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Data Management & Oversight

Query Automation Agent

H1ST-AI-DEN-002 · Task 2.2

Queries shouldn't age out in a spreadsheet

Every query stalled between a site's answer and the EDC update is a day added to your lock. The Query Automation Agent plugs into your existing query workflow, auto-populates responses from chat and site answers, tracks every query's status in real time, and enforces escalation rules so nothing ages out silently — cutting resolution time by up to 40% without changing how sites work.

The grind you know

Queries shouldn't age out in a spreadsheet

Query management runs on a manual relay you're tired of: a coordinator answers in email or chat, one of your data managers retypes it into the EDC, and the real status lives in a spreadsheet someone updates when they can. Aging queries slip out of sight until a monitoring visit puts them back on the table, and your lock date drifts because the open-query pile never quite clears.

Part of the Clinical Data Capture family

Source-document extraction & query automation.

Every query stalled between a site's answer and the EDC update is a day added to your lock. The Query Automation Agent plugs into your existing query workflow, auto-populates responses from chat and site answers, tracks every query's status in real time, and enforces escalation rules so nothing ages out silently — cutting resolution time by up to 40% without changing how sites work.

  • 21 CFR Part 11
Explore the Clinical Data Capture family

How it works

  1. 1

    Connect to the query workflow

    The agent integrates with the EDC's existing query engine — no change to how sites open or answer queries.

  2. 2

    Capture and populate

    As answers arrive in chat or correspondence, it auto-populates the matching query response and categorizes the query.

  3. 3

    Track and escalate

    Status updates in real time, and escalation rules route aging or high-priority queries to the right owner with notifications.

Capabilities

What it takes off your plate

Response auto-population

Reads answers captured in chat or site correspondence and populates the corresponding query response, so a data manager confirms rather than re-types.

Real-time status tracking

Gives every query a live visual status — open, answered, closed — updating in under five seconds so teams always know where each item stands.

Age- and priority-based escalation

Applies configurable escalation rules by query age, type, and priority, routing overdue or high-severity queries to the right owner before they threaten timelines.

Categorization and batch operations

Classifies queries as data clarification, missing data, or protocol deviation, and supports batch actions and notifications so large query sets are handled in one pass.

What you get

  • Auto-populated query responses staged for approval
  • Live query status dashboard with aging view
  • Escalation and notification rule set by age, type, and priority
  • Query categorization and resolution audit trail

In practice

What this looks like on a real study

Where the agent shows up in the day-to-day of a live trial — the moments the grind usually lives in.

The site answered in chat, nobody keyed it

A coordinator replied to a query in chat days ago, but it still sits open because no one retyped it into the EDC. The agent reads the answer from the correspondence and auto-populates the query response, staged for a data manager to confirm.

A safety query aging out unseen

A protocol-deviation or safety-related query slips out of view until a monitoring visit puts it back on the table. Age- and priority-based escalation routes it to the responsible owner before it ages past its threshold, so nothing overdue stays silent.

A pile of queries after a data cut

Following a data cut you're staring at a large batch of queries to categorize and route. Batch operations classify them as data clarification, missing data, or protocol deviation and notify affected sites and owners in a single pass.

Proof

The impact on your study

95%
Response auto-population accuracy
<5s
Status update latency
40%
Faster resolution vs. manual

Figures shown are pre-launch targets based on internal benchmarks, not guaranteed outcomes.

Works with your stack

  • Medidata Rave

    EDC

  • Oracle Clinical

    EDC

  • Veeva Vault

    EDC

Who it's for

Built for the teams who run trials

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Peace of mind

Built to the standards inspectors expect

Every output is generated inside a validated, audit-ready platform, kept under human-in-the-loop control, and mapped to the regulatory and CDISC standards this agent supports.

  • 21 CFR Part 11

Frequently asked questions

See the Query Automation Agent on your study

Walk through it on your own workflow with a clinical-trials expert — no pressure, no obligation, and honest answers, including on the limits.