Start Here

Where to begin based on your role — recommended reading order and starting workflows for medical writers, agencies, and pharma teams.

The playbook covers workflows at different risk levels. Where you start depends on what you do.

Medical Writers

Read first

1. Understanding AI Risk: which of your deliverables fall into which tier
2. Human-in-the-Loop: the review framework that applies to every AI-assisted output

Start with these workflows

1. Summarise a Source Paper (low risk, mirrors work you already do daily)
2. Extract Key Messages (medium risk, accelerates early-stage content development)
3. Build a Content Outline (low risk, works for any deliverable type)

Before anything leaves your desk

Final Human Review: structured QC checklist for AI-assisted content

Key tools

• RefCheckr — claim verification in multi-reference documents
• PosterLens — rapid congress poster extraction
• PubCrawl — literature search and evidence discovery

What this gives you

A documented process you can stand behind. When a client asks how you used AI, you can show the workflow you followed, the review steps you completed, and the checklist you used, not just “I used AI to help draft this.”

Agency Teams

Read first

1. All four Principles — assess how they map to your SOPs and QC processes
2. Review and Accountability — sign-off protocols and audit trails

Match workflows to your project types

• Publication support: Summarise a Paper → Key Messages → Content Outline
• Promotional content: Content Outline → Compliance Check → Verify Claims
• Congress coverage: Poster Summary → Repurpose Across Channels
• Patient-facing: Plain Language Summary → Final Review

Key tools for your team

• RefCheckr — reference verification across large documents
• MedCheckr — compliance screening to reduce MLR rejection cycles
• LLMentor — multi-audience adaptation from a single approved source

For client conversations

The Understanding AI Risk framework and Compliance Check workflow give you the credibility documents you need when briefing clients on AI-assisted work.

Pharma Teams

Start here if you need to set expectations with agencies

1. Understanding AI Risk — the framework for evaluating what AI involvement is appropriate for your content types
2. Review and Accountability — maps to your existing content approval processes

Key workflows to review

• Compliance Check — how compliance pre-screening works in AI-assisted workflows
• Verify Claims — how reference accuracy is maintained
• Final Review — the QC framework before deliverables reach your review queue

Use this playbook to

• Define what you expect to see documented when AI is involved in your content
• Benchmark agency AI practices against a structured framework
• Map review requirements by risk tier to your internal approval processes

Key tools

• RefCheckr — claim-to-reference verification
• MedCheckr — compliance screening before formal review

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Reading order

Regardless of role, this is a practical path through the playbook:

1. Understand the foundation

   Read Human-in-the-Loop and Source Grounding. These two principles define the boundaries for every workflow.

2. Learn the risk framework

   Read Understanding AI Risk. Every workflow has a tier. The tier determines what AI can do and what review is required.

3. Try a low-risk workflow

   Start with Summarise a Source Paper. It demonstrates the full workflow structure with the lowest stakes.

4. Build to higher-risk workflows

   Move to Extract Key Messages and Adapt for Audiences. Medium risk, more editorial judgement required.

5. Always finish with review

   Every AI-assisted deliverable goes through Final Human Review before it ships.