Safety
Action Plan
Transform your Safety Data into a prioritized, ROI-driven roadmap for safety and compliance improvement.
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.
For recordable injuries, lost-time incidents, and high-potential near-misses. Covers evidence, witness interviews, RCA, CAPA, and management review.
Safety
Hazard Inspection
Find hazards, complete inspections or mock audits from photos or videos.
Safety
Incident Investigation
For minor incidents, near-misses, and first aid cases. Covers recordability, root cause, and corrective actions.
Safety
Regulatory Watchdog
Stay ahead of regulatory changes and enforcement actions affecting your sites and industry.
Safety
Site Audit
Conduct safety audits to identify hazards and non-compliant conditions across worksites.
Safety
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.
Ergonomics
Ergo Advisor
Analyze workplace media to identify ergonomic hazards, score postures, and deliver assessment reports with annotated overlays.
Ergonomics
Video Ergonomic Assessment
Assess ergonomic risk and generate a REBA score from a video.
Documentation
Checklists, toolbox talks, program documents, and policy review.
Documentation
Create Safety Checklist
Generate custom safety checklists for any task, equipment, or area.
Documentation
Create Toolbox Talk
Instantly generate engaging toolbox talks on any safety topic.
Documentation
Draft Program Documentation
Draft new safety programs or update existing documents.
Documentation
Review Policy
Review your safety documents for compliance issues and gaps.
Data & Analytics
Ask data sources, analyze trends, and create intelligence briefs.
Data & Analytics
Analyze Incident Trends
Find preventable trends by analyzing your claims, incident, and injury data.
Data & Analytics
Ask Data Sources
Ask questions across Data Sources to uncover insights, solve complex queries, and find hidden information.
Data & Analytics
Business Research Analyst
Turn a business name or URL into a verified intelligence brief with safety, environmental, and reputation insights.
Data & Analytics
Local News Brief
Detect and summarize nearby incidents that could impact your clients, facilities, or operations.
Professional Growth
Career, communication, review, and publishing workflows.
Professional Growth
Certification Roadmap & Qualifications Coach
Analyze jobs, pick key certs, and plan study.
Professional Growth
Communication Coach for Senior Leadership
Help craft concise, decision-ready messages for senior leaders.
Professional Growth
Job Role-Gap Analyzer
Align CV/LinkedIn with target jobs and fix skill gaps.
Professional Growth
Performance Review Coach
Create balanced reviews with clear wins, growth areas, and goals.
Professional Growth
Thought Leadership Publisher
Create and schedule authority-building content.
Record Types
Create record types and populate records with AI guidance.
Record Types
Create Record Type
Set up new record types by describing what you need or uploading existing templates.
Record Types
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.
Open records