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Automations · Pharmaceutical & Biotech

Pharmaceutical & Biotech Automations

10 done-for-you automations built for the roles that keep this industry running. Book a consultation and we'll tailor any of these to your exact tools.

Clinical Trial Manager

Site Enrollment Tracker & Protocol Deviation Alert System

Every clinical site's enrollment progress is tracked against its committed recruitment target and the overall trial timeline, and the clinical trial manager receives a weekly enrollment dashboard showing which sites are on track, which are lagging, and which are at risk of requiring a rescue intervention. When a protocol deviation is reported, the system immediately notifies the trial manager and the sponsor's safety team, initiates a CAPA workflow with assigned deadlines, and logs the deviation in the study's master tracking file in the format required for regulatory inspection, ensuring that every deviation is documented, responded to, and closed within the protocol's required window.

Tools Required
CTMS (e.g., Medidata Rave, Veeva Vault, or Florence eBinders)Zapier or Make.comAirtable (enrollment tracker and deviation log)Email or Slack (site enrollment alerts and deviation notifications)Jotform (deviation report form for site coordinators)
Regulatory Affairs Manager

FDA Submission Deadline & eCTD Document Tracker

Every active IND, NDA, BLA, or 510(k) submission has a complete calendar of required actions, annual report due dates, response deadlines for FDA information requests, post-market commitment reports, and labeling update requirements, tracked in a central system with reminders at 90, 30, and 7 days before each date. When an FDA complete response letter or information request is received, a structured response workflow is triggered automatically, assigning sections to the responsible regulatory, clinical, and CMC teams with deadlines calculated from the statutory response window. No submission deadline is missed because it was buried in an email thread from three months ago.

Tools Required
Regulatory information management system or Airtable (submission calendar)Zapier or Make.comGoogle Calendar (deadline entries)Email or Slack (team task assignments and escalating reminders)SharePoint or Veeva Vault (document repository)
Quality Assurance Manager

Batch Record Review & Deviation Escalation System

When a batch record is submitted for QA review, this automation assigns it to the appropriate QA reviewer based on product line and workload, starts the review clock against the target release timeline, and sends a reminder at 48 hours before the target date if the review is still open. Any out-of-specification result, yield deviation, or equipment alarm documented in the batch record triggers an automatic deviation report creation and notifies the QA manager for immediate investigation, ensuring that a batch with a quality event is never released without a formal disposition, which is the scenario that creates regulatory risk and product recalls.

Tools Required
QMS or ERP quality module (e.g., MasterControl, TrackWise, or Veeva Quality)Zapier or Make.comAirtable (batch review tracker and deviation log)Slack (OOS and deviation alerts)Email (reviewer assignment and deadline reminders)
Medical Science Liaison

KOL Engagement Tracker & Scientific Interaction Logger

After every interaction with a key opinion leader (a scientific exchange, an advisory board, a conference presentation debrief, or a medical education discussion) the MSL submits a brief interaction log via mobile form capturing the topics discussed, the KOL's questions and feedback, and any follow-up commitments made. The system automatically logs the interaction in the CRM, sends the committed follow-up materials on the promised timeline, and alerts the MSL when a KOL they've engaged with hasn't had contact in more than 90 days. Relationships are maintained systematically rather than depending on the MSL's personal memory of dozens of simultaneous KOL relationships.

Tools Required
MSL CRM (e.g., Veeva CRM or Salesforce Health Cloud)Jotform (interaction log form)Zapier or Make.comEmail (follow-up material delivery)Slack (lapsed engagement alerts)
Pharmaceutical Sales Representative

Sample Accountability & Call Report Automation

After each physician office call, the pharma rep submits a digital call report capturing the products detailed, samples left, signature obtained, and any next steps, and the system automatically updates the sample accountability log, checks the rep's sample inventory balance, and alerts the rep when a particular product sample supply is running low enough to warrant a replenishment request. Weekly call activity reports are compiled automatically from submitted call records and sent to the district manager, eliminating the end-of-week reporting session that reps dread and managers question the accuracy of because it is reconstructed from memory rather than real-time logging.

Tools Required
Pharma CRM (e.g., Veeva CRM or IQVIA OCE)Jotform (call report form for offline visits)Zapier or Make.comGoogle Sheets (sample inventory tracker)Email (weekly activity report to district manager)
Clinical Trial Coordinator

Clinical Trial Enrollment Tracker

This automation tracks enrollment numbers against target recruitment goals for each active trial site and automatically alerts the study coordinator when a site is falling behind pace. Recruiting efforts can be adjusted while there's still time to hit enrollment targets, instead of a shortfall surfacing only at a scheduled monthly review.

Tools Required
A CTMS (clinical trial management system)Zapier or Make.comGoogle SheetsEmail or Slack
Pharmacovigilance Specialist

Adverse Event Reporting Deadline Alert

When an adverse event is logged, this automation automatically calculates the required regulatory reporting deadline based on the event's severity classification and alerts the safety team with escalating urgency as that deadline approaches. Reporting windows that are measured in days, not weeks, for serious events never get missed due to a manual tracking oversight.

Tools Required
A pharmacovigilance databaseZapier or Make.comEmail or Slack
Quality Assurance Manager

Cold Chain Temperature Excursion Alert

For temperature-sensitive shipments, this automation continuously monitors data from in-transit temperature loggers and immediately alerts the quality team the moment a shipment records a temperature excursion outside the approved range. The issue gets caught in transit instead of being discovered only after delivery, when the product may already need to be destroyed.

Tools Required
A cold chain monitoring platform (Controlant or Sensitech)Zapier or Make.comEmail or Slack
Quality Assurance Specialist

Batch Record Deviation Escalation

When a manufacturing batch record shows a deviation from the approved process, this automation automatically routes it to quality assurance with the deviation details, starts the investigation documentation, and tracks the investigation against its required closure timeline. Deviations stop sitting unaddressed while an investigation deadline quietly approaches.

Tools Required
A QMS (quality management system) like MasterControl or VeevaZapier or Make.comEmail or Slack
Lab Operations Manager

Sample Chain-of-Custody Log

As samples move between collection, storage, and testing, this automation automatically logs each handoff with a timestamp and the handler's name, maintaining an auditable chain of custody. A paper log that can be lost, incomplete, or illegible gets replaced with a digital record that holds up under audit.

Tools Required
A LIMS (laboratory information management system)Zapier or Make.comA barcode scanning app

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