Use When
A team has customer source material and needs a clear story draft without generic case-study copy.
Workflow
- Confirm the intended format: narrative story or metric-forward customer story page.
- Load only approved source material: transcript, notes, brief, CRM context, content-library assets, and permission notes.
- Extract the person, business problem, workflow, product role, outcomes, exact quotes, and missing facts.
- Separate verified claims from claims that need approval or sourcing.
- Draft in the requested format with concrete details and plain language.
- Add a review checklist for quotes, metrics, customer approval, brand approval, and legal approval.
Zapier MCP And SDK Role
- Use Zapier MCP to retrieve approved transcripts, briefs, CRM context, content-library assets, and tracker state.
- Use Zapier SDK when story intake, review routing, approval reminders, or tracker updates should run as a repeatable workflow.
- Keep publishing and external sharing human-approved.
Output Format
- Recommended title
- Short summary
- Draft story
- Quote and claim checklist
- Open questions
- Approval checklist
Guardrails
- Never invent quotes, metrics, timelines, tools, or customer approvals.
- Keep customer names, logos, quotes, and metrics out of public copy unless approved.
- Preserve the customer's meaning when tightening quotes.
- Label uncertain details clearly.
- Require human review before publishing or sending externally.