Build a study from your protocol with AI
On the Create Your Study page, describe your study or drop your protocol (PDF, DOCX or DOC, up to 10 MB), then click Generate Study. Review what was generated and click Launch Study to create the draft. Nothing goes live until you check it and launch it yourself.
Where to find it
Welcome screen > Start with AI, or Create study on the study list
Before you start
- Your protocol or synopsis as PDF, DOCX or DOC, up to 10 MB. The best results come from a protocol with a Schedule of Assessments table and a list of assessments.
Generate the study
Click Start with AI on the welcome screen, or Create study on the study list.
Either type a description in Describe your study, or drop your protocol file under "or upload".
In a description, include the therapeutic area, endpoints, visit schedule and assessments.
If you uploaded a file, add any Additional Notes (optional).
Click Generate Study.
Progress messages show while the document is read and the forms, consent forms and schedule are built.
Review Study Generated Successfully: the name, therapeutic area, number of forms and visits, and the Generated Forms list.
Click Start Over if it is not right.
Click Launch Study to create the study.
Despite its name, this button creates a draft study only. It does not make the study live.
What AI builds, and what you check
- Study details: name, description, protocol number, therapeutic area, target enrollment and duration.
- eCRF and ePRO forms with their questions, consent forms with sections, and visits with day offsets, windows and forms.
- If no visit schedule was found, a standard Phase 1 starter schedule is added for you to adjust.
- Your protocol file is kept under Settings > General > Documents & uploads.
Common messages
| Message | What to do |
|---|---|
| "Our AI service is busy right now..." | Wait a minute and click Generate Study again. |
| "Failed to read the document" or "Could not extract content" | Check that the file is a text-based PDF, DOCX or DOC (not a scanned image) and under 10 MB. |
| "N form(s) could not be placed on a visit" | Open the Schedule and assign those forms to visits (assign forms to visits). |
| Nothing happens after dropping a file | The file is probably too big or not a PDF, DOCX or DOC. Try a smaller or different file. |
Questions
Is my protocol used to train AI models?
Read how Capture handles documents in AI features on our Safe AI page.
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Still need help?
Email support@capture.study or use the contact form. Tell us the study name, what you were trying to do and the exact message on screen; a screenshot helps.
Please never send participant names, contact details or health information to support.