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AI agent for graphic designers

Portfolio Case Study Refresh Agent

Case studies that are complete, permitted and tested on a staging page

Portfolio Case Study Refresh Agent: what goes in, what the agent does and what you get

What it does

Portfolios go stale, and many projects lack results, credits or permission to show client work. This agent lists the finished projects and checks each one for client permission, final images, credits and outcomes. It asks the designer for each missing item, such as a metric or a release email. For ready projects it assembles a case study draft: challenge, process, result and credits. It then publishes the draft only to a staging page and verifies that links, images and files work. If something is broken, it fixes the file or flags it and tests the page again. The designer approves publishing. Edge case: a project under NDA gets a version with anonymized client details only if the contract allows.

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, continueApprovedNoNo 1 STARTS WHEN Monthly check or project finished 2 USES A TOOL List finished projects and their portfolio status 3 DOES Check permission, final images, credits and outcomes 4 CHECKS THE RESULT Does each project have all four items? If not: ask the designer for the missing items and wait.Back to step 3. 5 DOES Draft each case study: challenge, process, result,credits 6 USES A TOOL Publish the draft to the staging page 7 USES A TOOL Test links, images and files on the staging page 8 CHECKS THE RESULT Does everything load correctly on staging? If not: fix or replace the broken file and test thestaging page again. Back to step 6. 9 YOU APPROVE Designer approves publishing 10 RESULT Published case studies
Read the steps as a list
  1. Monthly check or project finished
  2. List finished projects and their portfolio status
  3. Check permission, final images, credits and outcomes
  4. Does each project have all four items?If not: ask the designer for the missing items and wait. Back to step 3.
  5. Draft each case study: challenge, process, result, credits
  6. Publish the draft to the staging page
  7. Test links, images and files on the staging page
  8. Does everything load correctly on staging?If not: fix or replace the broken file and test the staging page again. Back to step 6.
  9. Designer approves publishingThe agent waits here for your OK.
  10. Published case studies

How it decides

A project is ready when permission is confirmed, images are final, credits are listed and at least one outcome is stated.

  • Require client permission before drafting
  • Do not invent results
  • Anonymize only if the contract allows
  • Test every link and image on staging

Make it yours

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

  • Required items for each project
  • Case study structure
  • Staging site
  • How often to check (default monthly)

What keeps you in control

It always asks you first

  • Publishing to the live portfolio
  • Using client names or logos

Hard limits

  • Never publishes without approval
  • Never contacts clients directly

It stops when

  • Done: case studies live and verified
  • Stop: permission is not available

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 happensOf six finished projects, two lacked permission and one had no result. The agent emailed the designer for the three. A coffee brand app project had all four items, so the agent drafted the case study and put it on staging. The test found two images 4 MB in size loading slowly and one broken credit link. After fixing them, the second test passed and the designer approved.

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