Workflows
Work that runs itself.
Most of the operational work of running a trial is reading long documents and copying things out of them. Intake AI does that work end to end — no template to fill in, no setup, and nobody driving it.
Source documents ship today. Hand over the protocol and the eCRF; get a source document per visit back, ready for your eSource or for paper.
Source documents · automated
Source documents, built for you.
Give Intake AI the protocol and its Schedule of Assessments. It writes a source document for every visit, mapped to the fields your eCRF expects.
Protocol
MW-205
1.2 Objectives
1.3 Schedule of Assessments
eCRF
Casebook
Sex
Ethnicity
Visit occurred?
MW-205 — Source Document
Screening
Instructions
Record source data at the time of the visit. Enter ND where an assessment was not done and document the reason. Corrections are single-struck, initialled and dated.
Distribution: site eSource — CRIO or your CTMS — and print-ready for paper.
Weeks of work.47 seconds.
Coming soon
Source documents are the first workflow. Not the last.
More are in build right now, taking the rest of the tedious, repetitive work off your site — the tasks that have to happen every study and never needed a person doing them by hand.
- Live todaySource documents
- Coming soon
- Coming soon
- Coming soon
Request a custom workflow
Built to order
Tell us what your site does by hand.
If your site does something every week that a person should not have to do by hand, describe it and we will tell you honestly whether we can build it.