Research Compliance Workflow Automation

Q: What is research compliance workflow automation?

It is the use of automated workflows to run recurring research compliance work, from protocol intake and IRB or IACUC routing to continuing review and post approval monitoring, so tasks trigger, assign, and escalate without manual chasing.

Q: Does it replace our IRB or research administration system?

No. Keep your system of record for regulatory submissions. Process Street automates the operational workflow around it, the handoffs, recurring checks, reminders, and evidence collection those systems leave to email.

Q: Which research compliance tasks can be automated first?

Teams usually start with protocol intake, amendment routing, conflict of interest disclosures, and training renewals, since those are repeatable, deadline driven, and easy to assign owners and due dates.

Q: How does automation help during an audit?

Every automated step records who did what and when, so evidence is already assembled. You hand the reviewer a complete trail instead of rebuilding it from inboxes and shared drives.

Q: Can non technical staff build these automations?

Yes. Workflows, triggers, and approval rules are configured without code, so research compliance staff can adjust a review path or add a recurring check without waiting on an IT queue.

Research compliance workflow automation turns protocol intake, IRB and IACUC routing, conflict disclosures, training renewals, and post approval monitoring into workflows that trigger, assign, and escalate on their own. Use Process Street when the problem is repeatable execution and proof, not another tracker that only shows what is already late.

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Research compliance lead routing protocol review cards through an automated workflow track.

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Use case

Automate the work, not just the record

Most research compliance teams still chase reviews by email and reconcile status in spreadsheets, so deadlines slip before anyone notices. Process Street runs each obligation as an automated workflow. A new study triggers the right review path, amendments route to the correct approver, recurring checks launch on schedule, and stalled steps escalate without a nudge from you. Every action lands in an audit trail you can hand straight to a reviewer.

How Process Street automates research compliance

Ops

Ops runs protocol intake, review checklists, amendment routing, and recurring monitoring as automated workflows. Each step carries an owner, due date, conditional path, and a timestamped completion record.

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Docs

Docs keeps protocols, SOPs, consent templates, and policy acknowledgements versioned and approved, linked to the workflow that proves each one was applied.

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Cora

Cora drafts new workflows from existing procedures, flags missing steps, and keeps automation current as regulations and sponsor requirements change.

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What to look for

Triggered routing

Launch the correct review path automatically when a study, amendment, or renewal is submitted, with no manual sorting in an inbox.

Recurring reviews

Schedule continuing review, conflict refreshes, and training renewals so each cycle starts on time instead of depending on memory.

Automatic escalation

Stalled approvals and overdue evidence escalate on their own, so a missed step surfaces before it becomes an audit finding.

Evidence capture

Collect consent forms, approvals, and monitoring records inside each task, building an audit trail while the work runs.

Governed approvals

Route protocol and amendment sign offs through enforced steps with role based ownership and a complete review history.

Connected systems

Move data across research administration, email, e signature, and storage tools so automated steps act on real records.

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With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results