Build an AI Case Study Generator

This guide teaches you how to use Claude to turn old project files into information-rich case studies you can use in proposals, on your website, or with prospects. You will set up a reusable Claude Project that stores your instructions, examples, and quality checklist, then generates a publication-ready draft from project documents in about 60 to 90 seconds when extended thinking is on.

• Agency owners and account managers who have wrap docs and metrics exports that are not being turned into case studies.
• Consultants and freelancers who know they should have case studies but do not have time to write them from scratch.
• Marketing and sales teams that need to produce client success stories at scale without routing every first draft through a copywriter.

You will build a Claude Project called “Case Study Generator” that stays loaded with your style guide, example case studies, and structural instructions. Each time a project closes, you can start a new chat, add your project documents, run one prompt, and get a structured case study draft ready to publish or send to a prospect.

• A reusable Claude Project named “Case Study Generator.”
• Project instructions that define the case study structure, tone rules, and missing-data handling.
• Reference files that help Claude match your examples and quality standards.
• A repeatable workflow for turning wrap memos, metrics, notes, and transcripts into case study drafts.

• A Claude account. The free tier works; Pro is recommended for file uploads and longer context.
• The template files attached to this guide: project instructions, a structure reference, and a Do’s and Don’ts checklist.
• Project documents, such as a wrap memo, metrics export, client email, voice memo transcript, or call notes.
• Optional but useful: a short project wrap memo with results and key KPIs.

• Review each draft against the Do’s and Don’ts checklist before publishing.
• Ask Claude to turn the finished case study into a slide deck version or social media carousel.
• Save the final case study as a clearly labeled PDF in a shared folder.
• Upload only edited, approved final PDFs back into the Claude Project so future drafts can improve from your best examples.