AI Agent Creation Team Activity | AI in Med Affairs 2026

1

Pick Your Domain

⏱️ 5 min

Choose ONE domain for your team's agent

As a group, select a focused workflow area. Don't go too broad!

🔍 Insights Generation

📅 Conference Planning

🗺️ Field Work / Territory

📊 Strategic Med Affairs

🧪 Clinical Trials Support

⚠️ Important: If your idea feels like "this agent will do everything," it's too big. Slice it down to 1–2 specific steps!

2

Define the Problem & User

⏱️ 7 min

Identify who is the user

Example: "MSL preparing for an HCP visit" or "Medical Director reviewing field insights"

Define the recurring job (one sentence)

What task does this user do repeatedly that takes time or mental energy?

Define what "success" looks like

Be specific! Example: "Prep time reduced from 45 minutes to 15 minutes"

3

Break Down the Workflow

⏱️ 7 min

List 5–7 steps of the current workflow

Write each step on a sticky note or shared doc

Mark steps that are repetitive, mentally demanding, or time-consuming

These are prime candidates for AI automation

Select 1–2 steps for your agent to focus on

Narrow scope = better results!

4

Design Your Agent Spec

⏱️ 12 min

Define INPUTS — What does the user give the agent?

Examples: HCP name, date of visit, key topic, clinical data, document URL

Define OUTPUTS — What does the agent return?

Examples: One-page brief, bullet points, call plan, objection responses

Define BEHAVIOR — Tone and constraints

Formal/informal? Must reference med/legal guidance? Must cite sources?

Define TOOLS (conceptually) — What would the agent access?

Examples: CRM, PubMed, internal slide library, maps, competitor data

5

Build Your Agent with CRAFT

⏱️ 14 min

Use the CRAFT framework to create your agent’s prompt

CRAFT = Context, Role, Action, Format, Tone

C Context Background info & domain

R Role AI Persona & Expertise

A Action What it must do steps

F Format Output Structure

T Tone Style & Voice

📋 The CRAFT Framework Template

C — CONTEXT (Background Info)
[Describe the situation, domain, and any relevant background]
Example: "You are working with Medical Science Liaisons in the oncology space who need to prepare for HCP meetings."

R — ROLE (AI Persona)
[Define who the AI should be]
Example: "You are an experienced MSL coach and scientific communications expert."

A — ACTION (What It Must Do)
[List the specific tasks step-by-step]
1. [First action]
2. [Second action]
3. [Third action]

F — FORMAT (Output Structure)
[Specify exactly how the output should look]
Example: "Provide a bulleted list with headers" or "Create a one-page brief with sections for..."

T — TONE (Style / Voice)
[Define the communication style]
Example: "Professional but approachable, scientifically accurate, concise"

Test your agent with 2–3 realistic scenarios

After each test, ask: "What did it do well? Where did it fail?"

Iterate and refine based on test results

Adjust your prompt to fix failures and improve output quality

💡

Example Agents for Inspiration

Need ideas? Here are 4 example agents to spark your creativity:

1

Scientific Discussion Scenario Builder

Helps MSLs brainstorm scenarios for HCP meetings. Transforms scientific information into patient journey stories, explores how different HCP personas might react, and connects data to patient populations.

2

Objection Handling Simulator

Reads slides or journal articles, understands the context, and generates the 10 hardest scientific questions that could be asked — helping MSLs prepare for tough conversations.

3

HCP Profile Generator

Gathers comprehensive information on healthcare providers from various sources to create robust professional profiles for strategic MSL engagement planning.

4

Insight Synthesizer

Reads source documents, extracts actionable insights, quantifies patterns across efficacy, safety, and market feedback themes, and generates decision-ready recommendations.

6

Prepare Your Shark Tank Pitch

⏱️ 5 min prep

Prepare your 4-minute pitch with these elements:

Problem + User + Job: What pain point does your agent solve and for whom?
The Agent: What's it called? What inputs does it take? What outputs does it produce?
Demo Summary: Show screenshots, a scripted example, or act it out!
Impact: What's the measurable benefit? Time saved? Quality improved?

💡 Pro tip: Choose any presentation format — slides, video, acting, live demo. Creativity counts!

🏆

Shark Tank Scoring Rubric

Judges will score each team from 1–5 in these categories:

Criteria	Weight
Problem Clarity Is the workflow clearly described? Is the pain point real, repetitive, and important?	20%
Scope & Feasibility Is the agent scoped narrowly enough to be realistic? Does it focus on 1–2 key steps, not "do everything"?	20%
Agent Design Quality Clear inputs/outputs? Thoughtful instructions? Sensible use of tools or data (even conceptually)?	25%
User Value & Impact Does the agent save time, reduce cognitive load, or improve quality? Is there a plausible story of adoption?	20%
Originality & Storytelling Is there a memorable angle (agent name, framing)? Is the pitch clear, structured, and easy to follow?	15%

⚡

Quick Start: The CRAFT Framework

Use this for every prompt or agent. Copy into ChatGPT or Copilot:

🚀 CRAFT Framework Quick Builder

Help me build an AI agent using the CRAFT framework for Medical Affairs.

My domain: [e.g., Field Work, Insights Generation, etc.]
The user: [e.g., MSL preparing for HCP meetings]
The job to be done: [one sentence describing the recurring task]

Please structure my agent prompt using CRAFT:

C — Context: What background info should be included?
R — Role: What persona should the AI adopt?
A — Action: What specific steps should it perform?
F — Format: How should outputs be structured?
T — Tone: What style/voice should it use?

Also suggest 2-3 test scenarios to validate the agent.

AI Agent Building Workshop