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Integrations

SOPHIE connects with the tools your team already uses so notifications and content flow to where people actually look. Integrations are managed from Settings > Integrations.

Slack​

Connect SOPHIE to your Slack workspace so your team receives notifications where they already communicate. This is especially useful for practices where team members check Slack more often than email.

Setting up Slack​

  1. Go to Settings > Integrations > Slack.
  2. Click Connect to Slack.
  3. Authorize SOPHIE to post to your Slack workspace. You will be redirected to Slack to approve the connection.
  4. Select which Slack channels should receive SOPHIE notifications.

What gets posted to Slack​

Once connected, SOPHIE can post the following to your selected channels:

  • SOP submissions and approvals -- When a SOP is submitted for review or approved
  • Acknowledgement reminders -- Reminders for team members who have not yet acknowledged a SOP
  • Action items and alerts -- New AI-generated action items or critical compliance alerts
  • Team activity updates -- Completions, comments, and other team events

You can customize which notification types are sent to Slack from Settings > Notifications. Not everything needs to go to Slack -- you might send approval notifications there but keep comment notifications in the in-app Inbox only.

Tips for Slack integration​

  • Use a dedicated channel. Create a channel like #sophie-notifications so SOPHIE messages do not get lost in general conversation.
  • Enable for managers first. Start by routing approval and compliance notifications to a managers channel, then expand to the full team once your workflow is established.

Loom​

Embed Loom videos directly into your SOPs for visual, step-by-step documentation. This is particularly valuable for clinical procedures, software walkthroughs, and any task that is easier to show than describe.

Setting up Loom​

  1. Go to Settings > Integrations > Loom.
  2. Click Connect and authorize your Loom account.

Using Loom in SOPs​

When editing a SOP, paste a Loom video URL into the rich text editor. SOPHIE automatically detects the Loom link and embeds the video player inline. Team members can watch the video directly within the SOP without leaving the page.

This is a great way to supplement written procedures. For example, a SOP about seating a patient could include a Loom walkthrough of the operatory setup alongside the written steps.

Google​

Connect Google services for single sign-on authentication. When enabled, team members can sign in to SOPHIE using their Google account instead of managing a separate password.

Email notifications​

SOPHIE sends transactional emails automatically for key events:

  • Invitation emails when new team members are added to the workspace
  • Notification emails for SOP submissions, approvals, and other workflow events
  • IP access request notifications when someone tries to access SOPHIE from an unrecognized location
  • Password reset emails when a team member needs to recover their account

Email delivery is configured at the system level and requires no workspace-level setup. It works out of the box from the moment your workspace is created.