Use chat as the starting point for most Sofie work. A good chat request names the task, source material, output, and review boundary.
Start with a complete request
Use this structure when the task matters:
Task:
Source:
Output:
Constraints:
Review point:
Task: Review the attached deviation summary for investigation gaps.
Source: Attached deviation summary and the fill-finish investigation Workspace.
Output: Table with known facts, missing evidence, likely source documents, and SME questions.
Constraints: Do not conclude root cause.
Review point: Show the table before creating a CoDraft.
Run a source-backed review
Add the right context
Attach one-time files or add the Workspace that contains the shared source set.
Choose search settings
Turn on Workspace search for Workspace files. Turn on Web search or Deep research only when public sources are needed.
Ask for source separation
Tell Sofie to separate facts, assumptions, source gaps, and review questions.
Review the answer
Check source names, citations when provided, and whether the answer used the source set you expected.
Move the result
Ask Sofie to create a CoDraft, CoSheet, Workspace item, or Orchestration output after you review the structure.
Use Workspace search to review the validation package. Return a table with source, evidence, gap, risk, and reviewer question. Do not draft final conclusions.
Create a CoDraft from chat
Use this when a chat answer needs to become a document.
Ask for an outline first
Request headings, source set, assumptions, and intended audience before creating the document.
Confirm the destination
Name the Workspace and folder where the CoDraft should live.
Create the CoDraft
Ask Sofie to create the document after you approve the outline.
Continue editing in context
Open the CoDraft and use Sofie Everywhere or chat context to revise sections, add comments, or prepare suggestions.
Create a CoDraft CAPA effectiveness check memo from this table. Use sections for objective, source evidence, criteria, findings, limitations, and open questions. Show the outline before creating it.
Create or analyze a CoSheet from chat
Use CoSheet when data should remain editable.
Attach data or select an existing CoSheet
Use XLSX, CSV, or an existing CoSheet as the source.
State the data task
Ask Sofie to profile columns, identify missing values, suggest formulas, create a chart, or build a pivot table.
Ask for formula review
For calculated fields, ask Sofie to show the formula and explain the assumptions before applying it broadly.
Export when ready
Export back to Excel or keep the CoSheet in a Workspace for team review.
Import this CSV into a CoSheet. Profile missing values, flag outliers, suggest formulas for cycle time and yield, and show me the formulas before filling the column.
Run an Orchestration from chat
Use an Orchestration when the work has repeatable steps, defined inputs, and review points.
Find the workflow
Ask Sofie to find an Orchestration by name, use case, or library category.
Provide required inputs
Add the Workspace, files, date range, product, process, or other required fields.
Set review rules
Tell Sofie where to pause before conclusions, artifact creation, or shared saves.
Run and inspect
Review intermediate outputs, citations, structured results, and the Artifacts section for items the run created or modified.
Run the CAPA effectiveness Orchestration with this Workspace. Use only Workspace search. Pause before drafting the final effectiveness conclusion.
List the artifacts touched by this run. For each one, tell me whether it was created or modified, which task touched it, and what I should review before using it.
Build an Orchestration from chat
When you are designing a workflow, ask Sofie to draft the workflow first.
Help me design an Orchestration for batch record review triage. Include required inputs, agents, tasks, source rules, Structured Outputs, human review points, and test cases. Do not publish it.
Use a Template from chat
Templates are reusable CoDraft structures. They work well when the document format is known but source details change.
Choose a template
Use Templates or ask Sofie to help find a relevant template.
Start a fill conversation
Ask Sofie to help fill the template. Sofie can ask follow-up questions for required fields.
Provide sources
Add the Workspace, attachments, meeting notes, or CoSheet that should supply content.
Review before creating the final document
Check field values, assumptions, missing evidence, and destination.
Help me fill the deviation report template. Use this Workspace and ask one question at a time for missing fields. Keep assumptions in a separate section.
Use a Sequence from chat
If Sequence is enabled for your organization, use it when an Orchestration should run later or on a recurring schedule.
Good uses:
- Weekly Workspace summary.
- Daily open item triage.
- Recurring meeting follow-up digest.
- Scheduled monitoring of workflow inputs.
Example:
Create a Sequence that runs the weekly Workspace summary Orchestration every Friday at 9:00 AM Pacific. Keep it paused until I review the schedule and inputs.
Keep work reviewable
Use these habits when chat actions create durable work:
- Ask for an outline before document creation.
- Ask for formulas before filling a CoSheet.
- Ask for source lists before conclusions.
- Ask for a preview before connected app actions.
- Ask Sofie to pause before shared saves.
- Keep project source material in a Workspace instead of reattaching it in every chat.
Do not use a generated answer as final technical judgment. Review sources, calculations, assumptions, and destination before using work in regulated, quality, clinical, or controlled processes.
