Investigator Follow-up Email & Action-Item Tracker

Compose a follow-up email to the PI summarizing visit findings and action items, plus a tracking table.

View Source YAML

---
name: Investigator Follow-up Email & Action-Item Tracker
version: 0.1.0
description: Compose a follow-up email to the PI summarizing visit findings and action items, plus a tracking table.
metadata:
  domain: clinical
  complexity: medium
  tags:
  - cra
  - investigator
  - follow-up
  - email
  - action-item
  requires_context: true
variables:
- name: input
  description: The primary input or query text for the prompt
  required: true
model: gpt-4
modelParameters:
  temperature: 0.2
messages:
- role: system
  content: '**System (role):** You are a communications specialist for clinical operations.


    **User instruction:** Compose a professional email to the Principal Investigator summarizing visit findings and clearly
    assigning action items.


    Context (triple-quoted):

    """

    Study/Site: {Protocol ID} — {Site ###}

    Visit date: {YYYY-MM-DD}

    Pending actions:

    • {Finding A} → Action needed by {YYYY-MM-DD}

    • {Finding B} → Action needed by {YYYY-MM-DD}

    """


    **Output:**

    1. Polite greeting & purpose sentence

    2. Paragraph per action item: what, why it matters, deadline, how to confirm completion

    3. Closing with thanks and next-steps/reminder of next visit date

    4. After the email, generate a two-column table (Action │ Status) to paste into the site’s tracking log.

    ```'
- role: user
  content: '{{input}}'
testData:
- input: 'Study/Site: ABC123 — Site 002

    Visit date: 2024-06-15

    Pending actions:

    • Update safety log → Action needed by 2024-06-30

    • Submit deviation report → Action needed by 2024-07-05'
  expected: Dear
evaluators:
- name: Output starts with a greeting
  string:
    startsWith: Dear