Industries/Pharma & life sciences/Intake Agent
Trial and lab requests,routed with project codes.
Clinical and R&D teams buy CRO services, lab supplies, and validated IT with project budgets that cross functions. The Intake Agent structures requests with protocol and project IDs you require, matches approved vendor lists, applies sponsor and QA routing rules, and previews approvers before finance sees a PO—without claiming GxP validation for you.
Scenarios in pharma & life sciences
Document-level examples buyers in this industry run through Intake Agent.
Stability study lab services quote
A scientist requests stability testing with protocol references. The agent attaches project codes, routes QA when category rules require, and warns on vendors not on the approved list.
Packaging artwork vendor PO
Brand requests print proofs with change-control references. The agent splits creative from print production lines and routes quality when specs change.
Validated IT hardware refresh
IT requests workstations for a GxP lab. The agent routes security and quality reviewers per policy before issuing a PO to the approved reseller.
What the agent checks
Core Intake Agent rules, phrased for pharma & life sciences procurement.
- Approved vendor list for GxP categories
- Blocked vendor → block
- Risk above 60 → warning on single-source CROs
- Project budget vs line total
- Split orders within 14 days on same CRO
- Lead time vs study start date
How it works
Same pipeline as the live Intake Agent module.
- 1
Parse the request
Extract units, needed-by dates, and budget phrases from free text — including informal quantities like “a pair of” or “around $25k”.
- 2
Match catalog and supplier
Score catalog keywords and names against each line need. Prefer contracted items and infer category and supplier from the best matches.
- 3
Run policy checks
Evaluate contracted pricing, preferred supplier tier, supplier risk score, budget overrun, split-order patterns, and lead time vs the requested date.
- 4
Build the approval chain
Add the requester’s manager, category manager for IT spend, Finance above $25,000, and the CPO above $250,000 — skipping redundant steps when limits already cover the total.
- 5
Submit and issue the PO
After approvers sign off in sequence, the agent creates a purchase order with supplier payment terms and links it back to the request.
Questions buyers ask
Do agents validate Part 11?
No. Deployment is designed with your QA requirements; validation decisions stay with quality.
Can protocol IDs be required?
Yes via required fields on categories you configure.
Will agents approve substitutions?
No. Quality approves spec and supplier changes.
How is confidential trial data handled?
Scope and redaction are set in the pilot agreement.