AI Tool for Study Protocol Drafting

Let your AI agent handle protocol creation, eligibility summaries, and statistical plan updates—so you can focus on research, not paperwork.

If you’re a biostatistician or clinical research manager, you know the pain of juggling protocol drafts in Microsoft Word, tracking eligibility criteria in Excel, and chasing feedback through endless Outlook email threads. Every revision means more time lost and a higher risk of errors slipping through before IRB submission.

An AI agent that creates, updates, and formats research study protocols, eligibility criteria, and statistical analysis plans for biostatisticians and clinical teams.

What this replaces

Draft study protocols from scratch in Microsoft Word
Compile eligibility criteria from Outlook emails into Excel
Manually update analysis plans after team feedback
Track document versions across SharePoint and Google Drive
Reformat protocols for IRB submission guidelines

The hidden cost

What this is really costing you

In clinical research, biostatisticians and study coordinators spend hours each week manually drafting protocols, updating statistical analysis plans, and consolidating eligibility criteria from emails and shared drives. These repetitive tasks in Word and Excel slow down study launches and increase the risk of inconsistencies. Coordinating feedback from physicians and scientists often leads to version confusion and missed details.

Time wasted

1.8 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,610/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Delays in protocol approval can push back study timelines, while documentation errors may trigger IRB rejections or require costly amendments after submission.

Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.

Return on investment

The math speaks for itself

Today — without agent

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

15 min/week

agent-handled

$580/year/ year

You save

$2,030/year

every year, reinvested into growing your business

Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Drafting a New Protocol

You ask your agent to generate a first draft of a study protocol based on your research objectives and team notes.

Organizing Eligibility Criteria

You ask your agent to collect, summarize, and format eligibility requirements from various collaborators into a single document.

Updating Statistical Plans

You ask your agent to revise the statistical analysis section after receiving feedback from a collaborating scientist.

Preparing Documents for Submission

You ask your agent to format all study documents according to institutional guidelines before sending them to the review board.

How to hire your agent

1

Connect your tools

Link your existing data analysis, documentation, and database tools used for study design and collaboration.

2

Tell your agent what you need

Type a prompt like: 'Draft a study protocol for a Phase II clinical trial on diabetes, including eligibility criteria and initial statistical plan.'

3

Agent gets it done

Receive a complete, editable study protocol document with integrated eligibility criteria and statistical plan, ready for review.

You doing it vs. your agent doing it

Write protocols from scratch, referencing multiple sources and team input.
Agent generates a draft protocol based on your outline and collaborator notes.
1 hr/week
Collect criteria from emails and documents, then reformat into a master list.
Agent gathers and organizes all criteria into a unified document.
0.3 hrs/week
Manually track changes and update each section based on stakeholder comments.
Agent integrates feedback and highlights updates for review.
0.3 hrs/week
Reformat protocols and plans to match different templates or submission guidelines.
Agent applies formatting and prepares publication-ready files.
0.2 hrs/week

Agent skill set

What this agent knows how to do

Draft Study Protocols

Generates comprehensive protocol drafts using your study outline and feedback from collaborators, ready for review in Word or PDF.

Summarize Eligibility Criteria

Pulls inclusion and exclusion criteria from emails, spreadsheets, and meeting notes, then organizes them into a unified document.

Update Statistical Analysis Plans

Revises statistical plan sections based on new data or reviewer comments, highlighting all changes for easy reference.

Track Stakeholder Feedback

Logs and integrates comments from physicians and scientists, ensuring every suggestion is reflected in the latest draft.

Format for Submission

Applies institutional templates and formatting rules, producing publication-ready protocols for IRB or regulatory review.

AI Agent FAQ

Yes, your agent can create protocols for clinical trials, observational studies, and pilot projects. You simply provide the study objectives and specific requirements, and the agent tailors the draft accordingly. It supports templates common to academic medical centers and CROs.

The agent tracks input from each stakeholder—whether from tracked changes in Word, comments in Google Docs, or notes from meetings. It logs every revision and highlights updates, so you always know what’s changed and why. This reduces the risk of missing critical edits.

Absolutely. You can upload your IRB or sponsor templates, and the agent applies the correct formatting, section numbering, and required language. This ensures every protocol meets your organization’s submission standards.

All uploaded documents and collaborator data are encrypted in transit using TLS 1.3 and deleted after processing. The agent does not store your files or share them with third parties. Only you and authorized team members can access the outputs.

Currently, the agent works with uploads from Word, Excel, and PDF files. Direct integration with REDCap and Medidata is on the product roadmap. For now, export your data and upload it for processing.

See how much your team could save with AI

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