Dashboard and Organisation
Maps list appears on the right side of the dashboard
Search bar lets you find maps by name
Spaces work like folders, useful for separating different clients
Tags can be applied across multiple maps and spaces (e.g., tag all "marketing" maps to view them together regardless of client)
You can combine search, spaces, and tags together for filtering
Viewing and Creating Maps
Click anywhere on a map to open it
Click Create New to start a fresh map
FixFlow Mode is the current map-building option, a linear, structured process ideal for client calls
Canvas Mode is a visual freeform canvas (for non-linear planning) coming soon
Add a title, description and click Start from Scratch
Inside a Map
Left Sidebar
Map Summary: view title, description, purpose, currency, overview stats (steps, people, tools, time/cost), plus organization settings (spaces and tags)
FixFlow: run AI analysis reports (automation or delegation)
Errors and Issues: flags missing data (time, cost, etc.); click an issue to jump directly to the step that needs attention
Save: maps auto-save, but if you see an orange indicator with a cross, click to manually save
Main Canvas
Triggers sit at the top and start your workflow
Manual triggers: time-based or decision-based actions you initiate
Event triggers: external actions (e.g., customer submits a form)
Steps appear below triggers, showing step type, title, description, tools, people, time, and cost
Drag and drop steps to reorder them
Click the + button to add new steps
Undo/redo buttons available on the top-left
Step Types
Manual Task: a human performs an action (creating, communicating, data entry, research, or other)
Automated Task: a system performs an action without human intervention
Approval Required: someone needs to approve something
Meeting: multiple people come together to discuss something
Delay: a waiting period in the process
Decision Point: branches the workflow into different paths
End Process: the final step defining the outcome
Adding Details to Steps
Assign a person (type their name to create or select)
Add a description of what happens
Select or add tools (search existing tools or click "Add Custom Tool" if yours is not listed)
Add reference links (videos, SOPs, guides)
Add time and cost data (recommended to save this for the end of client sessions to avoid getting stuck on calculations)
AI Reports and Analysis
Access via the FixFlow button in the left sidebar
Two report types:
Automation Report: suggests how automation could improve the process
Delegation Report: identifies tasks that could be handed off to free up the founder's time
Click Run FixFlow Analysis to generate a report (approximately 30 seconds)
Reports include an executive summary, step count, issues found, potential savings, and key findings
A downloadable PDF version of the report will be coming soon
Credits
Reports use a credit system (1 credit per report)
