Using Cority with SoterAI
Connect Cority to SoterAI and ask questions about the EHS and occupational health records your team already keeps in Cority, without exporting reports.
Like every SoterAI connector, the Cority connection is read-only: SoterAI can read and search your data, but it cannot create, edit, or delete anything in Cority.
Assisted setup. Cority is connected with help from our team. In the Connectors panel, its card shows Request setup instead of Connect. You bring the access details from your side, and we set up the connection to your workspace for you — there is nothing to install.
Before you request setup
Have the following ready before you send your request:
- Confirmation that API access is enabled for your Cority account (if you use Enviance, a Cority Connectors licence is required)
- Your tenant URL
- The modules in scope
- An API refresh token for a read-only API user
Your organisation will also need to allow SoterAI’s outbound traffic through your firewall. Ask our support team for Soter’s egress IP address in your setup request so you can add it to your allowlist.
Keep your credentials safe. Don't paste passwords, secrets or tokens into the request email. List which details you have ready, and our team will confirm how to share them securely. Use credentials scoped to the minimum access you need.
What SoterAI can access
Once connected, SoterAI has read-only access to:
- Records from the Cority modules in scope
- Field names, values and record types
Access is always limited to what the credentials you provide are allowed to read.
What SoterAI cannot do
- Cannot create, edit, or delete records in Cority
- Cannot submit forms or trigger workflows inside Cority
- Cannot access data outside the scope of your credentials
- Cannot change configuration, permissions, or user access
How to request setup
- 1Click the puzzle piece icon in the chat input bar to open the Connectors panel.
- 2Open the Available tab and find Cority under Risk & safety (use the Search integrations bar if needed). The card shows a short summary of what we'll need.
- 3Click Request setup. A prefilled email to our support team opens, with the connector name and your workspace already filled in, plus the same checklist.
- 4Add any details you already have (without credentials) and send it.
- 5Our team will reply to arrange the next steps and set up the connection. Once it's live, Cority appears in your Connected tab and you can use it in chat like any other connector.
If your email app doesn't open, write to help@soteranalytics.com with the subject ‘Connector setup request: Cority’.
To remove access at any time, open the Connectors panel and click Disconnect on the Cority card in the Connected tab.
Example queries
Once connected, just ask naturally.
Exploring your data
- "How many incidents were logged in Cority last month?"
Reading and analysing
- "Summarise open corrective actions by site"
- "What trends do you see in our inspection findings this year?"
Use cases
Plain-language EHS reporting
Ask about incidents, actions and inspections in everyday language instead of building a report in Cority each time you need a number.
Combining Cority data with SoterAI analysis
Bring your Cority records together with SoterAI’s safety analysis so EHS and occupational health trends can be reviewed alongside your wider safety picture.
Management review preparation
Pull the figures and trends you need ahead of a management review, without leaving the conversation.
Troubleshooting
| Issue | Solution |
|---|---|
| My email app didn’t open when I clicked Request setup | Write to help@soteranalytics.com with the subject ‘Connector setup request: Cority’. |
| SoterAI can’t see certain records | Access is limited by the permissions of the credentials you supplied. Ask your Cority administrator to confirm what they can read. |
| Slow responses on large queries | Narrow your question, for example to a date range, site, or single record type. |
| Enviance data isn’t available | Enviance requires a Cority Connectors licence. Check with your Cority account team. |
For more general help, see Troubleshooting external app connections.