The Transfer: June 2026

Same Quality on Every Run with Skills

Build reusable skills that are tailored to the way you prefer to work with Sofie and share them across your team. Preferences like models, context, and setup stay consistent so that every output starts from the same proven point no matter who is executing it. Learn more →

Build Outputs That Stay Consistent

Eliminate repetitive formatting by using templates to generate finished reports, a ready-to-share CoDraft, formatted CoMeeting minutes, or any other structured deliverable your team relies on — delivering consistent, structured output every time.

Progressive Template Filling

Preserve the structure and completeness of any template with progressive filling, allowing you to leave and return to a template over days, weeks, or months to complete your document.

Build and Edit Templates

Tailor your outputs with templates built directly inside Sofie with full control over structure, field placeholders, and layout.

Reasoning Level for Chat Models

Get cleaner thinking and faster responses with reasoning levels paired with the complexity of your task — lightweight reasoning for quick tasks, medium for structured analysis, and high for complex technical investigations

Execute Complete Workflows with Ease

Build, automate, and scale the workflows your team runs most, tailored to GxP-critical and cross-functional operations, with prebuilt orchestrations and voice-driven creation to make complex work faster and easier to delegate. Learn more →

Add Context and Depth with Human-in-the-Loop

Respond, decide, and keep workflows moving directly within orchestration agents that notify you when input is needed, so you never have to monitor a run and you can get more out of your time.

Track and Collaborate on Meetings with Greater Control

Work with CoMeetings in a way that reflects how you work with better structure, more flexible summaries, and tighter integration across the rest of the platform.

Better Templates and Categories for Every CoMeeting 

Structure and summarize any meeting with preset templates and categories that reflect your real workflows, turning every project sync, steering review, or client call into a consistent, actionable output every time.

CoMeeting Notifications

Quickly start a CoMeeting with meeting notifications that sync with your schedule via integration with your Google or Microsoft calendars, streamlining the way you start a transcript and take notes.

Better Sharing of CoMeetings in Workspaces

Build smarter workspaces by adding CoMeeting transcripts and summaries into your team’s working context for any shared or personal workspace, giving Sofie access to deeper knowledge and insights.

Edit Completed Meeting Summaries

Edit and work with any CoMeeting summary within Sofie either manually or with Sofie Everywhere – make corrections, add context, or refine language directly in the summary. 

A More Complete Drafting Experience

Work with CoDrafts more efficiently while maintaining consistency, formatting, and sharing across your team inside and outside of Sofie.

CoDraft Templates in the Template Library

Create, populate, and update CoDrafts with curated templates in the template library to standardize and streamline recurring artifacts. 

Email CoDraft Formatting Preserved on Send

Send emails directly from CoDraft without manual reformatting, your emails stay clean and organized, what you see in Sofie is what your recipient receives in their inbox. 

Resolve Comments in CoDraft with Sofie Everywhere 

Read and resolve comments with Sofie Everywhere tied directly into CoDraft to simplify the review and revision process — Sofie resolves comments as you work through edits for simplified drafting.

Collaborate and Inform with Notes when Sharing

Share work more efficiently and keep teammates informed when you pass off any CoDraft, template, or workspace with a new notes section when sharing. 

Performance fixes and improvements

Every detail matters when you’re doing critical work in Sofie, so we’ve fixed and improved dozens of small details.

• Image Repositioning No Longer Disrupts Layout — Insert and work with images in CoDraft seamlessly, drag and drop right where you need them and formatting is preserved.

• Workspace Chat Now Uses Sofie Everywhere — Leverage Sofie Everywhere within workspaces for seamless navigation and interaction within Sofie. 

• Plan Mode and Presentation Builder Are Easier to Navigate — Cleaner layouts, clearer interactions, and improved polish across both tools.

• New Chat History  Icons — Find the right conversation with icons that make it easier to see which conversation and artifact is which. 

• Improved Thumbnail Preview for Downloaded HTML Files — Preview your HTML file attachments with an informative thumbnail instead of a generic placeholder.

• Smarter Reference Handling in CoSheets — Cell references are clearer and more predictable, so dependent values update the way you expect.

• More Reliable Directives and Writing Style — Directives and writing style carry forward more consistently across sessions so you don't have to restate them.

• Better Visuals Across the Platform — Cleaner charts, smarter exports, and a dedicated tab for CoSheet visuals so reviewing never interrupts your work.

What This Release Means for Your Team

This release is about closing the gap between doing the work and delivering something worth sharing. Skills mean every run starts from the same proven point, with your preferred model, context, and setup already in place, so output quality stays consistent no matter who is executing it. Templates mean recurring deliverables like reports, meeting minutes, and CoDrafts can be standardized and completed progressively, so nothing gets lost between sessions. Orchestrations running in the background mean complex jobs can kick off and keep moving without anyone waiting on them. Better CoMeetings mean summaries that reflect how your organization actually runs its meetings, not a format you have to rework after the fact. And continued improvements to CoDraft, from formatting to comments to sharing, mean the quality of every output keeps getting better. Taken together, this is Sofie becoming faster to act on, easier to share, and more tailored to every team that uses it.

That's all for May, we'll see you next month!