Case Study Drafter
Customer case study writing
Turns a happy customer into a publishable story, assembled from your CRM, call transcripts and usage data rather than a blank template. It structures the story as situation, what they tried, what changed and result — with a real number or an honest note that there isn't one yet. Every claim needing customer sign-off is flagged, and quotes are marked verbatim so they can be checked.
Add to your Oasis
Published by Oasis Platform · Free to add
Connects with
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
HubSpotRequired
SalesforceRequired
GongRequired
Google DocsRequired
Skills it ships with
How it runs
- Foundation
Claude Managed Agent
- Model
- Claude Sonnet 4.6
- Reasoning
- Medium effort
- Per run
- Up to 30 turns
- Memory
- Off
- Browsing
- Off
- Category
- Sales & Marketing
- Case Study
- Content
- Customers
What happens when you add it
- 1
It lands in your Oasis
Case Study Drafter is created in your workspace with its instructions and settings already filled in.
- 2
You connect its apps
Sign in to HubSpot and Salesforce once and it has everything it needs.
- 3
You make it yours
Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.
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Put Case Study Drafter to work today
Add it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.