> ## 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.

# MedStrato for Medical Affairs Teams

> KOL management, scientific engagement tracking, and compliance-ready event workflows for Medical Affairs leads and Medical Science Liaisons (MSLs).

## Your Role in MedStrato

Medical Affairs teams—including Medical Affairs Leads, MSLs, and Scientific Engagement Managers—use MedStrato to manage KOL relationships, execute scientific events, and monitor regulatory intelligence.

<Info>
  This guide maps your daily workflows to MedStrato features. For detailed instructions, follow the links to specific guides.
</Info>

## Your Key Workflows

### 1. KOL Relationship Management

Build and maintain relationships with Key Opinion Leaders.

| Task                                      | Where in MedStrato                      | Guide                                                              |
| ----------------------------------------- | --------------------------------------- | ------------------------------------------------------------------ |
| Add a new KOL to your database            | **KOL** → **New KOL**                   | [Create a KOL](/guides/kol/create-kol)                             |
| Import KOLs from spreadsheet              | **KOL** → **Import CSV**                | [Import KOLs](/guides/kol/import-kols-csv)                         |
| View KOL profile and history              | **KOL** → Select a profile              | [KOL Profile & Insights](/guides/kol/kol-profile-and-insights)     |
| Log an interaction (call, meeting, email) | **KOL** → Profile → **Quick Actions**   | [KOL Management](/guides/kol)                                      |
| Tier and classify KOLs                    | **KOL** → Profile → Edit **Tier** field | [KOL Tiering Methodology](/best-practices/kol-tiering-methodology) |
| Get AI recommendations for a KOL          | **KOL** → Profile → **AI Insights** tab | [KOL Profile & Insights](/guides/kol/kol-profile-and-insights)     |

**Quick Actions for logging interactions:**

* **Made Contact**: Phone calls or direct contact
* **Sent Email**: Email communications
* **Meeting**: Scheduled or completed meetings
* **Follow-up**: Mark for future action

### 2. Scientific Event Execution

Plan and run advisory boards, symposiums, and investigator meetings.

| Task                                           | Where in MedStrato                       | Guide                                         |
| ---------------------------------------------- | ---------------------------------------- | --------------------------------------------- |
| Create a new event                             | **Events** → **New Event**               | [Events Dashboard](/guides/events)            |
| Add KOLs as attendees                          | **Events** → Event → **Attendees** tab   | [Event Details](/guides/events/event-details) |
| Send invitations and track RSVPs               | **Events** → Event → **Invitations** tab | [Event Details](/guides/events/event-details) |
| Build the event agenda                         | **Events** → Event → **Agenda** tab      | [Event Details](/guides/events/event-details) |
| Generate materials (agenda PDF, attendee list) | **Events** → Event → **Materials** tab   | [Event Details](/guides/events/event-details) |
| Set up automated reminders                     | **Events** → Event → **Automation** tab  | [Event Details](/guides/events/event-details) |
| Send post-event thank you                      | **Events** → Event → **Automation** tab  | [Event Details](/guides/events/event-details) |

**Event types you'll commonly use:**

* Advisory Board
* Symposium
* Investigator Meeting
* Training / Workshop
* Webinar

### 3. Intelligence & Research

Monitor regulatory changes and generate research reports.

| Task                                         | Where in MedStrato                              | Guide                                                               |
| -------------------------------------------- | ----------------------------------------------- | ------------------------------------------------------------------- |
| Monitor regulatory signals                   | **Signals** → Dashboard                         | [Signals Overview](/guides/signals)                                 |
| Filter signals by authority (FDA, EMA, etc.) | **Signals** → Filters                           | [Signal Details](/guides/signals/signal-details)                    |
| Assess product impact of a signal            | **Signals** → Signal detail → Product Relevance | [Signal Details](/guides/signals/signal-details)                    |
| Generate a regulatory intelligence report    | **Investigations** → **New Investigation**      | [Create Investigation](/guides/investigations/create-investigation) |
| Create market or competitive analysis        | **Investigations** → Choose template            | [Create Investigation](/guides/investigations/create-investigation) |

**Signal sources relevant to Medical Affairs:**

* FDA (US regulatory updates)
* EMA (EU regulatory updates)
* NMPA (China regulatory updates)
* Clinical trial registries
* Scientific publications

### 4. AI-Assisted Workflows

Use MedStrato AI to accelerate common tasks.

| Task                       | How to Access                                     | What It Does                    |
| -------------------------- | ------------------------------------------------- | ------------------------------- |
| Discover KOLs by specialty | `/discover [count] [specialty] KOLs`              | Find new KOLs matching criteria |
| Draft event invitations    | `/event remind [event name]`                      | Generate reminder emails        |
| Send post-event follow-up  | `/event thankyou [event name]`                    | Generate thank you emails       |
| Product outreach to KOLs   | `/outreach product [product] to [specialty] KOLs` | Draft product introduction      |

Access these via the **AI** module or type `/` in the command bar.

## Quick Start Checklist

Get set up in MedStrato as a Medical Affairs user:

<Steps>
  <Step title="Import your KOL database">
    Go to **KOL** → **Import CSV** and upload your existing KOL spreadsheet. [Guide](/guides/kol/import-kols-csv)
  </Step>

  <Step title="Tier your top KOLs">
    Open each KOL profile and set the **Tier** (1, 2, or 3) and **Engagement Level**. [Framework](/best-practices/kol-tiering-methodology)
  </Step>

  <Step title="Create your first event">
    Go to **Events** → **New Event** and set up an upcoming advisory board or symposium. [Guide](/guides/events)
  </Step>

  <Step title="Set up signal monitoring">
    Go to **Signals** and review the dashboard. Filter by FDA/EMA to see regulatory updates. [Guide](/guides/signals)
  </Step>

  <Step title="Register your products">
    Go to **Products** → **New Product** to add your device portfolio for signal correlation. [Guide](/guides/products)
  </Step>
</Steps>

## Metrics You'll Track

| Metric                                        | Where to Find                    | Why It Matters                                  |
| --------------------------------------------- | -------------------------------- | ----------------------------------------------- |
| KOL engagement level distribution             | **KOL** list filters             | Balance your portfolio across engagement levels |
| Event RSVP rates                              | **Events** → Event dashboard     | Measure invitation effectiveness                |
| Invitation funnel (sent → opened → responded) | **Events** → Event → Invitations | Optimize outreach timing                        |
| Signal impact on products                     | **Signals** → Product filter     | Prioritize regulatory response                  |
| Investigation output                          | **Investigations** list          | Track research productivity                     |

## Related Resources

<CardGroup cols={2}>
  <Card title="KOL Engagement Workflow" icon="users" href="/use-cases/kol-engagement-workflow">
    End-to-end guide to managing KOL relationships.
  </Card>

  <Card title="Event Management Lifecycle" icon="calendar" href="/use-cases/event-management-lifecycle">
    Complete event workflow from planning to follow-up.
  </Card>

  <Card title="Regulatory Signal Monitoring" icon="radar" href="/use-cases/regulatory-signal-monitoring">
    Stay ahead of compliance changes.
  </Card>

  <Card title="KOL Tiering Methodology" icon="layer-group" href="/best-practices/kol-tiering-methodology">
    Framework for classifying KOLs strategically.
  </Card>
</CardGroup>