Content
Turn customer wins into published case studies — without the back-and-forth.
This workflow takes customer outcome data from your CRM and drafts a complete case study — challenge, solution, results — formatted for your website, sales deck, and newsletter.
Workflow Steps
How this workflow runs
Customer data input
System InputYou provide the customer name, industry, challenge, and outcomes achieved.
Company research
Market Research AnalystMarket Research Analyst enriches the customer profile with public company data and context.
Case study drafting
Content Marketing FlywheelContent Marketing Flywheel drafts the full case study — challenge, solution, implementation, results.
Statistics and social proof
Content Marketing FlywheelSpecific outcome metrics are highlighted and formatted for maximum impact.
Approval gate
Approval GateThe draft is reviewed — by you and optionally the customer — before publication.
Multi-format publication
Content Repurposing EngineThe case study is published to your website and adapted for newsletter and sales deck use.
Triggers
What starts this workflow
Manual trigger with customer outcome data
Outputs
What you get when it runs
Full case study published on website
One-page PDF-ready version
Newsletter feature excerpt
Sales deck slide draft