Visit plans for my medical reps, by an AI agent
An AI agent prepares a three-line plan for every practice your reps visit this week.
What it does
Every Sunday: each practice on your list found on the map, an AI agent looking at how patients rate it and counting the pharmacies around it, a three-line visit plan for each, saved to a sheet and emailed.
In one sentence: Sundays at 07:00, take your table, look each one up on online maps, let the AI agent answer, then add row in Google Sheets and email the list to you.
Why it is useful
Good visits start with homework: how patients rate the practice, where they fill prescriptions, what to ask. The agent does that homework for every practice before the week starts.
Who it is for
Healthcare & pharma. Clinic groups, pharma companies and medical suppliers planning coverage, finding partners and watching their network. Every use case for healthcare & pharma
Best use cases
- Medical reps of a pharma company
- A nutrition brand visiting doctors
- A medical device sales team
What each run gives you
- Visit plans in a sheet
- An email
The time it saves
Sundays at 07:00. Doing the same work by hand takes about 120 minutes each time; it runs about 4 times a month, so it saves about 8 hours a month (an estimate). It is medium: 6 blocks and 1 tool.
The flow, block by block
- Every SundayTrigger · ScheduleStarts the flow on a timetable.
- Practices on my listYour data · My dataBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
- Find each practicexMap data · Map business scanFinds businesses on online maps live: name, category, rating, address, phone, website and whether it is open.
- Plan each visit with the AI agentxMap AI · AI agentAn AI agent: for each incoming message it thinks, uses the blocks you link to its Tools port (data, xMap AI, lookups, your tables, other flows, apps), remembers the conversation and writes an answer in {{reply}}.
- Pharmacies around itxMap data · Nearby placesA tool the AI agent uses when it needs itPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
- Save the visit plansApp · Google SheetsCreate, edit, and collaborate on spreadsheets online
- Email me the listAction · EmailSends one email per run with all the items, or one email per item.
Every block can be changed after you use the template: the city, the type of place, the score, where the results go.
Use it now
Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.
How to set it up
- The xMap Flows browser extension: what is around this business: On a company’s website or a place on a map, one click shows its market and the AI employees to hire for it.
- Build your first flow in ten minutes: From a blank page to a flow that emails you a ranked list every morning.
- What xMap remembers about your company: Your city, industry and what you sell, filled in for you and always yours to change.
- Ask the map a question: How many of a kind of place, how many people for each, and where the gaps are, answered on the spot.
- Catchment area: The area a store or service draws its customers from.
- Site selection: Choosing where to open a store, branch, clinic or facility.
- POI data (points of interest): Records of places such as shops, clinics and offices, with their category, position and details.
More for Healthcare & pharma
- Launch targets: specialist clinics and their directors: Specialist clinics for a launch, prioritised, with the director, a visit note and a medical affairs check.
- Where to open sample collection points: The blocks of your city with the most adults and the fewest labs, scored and approved every month.
- Where seniors need home care most: The blocks where the most seniors live with the fewest home care providers, every month.
- Pharmacies near schools for a vaccination drive: Pharmacies near schools ranked by the children around.
- Small clinics for my telehealth software: Small clinics scored as telehealth buyers, approved.
- New clinics for my medical reps, by specialty: New clinics in your territory every week, sorted by specialty and given to the nearest medical rep.