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SoterAI
The AI-native safety platform for risk intelligence, document management, compliance, and more.
Workflows
Workflows Overview
Building Custom Workflows
Understanding the Workflow MapComing soon
Scheduling Workflows
Custom Workflows: Lifecycle Management
Editing a custom workflow in SoterAI
Sharing a custom workflow in SoterAI
Cloning a workflow in SoterAI
Archiving and restoring workflows in SoterAI
Discovering shared and archived workflows in SoterAI
Records Management
Records in SoterAI
Finding and using record type templates
Organising your My Records tab
Working with records in SoterAI
The Records page migration
Setting Up and Managing Your Record Types
Creating Records with AI Assistance
Importing Historical Records into SoterAI
Sharing Record Types
Sharing
Cloning vs Linking
Share links — expiry and revoke behavior