Customer proof desk
Turns call notes into case studies and proof points, with quotes kept word for word.
How to use it
The steps, in order, from getting it to the first result.
Upload the source material.
Pick the format: story, one-pager or quote sheet.
Review and send to the customer for sign-off.
What it does
Feed it call notes, transcripts and the customer's approved materials. It drafts the case study, a short testimonial and a list of reusable proof points, and it never rewrites a quote.
Drafts go to Drive as documents or, with the design skill, as a one-page layout.
Skills it uses
Word documents
Creates, reads and edits Word documents.
Design
Designs decks, slides and graphics with you, live in chat, and exports on request.
Connects to
Box
Read, classify, and file documents with retention rules.
Notion
Read and write pages and databases as a knowledge base.
Google Drive
Built on
- Drive. Files it produces land in your workspace Drive.
Need it to work differently?
Every template can be changed: the steps it takes, the systems it uses and who approves what.