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AI agent for pharmaceutical sales representatives

Prescriber Trend Weekly Review Agent

A weekly list of the territory changes that matter, with suggested call objectives

MonitoringAnalysisSales
See how it worksGet access
Prescriber Trend Weekly Review Agent: what goes in, what the agent does and what you get

What it does

Prescription data arrives every week, but reading it across 200 prescribers takes hours. This agent loads the weekly prescription data, computes four-week and thirteen-week trends for each prescriber and compares them with market share for the product class. It flags offices with a real drop, new writers and offices where a competitor is gaining. For each flag it checks whether the change is real or noise by looking at volume and data gaps; small offices with tiny counts are not flagged on percent alone. It then suggests specific call objectives for next week and drafts a short note to your manager. If the data feed is incomplete, it waits for the restatement rather than flagging false drops. You decide which calls to change. Edge case: a prescriber who retired shows a 100% drop and is moved to an inactive list.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN Weekly prescription data arrives 2 USES A TOOL Load data and check for missing weeks or outlets 3 CHECKS THE RESULT Is the feed complete for the territory? If not: wait for the restated file and recheck the nextday. Back to step 2. 4 DOES Compute four-week and thirteen-week trends perprescriber 5 DOES Flag drops, new writers and competitor gains abovethresholds 6 USES A TOOL Pull call history for each flagged office 7 CHECKS THE RESULT Is each flag above the minimum volume and notexplained by status change? If not: remove low-volume or retired prescribers andrecheck. Back to step 5. 8 DOES Draft call objectives and manager note 9 YOU APPROVE Rep approves call plan changes and the note 10 RESULT Weekly trend brief and updated call objectives
Read the steps as a list
  1. Weekly prescription data arrives
  2. Load data and check for missing weeks or outlets
  3. Is the feed complete for the territory?If not: wait for the restated file and recheck the next day. Back to step 2.
  4. Compute four-week and thirteen-week trends per prescriber
  5. Flag drops, new writers and competitor gains above thresholds
  6. Pull call history for each flagged office
  7. Is each flag above the minimum volume and not explained by status change?If not: remove low-volume or retired prescribers and recheck. Back to step 5.
  8. Draft call objectives and manager note
  9. Rep approves call plan changes and the noteThe agent waits here for your OK.
  10. Weekly trend brief and updated call objectives

How it decides

A drop is flagged when four-week volume falls more than 20% versus the thirteen-week average and the prescriber writes at least 10 scripts a month. Competitor gain is flagged at 5 share points.

  • Drops over 20% with at least 10 scripts a month are flagged
  • Competitor share gains of 5 points or more are flagged
  • Prescribers with no scripts for 8 weeks and a status change are marked inactive
  • Incomplete feeds are never analyzed

Make it yours

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

  • Drop threshold (default 20%)
  • Minimum monthly volume to flag (default 10 scripts)
  • Competitor gain threshold (default 5 share points)
  • Brief day and format (default Monday, one-page list)

What keeps you in control

It always asks you first

  • Call plan changes
  • Manager note

Hard limits

  • Never shares prescriber-level data outside the company
  • Never sets quotas or targets

It stops when

  • Done: brief delivered and call objectives updated
  • Stop: feed still incomplete after two days, tell the rep

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 happensOn the week ending April 11, the agent found 12 prescribers with drops over 20%. The volume check failed for three who wrote fewer than 10 scripts a month and one who had retired, so they were removed. Eight remained. For Dr. Amir Patel, down 34% while a competitor gained 7 share points, it suggested a call on a new dosing study. The rep approved six changes.

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