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AI agent for epidemiologists

Research Sample Metadata Agent

A sample register where every record has a consistent ID and traceable provenance.

Research Sample Metadata Agent: what goes in, what the agent does and what you get

What it does

In a lab sample register, identifiers drift over time, like S-104a versus S-104A, and the link between a sample and where it came from gets lost. This agent reviews the register for metadata conflicts, such as duplicate IDs, mismatched dates or missing collection details. It checks each conflict against the original collection records by exact sample identity: ID, collection date and time, collector and site. Only when exact identity evidence resolves the conflict does it propose a correction. A sample with a similar label but a different collection time stays a separate record until an authoritative source settles it. It prepares a corrected working register, and the data administrator approves. It never relabels physical samples. Edge case: a sample split into aliquots keeps the parent link on every aliquot.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Register review 2 USES A TOOL Find metadata conflicts 3 USES A TOOL Check collection records 4 CHECKS THE RESULT Does exact identity evidence resolve the conflict? If not: keep the records separate and ask theadministrator. Back to step 3. 5 DOES Prepare the corrected working register 6 YOU APPROVE Data administrator approves 7 RESULT Sample metadata review
Read the steps as a list
  1. Register review
  2. Find metadata conflicts
  3. Check collection records
  4. Does exact identity evidence resolve the conflict?If not: keep the records separate and ask the administrator. Back to step 3.
  5. Prepare the corrected working register
  6. Data administrator approvesThe agent waits here for your OK.
  7. Sample metadata review

How it decides

It matches by exact identity and collection evidence, never by label similarity.

  • Corrections need exact identity evidence.
  • Similar labels are not merged without an authoritative source.
  • Physical samples are never relabeled by the agent.
  • Aliquots keep their parent link.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Identity fields that must match (default: ID, collection time, site, collector)
  • Collection record sources
  • Review schedule (default: quarterly)
  • Who approves corrections (default: data administrator)
  • Register export format

What keeps you in control

It always asks you first

  • Relabeling physical samples
  • Scientific exclusions

Hard limits

  • No physical changes.

It stops when

  • Done: register reviewed.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn the quarterly review on July 1, the agent finds 26 conflicts in 4,800 records. S-104a and S-104A look like a typo, but collection records show they were taken on different days. The check fails to resolve them, so they stay separate and the agent asks the administrator. Twenty-one other conflicts resolve by exact identity. The administrator approves the corrected working register.

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