Agentic AI For Medical Affairs: How Agentic AI Turns Medical Affairs Workflows into Measurable Impact

Written by Eshaan Singh | Nov 4, 2025 7:16:31 PM

This article distills a joint presentation by Manish Sharma and Dr. Hannah Baker at the 13th Annual MSL Society (MSLS) Conference, held Oct 13–14, 2025 at JW Marriott Miami Turnberry.

At MSLS 2025 (Miami, Oct 13–14), Manish Sharma and Dr. Hannah Baker showed how Medical Affairs can move from counting interactions to measuring impact by running a closed loop inside day-to-day work: Plan → Capture → Summarize → Route → Act → Measure.

The session was a live walkthrough of that operating loop mapped to Tika's stack: per-KOL outcomes and plan progress in the Medical Affairs CRM, AI-drafted summaries in Insights Management (with medical review), owned follow-ups routed with SLAs, and governed executive/QBR and MIR outputs via TikaMIR—so leaders see movement, not motion, and field teams see next steps, not notes.

What "Agentic AI" means here — Plainly

Generative AI helps you write. Agentic AI helps you act. In enterprise terms, that's AI embedded in your systems that can plan steps, take safe actions on your behalf, and keep you in the loop.

Analysts describe agentic AI as goal-directed and action-taking with strong guardrails. It's designed to close the execution gap, not serve as a buzzword—watch for "agent-washing" where vendors simply rebrand content tools. (Gartner)

Why it matters: If a congress insight or KOL interaction doesn't become a tracked next step with an owner and deadline, it rarely changes outcomes.

The Operating Loop (Inside The Tools MSLs Already Use)

Plan → Capture → Summarize → Route → Act → Measure — all in one flow.

  • Plan targeted outcomes per KOL (not just "more calls"). Tika's Medical Affairs CRM supports plan creation and roll-up to plan progress, so leaders see movement, not motion.
  • Capture interactions and insights once, at source.
  • Summarize with AI drafts for Medical review (human-in-the-loop). That's native to Insights Management.
  • Route owned follow-ups (who/what/when) and track closure.
  • Act on repetitive tasks (e.g., compile an executive brief or MIR packet) using governed workflows in TikaMIR.
  • Measure plan progress and action closure — your outcome lens for QBRs and leadership updates.

The value isn't "AI for AI's sake"; it's shortening the distance from insight to action while preserving medical review and compliance.

Congress To Field: Closing The Most Leaky Loop

Conference work often dies in email and spreadsheets. The MSLS demo walked a pragmatic path:

  • Before: target sessions & HCPs, assign coverage, and prep briefs.
  • During:
    • See who's attending, their relationship history, and potential opportunities
    • Capture notes directly in-system — no context trapped in personal notebooks
    • Share real-time insights and speaker activity across teams
  • After: auto-summarize themes, publish a post-conference report, and route every follow-up with an owner and due date.

This "before/during/after" operations model mirrors Tika's published guidance and platform flows for congresses. It exists so nothing slips between the booth and the field—and so you can prove completion, not just attendance.

KOL 360 + A Defensible Advocacy Ladder

To move a KOL from neutral to collaborator to advocate, you need a 360° view that unifies publications, trials, prior interactions, longitudinal sentiment, and diagnostic insights.

TikaDiscover was designed to enrich KOL profiles and help you expand/refine panels, then track objective movement over time—the basis for an auditable "advocacy ladder" rather than gut feel.

(Background: Tika's MSL platform has long supported engagement plans and measuring KOL development along a continuum; Discover makes the who and why sharper, so plans are better targeted.)

What Good Looks Like Next Quarter (Simple, Outcome-Centric KPIs)

  • % interactions with owned next steps (not just notes)
  • Action-closure rate (on-time completion)
  • Time-to-summary (from interaction to approved write-up)
  • Net advocacy movement (KOL stage shifts QoQ)
  • Congress follow-through (% of post-conference actions routed + completed)

Keep these at the top of your QBRs and you'll naturally steer teams from activity to impact.

(If you adopt agentic features, sanity-check value early—analyst houses warn that "agent-washed" initiatives get canceled when outcomes aren't clear.) (Reuters)

A Two-Week Pilot To Make This Real

Week 1: Setup

Lay the foundation by sharing your current data, objectives, and context — our AI system learns from your existing insights to generate tailored engagement plans.

  • Sign NDA
  • Tell us about your Therapeutic Area
  • Identify 10–15 Key KOLs
  • Provide existing insights and interactions (≈ last 3 months CSV)
  • Share current strategic objectives for the product
  • Configure AI-drafted summaries and routing rules

Week 2: Execute & Measure

See the transformation in action.

  • Review AI-generated insight summaries
  • Create engagement plans with 2–3 measurable outcomes per KOL
  • Run real KOL meetings using the new system
  • Track where each KOL sits on the continuum and address workflow bottlenecks
  • Publish a 1-page progress snapshot (plan progress, action-closure, notable insights)
  • Fix the one bottleneck you hit most (capture, summarize, route, or act)

This is exactly where Insights Management, TikaMIR, TikaDiscover, and TikaMSL combine into an everyday operating system for Medical Affairs.

The Tika Medical Affairs Stack

Works seamlessly with your existing CRM or as a standalone platform.

1. TikaDiscover

KOL identification and enrichment using publications, clinical trials, open payments, and diagnostic insights for objective advocacy tracking.

2. TikaMSL

Plan, execute, and track KOL engagements with measurable outcomes and strategic alignment.

Includes:

  • Insights Management: AI-drafted summaries with next-step generation, medical review workflows, and full traceability from insight to action
  • Congress Planning: Streamline pre-, during-, and post-conference planning with AI-assisted prioritization and follow-up tracking
  • Impact KPIs: Measure team performance and engagement outcomes aligned to strategic objectives

3. TikaMIR

Medical Information Request portal where HCPs submit questions, and teams route, respond, and maintain compliant audit trails.

About this article

This post summarizes content presented by Manish Sharma and Dr. Hannah Baker at MSLS 2025 (Miami) and adapts it for Medical Affairs leaders evaluating agentic AI in day-to-day workflows.

Next step: Want to see the loop on your data? Request a demo and we'll walk you through the agentic workflow—planning, capture, AI-assisted summaries, routing, and measurable plan progress.