quickstart.mdx

title	Quickstart
description	Get started with MedStrato in 5 minutes: set up your workspace, import KOLs, and run your first AI workflow.

Get Started in 5 Minutes

This guide walks you through setting up MedStrato and completing your first tasks.

See how the tender, compliance, product, and KOL workflows fit together. Follow the highest-value workflow from RFP intake to submission. Use the live workspace after company profile and product data are ready.

Configure Company Profile

Your company profile provides context for AI-generated content.

1. Go to Settings then Company Profile
2. Enter your company information:
   • Company name
   • Industry focus (e.g., structural heart, orthopedics)
   • Key products
   • Target markets
3. Click Save

The more complete your company profile, the better MedStrato AI understands your context.

1. Go to Tenders from the main navigation
2. Click New Tender
3. Add the tender name, issuer, country, estimated value, and submission deadline
4. Upload the RFP or specification files
5. Run AI Parse to extract requirements

Tender workflows perform best after your **Company Profile** and **Products** are configured, because AI matching needs company context and product specifications.

Detailed guide: Tender & Bid Automation

Product context: Tender automation features

Option A: Add Manually

1. Go to KOL from the main navigation
2. Click New KOL
3. Fill in the profile:
   • Name and title
   • Institution and department
   • Specialties (required)
   • Email and contact info
   • Tier (1, 2, or 3)
4. Click Save

Option B: Import from CSV

1. Go to KOL then click Import
2. Download the CSV template
3. Fill in your KOL data (minimum: full_name, specialties)
4. Upload and validate
5. Confirm import

Start with 10-20 KOLs to get familiar with the system. You can always add more later.

Detailed guide: Import KOLs

1. Go to Events from the main navigation
2. Click New Event
3. Enter event details:
   • Title (e.g., "Q2 Cardiology Advisory Board")
   • Type: Advisory Board
   • Date and time
   • Location or "Virtual"
4. Click Create

Add Attendees

1. Open your event
2. Go to Attendees tab
3. Click Add Attendee
4. Search for KOLs from your database
5. Assign roles (speaker, attendee, etc.)

Detailed guide: Events

Use Slash Commands

1. Go to AI from the main navigation
2. Type / to see available commands:
   • /discover 10 cardiology KOLs - Find new KOLs
   • /outreach product [product] to [specialty] KOLs - Draft outreach
   • /event remind [event name] - Generate reminders
3. Select a command and follow the prompts

Ask a Question

Type a natural language question:

• "Who are the top interventional cardiologists in my database?"
• "Draft an invitation email for my advisory board"
• "What regulatory signals should I be aware of this week?"

Detailed guide: AI Native Workflow

1. Go to Signals from the main navigation
2. View the dashboard showing regulatory updates from:
   • FDA (US)
   • EMA (EU)
   • NMPA (China)
   • Industry news
3. Filter by impact level (Critical, High, Medium, Low)
4. Click any signal to see AI-generated summary and product impact

Set Up Product Correlation

For best signal matching:

1. Go to Products then New Product
2. Add your key products with descriptions and therapeutic areas
3. Signals will automatically correlate to relevant products

Detailed guide: Signals

Next Steps

Now that you're set up, explore these workflows:

Full lifecycle from discovery to long-term relationship. Parse RFPs, match products, check compliance, and export bid packages. Plan and execute events from invitation to follow-up. Role-specific workflows for MA/MSL teams. Role-specific workflows for marketing teams.

Need Help?

• Browse the docs: Use the sidebar to explore all modules
• Search: Press Cmd/Ctrl + K to search across all documentation
• Glossary: Key terms defined
• Support: Contact us through the app or email hello@medstrato.com