Where in our documents does it actually say that?

What the Ask Data Sources workflow does

Safety teams keep the answer to most questions somewhere in their files: programs, checklists, audit reports, training records, regulatory copies. The problem is rarely that the answer is missing. It is that finding it means knowing which document holds it and reading until you reach the right line. The workflow removes that step. You ask, and Soter reads across the documents in your Data Sources for you.

The Safety Professional stays in control of the question. Soter processes the request, reads each document that matches it, extracts the supporting data, and builds an answer from what it found. You get the answer, the research, or the information you asked for, drawn from your own files rather than a generic source.

Where document lookups break at scale

Three problems show up as soon as the document set grows past a single program.

1. The answer is buried. The detail exists, but it sits on page nine of one document out of dozens, so a quick question turns into a long read.
2. Nobody remembers which file holds it. Across programs, audits, checklists, and training records, the right source is hard to recall, so the search starts from scratch every time.
3. Cross-document questions get skipped. A question that spans several files, what each one says about the same control, is slow to answer by hand, so it often does not get answered at all.

How the workflow runs

1. Ask the question. State the question, research task, or the information you need from the files in your Data Sources.
2. Soter reads the documents. The agentic system reads through each document that matches your request, not just a single file.
3. It extracts the supporting data. Soter pulls the passages and data from those documents that bear on your question.
4. You get the answer. Soter builds the answer from the extracted data and shares it in the chat, with the supporting evidence behind it.

Who uses this workflow

• Safety Professionals checking what their own programs and procedures say before they act
• Site leads finding a specific requirement across audits, checklists, and training records
• Compliance owners answering cross-document questions without rereading every file
• Insurance loss-control consultants reading a client's safety documents on the carrier side

What you get when you sign up

• A direct answer to your question, built from the documents in your Data Sources
• Reading across every relevant file, not a search of one document at a time
• The supporting passages and data extracted from your files, so the answer is traceable
• Cross-document questions answered in one pass instead of file by file
• Answers and completed research shared in the chat, ready to refine or follow up