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

Turn an authorized customer interview into a source grounded case study by combining the transcript and notes with a versioned editorial prompt, then verify quotes, outcomes, product claims, links, and customer permission before repurposing the story.

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

Luke records a short customer interview in Granola, asks for concrete use and impact details, gives a custom ElevenLabs copy editor GPT both the summary and raw transcript, generates a case study and social post in the company voice, then improves recurring problems in the underlying GPT instructions.

Before you start

What you need

  • A customer who has agreed to the interview, recording, intended uses, and review process
  • An interview guide covering problem, prior approach, product use, implementation, evidence, and results
  • Granola or another approved recorder with transcript access
  • A versioned voice guide, product facts, approved examples, and case study schema
  • Named owners for factual review, customer approval, publishing, and social distribution

What you’ll make

A draft case study and channel specific derivatives whose claims and quotations trace to the interview, whose metrics include context, and whose approved final version is recorded before publication.

Tools used

Step by step

The workflow

Follow the sequence once, then adapt the prompts, checks, and handoffs to your own setup.

5 steps

Step01

Record and Summarize the Customer Interview

Confirm recording, transcription, attribution, logo, quote, publishing, and reuse expectations before the call. Use an interview guide that asks for concrete workflow, before state, implementation, results, evidence, and limitations.

Step02

Create a Custom 'Copy Editor' GPT

Build a custom editor with the company voice, case study structure, product facts, approved links, strong examples, banned claims, and rules for quotes, metrics, missing evidence, and customer review.

Example prompt
Act as an editor for [company] case studies. Use only supplied interview and approved product facts. Preserve exact quotes with timestamps, label estimates, and mark unsupported details [VERIFY]. Follow this structure and voice guide: [guide]. Never invent metrics, customer intent, product capabilities, pricing, or links.
Step03

Generate the Case Study

Provide both the Granola summary and raw transcript. Ask for a source table before prose, then draft the story around the customer problem, use, implementation, result, and what remains imperfect.

Example prompt
From this summary and transcript, create a source table of candidate claims and quotes with speaker and timestamp. Flag conflicts and missing context. Then draft a case study using only supported material, with [VERIFY] placeholders for unresolved facts. Summary: [summary]. Transcript: [transcript].
Step04

Repurpose Content for Social Media

Create social and sales versions only from the approved case study. Preserve qualifiers and links, adapt length to the channel, and do not manufacture a stronger hook than the evidence supports.

Example prompt
write a tweet thread for this
Step05

Automate the Entire Pipeline (Optional)

If recurring edits appear, update and test the underlying editor instructions against a small regression set. Keep customer specific drafting, factual review, customer approval, and publishing as explicit tracked states in the content workflow.

What good looks like

  • The transcript preserves speaker attribution and the customer can correct material errors.
  • Every quote is exact and every result, metric, product capability, price, and link is verified from the source or owner.
  • The story distinguishes customer statements, company interpretation, and any estimate or inference.
  • The customer approves the exact final text, attribution, logo or name use, and intended channels before release.

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After the steps

Runbook notes

How to recover when the loop fails and where human judgment helps.

Recover

If it goes sideways

The draft turns a paraphrase or note summary into a direct quotation
Use the raw transcript for quotes, cite timestamps, and keep paraphrases outside quotation marks.
A time or money saving claim lacks baseline, period, scope, or evidence
Record the customer's method and qualifier, verify it with the owner, or present it as an attributed estimate.
The copy editor imposes brand language that changes the customer's meaning
Lock factual and quoted spans, preserve customer language, and use the voice guide only for connective copy.
A transcript, company name, person, logo, or story is reused beyond the agreed scope
Track consent and allowed channels, share the final draft with the customer, and remove material that is not approved.

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