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AI agent for change managers

Label Update Rollout Agent

Compare a new label with approved materials, flag statements for review and track revisions, training and acknowledgments

ComplianceSales
See how it worksGet access
Label Update Rollout Agent: what goes in, what the agent does and what you get

What it does

Label changes reach field materials slowly. When a label is updated, the agent compares the new text with all approved materials and finds statements that now conflict, are out of date or need review. It lists the affected materials by priority and routes them to the owners. It tracks revisions and each new version's approval. It also checks that reps have completed the training and acknowledged the change. It chases open items and asks owners for dates, then rechecks each revised material against the label before marking it done. Regulatory approves materials. Edge case: a dosing slide uses the old maximum dose, and the agent marks the slide for immediate withdrawal.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN New label issued 2 USES A TOOL Read the new label and list changes 3 USES A TOOL Compare changes with each approved material 4 DOES Flag statements that need review and set a priority 5 CHECKS THE RESULT Is every material on the list reviewed or markedunaffected? If not: Check the material and classify it. Back to step3. 6 YOU APPROVE Regulatory approves the withdrawal and revision list 7 USES A TOOL Track revised materials and approval status 8 USES A TOOL Check training and acknowledgments by rep 9 CHECKS THE RESULT Are all affected materials revised and all repstrained? If not: Chase owners and reps and recheck. Back to step7. 10 DOES Report any rep still using old materials 11 RESULT Rollout status report
Read the steps as a list
  1. New label issued
  2. Read the new label and list changes
  3. Compare changes with each approved material
  4. Flag statements that need review and set a priority
  5. Is every material on the list reviewed or marked unaffected?If not: Check the material and classify it. Back to step 3.
  6. Regulatory approves the withdrawal and revision listThe agent waits here for your OK.
  7. Track revised materials and approval status
  8. Check training and acknowledgments by rep
  9. Are all affected materials revised and all reps trained?If not: Chase owners and reps and recheck. Back to step 7.
  10. Report any rep still using old materials
  11. Rollout status report

How it decides

Each statement is compared with the new label; materials stay out of use until regulatory reapproves them.

  • Withdraw materials with a changed safety statement immediately
  • Review materials with a changed claim within 10 days
  • Require rep acknowledgment within 14 days
  • Report open items weekly

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Review deadlines
  • Acknowledgment window (default 14 days)
  • Priority rules
  • Reporting

What keeps you in control

It always asks you first

  • Regulatory approves revised materials
  • Regulatory approves withdrawal decisions

Hard limits

  • Never approve a material
  • Never let an old material stay in use

It stops when

  • Done: all materials revised and all reps trained
  • Stop: the label change is unclear and regulatory must interpret

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA label cut the maximum dose from 40 mg to 30 mg. The agent found 11 materials with the old figure and marked a dosing slide for withdrawal. Its check found 2 materials not yet reviewed, so it classified them. After revisions, 5 reps had not acknowledged. The agent chased and 2 days later all had.

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