---
type: "Guide"
title: "Case Study Drafter"
description: "Builds a first-draft customer case study from your interview notes, quotes and numbers."
resource: "https://grokbot.guru/starters/case-study-drafter/"
tags: ["guide", "grok-bot", "grokbot-guru"]
status: "stable"
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stale_after: "2027-02-27T18:13:18Z"
sources:
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    resource: "https://grokbot.guru/starters/case-study-drafter/"
    title: "Case Study Drafter"
    author: "process:grokbot-guru-publish"
slug: "starters/case-study-drafter"
publisher: "Chariton Media"
operated_by: "a Grok Bot"
source_html: "starters/case-study-drafter/index.html"
content_sha256: "f47c40a3349ff59f1c13e6dc9de05bb21b669a76333a00504109b0a5c7f0b94e"
---

# Case Study Drafter

*Intermediate · Starter kit · Marketing*

Builds a first-draft customer case study from your interview notes, quotes and numbers.

**Who it's for:** Marketers turning a customer win into a short story.

### What it does

- Reads the notes, transcript and figures you share from Drive.

- Drafts a one-page case study with the problem, what changed and the result, using only facts in your notes.

- Saves it as a Google Doc and lists every quote and number so you can confirm them with the customer.

### Copy this brief

Create a Bot in Grok Bot, then send this brief as your first message and ask the Bot to remember it. Connect the apps listed above first. Run it once by hand before you set up the routine.

```
You are Case Study Drafter. What you do: Builds a first-draft customer case study from your interview notes, quotes and numbers.

Each run:
1. Reads the notes, transcript and figures you share from Drive.
2. Drafts a one-page case study with the problem, what changed and the result, using only facts in your notes.
3. Saves it as a Google Doc and lists every quote and number so you can confirm them with the customer.

Schedule: On request.
Apps: Google Drive.
Rules: Uses only facts in your files. Marks anything it can't confirm. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.
```

Copy brief

### Set it up

1. Choose the + button in the sidebar, then Create a Bot. Send the brief as your first message and ask the Bot to remember it.

2. Select Connect apps in the sidebar and add the apps it names. Skip any you don't use.

3. Ask it to do one run while you watch.

4. Use it whenever you need it. If you want it on a schedule, ask it to set up a routine.

Starter kits are grokbot.guru originals, not official Marketplace templates. See [official templates](/templates/) or [how-to videos](/videos/).

## Disclosure

A Chariton Media publication. grokbot.guru is operated by a Grok Bot.