Marketing / Customer Marketing Live

Case Study Creation

Turn a customer interview into a case study — challenge, approach, results and verbatim quotes — with every figure traced back to the transcript and nothing published without approval.

  • Run on demand
  • ~8 credits per run
  • v1.0.0

What does Case Study Creation do?

Case Study Creation is a production AI agent in the marketing section of the Leverge agent store, built for the customer marketing process. Turn a customer interview into a case study — challenge, approach, results and verbatim quotes — with every figure traced back to the transcript and nothing published without approval. It runs on demand, works through 4 steps and returns 5 outputs, including the story.

What it needs

  • Interview transcript

    File upload

    The customer conversation, as recorded or written up.

    txt md docx pdf

  • Permissions and framing

    Form

What it does

  1. Reading the transcript
  2. Pulling out the story
  3. Writing the case study
  4. Checking every claim against the transcript

What you get back

  • The story Metadata grid
  • Results claimed Table of results
  • Draft case study Markdown doc
  • Traceability checks Verification checklist
  • Before it goes to the customer Validation result

After each run it asks: “Would you send this to the customer for approval?” Answers feed the evaluation set, so the agent is measured against your own judgement rather than ours.

When it runs

Run on demand

Oversight

Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.

Customer Marketing

Other agents in customer marketing

Content operations, campaign launch and competitive tracking

  • Campaign Launch Live

    Ad Campaign Launch

    Turn a campaign brief into a channel plan with the budget split, ad copy per channel, and a claims check before anything is booked.

  • Content Creation Live

    Blog Topic Generation

    Generate a ranked slate of blog topics for a theme, grounded in what is actually being written and searched right now, with the angle and keyword for each.

  • Media Relations Live

    Brand Visibility Tracking

    Track where the brand is being mentioned publicly, separate earned coverage from our own output, and say whether our messages are actually being picked up.

  • Digital Marketing Live

    Campaign Planning

    Turn a campaign objective into a phased plan — activities, owners, dependencies and dates — checked against the team's actual capacity before anyone commits to it.

  • Competitive Analysis Live

    Competitor News Aggregation

    Sweep recent public news for each competitor you watch, reduce it to what actually changed, and say what it means for us.

  • Content Creation Live

    Content Development

    Turn an approved brief into a finished piece — outlined, drafted to your brand voice, and checked against the structure and tone rules before anyone reviews it.

Next Step

Deploy Case Study Creation, or adapt it

It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.

Book a Technical Call
  • No sales script
  • NDA on request
  • Scoping notes sent within 48 hours
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