What This Workflow Does

Writing case studies from scratch means pulling together scattered inputs—client details, challenges, outcomes, strategy, testimonials—and turning them into a cohesive narrative. 

This workflow handles the heavy lifting. 

You input the raw details (client name, challenges, outcomes, strategy, testimonials, team, images), and it generates a complete first draft, cleans up overused AI phrasing, ensures headlines include metrics and stay concise, and outputs a formatted Google Doc. 

The doc automatically posts to Slack and sends via email to your specified recipients.

Key Features

• Takes brief inputs and expands them into full case study sections
• LLM analyzes uploaded images and places them in the right sections automatically
• Removes overused AI words and phrases
• Checks headlines for metrics and length
• Outputs to Google Docs in markdown format
• Auto-sends Google Doc URL to Slack and email

How It Works

1. You input: client name, services provided, challenges faced, final outcomes, strategy brief, client testimonial, team members, brand kit, and any images (graphs, flowcharts, outcome visuals).
2. An LLM creates the first draft using a system prompt with key variables, a user prompt with the case study structure, and an assistant prompt with an example case study.
3. An AI check step removes or replaces overused words from a predefined list.
4. A headline check ensures all headlines include metrics, are meaningful, and aren't too long.
5. Python converts the content to markdown.
6. The markdown exports to a Google Doc.
7. The Google Doc URL automatically posts to your Slack channel and sends via Gmail to specified recipients.

Images don't need manual placement—the LLM analyzes each image and adds it to the appropriate section.

Outcome

A polished, formatted case study in Google Docs with metric-driven headlines, clean copy, and images placed in context. Delivered automatically to Slack and email—ready for review or publishing.

Tools Used

• Slate – workflow automation
• LLM – content generation and editing
• Python – markdown conversion
• Google Docs – output delivery
• Slack – team notification
• Gmail – email delivery

Marketing today is about automating manual tasks so you can focus on strategy. TripleDart builds you marketing engines that scale towards predictable growth.

If you want to build similar workflows for your brand or partner with us, get in touch with one of our experts.

You can deploy no-code workflows using our marketing automation platform, Slate. Try it here!