For ERPNext owners, administrators and consultants
Put an AI assistant to work inside ERPNext, safely.
Frappe's new Flow app lets you ask your ERP questions in plain English and automate routine work. This practical guide shows how to set it up, keep it under control and use it for real jobs.
₹2,500 ₹999
- 33-page PDF
- Instant download
- Written from Flow's source code
- Safety and cost controls explained
AI in your ERP is exciting. And a little scary.
Routine work eats the day
Reports, follow-ups, data clean-up and status questions take hours that managers never get back.
Generic AI does not know your business
A chatbot outside your ERP cannot see your customers, orders or stock, so it can only guess.
Letting AI touch your data feels risky
Who can it see, what can it change, and how do you stop it doing something you did not intend?
The tool is brand new
There is no manual yet, so every administrator is learning by trial and error on a live system.
Teams that wait for a manual lose months. Teams that experiment without controls risk their data. This guide gives you a safe way to start.
Know what it does, before it touches your data
The guide explains Flow from the inside: how the assistant works, what asks for your approval, how permissions are enforced, and how to build agents and automations step by step, with a rollout plan for a real business.
What you will be able to do
- Install Flow and connect a model provider, or a local model when data must stay on your servers.
- Use the assistant panel well, with approvals and permissions working for you.
- Build agents with clear instructions and only the tools they need.
- Write custom tools, from simple scripts to tools in your own app.
- Run agents on a schedule or when documents change, safely and unattended.
- Answer from your own manuals, policies and tickets with knowledge bases.
- Use memory and feedback so agents improve, and roll Flow out with governance and measurable results.
What is inside
- What Flow Is and Why It Matters An assistant that operates your site, and a framework for your own agents.
- Install and Configure Flow Install the app, add a provider and a model, and check the background services.
- Choosing a Model Quality, cost and privacy trade-offs, including local models.
- The Assistant Panel Your first conversations, approvals and how to ask well.
- Permissions, Approvals and Safety Every built-in tool, and how to run unattended agents safely.
- Building Your Own Agents Instructions, tools, knowledge and testing.
- Custom Tools Script tools and tools written in your own app.
- Knowledge Bases Answer from files, web pages, text and DocType records.
- Triggers Agents that run on a schedule or on document events.
- Memory and Feedback Keep useful facts and learn from corrections.
- Using Flow in Code For developers: tools, agents and conversations in Python.
- Rolling Out Flow in a Small or Mid-Size Business A plan, governance rules and common mistakes.
- Quick Reference and Sources The DocTypes, defaults and what to re-check.
Flow is new and moving fast. The guide was written from its source code as of August 2026 and tells you what to re-check on your version.
This is for you if
- ERPNext owners and managers curious about AI but cautious about control.
- Administrators and consultants who will set Flow up for others.
- Developers who want to build tools and agents for Frappe sites.
This is not for you if
- Sites that are not on Frappe version 16 or later.
- Anyone expecting AI to run the business with no oversight. The guide is built on approvals, permissions and review.
Frappe Flow: A Practical Guide to AI Agents Inside ERPNext
₹2,500 ₹999
- Instant PDF download after purchase
- Read on any phone, tablet or computer
- Download link on your order page and in your email
Questions
What is Frappe Flow?
An app from Frappe that adds an AI assistant and an agent framework to Frappe and ERPNext sites. It can read and change records within your permissions, run on schedules or document events, and answer from your documents.
Which version does this guide cover?
It was written from Flow's source code at the latest upstream commit in August 2026. Flow is evolving quickly, so the guide flags what to re-check on your version.
Does it need a paid AI provider?
Flow works with hosted providers and with local servers such as Ollama or LM Studio. The guide compares the trade-offs in quality, cost and privacy.
Is it safe to let AI change my ERP data?
Flow respects user permissions and asks for approval before changes by default. The guide explains approvals, least-privilege service users for triggers, and a safety checklist.
How do I get the ebook?
After checkout, a download link appears on your order page and in your order email.