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Draft a case study from messy notes

Every-number-needs-a-baseline is what separates evidence from marketing gas, and the [NEED] markers turn missing data into a follow-up list instead of silent invention. Including one real friction point is a credibility device readers consistently reward.

WritingWriteSuggested model: anthropic/claude-sonnet-5

Last reviewed July 17, 2026

The prompt
Draft a customer case study from the notes below.

Notes: {{notes}}

Structure:
1. Headline: the customer's result in their numbers, not our product name.
2. Context: who they are, the constraint that made the problem hard for them specifically. 3-4 sentences.
3. Before: the old workflow, its cost in time or money, and the moment they decided to change. Use their quotes where the notes contain them.
4. After: the new workflow step by step, then the results with baseline, new value, and time window for every number.
5. One real limitation or adjustment they made; a case study with no friction reads as fiction.
6. Pull quote suggestion: the strongest verbatim sentence from the notes.

Rules: never invent quotes or numbers. Where the notes lack a number the structure needs, insert [NEED: metric] so I can chase it.
Run in idaptOpens a new chat with the prompt prefilled. Nothing sends until you press send.

Fill in the variables

VariableWhat it isExample
{{notes}}Call transcripts, emails, metrics: everything you have[paste interview notes, metrics, and email snippets]

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