Clinical Trial Eligibility Intake Agent7 nodes
FeaturedHealthcare#Healthcare#Clinical Trials#Patient Intake#AI Agent#ClinicalTrials.gov#Research Ops
Clinical Trial Eligibility Intake Agent
Screen patient-submitted trial interest against ClinicalTrials.gov criteria, redact sensitive context, and route qualified leads for coordinator review.
Workflow at a glance
The full canvas, before you import it
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#Healthcare#Clinical Trials#Patient Intake#AI Agent#ClinicalTrials.gov#Research Ops
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7 nodes · Free & source-available
Clinical Trial Eligibility Intake Agent
This healthcare automation template helps research operations teams turn a trial interest form into a coordinator-ready eligibility brief. It is designed for patient navigation, not diagnosis or medical advice.
What this workflow does
- TrialInterestForm captures condition, location, age range, and patient notes
- FindRecruitingTrials queries the public ClinicalTrials.gov API
- EligibilityAgent compares inclusion and exclusion language against the intake
- CoordinatorReviewGate branches when the agent marks a lead as
COORDINATOR_REVIEW - NotifyResearchTeam sends qualified matches to Slack
- LogTrialIntake stores a lightweight audit record
- EligibilityResult returns the final patient-navigation summary
Use cases
- Clinical trial matching intake workflows
- Patient navigation automation for research teams
- Healthcare CRM triage before a human coordinator calls the patient
Setup
Replace the sample condition and location, connect an LLM credential, choose the Slack review channel, and select a DataTable for intake logs. Keep human coordinator review in the loop before contacting patients.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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