> ## 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. # Sofie documentation > Learn how to use Sofie for chat, Workspaces, Surfaces, documents, meetings, spreadsheets, Orchestrations, and life sciences workflows. Sofie helps life sciences teams work with conversations, files, meetings, documents, spreadsheets, interactive Surfaces, and repeatable AI workflows in one place. Start with chat, then add the right context. Use a Workspace when Sofie needs shared files. Use CoDraft, CoMeeting, CoSheet, or a Surface when the work becomes an artifact. Use Orchestrate when a workflow needs repeatable steps, review points, and reusable logic. ## Start with the basics Set up your profile, start your first chat, and find your recent work. Learn the chat surface, model selector, voice input, history, and pinned chats. Choose a model, set a default, and understand speed, reasoning, and context tradeoffs. Learn how Sofie uses context, plans, capabilities, artifacts, and review points from chat. Understand context usage, long chats, summarized messages, and when to start fresh. Understand what Sofie can do from chat and how to ask for the right action. Learn the actions Sofie can take from chat and the prompt patterns that steer them. Ask chat to search the Sofie documentation and cite docs pages in the answer. Use file-based code sandbox work for Office files, generated files, and data transformations. Create charts, diagrams, timelines, process maps, and visual summaries directly in chat. Create or edit illustrations, infographics, icons, and visual concepts from chat. Move from a request to source search, artifact creation, workflow runs, and review. Fix source, artifact, permission, and context issues when chat work goes off track. Use attachments, Workspace search, Web search, Deep research, and citations. Use `[[` to reference attachments, artifacts, Workspaces, plans, and selected content. Find chats, Workspaces, CoDrafts, CoMeetings, CoSheets, Orchestrations, Sequences, and Templates. Filter, sort, and interpret Search results so you can reopen the right work. Choose between Search, Workspace search, Web search, Deep research, attachments, and selected context. Make Sofie propose, revise, and execute a structured plan for multi-step work. Ask Sofie for help while viewing a Surface, CoDraft, CoSheet, CoMeeting, Workspace, or Orchestration. Create, open, revise, import, export, and save durable Sofie work from chat. Use practical prompt patterns for source review, drafting, data analysis, and workflows. Control approvals, human input, artifact creation, connected app actions, and review points. Continue work with chat history, pinned chats, plans, Saved prompts, Memory, and artifacts. Organize files, teammates, chats, Surfaces, CoDrafts, CoMeetings, CoSheets, and Orchestrations. Centralize searchable source context so Sofie can answer from shared project knowledge. Learn how Sofie can use enabled email, calendar, cloud file, and CRM sources. Track shared work, workflow updates, Sequence runs, meeting reminders, and account alerts. Return to paused work, inspect sources, and continue Sofie workflows from notifications. ## Create and collaborate Analyze spreadsheets, write formulas from plain language, and collaborate on tables. Build interactive tools, paginated reports, and presentations with connected data. Create, fill, duplicate, pin, and manage reusable document structures. Build and run repeatable workflows with agents, tasks, tools, and human review. Schedule an Orchestration to run once or on a recurring cadence when enabled. Design reusable workflows with clear inputs, source rules, tests, review points, and publishing habits. Define repeatable fields that improve agent handoff, artifact creation, and test validation. Create manual tests, save successful runs, validate outputs, inspect drift, and review run history. ## Detailed task guides Upload files, organize folders, manage members, connect sources, and use Workspace search. Use tables, images, links, find and replace, review mode, revisions, and export. Design reusable document templates with clear fields and fill instructions. Search, sort, preview, duplicate, pin, fill, and publish templates for recurring document work. Use Sofie to fill template drafts over multiple sessions, confirm suggestions, and finalize when ready. Use comments, suggestions, review modes, and Sofie-assisted document review. Start capture, improve transcript quality, review notes, search meetings, and create follow-up work. Import data, write formulas, build pivot tables, create charts, and export to Excel. Use chat to profile data, find issues, suggest formulas, and summarize results. Design, create, test, and refine an Orchestration from a chat conversation. Use fields, groups, dropdowns, lists, and schema design patterns for reusable Orchestration outputs. Use realistic inputs, validation methods, run history, drift repair, Memory checks, and parallel-run checks. Configure inputs, agents, tasks, output modes, review points, versions, and test runs. Configure inputs, one-time or recurring schedules, test runs, notifications, and pause states. ## Personalize Sofie Create, edit, share, promote, pin, and reuse prompts with context and attachments. Manage durable facts and preferences Sofie may use in future conversations. Create standing rules for how Sofie should respond across conversations. Review stale Memory, Directives, Episodes, Knowledge Graph, and Analytics views. Manage profile context, notification preferences, email signatures, and personal settings. Set role context, task interests, avatar, and password fields. Add passkeys, understand required enrollment, and review account security options. Configure email, push, in-app, quiet hours, timezone, and notification types. Create, preview, enable, and manage CoDraft email signatures. ## Administration Understand the access model across users, roles, groups, and Workspaces. Invite users, assign roles and groups, review details, and handle user removal. Design roles, review permission impact, and manage privileged access. Organize users by department, site, project, review board, or team. Review organization settings, brand options, integrations, authentication policy, and Security Center. Set up Microsoft Entra ID sign-in for Sofie. Enable connected app providers and plan rollout for users. Configure Microsoft email, calendar, OneDrive, and SharePoint access. Configure Gmail, Google Calendar, and Google Drive access. Configure Salesforce CRM and custom-object access. Review security events, alerts, access review snapshots, and recovery activity. ## Life sciences workflows Apply Sofie to tech transfer, CAPA, deviations, validation, URS, batch review, and quality risk workflows. Review Sofie outputs before using them in regulated, quality, clinical, or controlled processes. Sofie can help you draft, analyze, and organize work, but your team owns final review and approval.