Workflows in SoterAI are powered by agentic intelligence. Each workflow dynamically adapts in real time, so you can review policies, identify hazards, run ergonomic assessments, or generate reports without switching tools.
From the Workflows page, all workflows are organized into categories: Safety, Ergonomics, Documentation, and Data & Analytics. Each workflow tile shows a high-level description and projected value, and you can favourite the ones you use most for one-click access.
1. Workflow Structure
Each workflow consists of three core components:
Inputs: Data you provide—photos, documents, incident records, or free‑text fields.
Steps: A sequence of AI‑powered actions and form prompts (e.g., “Identify hazards in this image,” “Summarize policies in this document”).
Outputs: Final deliverables—reports, checklists, summaries, dashboards, or exportable files.
3. Running a Workflow
To start a workflow:
Open the Workflows page.
Browse by category or search.
Click a workflow tile to view details, logic, and ROI, or select Start to launch it immediately.
Use the built-in tools to pull live data, combine with your risk or document sources, and generate outputs.
4. Customizing & Saving Variations
Adjust Parameters: Many steps let you tweak prompts, set regional settings, or choose output formats.
5. Best Practices
Start Specific: Choose the template that best matches your task—e.g., use Hazard Identification PRO for detailed hazard catalogs.
Leverage Data Sources: For Pro and Enterprise users, link relevant documents or risk registers before running workflows to enrich results.
Workflows turn complex, manual EHS processes into repeatable, AI‑driven routines—helping your team work faster, more accurately, and with full compliance confidence.
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