
Create a workflow · Click Add to General
  1. Click New workflow
Create a workflow · Click New workflow
  1. In Workflow name, type Look up customers
Create a workflow · In Workflow name, type Look up customers
Step 6 / 8

Add a Table step

Add node opens the library with every kind of step. Choose Table: it reads, writes or changes rows in a Flow table. On the right you choose which table.

  1. Click Add node
Add a Table step · Click Add node
  1. Click Table
Add a Table step · Click Table
  1. In Table, choose Customers · 2
Add a Table step · In Table, choose Customers · 2
Step 7 / 8

Connect the trigger to the step

The step is now named after your table. Steps run in the order of their connections: click the dot on the right of the trigger, then the dot on the left of the step.

  1. Click the trigger's dot
Connect the trigger to the step · Click the trigger's dot
  1. Click the step's dot
Connect the trigger to the step · Click the step's dot
Step 8 / 8

Save and run

Save keeps your design; Run starts the workflow straight away, with an example as input. At the bottom, under Output, you see every step and what it produced.

  1. Click Save
Save and run · Click Save
  1. Click Run
Save and run · Click Run
Save and run · The Table step with the two customers from your table.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).