Case study
An agent designed to turn finished projects into case studies
Earl Kendrick delivers hundreds of projects a year, but few become case studies because the people who ran them are busy with fee-earning work. We designed an agent that spots completed projects in YourEKA, chases the right team lead for the details and drafts copy for LinkedIn, PDF and the website.
2026
What we built
- Completed-project monitoring in YourEKA
- Magic-link form with no login
- Automatic follow-ups and escalation
- Drafts for LinkedIn, PDF and website
- One view of every project's status
The challenge
Case study material rarely made it from EK's project teams to marketing. Bulk reminders in Teams went unanswered and nothing tracked which projects had been written up, so marketing chased people one by one and the website went stale.
What we did
- February 2026 — a four-step design, from project completion to ready-to-edit copy, built on the marketing team's own case study template
- Phased plan — a capture form trialled with selected consultants first, then the YourEKA integration, magic-link emails and AI drafting
What we built
The agent watches YourEKA for completed projects and emails the team lead a magic link to a short form, with dictation, designed to take under ten minutes on any device. It follows up, copying in management if needed, until the lead submits or gives a reason not to. Each submission is drafted in EK's tone of voice for marketing to edit.
The result
The design and a phased delivery plan are ready to build: a steady flow of first drafts from work already finished, without adding admin for the people who did it.