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AI agent for creative directors

Campaign Case Study Assembly Agent

A fact-checked, rights-cleared case study ready for client approval

WritingCreatingCreativesMarketing
See how it worksGet access
Campaign Case Study Assembly Agent: what goes in, what the agent does and what you get

What it does

After a campaign ends, creative directors want case studies for pitches and awards, but gathering numbers, final assets and approvals takes weeks. This agent collects the brief, final assets, launch dates and results from analytics and media reports. It drafts a case study in a challenge, idea, execution and results structure. It checks every number against its source and flags anything without one. It also checks usage rights on each image and video, since some talent or stock licenses do not allow agency self-promotion. If an asset is not cleared, it swaps it for a cleared one or marks it. The director edits the story, and the client approves before anything is published. Edge case: the client changed metrics mid-campaign, so the agent reports both and notes the date of the switch.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedApprovedNoNo 1 STARTS WHEN Campaign ended 30 days ago 2 USES A TOOL Gather brief, final assets and results reports 3 DOES Draft the case study story and pick key results 4 CHECKS THE RESULT Does every number match a source report? If not: search for the missing report or remove thenumber. Back to step 2. 5 USES A TOOL Check usage rights for each image and video 6 CHECKS THE RESULT Are all chosen assets cleared for agency promotion? If not: swap in a cleared asset or mark it for a rightsrequest. Back to step 5. 7 DOES Lay out the case study page and short version 8 YOU APPROVE Creative director edits and approves the draft 9 YOU APPROVE Client approves publishing 10 RESULT Approved case study for site and pitches
Read the steps as a list
  1. Campaign ended 30 days ago
  2. Gather brief, final assets and results reports
  3. Draft the case study story and pick key results
  4. Does every number match a source report?If not: search for the missing report or remove the number. Back to step 2.
  5. Check usage rights for each image and video
  6. Are all chosen assets cleared for agency promotion?If not: swap in a cleared asset or mark it for a rights request. Back to step 5.
  7. Lay out the case study page and short version
  8. Creative director edits and approves the draftThe agent waits here for your OK.
  9. Client approves publishingThe agent waits here for your OK.
  10. Approved case study for site and pitches

How it decides

A result goes in only when it has a source. An asset goes in only when its license covers agency promotion.

  • Use only results with a named report and date
  • Prefer results tied to the brief objective over vanity numbers
  • Swap any asset whose license excludes self-promotion
  • Hold anything under client NDA until the client signs off

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Days after campaign end to start (default 30)
  • Case study template
  • Which results to prioritize
  • Publishing channels

What keeps you in control

It always asks you first

  • Director approval of the story
  • Client approval before publishing

Hard limits

  • Never publish without client approval
  • Never round results up

It stops when

  • Done: client approved
  • Stop: client declines or results cannot be sourced

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor a spring launch for Marlow Bikes, the agent drafted a case study with 5 results. One claim, 3.2 million views, had no report, so the number check failed. It found the platform export showing 2.7 million and corrected it. The rights check then failed on a rider photo with a 12-month paid media license only. It swapped in a studio shot. The director and client approved.

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