// Testing and calibration labs · Sample and instrument intake
Sample and instrument intake, drafted from the paperwork in the box.
A box reaches receiving with a custody form, a PO, a test request or a packing list, and someone keys it into your LIMS or calibration system. In a free AI proof of concept, AI drafts that intake record from copies of 20 to 30 jobs you already received. Your reviewer, the person on your team who knows receiving best, checks each draft against the record your tech made.
- Jobs already received
- 20 to 30
- Entered in your LIMS
- Nothing
- Checked by
- Your receiving tech
// The one job
From the receiving bench to a draft intake record
Today a receiving tech opens the box, reads what came with it and builds the record: the customer, each item with its sample ID or serial number, the tests or calibrations requested, the due date, and how things looked on arrival.
In the proof of concept, AI reads copies of that paperwork and drafts the intake record, one line per item. It keys and labels nothing. Anything missing, unreadable or contradictory goes on a list for the tech, with the document and line it came from.
for receiving
// What makes it hard
Where intake paperwork goes wrong
One item, one identity. ISO/IEC 17025 asks for a system that keeps items from being confused, on the shelf or in the records, for as long as the lab holds them, and that copes when an item is split into parts, handled as a group or transferred. So the customer's ID, your lab ID and the maker's serial number must all point at the same thing, whether it is a bar cut into tensile blanks or a meter listed by asset tag on the PO and by serial on the packing slip. The draft keeps every link and, when two documents disagree, says so instead of choosing.
When the box doesn't match. The standard has deviations from specified conditions recorded on receipt. If an item looks unsuitable or doesn't fit its description, the lab asks the customer before going on and records the answer, and if the customer says go ahead, the report must name the results that may be affected. So the draft never decides. A broken custody seal, five items on the form against four on the packing list, or a material that differs from the bag label goes on the flag list.
Instructions that outlast login. A submission form may ask whether samples go back or get discarded, whether any are hazardous, whether they need special storage, and whether the job is for litigation. On evidence work the custody record starts with the customer's relinquished-by line, and every hand-off after it carries a printed name, signature, date and time. The standard says handling instructions sent with an item are followed and that set storage conditions are kept, monitored and recorded, so a dropped keep-refrigerated note is worse than a typo.
Instruments bring their own puzzles. A PO may say only calibrate, while the customer expects an accredited calibration under your scope rather than a standard one, or wants the readings as well as the certificate. Probes and leads arrive or don't, and the asset tag, model and serial number each sit on a different document. The draft records the service level the paperwork asks for and lists any conflict as a question.
The paperwork keeps moving. A customer emails two days later to add a test or move a due date. Under 17025, a contract amended after work starts is reviewed again, everyone affected is told, and records of pertinent customer discussions are kept. The draft attaches each later email to its job and marks what changed. Keying the record is a data transfer the standard says is checked systematically, and that check stays with your tech.
// What you send
Copies from your receiving desk
20 to 30 received jobs
For each, everything that came with the box, custody form to emails, and the intake record your team built from it. Include ones that needed a phone call.
Your receiving rules
Your receiving procedure, standing customer instructions and your list of tests and services, so drafts name each request your way.
No logins
Nobody here signs in to your LIMS, calibration software or receiving inbox. Copies come to us; originals stay in your lab.
NDA first, look-alikes if needed
Customer names and serial numbers stay with you until the NDA is signed. If some can't leave at all, your reviewer helps us build look-alike jobs.
// Before it starts
Settled before the first box
The owner makes these calls before any paperwork moves.
- Reviewer
- Named by the owner, usually the receiving lead or sample custodian
- Success criteria
- Agreed in writing: which fields count, and what must be flagged
- Jobs
- Chosen by your reviewer, the messy ones included
- Price
- A range for the live job, given up front
- NDA
- Signed before the first file
// How it's judged
Draft intake records beside the real ones
| On the same 20 to 30 jobs | What receiving entered | The AI draft |
|---|---|---|
| Customer, contact and PO tied to the right account | Scored on your own jobs | Scored on your own jobs |
| Every item listed, with its sample ID or serial number | Scored on your own jobs | Scored on your own jobs |
| Customer IDs, lab IDs and split items linked correctly | Scored on your own jobs | Scored on your own jobs |
| Tests or calibration service level named as your system names them | Scored on your own jobs | Scored on your own jobs |
| Due dates, rush requests and return or disposal instructions | Scored on your own jobs | Scored on your own jobs |
| Mismatches and missing details flagged for the tech | Scored on your own jobs | Scored on your own jobs |
| Time from box opened to a record ready to check | Scored on your own jobs | Scored on your own jobs |
// After a yes
About 30 days at the receiving bench
If your reviewer finds the drafts met the success criteria, new arrivals get the same drafting for about 30 days.
Each draft waits for your receiving tech to approve it before anything is entered in your LIMS or calibration system, and the tech's own look at the box stays the record.
Scoring continues the same way, and nothing else is added until that run is judged.
// What could come next
Other jobs, in a likely order
- 01Next
Quotes for test programs
An RFQ and its spec drafted into a quote from your own price list, for the lab manager to check before it goes out.
- 02Then
Reports and certificates
Finished bench data drafted into your report template, for your reviewer and your signatory.
- 03After that
Where-is-my-sample emails
Customer status questions answered in draft from the intake and job records, for a person to read and send.
// One hard limit
The AI never logs in a sample or accepts one on your behalf.
It reads copies of paperwork from jobs you already received and writes to a review sheet. It never signs a custody form, never clears an unsuitable item to go ahead, never contacts a customer and never touches your LIMS. In a live run, your receiving tech approves every record before it is entered.
Priced per job. You get a range before the proof of concept and a fixed price before you sign.
The range comes on the call, once we know roughly how many jobs reach receiving each month and how many kinds of paperwork arrive with them.
// Questions
What receiving leads ask
Can the AI check what's physically in the box?
What about handwritten chain-of-custody forms?
Does it assign our lab ID numbers?
What happens when a customer adds a test after the box is opened?

Rob Eason, founder
// Book a call with Rob
Start where the boxes land.
A 30-minute call with Rob. Be ready with your lab and role, whether you'd test sample or instrument intake, and about how many jobs reach receiving in a month. Keep customer paperwork with you until the NDA is signed.
- Co-owned a 60-employee financial services firm and sold his share to his partner.
- Ran GOSO Technologies, a Boston solar company rated 5/5 across 24 Google reviews.
- 5/5 across 83 reviews in HighLevel's Certified Admin Directory.
- 4.3/5 from 6 Google reviews of Massmarket AI.
- Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
- Takes every proof-of-concept call himself.
