Customer case study drafter
After a user gets real value, an interviewer prepares structured questions, drafts a mini case study, and an editor verifies every claim — then a customer-permission and approval gate produces a publish-ready case study only once the customer and you have signed off.
Saves you ~2.5 h / run
How it works
- Trigger
- When you start the “Customer case study drafter” workflow.
- Job
- Prepare interview questions, draft the case study.
- Outcome
- A sourced customer case study draft ready for customer and editorial approval.
What it installs
Agents 3
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Case Study Interviewer
Turns a customer's value moment into structured interview questions and a publish-ready mini case-study draft, with a scoped permission request.
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Case Study Editor
Independently checks the draft's facts, numbers, and quotes against the interview and usage data, and confirms the permission request is complete.
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Customer case study drafter Quality Reviewer
Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.
Teams 1
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Case Study Team
An interviewer who runs the interview and drafts the case study and an editor who fact-checks every claim before the permission gate.
Workflows 1
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Customer case study drafter
Prepare interview questions, draft the case study, fact-check it, then a customer-permission and approval gate makes it publish-ready.
Skills 2
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customer-interview
Run a structured value-story customer interview: a before → turning point → after → so-what arc, open-then-drill technique, pushing gently for hard numbers, capturing verbatim quotable lines, and confirming metrics and sensitivities. Adapted from public growth playbooks.
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case-study-writing
Write a short, outcome-led mini case study from interview answers and usage data: a results headline, customer snapshot, challenge, solution, scannable result stats, a verbatim pull quote, and a soft CTA — specific, true, and in the customer's voice. Adapted from public growth playbooks.
Setup guide
How to Draft Customer Case Studies
A practical guide to drafting customer case studies with an agent: interview questions, an outcome-led draft, fact-checking, and customer permission.
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