Workflows execute the work, not just capture data with forms.

Guided workflows across safety, ergonomics, documentation, data analytics, professional growth, and record-type setup. Each one walks the team through the work step by step, drafts the output, and keeps an owner and follow-up attached, so the job gets done and the record it produces is audit-ready from the start.

Browse Soter workflows

Safety

Inspections, incident investigation, weather risk, and action plans.

Action Plan

Transform your Safety Data into a prioritized, ROI-driven roadmap for safety and compliance improvement.

Complex Incident Investigation

For recordable injuries, lost-time incidents, and high-potential near-misses. Covers evidence, witness interviews, RCA, CAPA, and management review.

Hazard Inspection

Find hazards, complete inspections or mock audits from photos or videos.

Incident Investigation

For minor incidents, near-misses, and first aid cases. Covers recordability, root cause, and corrective actions.

Regulatory Watchdog

Stay ahead of regulatory changes and enforcement actions affecting your sites and industry.

Site Audit

Conduct safety audits to identify hazards and non-compliant conditions across worksites.

Weather Risk Advisor

Forecast hazardous weather conditions and generate pre-event controls and post-event inspection guidance.

Ergonomics

Video and method-led assessments for physical work.

Ergo Advisor

Analyze workplace media to identify ergonomic hazards, score postures, and deliver assessment reports with annotated overlays.

Video Ergonomic Assessment

Assess ergonomic risk and generate a REBA score from a video.

Documentation

Checklists, toolbox talks, program documents, and policy review.

Create Safety Checklist

Generate custom safety checklists for any task, equipment, or area.

Create Toolbox Talk

Instantly generate engaging toolbox talks on any safety topic.

Draft Program Documentation

Draft new safety programs or update existing documents.

Review Policy

Review your safety documents for compliance issues and gaps.

Data & Analytics

Ask data sources, analyze trends, and create intelligence briefs.

Analyze Incident Trends

Find preventable trends by analyzing your claims, incident, and injury data.

Ask Data Sources

Ask questions across Data Sources to uncover insights, solve complex queries, and find hidden information.

Business Research Analyst

Turn a business name or URL into a verified intelligence brief with safety, environmental, and reputation insights.

Local News Brief

Detect and summarize nearby incidents that could impact your clients, facilities, or operations.

Professional Growth

Career, communication, review, and publishing workflows.

Certification Roadmap & Qualifications Coach

Analyze jobs, pick key certs, and plan study.

Communication Coach for Senior Leadership

Help craft concise, decision-ready messages for senior leaders.

Job Role-Gap Analyzer

Align CV/LinkedIn with target jobs and fix skill gaps.

Performance Review Coach

Create balanced reviews with clear wins, growth areas, and goals.

Thought Leadership Publisher

Create and schedule authority-building content.

Record Types

Create record types and populate records with AI guidance.

Create Record Type

Set up new record types by describing what you need or uploading existing templates.

Record Intake

Populate your records with AI guidance.

Looking to capture data?

Workflows help the team do the work. Records are the structured artifacts the team keeps after the work is complete.