An agent that turns a customer win into a published case study.
Case studies stall because nobody owns the assembly. Build it once, and the agent runs it for every win.
Built on Workflows — reusable pipelines with a drag-and-drop builder
From a transcript
Paste the call. Get the story.
It doesn't interview anyone. It finds the story already sitting in your notes.
01 · A customer call, pasted in exactly as it was transcribed.
02 · Most of it is filler. Three lines aren't.
03 · Each is carried into the part of the story it belongs to.
04 · The rest is written around them, in the structure you always use.
05 · It finds the story in your notes. It doesn't interview anyone.
Raw source material · pastedcall transcript
…yeah so before this we honestly had no clue,
we couldn't tell if any AI tool ever mentioned us
and the board kept asking. So we set it up in March,
and by June we were named in three of the six engines
which, I mean, from zero. I told my team,
“it's the first SEO number our CEO actually reads”
so yeah. Happy to be a reference, sure.
Case study · same structure every time+ LinkedIn · X · email · title & meta
THE PROBLEM, IN THEIR WORDS
“We couldn't tell if any AI tool ever mentioned us.”
THE NUMBER
0 → 3 of 6 engines, March to June
THE PULL QUOTE
“It's the first SEO number our CEO actually reads.”
What it hands you
One agent, one job. This is what it reports.
- Shape
- 4 steps
- reusable
- build once, run per win
- drag-and-drop
- pipeline builder
- CMS
- formatted output
- human
- final approval
Built on Workflows — reusable pipelines with a drag-and-drop builder
Customer story
From invisible to named in three engines
The problem, in their words
2 quotes pulled
What changed
The numbers
3 metrics extracted
- Same structure every time
- LinkedIn, X and email assets
- Title + meta included
Illustrative output.
What you get
The output, not a dashboard.
Every run returns something you can act on the same day.
- 01
One reusable Workflow instead of a fresh doc each time
- 02
Visual drag-and-drop pipeline, not a script to maintain
- 03
Consistent structure across every case study you ship
- 04
Human edit and approval before anything publishes
How it works
Four steps, then it runs itself.
- 01
Build the pipeline once
Drag the steps: gather the facts, draft the narrative, format the page.
- 02
Feed it a customer win
Metrics, quotes, the before-and-after. Whatever your template needs.
- 03
The agent assembles
It runs every step in order and returns a formatted draft, not a blank page.
- 04
You edit and publish
Human judgement on the story. The agent did the assembly.
Before & after
The week this gives back.
The agent researches, drafts and compiles around the clock — then hands it over for a one-click sign-off. You keep final approval.
Doing it by hand
11+ hrs
Case Study Builder Agent · 24×7
~10 hrs back
Doing it by handyour team
- Chasing metrics from the account team~3h each
- Getting quotes approved~2h each
- Writing the narrative from scratch~4h each
- Formatting for the site~2h each
Every case study, from zero11+ hrs each
Case Study Builder Agent · 24×7Live
- Agent gathers the inputsauto
- Agent drafts the narrativeauto
- Agent formats the pageauto
- You edit and approve~1h
One workflow on call~10 hrs back
FAQ
Questions, answered.
It runs a reusable Workflow that gathers the facts, drafts the narrative and formats the page, so every case study follows the same pipeline instead of starting from a blank document.
No. You build the Workflow once with the drag-and-drop builder and run it for every win.
A CMS push can be a step in the pipeline, but it runs on what you approve.
Workflows are available on every plan, paired with Grids.
Free to start
Put this agentto work.
Start free. It reports back on your cadence, and you approve what ships.