No dev team, no IT ticket: a clinical research assistant built her own scheduling AI in ClickUp
Industry: Healthcare / Clinical research | Employees : 11-50 | Use case: Participant scheduling, compliance tracking, and research operations
A Chapel Hill neurostimulation research center moved participant scheduling, compliance reminders, and recurring task creation into one ClickUp workspace, where AI-generated tasks and a custom Super Agent handle work that used to be built by hand. It's a small clinical research team using ClickUp AI to trade repetitive setup for time back on the studies that matter.
"We used to spend up to 15 minutes creating 7–10 detailed tasks for every participant in our clinical trials.
With ClickUp AI generating those tasks through triggers, we start the workflow much faster and get time back for the research work that actually needs us."
Haileigh Taylor, Clinical Research Assistant, Carolina Center for Neurostimulation
How the team got out of building the same tasks by hand
~15 min → near-zero
7–10 tasks auto-generated
5-minute agent setup
Before ClickUp : The seven-to-ten-task setup, one participant at a time
After ClickUp : AI builds the tasks, Scheduling Sam keeps the dates
Now the workflow starts from a system, not a blank page. The team uses ClickUp AI to create tasks through triggers, and a custom Super Agent named Scheduling Sam handles follow-up dates, compensation, and compliance reminders for each participant.
Recurring tasks run on a schedule instead of on memory. Dashboards give a higher-level view of workload before work is assigned, which trims unnecessary meetings and 1:1s. For a clinical research team, that means less admin drag and a smoother path from planning to participant care and study execution.
Q: What's something your team built in ClickUp that you're secretly proud of?
A: "Creating my first Super Agent was very memorable. I'd tried using Brain before and didn't have much luck, but when I built an agent that schedules our participants' sessions, our whole team got really excited."
Haileigh Taylor, Clinical Research Assistant, Carolina Center for Neurostimulation
About Carolina Center for Neurostimulation
