Workflows

Welcome to the SoterAI onboarding module on workflows. In this video, we'll walk through how to use workflows and how they guide you step by step through key safety and risk tasks.

Firstly, navigate to the Workflows home page on the left hand tool bar. Workflows in SoterAI are designed to remove guesswork.

Each workflow breaks a task into clear, guided steps, helping you complete complex activities consistently and efficiently.

Rather than starting from a blank page, workflows prompt you for the information SoterAI needs at each stage. This ensures nothing important is missed and that the final outputs are accurate, structured, and ready to use.

To get started, select a workflow and click the "Use Now" button.

From there, SoterAI will guide you step by step, prompting you for the right inputs at the right time.

To upload files to a workflow, simply drag the file into the chat from your computer. You can add up to ten files per message, and you can upload multiple times if needed.

As you work through a workflow, you'll see clear instructions and questions that shape the final outcome. You may also see AI-suggested prompt buttons to help you move to the next step. If these don't match what you want to do, you can ignore them and type your own prompt at any time.

When you're finished, you can return to the Workflow Home Page by clicking "Workflows" in the toolbar. This allows you to start a new task at any time.

If there are workflows you use regularly, you can mark them as favourites by selecting the star icon. Favourited workflows will appear at the top of the page under the Favourites section, making them easy to access whenever you need them.

The Workflow Home Page gives you a central place to discover, launch, and manage workflows that support your day-to-day work.