High-Level Overview
An overview of SchemeFlow's tools and how they fit into your workflow.
Templates
Where all your company templates live.
Templates let you generate reports with a single click, with maps and text automatically inserted and ready to use.
How it fits into your workflow:
Start every report here.
Review
Reusable reviews that read your document and flag issues such as inconsistencies, missing information, reference problems, or clarity concerns.
How it fits into your workflow:
Use before internal or client issue to reduce QA/QC time and get reports out faster.
Maps
Create, insert, and edit maps directly in Word without needing GIS expertise.
Maps can be customized with site boundaries, layers, legends, and styling, then inserted or updated in your document.
How it fits into your workflow:
Use when adding or updating visual information in your report.
Library
A collection of standard document text, such as policy sections, guidance, or commonly reused wording.
How it fits into your workflow:
Use to quickly insert consistent, approved text into reports.
Agents
AI Agents designed to speed up your work.
This includes features such as extracting information from PDFs or analyzing data to support report writing.
How it fits into your workflow:
Use when you need to analyze inputs or generate content faster.
History
Your previous AI chat sessions, kept so you can revisit earlier conversations and their results.
How it fits into your workflow:
Use to pick up where you left off or to refer back to earlier AI work.
My Tasks
The tasks to work through for the current document. My Tasks lives in a tab at the top of the side pane, next to Actions (the home screen described above).
How it fits into your workflow:
Switch to My Tasks to track and complete the tasks for your report, then back to Actions for templates, maps, and the other tools.