When to use Plan Mode
Use Plan Mode for work such as:- Building a CoDraft from several source files.
- Creating or revising an Orchestration.
- Comparing regulatory, pharmacopoeia, or public sources.
- Preparing a deviation investigation work plan.
- Reviewing a batch record package.
- Creating a CoSheet analysis from imported data.
- Turning a CoMeeting into action items, a CoDraft, and a follow-up tracker.
- Designing a validation protocol outline from a Workspace.
Turn on Plan Mode
1
Open chat
Start a new chat or continue the chat where you want the plan.
2
Open the sliders menu
Click the sliders control in the chat input.
3
Enable Plan Mode
Turn on Plan Mode.
4
Add context
Attach files or add a Workspace, CoDraft, CoSheet, CoMeeting, Orchestration, or Saved prompt.
5
Ask for the work
Describe the outcome, source context, constraints, and what Sofie should not assume.
Write a good Plan Mode request
Use this structure:Review the plan card
When Plan Mode is active, Sofie creates a plan before executing the work. The plan card can show:
Read the plan before executing it. Check whether the tasks match your intent and whether human review happens before conclusions, artifact creation, or shared Workspace saves.
Revise a plan before execution
Ask Sofie to change the plan while it is still proposed. Useful revision requests:Execute the plan
When the plan is ready, click Execute Plan. Sofie will work through the plan and update task status as it goes. During execution, watch for:- Tasks marked In progress, Completed, or Skipped.
- Sofie asking for input when a step needs your decision.
- Source or context gaps.
- Output that should move into CoDraft, CoSheet, Workspace, CoMeeting, or Orchestrate.
If you click Execute Plan, Sofie treats that as approval to work through the full plan. It should not stop between normal task boundaries unless it hits a real blocker or needs your input.
Use Plan Mode with sources
Plan Mode is most useful when you pair it with the right source controls.Use Plan Mode for artifact creation
Plan Mode works well when the result should become an artifact. Examples:Use Plan Mode for life sciences work
Deviation investigation
Deviation investigation
Ask Sofie to plan source review, timeline extraction, evidence table creation, missing evidence checks, SME questions, and draft report structure. Require review before any root cause conclusion.
CAPA effectiveness check
CAPA effectiveness check
Ask Sofie to plan review of CAPA commitments, effectiveness criteria, observation window, metric data, source gaps, and draft conclusion. Require review before effectiveness language.
Validation protocol drafting
Validation protocol drafting
Ask Sofie to plan source review, requirement extraction, acceptance criteria checks, sampling rationale, test method gaps, and CoDraft outline creation.
Regulatory or pharmacopoeia research
Regulatory or pharmacopoeia research
Turn on Web search or Deep research. Ask Sofie to plan source gathering, source date checks, comparison tables, applicability limits, and open questions for internal review.
Stop or redirect a plan
If the plan is wrong, tell Sofie before execution:Common issues
The plan is too broad
The plan is too broad
Ask Sofie to reduce scope, remove source types, or split the work into separate plans. Broad plans often produce shallow outputs.
The plan skips review before conclusions
The plan skips review before conclusions
Ask Sofie to add a review checkpoint before conclusions, recommendations, artifact creation, or Workspace saves.
The plan uses the wrong sources
The plan uses the wrong sources
Remove context chips that do not belong, add the right Workspace or file, and ask Sofie to update the plan.
The plan should become an Orchestration
The plan should become an Orchestration
Ask Sofie to convert the plan into an Orchestration design with inputs, agents, tasks, output mode, and human review points. See Build an Orchestration with Sofie chat.