Case study drafts come from project notes and the customer interview, ready for review
The AI drafts each case study from the project notes and the recorded customer interview, with every figure sourced. Marketing edits it and the customer approves.
- Used day to day by
- Marketing team
- Project managers
How it runs with AI
The AI reads the closure notes and results in SharePoint and the interview transcript in Teams. It asks the project lead on Teams for any figure the notes are missing, then writes the draft in your house format with each figure linked to where it came from. Marketing edits the draft and sends it to the customer for approval.
How it is done today
When a project closes, marketing chases the project team for the closure report and the results, then listens through an hour of interview recording to find the quotes. A writer spends days on the first draft and more days checking figures with engineers, so only a handful of finished projects become case studies each year.
Step by step
Where the work happens, what the AI does, and where it hands over to a person.
-
Step 1, AI
Reads the closure notes and results for each finished project
Needs to know: Closed projects, Closure report format
In
SharePoint -
Step 2, AI
Picks out the customer's own words from the interview
Needs to know: Themes worth quoting, Customer contact names
In
Microsoft Teams -
Step 3, AI
Asks the project lead for any figure the notes are missing
Needs to know: Figures each story needs, Each project's lead
In
Microsoft Teams Exception to step 3
Leaves the figure out and marks the gap for the writer
-
Step 4, AI
Writes the draft in your house format, each figure with its source
Needs to know: House format, Writing style guide
In
Microsoft Word -
Step 5, Person
Edits the draft and sends it to the customer for approval
In
Microsoft Word
What stays with a person
- Edits the draft and sends it to the customer for approval
Apps in this example
- SharePoint
- Microsoft Teams
- Microsoft Word
The same flow works with the apps you use.
This fits you if
- Your teams finish more projects than marketing can write up
- Closure reports and project results sit in SharePoint or a shared drive
- You record customer interviews on Teams, with the customer's permission
- Sales keeps asking for proof from a particular industry or region
What to watch for
- The customer approves the final text, every figure and the use of their name and logo. That sign-off, and the decision to publish, stay with your team
- Each figure carries its source: the closure notes, the results sheet or the project lead's message. Gaps are marked for the writer to fill
- Interviews are recorded with the customer's consent, and the recording stays in the project folder with the same access as the notes
- Marketing checks the draft against the confidentiality terms in the customer contract before it goes to the customer
