Use cases
Marketing

Draft a case study from the actual interactions

A customer story composed from what they said — not what we wished they'd said.

Best for
Case study production
Primitives
  • Accounts
  • Interactions
  • Outcomes
Side by side

Token Usage, with and without Sentra

~66k tokens saved60% less work for the agent

Without Sentra
~110k tokens
With Sentra
~44k tokens
Claude (without Sentra)
  1. Pull every customer-facing interaction with the account from pre-customer through present.
  2. Read each to identify the original problem in their words, the alternatives they considered, the moment of decision, the rollout arc, and measurable outcomes.
  3. Pull the four most quotable moments — re-skim transcripts to confirm verbatim, speaker, date.
  4. Check consent status for each quote by searching prior conversations for explicit permission.
  5. Compose the two-page case study with inline citations.
~110k tokens
Claude + Sentra
  1. Pull every customer-facing Interaction with the Account from pre-customer through present.
  2. Extract: original problem, alternatives considered, the decision moment, rollout Decisions, outcome Commitments.
  3. Pull four most quotable moments with Actor speaker, title, and date.
  4. Each quote has typed consent status — Sentra surfaces what needs sign-off.
  5. Compose the case study with citations.
~44k tokens
Agent prompt
You are drafting a case study for {{account_name}}.

Using Sentra:

1. Pull every customer-facing Interaction with {{account_name}} from before they were a customer through the present.
2. Extract: the original problem in their words, the alternatives they considered, the moment they decided to adopt, the rollout arc, and the measurable outcomes they've shared.
3. Pull the four most quotable moments, with speaker, title, and date.
4. Flag every quote with a consent status — Sentra should surface whether the speaker's permission is on file.

Output:

- A two-page case study draft with the standard structure (problem, decision, deployment, outcome).
- Inline citations for every claim and every quote.
- A separate sign-off checklist: which quotes still need explicit customer consent before publication.
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