Case Study Drafter

Published by Oasis

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.

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.

HubSpotHubSpotRequired
SalesforceSalesforceRequired
GongGongRequired
Google DocsGoogle DocsRequired

Skills it ships with

Doc Coauthoring

How it runs

FoundationClaude Managed Agent
ModelClaude Sonnet 4.6
ReasoningMedium effort
Per runUp to 30 turns
MemoryOff
BrowsingOff
CategorySales & Marketing
Case StudyContentCustomers

What happens when you add it

  1. 1

    It lands in your Oasis

    Case Study Drafter is created in your workspace with its instructions and settings already filled in.

  2. 2

    You connect its apps

    Sign in to HubSpot and Salesforce once and it has everything it needs.

  3. 3

    You make it yours

    Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.

Agents like this one

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.