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How to Automate Case Study Creation with an AI Note-Taker and a Custom GPT

This workflow details how to transform a customer interview into a polished case study and a ready-to-post tweet thread in under 15 minutes. It uses an AI note-taker to capture key insights and a custom-trained GPT to handle writing, editing, and repurposing in your brand's voice.

From How I AI

How I AI: 3 AI Workflows to Save $140K & Automate Marketing with ElevenLabs' Luke Harries

with Claire Vo

How to Automate Case Study Creation with an AI Note-Taker and a Custom GPT

Tools Used

ChatGPT

OpenAI conversational AI

Zapier

Workflow automation platform

Granola

AI-powered meeting note-taker and summarizer

Step-by-Step Guide

1

Record and Summarize the Customer Interview

Start by having a conversation with a customer. Run the AI note-taking tool Granola in the background to transcribe the call and automatically generate a structured summary with key facts and enriched data.

Pro Tip: Granola can pull context like the speaker's job title from their email signature, adding valuable data to your summary without manual effort.
2

Create a Custom 'Copy Editor' GPT

In ChatGPT, build a custom GPT with detailed instructions that define your company's tone of voice, content strategy, and formatting rules. Include specific instructions for different content types (like blog posts vs. tweets) and provide positive examples of past content to train the AI on your style.

Prompt:
You are an expert editor and writing assistant specializing in the ElevenLabs communication style. You must enforce American English spelling. Your tone is serious and research-led, similar to Palantir or SpaceX. [Include further instructions on formatting, style, and examples of good content.]
Pro Tip: Instead of editing the AI's final output each time, refine the underlying prompt in your custom GPT. This fixes recurring errors at the source and improves all future outputs.
3

Generate the Case Study

Feed the custom GPT both the concise summary from Granola and the full, raw transcript. The summary provides the core points, while the full transcript allows the AI to pull direct, authentic quotes from the customer.

4

Repurpose Content for Social Media

After the case study is generated, immediately ask the same GPT to repurpose it for other channels. Use a simple follow-up prompt to create content like a multi-tweet thread, complete with placeholders for visuals.

Prompt:
write a tweet thread for this
5

Automate the Entire Pipeline (Optional)

Connect the workflow to your CRM (e.g., Salesforce) using Zapier. Create an automation that sends a Calendly link to new customers, putting the entire process of scheduling and creating case studies on autopilot.

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