The Transfer: August 2026

Welcome back to The Transfer. This month, we’re expanding how teams capture, ground, and share their work in Sofie. A comprehensive regulatory intelligence update helps keep analysis grounded in current regulatory information. Surfaces turns ideas and outputs into slides, pages, and interactive experiences, while the next iteration of CoMeeting brings greater clarity to meeting capture and follow-up. We’ve also redesigned the Sofie homepage, introduced clearer navigation, and added smarter defaults and guided tools to help you move through work with fewer interruptions. Here’s what’s new.

TransferAI Team

8 Global Regulatory Sources

Research and produce higher-quality regulatory analysis with continuously refreshed access to more than 16,000 official documents, 218,000 searchable passages, and 177,000 structured records spanning regulations, guidance, approvals, recalls, enforcement actions, shortages, inspection outcomes, safety assessments, and regulator publications. Learn more.

Bring Work to Life with Surfaces

Create polished, shareable deliverables from your work with Sofie. With Surfaces, you can turn ideas and outputs into slides, pages, and interactive experiences to review, refine, and share. Surfaces was released in early August. Learn more.

Amplify What CoMeeting Can Do

Capture meetings with clarity from the start with new features that handle more of the transcription and initiate what comes next, so you can focus on the expertise and judgment your project requires.

Invite Sofie to Your Next Meeting

Give everyone clarity on how the meeting is being captured with Sofie Meeting Assistant as a visible participant. Sofie acts as another participant while CoMeeting still creates a shared transcript, summary, decision record, and follow-up actions.

Redesigned Homepage and Navigation

The redesigned homepage gives you cleaner starting points for the most common ways you work, along with a larger chat window for your requests. Streamlined navigation makes it easier to move from one task to the next, so you can start faster and stay focused as your work changes.

A Simpler Way to Work

These improvements handle more of the decisions, structure, and quality checks behind the scenes—helping teams move faster with more consistent, dependable results.

Auto Mode for Easier Chat

Auto Mode is an optional setting that evaluates each request and determines which model is best suited to the task. Turn it on when you want Sofie to handle model selection behind the scenes, or continue choosing a model yourself.

Build Screen for Templates

The template build screen brings the same guided build experience used for orchestrations to templates. Describe what you need or upload an existing template, then work with Sofie to structure and refine it—making it faster to turn established formats into reusable, consistent deliverables.

That’s all for August. Try one of these improvements today or reach out to your TransferAI team to learn more.

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