Customer case study agent with Airtable

Customer case studies and testimonials are some of the most important assets that you have for winning over prospects. This agent makes it possible for everyone on your team to surface the most relevant pieces of customer evidence without leaving Slack.

Salespeople can use the agent to find the optimal sales enablement material: ask the agent a question like "Which of our case studies is the best to share with the CMO of an ecommerce company?" or "Which customers in the media vertical have given us permission to talk about them publicly?" and get a link to the perfect case study or quote.

Marketers can use this agent to update a living Airtable database of customer testimonials and case studies, and to schedule interviews with customers. If you don't already have one, make a copy of this Airtable template: https://airtable.com/appA01RCUpmcOFfqm/shrttcwCuS66pBtL5)

What This AI Agent Does

Key capabilities:

• Track customer evidence approvals: manage and update an Airtable database of customers and the assets they've given permission for your marketing team to use (e.g. logo usage on your website, customer case studies, testimonials, etc.)

• Find the most helpful customer evidence: Ask the agent for approved quotes or customer case studies in specific industries or for specific job functions, and the agent will give you direct links to the best customer evidence you have.

• Research and enrichment: This agent is equipped with Apollo (for retrieving enrichment data about prospects, customers, and companies) and Exa (for performing general web research).

• Schedule customer calls and draft emails: Ask the agent to draft an email in Gmail to a customer proposing a time for a Google Meet meeting, checking availability against the requestor's Google Calendar.

Who This Is For

• Sales representatives: Provide self-service sales enablement by surfacing the right case studies for the right prospects

• Content marketers: Get visibility into your customer evidence, and see where there are gaps

How to Set Up Your Customer Case Study Agent

1. Authenticate your services

   • Connect your Airtable account

   • Connect your Gmail account

   • Connect your Google Calendar account

2. Set up your Airtable base of customer evidence

   • Copy this Airtable template https://airtable.com/appA01RCUpmcOFfqm/shrttcwCuS66pBtL5

   • Replace the filler data with your own customer case studies and quotes

3. Update the agent prompt

   • Paste the appID of your copied Airtable case studies base in the "Role & Purpose" section

   • Specify your time zone in the "Using Google Calendar" section

4. Deploy the agent in Slack

   • Click the "Add to Slack" button and follow the instructions there.

Additional Ways to Customize This Agent

• Integrate additional tools:

  • Connect a CRM (Salesforce, HubSpot) for additional deal context

  • Connect to your CMS (e.g. Webflow) to publish updates to customer case studies on your website