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Documentation Index

Fetch the complete documentation index at: https://docs.medstrato.com/llms.txt

Use this file to discover all available pages before exploring further.

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Get Started in 5 Minutes

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

Product overview

See how the tender, compliance, product, and KOL workflows fit together.

Tender automation path

Follow the highest-value workflow from RFP intake to submission.

Open app

Use the live workspace after company profile and product data are ready.
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

Create Your First Tender

  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 AutomationProduct context: Tender automation features
3

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
4

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
5

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
6

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.

Tender & Bid Automation

Parse RFPs, match products, check compliance, and export bid packages.

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 hello@medstrato.com