# flospect — full site content

Site: https://flospect.io
Tagline: Catalog, share and document your automation flows.

flospect helps automation professionals build, document and monitor automation flows. It creates automated documentation, generates test protocols, supports team collaboration, and maintains reusable template libraries across multiple platforms (Power Automate, Copilot Studio, Zapier, Make, n8n, OpenAI Agent Builder, and others).

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# Page: / (Home) and /product (Product)
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## Centralized Flow Catalog — Your single source of truth for every automation
Organize all your automation flows in one searchable catalog. Create projects, add flows with rich metadata, and get an instant overview of your entire automation landscape.
- Create projects and flows with metadata (platform, owner, version, status)
- Powerful search and filtering for instant discovery
- Bird's-eye view of your automation portfolio

## Visual Flow Canvas — Mirror your real automation visually
Design your automation flows on an intuitive drag-and-drop canvas. Map out the logic with Start, Action, Decision, and End nodes, then group with containers and annotate with notes.
- Drag-and-drop Start, Action, Decision, and End nodes
- Group related steps with containers and lanes
- Add note nodes and annotations for context

## AI Flow Import — Bring your existing automations in instantly
Import workflows from Microsoft Copilot Studio. AI automatically labels nodes, describes variables, and reconstructs the logic on the visual canvas so you can document and test right away.
- Import Copilot Studio solutions and convert them into visual flows
- AI-generated node labels and variable descriptions
- Drops straight into the visual canvas, ready to document

## AI-Powered Documentation — Turn hours of writing into minutes
Generate comprehensive playbooks and technical documentation automatically. Click "Generate" and watch as AI fills in purpose, scope, preconditions, procedures, and controls — then refine in rich text.
- One-click AI generation of complete documentation
- Rich text editor for fine-tuning and customization
- Draft, review, and publish workflow

## AI-Generated Test Protocols — Test smarter, not harder
Create test suites and let AI propose scenarios based on decision paths and edge cases. Run tests, mark Pass/Fail, attach screenshots, and maintain a complete test history.
- AI suggests scenarios from flow decision paths and edge cases
- Track test runs with Pass/Fail status and remarks
- Attach screenshots and evidence for full traceability

## Secure Sharing & Collaboration — Collaborate without compromising security
Share flows and projects with granular role-based access. Invite team members as Owner, Editor, Tester, or Viewer via email or link — testers can execute protocols without seeing sensitive configurations.
- Role-based access: Owner, Editor, Tester, Viewer
- Invite via email or shareable link
- Testers can run protocols without sensitive config exposure

## Reusable Template Library — Build once, reuse everywhere
Create a centralized library of prompts, variables, resources, and document templates. Apply them to any new flow for consistent documentation and protocols across your organization.
- Store prompts, variables, resources, and templates
- Apply library items to flows with one click
- Ensure consistency and standardization at scale

## Version History & Restore — Iterate with confidence
Every change is automatically saved to version history. Compare key versions side by side, and restore a previous version with one click — experiment freely knowing you can always roll back.
- Automatic version tracking on every save
- Compare versions to see what changed
- One-click restore to recover from mistakes

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# Page: /pricing
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Prices are in USD and exclude tax. Recurring monthly billing via Paddle. Starter plan is the free tier.

## Starter — $0 forever
Perfect for individuals getting started.
- Up to 3 flows
- 1 project
- 1 library collection
- 5 AI generations / month
- Unlimited version history
- Document embed export only
- Receive shared items (Viewer / Tester roles)
- View premium collections (import requires Pro)

## Professional — $37 / month
For professionals and small teams.
- Unlimited flows
- Unlimited projects
- Unlimited library collections
- 50 AI generations / month
- Unlimited version history
- All document export formats (PDF, Embed)
- Full sharing capabilities

## Feature comparison
- Flows: Starter up to 3 / Professional unlimited
- Projects: 1 / unlimited
- Library collections: 1 / unlimited
- AI generations per month: 5 / 50
- Version history: unlimited / unlimited
- Document embed export: yes / yes
- Document PDF export: no / yes
- Share flows & library collections: no / yes
- Import from Premium Library Collections: no / yes
- Create test protocols on own flows: yes / yes
- Tester role access on shared protocols: yes / yes
- Full protocol management on shared protocols: no / yes

## Pricing & billing FAQ
- Does flospect work with my automation platform? Yes — Power Automate, Copilot Studio, Zapier, Make, n8n, OpenAI Agent Builder and any other automation tool.
- Can I try it before paying? Yes — the free Starter plan includes 3 flows, 1 project, and 5 AI generations per month. No credit card required.
- Can I export my documentation? Yes — Professional users can export as PDF. All users can export embed codes for read-only sharing.
- What if my team member leaves? All flow documentation, variables, prompts, and testing protocols stay in flospect, so new team members can maintain automations without tribal knowledge.
- Is my data secure when sharing with partners? Yes — you control exactly what gets shared. Partners see the flow blueprint and documentation without accessing actual credentials or sensitive enterprise data.
- Do I need technical skills? No — if you can build automations, you can use flospect. The visual canvas works like a simple drag-and-drop diagram tool.

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# Page: /resources
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Three resource categories:

## Documentation
Complete documentation and guides for flospect.
Topics: Getting Started, Flow Builder Guide, Toolbar Reference, Variables/Prompts/Resources, AI-Powered Documentation, Protocol & Testing, Library, Sharing & Collaboration, Version History, Projects, Account & Settings.

## Automation Toolkit
Free diagnostics, templates, and checklists for automation professionals.
Categories: Risk Assessment & Diagnostics, Documentation & Knowledge Transfer, Audit & Standardization, Stakeholder Communication, Testing & Quality Assurance.

## MS Copilot Studio Guide
Map Copilot Studio elements to the flospect canvas using principle-based rules.
Topics: Node Mapping Rules, Variable Mapping, Prompt Mapping, Resource Mapping, Quick Reference Card.

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# Page: /toolkit
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20 free magnets organized into 5 categories. Each item is a self-contained diagnostic, template, action plan, checklist or script for automation professionals.

## Risk Assessment & Diagnostics
Identify hidden automation vulnerabilities, cost drains, and documentation decay patterns.

- 13-Point Automation Risk Exposure Diagnostic — rapid assessment scoring system knowledge, team resilience, testing maturity, reusability, and stakeholder readiness across 13 honest questions. Format: Rapid Diagnostic.
- 14-Day Documentation Death Diagnostic — 12-question analysis identifying the three root causes of documentation decay in automation teams. Format: Rapid Diagnostic.
- 6-Node Dependency Mapper — visual mapping framework that traces data dependencies and trigger relationships between interconnected automations, exposing fragile connection points before cascade failures. Format: Template / Editable Model.
- 16-Step Change Impact Checklist — systematic impact analysis evaluating how proposed changes to one automation affect dependent flows, shared variables, and downstream processes. Format: Execution Checklist.

## Documentation & Knowledge Transfer
Capture flow logic and tribal knowledge into structured, maintainable records.

- 1-Page Flow Template — structured single-page format capturing essential logic, variables, and decision paths of any automation flow. Format: Template / Editable Model.
- 29-Minute Tribal Knowledge Action Plan — 2-day time-boxed protocol that systematically captures undocumented automation expertise from team members. Format: Action Plan.
- 5-Minute Ownership Transfer Checklist — rapid knowledge extraction protocol that captures critical automation logic, credentials locations, and maintenance requirements before a team member departs. Format: Execution Checklist.
- 31-Minute New-Hire Onboarding Plan — structured 2-day knowledge transfer sequence that transforms undocumented automations into trainable systems. Format: Action Plan.

## Audit & Standardization
Discover undocumented automations and eliminate redundant component rebuilding.

- 17-Item Undocumented Automations Audit — discovery checklist that reveals hidden automations running across platforms, bringing shadow IT into the light. Format: Execution Checklist.
- 48-Hour Variable Rebuilding Elimination Plan — 2-day protocol for creating a reusable variable library to stop recreating foundational elements in every project. Format: Action Plan.
- 9-Variable Reuse Template — standardized variable library framework capturing most-used automation components in a reusable format. Format: Template / Editable Model.
- 48-Hour Unified Catalog Migration Plan — time-sequenced protocol for consolidating Power Automate, Zapier, Make, and n8n workflows into a single source of truth. Format: Action Plan.

## Stakeholder Communication
Present automation work confidently to executives and non-technical audiences.

- 5-Question Stakeholder Review Script — conversation framework that translates technical automation details into business value language executives appreciate. Format: Ready Scripts.
- 7-Node Visual Explanation Script — visual storytelling framework that distills complex automation logic into clear, stakeholder-friendly flow summaries. Format: Ready Scripts.
- 19-Question Stakeholder Documentation Diagnostic — diagnostic revealing why automation documentation is ignored and how to fix it. Format: Rapid Diagnostic.
- 4-Question Pre-Build Script — script preventing scope creep disasters by aligning stakeholders before development begins. Format: Ready Scripts.

## Testing & Quality Assurance
Validate flows before production and share safely with external partners.

- 23-Point Production Testing Protocol — systematic testing protocol catching critical failures before they reach production. Format: Execution Checklist.
- 1-Page Partner Collaboration Template — enables secure sharing of enterprise flows with external partners without security incidents. Format: Template / Editable Model.
- 12-Point Version Control Recovery Script — script for recovering broken flows after failed updates. Format: Ready Scripts.
- 3-Layer Security Template — framework for safely sharing enterprise flows with clients without exposing credentials. Format: Template / Editable Model.

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# Page: /copilot-studio-guide
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Principle-based mapping rules for converting Microsoft Copilot Studio bots into flospect canvas representations. Covers:

- Node Mapping Rules: how Copilot Studio nodes (Question, Message, Condition, Variable management, Action, Topic redirect, End) map to flospect Start / Action / Decision / End / Note nodes and containers.
- Variable Mapping: rules for translating Topic, Global, System and User variables, including how to capture types, scopes, and default values in the flospect asset panel.
- Prompt Mapping: how Copilot Studio prompts (text, multi-choice, entity, slot-filling) and generative answers are captured as flospect prompts with placeholders and templates.
- Resource Mapping: how knowledge sources, connectors, plugins, and file uploads are tracked as flospect resources attached to the relevant nodes.
- Quick Reference Card: at-a-glance summary of all mappings for use during import.

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# Page: / — Full FAQ
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- Does flospect work with my automation platform? Yes. Supports Power Automate, Copilot Studio, Zapier, Make, n8n, OpenAI Agent Builder, and any other automation tool.
- How do I organize multiple automations across different platforms? Create projects to group related flows, then add metadata like platform, owner, version, and status. Use search and filters to find any automation instantly across your entire catalog.
- How does the visual canvas work? Drag and drop nodes (Start, Action, Decision, End) to mirror your actual automation logic. Group related steps with containers, add annotations, and create a visual blueprint anyone can understand.
- How long does it take to document a flow? With all flow data inserted, AI generates professional documentation in under 2 minutes — much faster than manual documentation.
- What if AI generates incorrect documentation? You can edit everything. AI uses your actual flow structure as the foundation; you refine sections in the rich-text editor.
- Can flospect help me test my automations? Yes. Create test suites and let AI generate test scenarios based on decision paths and edge cases. Run tests, mark results as Pass/Fail, and attach screenshots or remarks.
- What happens to my existing documentation? Start fresh — the platform generates new documentation from your flow structure, so you won't need to copy-paste old docs.
- What if my team member leaves? All flow documentation, variables, prompts, and testing protocols stay in flospect; new team members can understand and maintain automations without tribal knowledge.
- Is my data secure when sharing with partners? Yes. You control exactly what gets shared. Partners see the flow blueprint and documentation without accessing actual credentials or sensitive enterprise data.
- Do I have to start from scratch for every flow? No. Save prompts, variables, resources, and document templates to your library, then apply them to new flows instantly.
- What if I make a mistake or need to undo changes? Every change is automatically saved to version history. Compare versions, see what changed, and restore any previous version with one click.
- Can I export my documentation? Yes. Professional plan users can export as PDF. All users can export embed codes for read-only sharing.
- Can I try it before paying? Yes. The free Starter plan includes 3 flows, 1 project, and 5 AI generations per month. No credit card required.
- Do I need technical skills to use flospect? No. If you can build automations, you can use flospect.

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# Booking
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Book a flospect demo call: https://oartconsult.odoo.com/book/flospect-demo-call