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SoterAI Workflows

Stop Reinventing the Wheel. Automate Your Safety Processes.

Build workflows once, run them automatically. From incident investigations to permit-to-work approvals, SoterAI keeps your team consistent and compliant - without the manual follow-up.

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30+

Workflow templates

90%

Time reduction

5hrs to 30min

Meeting prep (ICW Group)

7 days

Free trial

The Problem

You're Drowning in Manual Processes

Every incident investigation follows the same steps. Every inspection uses the same checklist. Every JSA requires the same approvals. So why are you recreating them from scratch every single time?

Inconsistent processes across sites

Different managers, different approaches - creating compliance gaps that auditors catch and regulators flag.

Manual follow-up and tracking

Chasing people for approvals and sign-offs. Corrective actions slip through the cracks and get forgotten.

Hours on repetitive admin work

Writing the same reports, creating the same checklists, filling out the same forms over and over again.

No visibility into progress

Tasks get stuck, deadlines pass, and nobody knows until it is too late. No single view of what is happening.

How It Works

Build Once. Run Automatically. Stay Compliant.

Define the steps, set the triggers, assign the responsibilities - and it runs automatically every time.

1

Choose a Template or Build Custom

Start with 30+ pre-built templates for incident investigation, JSAs, inspections, and training tracking - or build your own workflow from scratch using the AI-powered builder.

2

Customize for Your Organization

Add your specific steps, questions, and approval chains. Set automatic triggers so workflows fire when events happen. Assign roles and responsibilities.

3

Run Automatically

Workflows execute when triggered. Automatic notifications keep everyone on track. Track progress in real-time and generate compliance-ready reports.

Features

Everything You Need to Automate Safety Processes

30+ Pre-Built Workflow Templates

Ready-to-use workflows for common safety processes. Customize them or use as-is.

Incident investigation workflows
Job Safety Analyses (JSAs)
Safety inspection checklists
Permit-to-work approvals
Corrective action tracking
Training completion tracking
Hazard observation follow-up

Template Library

30+ Ready-to-Use Workflow Templates

Start with proven workflows used by hundreds of safety and insurance professionals. Customize them to fit your organization, or use them as-is.

Hazard Inspection

Identify hazards and assess compliance from photos or videos.

Saves 2+ hours
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Site Audit

Conduct comprehensive safety audits across worksites (up to 50 images or 6-min video).

Saves 4+ hours
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OSHA Recordability Assistant

Determine if an injury is OSHA-recordable per 29 CFR 1904.

Saves 15-30 min
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Action Plan

Transform Risk Intelligence data into a prioritized, ROI-driven safety roadmap.

Saves 3+ hours
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Regulatory Watchdog

Stay ahead of regulatory changes affecting your sites and industry.

Saves 1+ hour
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Weather Risk Advisor

Forecast hazardous weather and generate pre/post-event safety guidance.

Saves 30 min
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Use Cases

See Workflows in Action

The Challenge

Investigations are inconsistent across sites. Some managers do thorough root cause analysis, others fill out the bare minimum. Corrective actions get forgotten.

The Workflow

  1. 1Guides investigators through root cause analysis (5 Whys, fishbone diagram)
  2. 2Requires photo documentation and witness statements
  3. 3Routes to safety director for review
  4. 4Tracks corrective actions until completion
  5. 5Generates OSHA-compliant reports

The Result

Consistent investigations across all sites. 100% corrective action completion rate. Audit-ready documentation.

Read the 4FRONT case study

FAQ

Frequently Asked Questions

Get Started

Ready to Automate Your Safety Processes?

Join hundreds of safety and insurance professionals who have automated their most time-consuming tasks.

  • 30+ pre-built workflow templates
  • AI-powered custom workflow builder
  • Free 7-day trial, no credit card required
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Book a Demo

See SoterAI Workflows in action with a personalized demo

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