Sample Accountability & Call Report Automation
A done-for-you pharma and biotech automation built for the Pharmaceutical Sales Representative, connecting Jotform and Google Sheets so the work below happens on its own.
What this automation does, step by step
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.
- Pharma CRM (e.g., Veeva CRM or IQVIA OCE)
- Jotform (call report form for offline visits)
- Zapier or Make.com
- Google Sheets (sample inventory tracker)
- Email (weekly activity report to district manager)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, a pharmaceutical sales representative has to notice problems after they've already happened, then scramble to fix them manually one at a time. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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