Case Study Scriber

Trigger

Triggers are always customized to your processes.

New Internal Form Submissions

Your team completes a simple Google Form with all relevant product or service details.

Operations

These are standard operations. Actual operations will be customized to your needs.

1. Capture Project Details

Pull in form submission details, including customer name, project details, challenges, solution and win.
Gather additional client context from CRM, project management tools, and other relevant systems.

2. Generate a Case Study Draft

Pull case study template from a template library.
Compile and summarize client engagement details.
Write the case study copy.

3. Review and Upload

Save the case study copy in a document on a shared drive.
Create a task for your editor to review.
Once approved, upload the draft to your CMS.

AUTOMATION IMPACT REPORT

MANUAL EFFORT

LIMITED

Your team simply reviews the case study and then polishes the uploaded web page copy.

OUTPUTS

1-2

The case study draft and upload to a CMS are both considered outputs.

TIME SAVED

5+ HOURS

Your team doesn't have to interview the project manager, write the copy, or upload the draft to your CMS.

Client Example

A permit expediting company wanted to promote their project wins to help attract and close similar projects.

L2 Digital built an automation that automatically generates case studies after a member of their team completes a simple Google Form.

Today, the company spends less than 5 minutes editing and publishing these valuable marketing assets.

Schedule Your Audit and Roadmap Discovery Call

Start with a free audit of your sales & marketing systems. We’ll show you exactly how AI + Automation can help you do more, faster.

DISCLAIMER: L2 only takes on five new automation projects a month.

Interview. Write. Upload.