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Use chat when you want Sofie to act like an analyst for a CoSheet. Ask for the analysis you need, then decide whether Sofie should apply formulas, create charts, create pivot tables, or summarize results in a CoDraft.

Start with a data profile

Ask Sofie to inspect the CoSheet before changing it.
Good first checks:
  • Number of rows and columns.
  • Header quality.
  • Missing values.
  • Duplicate identifiers.
  • Date formats.
  • Unit consistency.
  • Numeric ranges.
  • Outliers.
  • Categorical values.
  • Formula opportunities.

Ask for formula suggestions

Apply only after review:

Ask for pivot tables

Good pivot questions:
  • Open deviations by product and category.
  • CAPA actions by owner and status.
  • Findings by batch record section.
  • Average assay result by campaign.
  • Risk count by severity and detectability.

Ask for charts

Ask Sofie to create a chart only after you agree with the data range.

Ask for data quality review

Use this before drawing conclusions.
Common issues:
  • Missing values.
  • Inconsistent units.
  • Mixed date formats.
  • Duplicate identifiers.
  • Outlier values.
  • Text in numeric columns.
  • Hidden assumptions in calculated fields.

Ask for life sciences analysis

Examples:

Create a summary tab

Ask Sofie to create a reviewer-friendly tab.

Move results into a CoDraft

After analysis, ask Sofie to create narrative output.

Export after review

Before export, ask:
Then export through CoSheet or ask Sofie: