Trialytix MCP

Coming soon

Your trial data, one question away. In the AI tools you already use.

Through the Model Context Protocol (MCP), the AI assistant your team already uses reads Trialytix data for specific reports, analyses and custom-built reports.

Trialytix MCP

Coming soon

Your trial data, one question away. In the AI tools you already use.

Through the Model Context Protocol (MCP), the AI assistant your team already uses reads Trialytix data for specific reports, analyses and custom-built reports.

Trialytix MCP

Coming soon

Your trial data, one question away. In the AI tools you already use.

Through the Model Context Protocol (MCP), the AI assistant your team already uses reads Trialytix data for specific reports, analyses and custom-built reports.

From manual to automated workflows

Workflows take repetitive steps off your plate, accurately and continuously, so teams stop re-keying data and start running studies.

Import

The workflow reads the source, such as a CTMS export, a vendor invoice or a time-tracking file, validates it, maps the fields and logs what it cannot place.

Import step of an automated workflow
Processing step with the mapping review
Process

Records are created and budgets mapped into sponsor or vendor templates, with a review step wherever a person should decide.

Report and alert

Reports run on schedule, KPIs flow to your BI tool and alerts fire on thresholds, with every action in the audit trail.

Scheduled report with an alert

From manual to automated workflows

Workflows take repetitive steps off your plate, accurately and continuously, so teams stop re-keying data and start running studies.

Import

The workflow reads the source, such as a CTMS export, a vendor invoice or a time-tracking file, validates it, maps the fields and logs what it cannot place.

Process

Records are created and budgets mapped into sponsor or vendor templates, with a review step wherever a person should decide.

Report and alert

Reports run on schedule, KPIs flow to your BI tool and alerts fire on thresholds, with every action in the audit trail.

From manual to automated workflows

Workflows take repetitive steps off your plate, accurately and continuously, so teams stop re-keying data and start running studies.

Import

The workflow reads the source, such as a CTMS export, a vendor invoice or a time-tracking file, validates it, maps the fields and logs what it cannot place.

Process

Records are created and budgets mapped into sponsor or vendor templates, with a review step wherever a person should decide.

Report and alert

Reports run on schedule, KPIs flow to your BI tool and alerts fire on thresholds, with every action in the audit trail.

Proven workflows, ready to launch

Automations for the recurring work of trial budgets and operations, set up at rollout.

Budget & Invoice Upload

Line items from proposals and invoices mapped to the right positions.

Custom Reporting

Budget, accounting and performance data, analyzed per project.

Vendor RFP Automation

Vendor forms prepared, responses ingested, bids compared.

Budget Mapping

Trialytix budgets in sponsor or vendor templates, without rework.

Data Migration

Mapping to the Trialytix data model, validation and clear error logs.

Notifications & Warnings

Summaries and proactive alerts on thresholds and trends.

Proven workflows, ready to launch

Automations for the recurring work of trial budgets and operations, set up at rollout.

Budget & Invoice Upload

Line items from proposals and invoices mapped to the right positions.

Custom Reporting

Budget, accounting and performance data, analyzed per project or company.

Vendor RFP Automation

Vendor forms prepared, responses ingested, bids compared.

Budget Mapping

Trialytix budgets in sponsor or vendor templates, without rework.

Data Migration

Mapping to the Trialytix data model, validation and clear error logs.

Notifications & Warnings

Summaries and proactive alerts on thresholds and trends.

Proven workflows, ready to launch

Automations for the recurring work of trial budgets and operations, set up at rollout.

Budget & Invoice Upload

Line items from proposals and invoices mapped to the right positions.

Custom Reporting

Budget, accounting and performance data, analyzed per project or company.

Vendor RFP Automation

Vendor forms prepared, responses ingested, bids compared.

Budget Mapping

Trialytix budgets in sponsor or vendor templates, without rework.

Data Migration

Mapping to the Trialytix data model, validation and clear error logs.

Notifications & Warnings

Summaries and proactive alerts on thresholds and trends.

Make your tool stack work like one system

Workflows connect your systems instead of replacing them โ€“ Trialytix orchestrates spreadsheets, CTMS exports and finance tools.

CTMS export

ERP

Excel / CSV

Time tracking

BI tools

E-mail & invoices

Questions about workflow automation

Short answers for operations, finance and IT.

  • What do the automated workflows do?

    They take recurring work between Trialytix and your other systems: imports with validation and mapping, line items read from invoices and proposals, records created, budgets mapped into templates, reports on schedule and alerts on thresholds.

  • Do they replace our CTMS, ERP or BI?

  • Who controls what a workflow does?

  • Where does the automation run?

  • Which systems can be connected?

Questions about workflow automation

Short answers for operations, finance and IT.

  • What do the automated workflows do?

    They take recurring work between Trialytix and your other systems: imports with validation and mapping, line items read from invoices and proposals, records created, budgets mapped into templates, reports on schedule and alerts on thresholds.

  • Do they replace our CTMS, ERP or BI?

  • Who controls what a workflow does?

  • Where does the automation run?

  • Which systems can be connected?

Questions about workflow automation

Short answers for operations, finance and IT.

  • What do the automated workflows do?

    They take recurring work between Trialytix and your other systems: imports with validation and mapping, line items read from invoices and proposals, records created, budgets mapped into templates, reports on schedule and alerts on thresholds.

  • Do they replace our CTMS, ERP or BI?

  • Who controls what a workflow does?

  • Where does the automation run?

  • Which systems can be connected?

Show us the file you re-key every month

Start with a 30-minute call about your recurring work โ€” the demo that follows shows the workflow that takes it over.

Show us the file you re-key every month

Start with a 30-minute call about your recurring work โ€” the demo that follows shows the workflow that takes it over.

Show us the file you re-key every month

Start with a 30-minute call about your recurring work โ€” the demo that follows shows the workflow that takes it over.