Templates

Clinical Research Email Automation

Automates email processing for clinical research teams, focusing on trial management and regulatory compliance.

Research & Development

What This Agent Does

Automates email processing for clinical research teams, focusing on trial management and regulatory compliance.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: trial enrollment, IRB submission, data lock, site visit, adverse event, protocol variance OR from: @clinicaltrials.gov, @irb.com, @fda.gov, @sponsor.com

THEN DOES

1. If the email is regarding trial enrollment, searchDocuments for recruitment targets and reply with inclusion/exclusion criteria. Forward to recruitment@research.com with 'urgent' label. 2. For IRB submissions, forward the email to irb@research.com with the 'IRB review' label and mark as read. 3. For data lock notifications, reply with acknowledgment and forward to data-management@research.com, labeling as 'data-lock' and marking with high importance. 4. For site visit details, forward to operations@research.com and add 'site-visit' label. 5. For emails mentioning adverse events or protocol variance, forward to compliance@research.com immediately, add 'adverse-event' label, and star for urgent review. 6. For general queries from @sponsor.com, searchDocuments for sponsorship agreements, reply with status updates, and forward to project-manager@research.com for follow-up. 7. Archive emails once actions are completed.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.