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AI agent for laboratory technicians

Sample Chain of Custody Agent

Complete custody records for every sample

Sample Chain of Custody Agent: what goes in, what the agent does and what you get

What it does

In regulated, forensic or environmental testing, a result is only usable if every handoff of the sample is recorded. This agent follows each sample from receipt to disposal. It reads custody forms, barcode scan logs and storage temperature logs. It looks for missing signatures, unexplained time gaps between handoffs, temperature excursions, broken seals, and IDs that differ between the form and the container. When it finds a gap, it holds testing on that sample and sends the person responsible the exact record to fix. Once the correction comes back, it rechecks the full chain before releasing the sample for testing. You approve every correction to a record and any decision to test a compromised sample. Edge case: a sample received above its temperature limit is flagged before testing starts, so the lab can decide what to do.

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 Samples received 2 USES A TOOL Read custody forms and barcode scan logs 3 USES A TOOL Read storage temperature logs 4 DOES Check signatures, IDs, seals and time betweenhandoffs 5 CHECKS THE RESULT Is the chain complete for every sample? If not: hold testing and ask the sender or handler forthe missing record. Back to step 2. 6 DOES Draft correction notes with evidence 7 YOU APPROVE Technician approves corrections 8 RESULT Custody record complete
Read the steps as a list
  1. Samples received
  2. Read custody forms and barcode scan logs
  3. Read storage temperature logs
  4. Check signatures, IDs, seals and time between handoffs
  5. Is the chain complete for every sample?If not: hold testing and ask the sender or handler for the missing record. Back to step 2.
  6. Draft correction notes with evidence
  7. Technician approves correctionsThe agent waits here for your OK.
  8. Custody record complete

How it decides

It flags any handoff without a record or any condition outside limits.

  • Flag temperature excursions
  • Flag missing signatures
  • Hold testing on broken chains

Make it yours

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

  • Temperature limits
  • Required fields
  • Alert contacts
  • Report format

What keeps you in control

It always asks you first

  • Corrections to records
  • Testing compromised samples

Hard limits

  • Never backdates records

It stops when

  • Done: chain complete
  • Stop: gap cannot be resolved

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 happensA cooler of 24 groundwater samples arrived on June 11. The agent matched the custody form to the scan log and found sample GW-09 listed as GW-90 on the form, plus a 3-hour gap with no signature between courier and receiving. It held testing on both issues and asked the courier for the handoff record. The signed record arrived that afternoon. The technician approved the ID correction note and testing started.

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