AI Agent for Marketing: Case Study Creation

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Case studies are one of the most important and valuable assets for a SaaS brand, but it can be tricky to follow a uniform, efficient model for creating them.

This AI Marketing Workflow has automated the way we write our case studies. This has been very useful for our sales team, who now have several case examples that they can take to prospects.

Here's how it works:

• Inputs: Name, services provided, challenges faced, and outcomes achieved
• Captures strategy briefs, client testimonials, and team member details 
• Integrates TripleDart brand kit elements for consistent visual identity
• Analyzes and places images (charts, graphs, flowcharts) in relevant sections
• Generates first draft using structured LLM prompts with system, user, and assistant examples
• Runs AI quality checks to eliminate repetitive language and overused terminology
• Optimizes headlines to include meaningful metrics and maintain ideal length
• Converts content to markdown format via Python automation
• Creates and shares Google Doc URLs automatically to Slack channels
• Sends final case studies via Gmail integration to designated team members
• Outputs liquid text URLs for easy access and distribution

The result is a polished, metrics-driven case study with proper structure and detailed sections ready for sales enablement! 

This workflow can be directly plugged in with an AI system, like the one we're building currently, called Slate IO!