> ## Documentation Index
> Fetch the complete documentation index at: https://sofiedocs.usetransfer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Sofie Everywhere

> Ask Sofie for help while viewing a Surface, CoDraft, CoSheet, CoMeeting, Workspace, Orchestration, or other Sofie page.

Sofie Everywhere lets you ask for help without leaving the page you are viewing. Use it when the current Surface, selected text, spreadsheet cells, meeting transcript, Workspace, or Orchestration should guide the answer.

## When to use Sofie Everywhere

Use Sofie Everywhere when you want to:

* Rewrite selected CoDraft text.
* Refine or diagnose the open Surface.
* Explain selected CoSheet data.
* Summarize a CoMeeting transcript.
* Search a Workspace while looking at its files.
* Refine an Orchestration while editing it.
* Ask what to do next on the page you are viewing.

Use a regular chat when the task does not depend on the current page or when you want a separate conversation history for a broader project.

## Start from the current page

<Steps>
  <Step title="Open the page">
    Go to the Surface, CoDraft, CoSheet, CoMeeting, Workspace, Orchestration, or other Sofie page you want help with.
  </Step>

  <Step title="Select a focused target">
    Highlight text, select cells, open a section, or navigate to the part of the page that matters.
  </Step>

  <Step title="Open Sofie Everywhere">
    Open the Sofie Everywhere chat control.
  </Step>

  <Step title="Ask a page-specific request">
    Name the task, the selected content or page area, and the output format.
  </Step>

  <Step title="Review before applying">
    Check the answer against the source before copying, applying, or turning it into an artifact.
  </Step>
</Steps>

<Tip>
  Narrow selections work better than whole-page requests. Select the paragraph, table, cells, or transcript section you want Sofie to act on.
</Tip>

## Use it in a Surface

Good Surface requests:

```text theme={null}
Review this draft for first-time users. Check navigation, labels, empty states, form validation, access behavior, and mobile layout. List findings before changing anything.
```

```text theme={null}
Explain which version and data environment I am viewing. Compare this draft with the current live version and do not make it live.
```

```text theme={null}
Trace the latest Metrics update to its source and feed. Explain any validation issue before changing the Surface or Orchestration.
```

Use Sofie Everywhere for focused layout changes, version checks, access reviews, source tracing, and runtime-error fixes. For the complete workflow, see [Surfaces](/surfaces/surfaces).

## Use it in CoDraft

Good CoDraft requests:

```text theme={null}
Rewrite the selected paragraph in neutral QA-facing language. Preserve the meaning and flag any claim that needs a source.
```

```text theme={null}
Turn the selected text into a table with source, observation, impact, and open question columns.
```

```text theme={null}
Review this section for unsupported conclusions, unclear acceptance criteria, inconsistent terminology, and unresolved placeholders.
```

Use Sofie Everywhere for:

* Rewriting selected text.
* Creating review comments.
* Converting prose into tables.
* Checking claims against Workspace context.
* Preparing pre-export review checklists.

For toolbar details, see [Format, review, and export a CoDraft](/codraft/format-review-export).

## Use it in CoSheet

Good CoSheet requests:

```text theme={null}
Explain the selected cells. Identify outliers, missing values, and formulas I should check.
```

```text theme={null}
Create a formula for the next column that marks Fail when Result is outside the lower or upper limit. Show the formula before applying it.
```

```text theme={null}
Suggest a pivot table and chart for this sheet. Include source range, rows, columns, values, filters, and chart type.
```

Use Sofie Everywhere for:

* Formula help.
* Data quality checks.
* Trend summaries.
* Pivot table suggestions.
* Chart recommendations.
* Explaining selected cells before exporting.

For spreadsheet details, see [Use formulas, pivots, and charts in CoSheet](/cosheets/formulas-pivots-charts).

## Use it in CoMeeting

Good CoMeeting requests:

```text theme={null}
Create action items from this CoMeeting with owner, due date, decision, dependency, and unresolved question columns.
```

```text theme={null}
Summarize the selected transcript section. Separate facts, SME opinions, assumptions, and follow-up evidence needed.
```

```text theme={null}
Find decisions in this meeting and note which ones need confirmation from Workspace files.
```

Use Sofie Everywhere for:

* Action items.
* Meeting briefs.
* Transcript cleanup questions.
* Decision logs.
* Follow-up CoDraft or CoSheet outlines.

For meeting details, see [Capture, review, and use a CoMeeting](/comeetings/capture-review-search).

## Use it in a Workspace

Good Workspace requests:

```text theme={null}
Search this Workspace for files related to release assay readiness. Return source file, relevant section, finding, and open question.
```

```text theme={null}
Create a folder cleanup plan for this Workspace. Keep source files, drafts, data, references, and meetings separate.
```

```text theme={null}
Use Workspace search to find documents that mention acceptance criteria for PPQ sampling.
```

Use Sofie Everywhere for:

* Workspace search.
* File organization help.
* Source discovery.
* Drafting a Workspace summary.
* Finding gaps before starting a CoDraft or Orchestration.

For Workspace details, see [Manage Workspace files, members, and context](/workspaces/files-members-integrations).

## Use it in Orchestrate

Good Orchestrate requests:

```text theme={null}
Review this Orchestration design. List unclear inputs, tasks that need stronger expected output, missing human review points, and output fields that should be structured.
```

```text theme={null}
Help me rewrite this task so it extracts evidence without drawing a root cause conclusion.
```

```text theme={null}
Suggest required inputs for this validation protocol Orchestration. Include Workspace, template, process description, source files, and review roles.
```

Use Sofie Everywhere for:

* Refining inputs.
* Tightening agent goals.
* Rewriting task instructions.
* Adding review points.
* Checking whether the output mode matches the workflow.

For build details, see [Build and edit an Orchestration](/orchestrate/build-orchestrations).

## Write better page-specific requests

Use this structure:

```text theme={null}
Page context:
Selected content:
Task:
Output format:
Constraints:
What not to assume:
```

Example:

```text theme={null}
Page context: CoDraft section for investigation conclusion.
Selected content: The conclusion paragraph.
Task: Review and rewrite.
Output format: Revised paragraph plus a table of source gaps.
Constraints: Use neutral language and separate facts from assumptions.
What not to assume: Do not infer root cause or product impact without source support.
```

## Review before applying changes

Before you apply, paste, or save a Sofie Everywhere answer:

* Confirm the selected context was the right context.
* Check source references and assumptions.
* Verify formulas and calculations.
* Read suggested wording before inserting it into a CoDraft.
* Confirm shared Workspace destinations before saving content.
* Keep human review points for quality, regulatory, clinical, or controlled work.