Use AI to do the paperwork and research

I use AI to organize records, research treatments and keep a Notion board up to date. The useful output is a shorter list of things to check and ask, not a confident answer with no trail back to the evidence.

1. Give it a bounded job

Good starting tasks:

1. Make a dated timeline from supplied reports.
2. Explain terms in a report and quote where they appear.
3. Compare two documents and flag conflicting information.
4. Turn unresolved questions into an appointment checklist.
5. Find changes to trials you already follow.

Keep the original documents. If the tool cannot access a source, it should say so.

2. Use a prompt you can verify

Use only the attached records for facts about me. Create a table of date, event, source filename/page, and open question. Separate documented facts from inference. Mark missing or conflicting information; do not fill it in. End with five questions for my oncologist. Do not recommend changes to treatment.

For trial research, add:

For each lead, provide the NCT ID, direct registry link, date checked, relevant eligibility wording, recruiting site and unresolved questions. Do not say I qualify. If you cannot open the current registry record, mark the result unverified.

3. Check the parts that could change a decision

1. Open the original report, paper or trial listing.
2. Check dates, units, drug names and which patient population the finding concerns.
3. Distinguish mouse or cell research from results in people.
4. Take uncertainties to the clinician or trial coordinator who can resolve them.

An AI-generated citation can be wrong. A real citation can still fail to support the sentence attached to it.

4. Keep a small tracker

Use whatever you will maintain: a spreadsheet, notes app or Notion. Track the option, source link, status, last checked date and next action. A five-column board I can use beats a beautiful database I never open.

See my original tracker post. Yuga is another approach to records and AI-assisted research.

5. Decide what you are comfortable uploading

Read the service’s health-data, training, retention and sharing terms. Check connected apps too. Get permission before uploading someone else’s records. Start with a small set of documents and verify the output before adding more.