AI Playbook For Clinical Operations Leaders
Join clinical operations leaders who are improving trial efficiency with AI, focusing on practical steps instead of long, uncertain experiments.
What You’ll Find in the Clinical Trial AI Playbook
- A practical 5-step framework for bringing AI into your trial processes in a manageable way.
- Guidance for spotting small, high-impact opportunities where AI can make a difference right away.
- A method you can reuse to test, expand, and oversee AI adoption over time.
- Tools to help you lead your team confidently through changes in technology and workflow.
From Plan to Action in 5 Steps
- This is a working guide, not just an overview.
- Each step moves you forward from exploring ideas to putting them into practice, with clear checkpoints to track progress.
Staying Prepared as Technology Changes
- AI in clinical research is developing quickly. This playbook will help you prepare for those changes so you can make well-informed decisions in your next trial planning cycle.
Frequently Asked Questions
- Q: Do I need a background in AI?
No—the guide is written for clinical operations professionals. It’s about using AI in your context, not building it yourself. - Q: Will this help us stay compliant?
Yes. The steps emphasize governance, data protection, and security from the start. - Q: How soon can we use it?
You can begin applying the first steps right away, even before adopting new tools. - Q: Will this require big software investments?
Not at first. The framework starts with your current resources and adds tools only when they have a proven benefit. - Q: Who created the playbook?
LINEA System works with clinical operations teams to accelerate trial start-up and streamline processes. Based on our experience with AI-enabled workflows, we designed this playbook to help teams adopt AI effectively and responsibly.

Kathleen Colatrella,
Founder & President of LINEA System
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