Getting Started

Set up your account, create your first engagement, and learn the basics.

7 articles

Canvas & Flow Editor

Master the visual editor: nodes, edges, zoom, layout, and drill-downs.

8 articles

Discovery Workshop

Capture findings, status, RACI, systems, compliance, and notes during live workshops.

9 articles

AI Features

AI-powered sub-process generation, analysis, custom reports, and per-node insights.

5 articles

Collaboration

Work together in real time with presence indicators, live sync, and shared portals.

3 articles

Export & Reporting

Export flows as images, presentations, BPMN, and JSON. Generate readouts and meeting notes.

4 articles

Administration

Organization settings, engagement security, and platform administration.

3 articles

Troubleshooting & FAQ

Common issues, iPad tips, and keyboard shortcuts reference.

3 articles

Getting Started

Set up your account, create your first engagement, and learn the basics.

Welcome to FloStudio.ai

An overview of what the platform does, who it's for, and how it fits into your consulting workflow.

6 steps

Creating Your Account

Sign up, verify your email, and log in for the first time.

6 steps

Setting Up Your Organization

Create your organization, invite team members, and assign roles.

6 steps

Creating Your First Engagement

Start a new client engagement from the dashboard.

6 steps

The Engagement Hub

Your project dashboard showing all activated areas, progress, and quick navigation.

8 steps

Your First Process Flow

Select a template, understand the canvas layout, and start editing.

7 steps

Navigating the App

Understand the breadcrumb hierarchy, screen transitions, and quick shortcuts.

7 steps

Canvas & Flow Editor

Master the visual editor: nodes, edges, zoom, layout, and drill-downs.

Canvas Basics

Select nodes, move them around, zoom, pan, and scroll the canvas.

6 steps

iPad & Touch Gestures

Tap, double-tap, long-press, pinch, and Apple Pencil interactions.

8 steps

Adding & Editing Nodes

Add new process steps, edit labels and details, and delete nodes.

5 steps

Drawing Connections (Edges)

Enter edge mode to draw arrows between process steps.

6 steps

Multi-Select & Bulk Operations

Select multiple nodes for bulk move, alignment, and distribution.

6 steps

Auto Layout

Automatically arrange nodes using the Sugiyama DAG algorithm.

6 steps

Current State vs Future State

Switch between current and future state tabs to document both sides of a transformation.

6 steps

Drill-Down Navigation

Navigate into sub-processes at L2, L3, and deeper levels.

7 steps

Discovery Workshop

Capture findings, status, RACI, systems, compliance, and notes during live workshops.

The Sidebar Panel

The collapsible sidebar that appears when you select a node, and what each section does.

6 steps

Status Tracking

Set Confirmed, Modified, Gap, or N/A status per process step, and view per-flow status summaries.

7 steps

Discovery Questions

Answer structured questions about each process step based on node type.

5 steps

Sub-Items

Add L2, L3, and L4 detail to any process step without creating a full sub-flow.

6 steps

RACI Role Assignment

Assign Responsible, Accountable, Consulted, and Informed roles to stakeholders per node.

7 steps

Task Assignment

Assign process steps to stakeholders with due dates and track completion.

6 steps

Technology Landscape

Map software systems and tools to process steps, and view the technology inventory.

7 steps

Consultant Notes & Best Fit

Add free-form notes, document pros and cons, and record best-fit decisions.

6 steps

Compliance Tagging

Tag process steps with regulatory frameworks like SOX, HIPAA, and ISO.

6 steps

AI Features

AI-powered sub-process generation, analysis, custom reports, and per-node insights.

AI Sub-Process Generation

Generate detailed L2/L3 sub-processes using Claude AI with optional custom context.

8 steps

AI Analysis Panel

Run 6 types of Claude-powered analysis on your complete process flow.

9 steps

Custom AI Reports

Generate any report by typing a prompt, with 8 suggested templates for common needs.

7 steps

Per-Node AI Analysis

Get AI-powered insights, automation potential, and agent recommendations for any individual process step.

6 steps

AI Agent Blueprint

Generate a comprehensive AI agent design for automation opportunities across your flow.

5 steps

Collaboration

Work together in real time with presence indicators, live sync, and shared portals.

Real-Time Collaboration

See who's online, which nodes they are editing, and how node locking prevents conflicts.

6 steps

Live Sync

How changes propagate between users via broadcast and database sync.

5 steps

Sharing & Portal

Generate share links and read-only portals for client stakeholders.

6 steps

Export & Reporting

Export flows as images, presentations, BPMN, and JSON. Generate readouts and meeting notes.

Export Formats

PNG, PPTX, BPMN, and other export options explained.

5 steps

Insights Report

Generate a comprehensive readout document with all findings organized by area.

5 steps

Meeting Notes

Generate AI-powered meeting minutes from your workshop session.

5 steps

How Saving Works

Autosave behavior, cloud sync, local storage fallback, and the save indicator.

7 steps

Administration

Organization settings, engagement security, and platform administration.

Organization Settings

Manage members, engagements, and your organization profile (for org admins).

7 steps

Engagement Security

Control who can see and edit each engagement with role-based access.

6 steps

Platform Admin

User management, tier control, and system settings (for platform admins only).

6 steps

Troubleshooting & FAQ

Common issues, iPad tips, and keyboard shortcuts reference.

Common Issues

Solutions for page loading, save failures, collaboration visibility, and other frequent problems.

7 steps

iPad Tips

Best gestures, adding to Home Screen, performance optimization, and iPad-specific behavior.

7 steps

Keyboard Shortcuts

Complete reference of keyboard shortcuts for desktop users.

10 steps