> ## 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.

# Quickstart

> 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.

<CardGroup cols={3}>
  <Card title="Product overview" icon="globe" href="https://medstrato.com/features">
    See how the tender, compliance, product, and KOL workflows fit together.
  </Card>

  <Card title="Tender automation path" icon="route" href="/use-cases/tender-bid-automation">
    Follow the highest-value workflow from RFP intake to submission.
  </Card>

  <Card title="Open app" icon="arrow-up-right-from-square" href="https://app.medstrato.com">
    Use the live workspace after company profile and product data are ready.
  </Card>
</CardGroup>

<Steps>
  <Step title="Set Up Your Workspace">
    ### 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**

    <Tip>
      The more complete your company profile, the better MedStrato AI understands your context.
    </Tip>
  </Step>

  <Step title="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

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

    [Detailed guide: Tender & Bid Automation](/use-cases/tender-bid-automation)

    [Product context: Tender automation features](https://medstrato.com/features)
  </Step>

  <Step title="Add Your First KOLs">
    ### 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

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

    [Detailed guide: Import KOLs](/guides/kol/import-kols-csv)
  </Step>

  <Step title="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**

    ### 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](/guides/events)
  </Step>

  <Step title="Try AI Workflows">
    ### 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](/guides/ai-native-workflow)
  </Step>

  <Step title="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

    ### 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](/guides/signals)
  </Step>
</Steps>

## Next Steps

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

<CardGroup cols={2}>
  <Card title="KOL Engagement Workflow" icon="users" href="/use-cases/kol-engagement-workflow">
    Full lifecycle from discovery to long-term relationship.
  </Card>

  <Card title="Tender & Bid Automation" icon="file-contract" href="/use-cases/tender-bid-automation">
    Parse RFPs, match products, check compliance, and export bid packages.
  </Card>

  <Card title="Event Management" icon="calendar" href="/use-cases/event-management-lifecycle">
    Plan and execute events from invitation to follow-up.
  </Card>

  <Card title="For Medical Affairs" icon="user-doctor" href="/roles/for-medical-affairs">
    Role-specific workflows for MA/MSL teams.
  </Card>

  <Card title="For Marketing" icon="bullhorn" href="/roles/for-marketing">
    Role-specific workflows for marketing teams.
  </Card>
</CardGroup>

## 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](/glossary)
* **Support**: Contact us through the app or email [hello@medstrato.com](mailto:hello@medstrato.com)