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Get Started in 5 Minutes

This guide walks you through setting up MedStrato and completing your first tasks.
1

Set Up Your Workspace

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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.
2

Add Your First KOLs

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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

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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
3

Create Your First Event

  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

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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
4

Try AI Workflows

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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

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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
5

Monitor Signals

  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

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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

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Next Steps

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

KOL Engagement Workflow

Full lifecycle from discovery to long-term relationship.

Event Management

Plan and execute events from invitation to follow-up.

For Medical Affairs

Role-specific workflows for MA/MSL teams.

For Marketing

Role-specific workflows for marketing teams.

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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 [email protected]