> ## Documentation Index
> Fetch the complete documentation index at: https://playbook.pharmatools.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Tip>
  **Prefer to read offline?** [Download the full playbook as a PDF](https://playbook-counter.pharmatools.workers.dev/download) — every page, in one file, rebuilt automatically on each update.
</Tip>

<Tabs>
  <Tab title="Medical Writers" icon="pen-line">
    ### Read first

    1. [Understanding AI Risk](/principles/risk-levels): which of your deliverables fall into which tier
    2. [Human-in-the-Loop](/principles/human-in-the-loop): the review framework that applies to every AI-assisted output

    ### Start with these workflows

    1. [Summarise a Source Paper](/workflows/summarise-source-paper) (low risk, mirrors work you already do daily)
    2. [Extract Key Messages](/workflows/extract-key-messages) (medium risk, accelerates early-stage content development)
    3. [Build a Content Outline](/workflows/build-content-outline) (low risk, works for any deliverable type)

    ### Before anything leaves your desk

    [Final Human Review](/workflows/final-human-review): structured QC checklist for AI-assisted content

    ### Key tools

    * [RefCheckr](/tools/refcheckr) — closed-loop claim verification and rewrite for multi-reference documents
    * [PosterLens](/tools/posterlens) — rapid congress poster extraction
    * [PubCrawl](/tools/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."
  </Tab>

  <Tab title="Agency Teams" icon="building">
    ### Read first

    1. All four [Principles](/principles/human-in-the-loop) — assess how they map to your SOPs and QC processes
    2. [Review and Accountability](/principles/review-and-accountability) — sign-off protocols and audit trails

    ### Match workflows to your project types

    * **Publication support:** [Summarise a Paper](/workflows/summarise-source-paper) → [Key Messages](/workflows/extract-key-messages) → [Content Outline](/workflows/build-content-outline)
    * **Promotional content:** [Content Outline](/workflows/build-content-outline) → [Compliance Check](/workflows/check-promotional-compliance) → [Verify Claims](/workflows/verify-claims-against-references)
    * **Congress coverage:** [Poster Summary](/workflows/prepare-congress-or-poster-summary) → [Repurpose Across Channels](/workflows/repurpose-content-across-channels)
    * **Patient-facing:** [Plain Language Summary](/workflows/create-plain-language-summary) → [Final Review](/workflows/final-human-review)

    ### Key tools for your team

    * [RefCheckr](/tools/refcheckr) — closed-loop verification and rewrite of references across large documents
    * [MedCheckr](/tools/medcheckr) — compliance screening to reduce MLR rejection cycles
    * [LLMentor](/tools/llmentor) — multi-audience adaptation from a single approved source

    ### For client conversations

    The [Understanding AI Risk](/principles/risk-levels) framework and [Compliance Check](/workflows/check-promotional-compliance) workflow give you the credibility documents you need when briefing clients on AI-assisted work.
  </Tab>

  <Tab title="Pharma Teams" icon="clipboard-check">
    ### Start here if you need to set expectations with agencies

    1. [Understanding AI Risk](/principles/risk-levels) — the framework for evaluating what AI involvement is appropriate for your content types
    2. [Review and Accountability](/principles/review-and-accountability) — maps to your existing content approval processes

    ### Key workflows to review

    * [Compliance Check](/workflows/check-promotional-compliance) — how compliance pre-screening works in AI-assisted workflows
    * [Verify Claims](/workflows/verify-claims-against-references) — how reference accuracy is maintained
    * [Final Review](/workflows/final-human-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](/tools/refcheckr) — closed-loop claim-to-reference verification and rewrite
    * [MedCheckr](/tools/medcheckr) — compliance screening before formal review
  </Tab>
</Tabs>

***

## Reading order

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

<Steps>
  <Step title="Understand the foundation">
    Read [Human-in-the-Loop](/principles/human-in-the-loop) and [Source Grounding](/principles/source-grounding). These two principles define the boundaries for every workflow.
  </Step>

  <Step title="Learn the risk framework">
    Read [Understanding AI Risk](/principles/risk-levels). Every workflow has a tier. The tier determines what AI can do and what review is required.
  </Step>

  <Step title="Try a low-risk workflow">
    Start with [Summarise a Source Paper](/workflows/summarise-source-paper). It demonstrates the full workflow structure with the lowest stakes.
  </Step>

  <Step title="Build to higher-risk workflows">
    Move to [Extract Key Messages](/workflows/extract-key-messages) and [Adapt for Audiences](/workflows/adapt-for-different-audiences). Medium risk, more editorial judgement required.
  </Step>

  <Step title="Always finish with review">
    Every AI-assisted deliverable goes through [Final Human Review](/workflows/final-human-review) before it ships.
  </Step>
</Steps>