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Use CoDraft templates when your team repeats the same document structure with different inputs. Good template candidates:
  • Deviation investigation reports.
  • CAPA plans.
  • CAPA effectiveness checks.
  • Validation protocols.
  • Equipment URS documents.
  • Qualification reports.
  • Tech transfer charters.
  • SME interview memos.
  • Meeting briefs.

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What a template is

A CoDraft template is a reusable document with fixed structure and placeholders for values that change each time. Examples of placeholders:
  • Deviation ID
  • Product
  • Batch number
  • Event date
  • Immediate action
  • Evidence reviewed
  • Root cause assessment
  • CAPA owner
  • Effectiveness criteria
  • SME questions

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Create a template from chat

Ask Sofie to create both the document structure and placeholder list. 
Create a CoDraft template for a deviation investigation report. Include placeholders for deviation ID, product, batch, event date, event description, immediate actions, evidence reviewed, potential root causes, missing evidence, SME questions, CAPA link, and final review notes.
Then review:
  • Headings.
  • Placeholder names.
  • Table structure.
  • Instructions to the person filling the template.
  • Header, footer, and page number needs.
  • Sections that should not be filled by AI without review.

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Create a template from an existing CoDraft

1

Open the source CoDraft

Start from a document that has the structure you want to reuse.
2

Identify variable content

Find values that should change each time, such as product, batch, dates, owners, criteria, and evidence.
3

Ask Sofie to convert variables

Ask Sofie to turn those values into placeholders.
4

Review the result

Confirm the fixed text is still useful and the placeholders are clear.
5

Save as a template

Keep the template in the relevant Workspace when it belongs to a team workflow.
Prompt: 
Convert this CoDraft into a reusable template. Replace project-specific values with clear placeholders and keep the table structure.

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Write useful placeholders

Good placeholders are specific.
Too broadBetter
DetailsObserved event
InfoBatch number
EvidenceEvidence reviewed
ConclusionDraft conclusion for review
OwnerCAPA owner
Use placeholders for data and sections that change. Keep instructions, definitions, and stable section language as normal template text.

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Fill a template from chat

Add the template and source context, then ask Sofie to fill it. 
Fill the deviation report template using this Workspace and CoMeeting. Leave placeholders blank where source support is missing. Add a source gap table at the end.
For controlled work, ask Sofie to fill draft sections conservatively: 
Fill this template as a draft. Do not infer root cause, impact, or effectiveness conclusion. Use placeholders or comments for unsupported sections.

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Use templates in Orchestrations

Templates work well as Orchestration outputs. Example: 
Build an Orchestration that fills this CAPA effectiveness template. Required inputs should include CAPA plan, effectiveness criteria, observation window, metric CoSheet, and Workspace. Add human review before final conclusion.

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Review a filled template

Before export or sharing, check:
  • Required placeholders are filled.
  • Blank placeholders are intentional.
  • AI-generated sections are marked for review where needed.
  • Tables preserve source references.
  • Comments or suggestions are resolved.
  • Header, footer, and page numbers look right.
Pre-export prompt: 
Review this filled template. List blank placeholders, unsupported statements, source gaps, sections needing SME review, and formatting issues.

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Maintain templates

Update templates when:
  • Your document structure changes.
  • Reviewers ask for new sections.
  • A recurring source gap should become a placeholder.
  • The template has ambiguous fields.
  • A section invites unsupported conclusions.
Keep template names clear, such as Deviation investigation report template or CAPA effectiveness check template.