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Workspaces

Every program,with its context attached.

Workspaces organize files, conversations, CoDrafts, CoSheets, meetings and Surfaces around each program, site or client. Each one carries its own searchable knowledge base, so Sofie answers from the right evidence.

Larkspur Biologics · Workspaces

Workspaces / Tech Transfer

LB-204 Tech Transfer

Search or ask across 1,284 files…

Syncing from SharePoint · 231 files

Recent files

Name · Modified
HTS-014 Hold-Time Study Report.pdfSending site · 38 pp
LB-204 Transfer Protocol v3.docxM. Kline · 2h ago
BR-2291 Executed Batch Record.pdfReceiving site · 64 pp
SOP-QA-017 Deviation Management.docxEffective 2026-03-01
PPQ Lot Summary.xlsx8 lots · A. Ruiz

Atechtransferlivesinahundredplaces:shareddrives,inboxes,meetingnotesandthreeversionsofthesameprotocol.AworkspacegathersitintooneplaceSofiecanread,citeandkeepcurrent.

Capabilities

What Workspaces does

  1. 01

    A knowledge base per workspace

    Every file you add is indexed for search. Answers cite the file and page they came from, marked as an exact or approximate match.

  2. 02

    Live cloud sync

    Connect folders in SharePoint, OneDrive or Google Drive. Sync shows its progress, reports skipped files with the reason, and can be paused or cancelled.

  3. 03

    Bulk upload, no duplicates

    Upload whole folders at once. Sofie detects duplicate files, and you can tag, move and act on files in bulk.

  4. 04

    Recordings become searchable

    Audio and video files, from site walkthroughs to training sessions, are transcribed automatically and searched like any document.

  5. 05

    Roles that match your organization

    Owner, admin, editor and viewer roles built from 19 fine-grained permissions, plus organization-wide workspaces for shared reference material.

  6. 06

    One view of the program

    Recent work, conversations, artifacts, activity and connected integrations on a single page, so the next person picks up where the last one stopped.

Grounded answers

Answers that point to the page.

Ask across batch records, protocols, specifications and prior reports in the workspace. Sofie cites the file and page behind every statement, and tells you whether the match is exact or approximate.

  • Page-level citations on every answer
  • Searches documents, spreadsheets and transcribed recordings
  • Open any answer as a CoDraft with its citations carried through
Larkspur Biologics · Chat

HT-7 hold-time support

Deep research
What does FDA expect for intermediate hold times, and does our HT-7 data support the protocol limit?
Ask a follow-up…

Cloud sync

Your document system stays the source of record.

Point a workspace at the SharePoint library, OneDrive folder or Google Drive where the program already lives. Sofie keeps it current, tells you what it skipped and why, and lets you pause or cancel at any time.

  • SharePoint, OneDrive and Google Drive
  • Progress and skipped-file reports
  • Pause, resume or cancel a sync
Workspace · Connected sources

SharePoint · QA Controlled Documents

1,284 files

Synced

OneDrive · Tech Transfer / LB-204

412 of 530

Syncing

Google Drive · Northwind shared folder

96 files

Paused

3 files skipped

  • Legacy_BR_scan_1998.tifUnsupported type
  • Validation_Archive.zipArchive
  • Protected_Specs_v2.pdfPassword protected

Everything together

The meeting, the draft and the data, side by side.

Kickoff transcripts, the transfer protocol, the PPQ lot summary and the client tracker belong to the same program. In a workspace they sit together, and Sofie can reason across all of them at once.

Larkspur Biologics · CoMeeting
00:17:58LB-204 weekly transfer sync
ARMKJO

Live transcript

Speaker labels on
JO

J. Okafor 17:31

Method transfer for the SEC and CE-SDS assays closed out Friday; both met the comparability criteria.

MK

M. Kline 17:48

Good. Then the open items are equipment and the hold-time package.

AR

A. Ruiz 18:02

Northwind confirmed the 2,000-liter single-use bioreactor is qualified, so we can hold the engineering run for the week of November 10.

Ask Sofie about this meeting…

00:00:00:00

Product film · Everything about the program, in one place · In production

Workspaces

1:00 target
fine-grained permissions behind four workspace roles
19
cloud sources synced live: SharePoint, OneDrive and Google Drive
3
average time savings per workflow
60–80%
“Sofie is the ultimate enabler. That leverage, compounded across the organization, is enormous.”
CEO, CDMO

Questions

Frequently asked

Where are our files stored?

In your organization's own isolated deployment. Every customer runs in a dedicated AWS environment with its own VPC, private subnets and an encrypted database.

What happens to files Sofie can't import?

Sync reports every skipped file with the reason, such as an unsupported type or password protection, so you can fix or exclude it deliberately.

Who can see a workspace?

Only the people you add. Owners and admins assign owner, admin, editor or viewer roles, and organization-wide workspaces use admin, contributor and viewer roles.

Is our content used to train models?

No. Customer content is used to do your work, and no model is trained on it.

Start with one workflow.
Measure it. Then expand.

In a working session we choose a priority workflow, define your standards and review points, and agree how to measure speed, quality and capacity. Then you evaluate Sofie's work before deciding whether to expand.