Customer Case Study Planner

---
name: customer-case-study-planner
description: "Use when the user needs to create a case study, customer success story, client results showcase, portfolio piece, testimonial-based content, or structured proof point that demonstrates marketing results for a specific client or project."
---

# Customer Case Study Planner

Use when the user needs to create a case study, customer success story, client results showcase, portfolio piece, testimonial-based content, or structured proof point that demonstrates marketing results for a specific client or project.

## Required Aident Actions

- <action-tag>composio:hubspot_tools:hubspot_get_campaign_metrics</action-tag> (required inputs: campaignGuid): Retrieves key attribution metrics for an existing marketing campaign, identified by its `campaignGuid`, within an optional date range.

Use Aident Loadout to read the current Action schema before constructing inputs. Check the required integration connection in Aident Vault. If an Action is billable or mutating, run Aident preflight, show the affected target and quoted cost or risk, and wait for explicit user confirmation before execution.

## Workflow

1. Confirm the requested outcome, source material, destination, audience, constraints, and acceptance criteria.
2. Apply the source-derived guidance below to create a concrete plan. Resolve ambiguity before invoking an Action.
3. Select only the Aident Actions whose documented effect directly advances the requested outcome. Do not invoke every listed Action by default.
4. Inspect the current schema and prepare the minimum valid input for each selected Action.
5. Preflight each selected Action. Execute it only after any required confirmation, in dependency order, and carry returned IDs or asset URLs into later steps.
6. Verify the returned IDs, URLs, statuses, or artifacts against the acceptance criteria. Report partial completion precisely and do not repeat paid or mutating calls blindly.

## Source-Derived Guidance

- Keep the workflow scoped to the source-derived objective: Use when the user needs to create a case study, customer success story, client results showcase, portfolio piece, testimonial-based content, or structured proof point that demonstrates marketing results for a specific client or project.
- When needed, use composio:hubspot_tools:hubspot_get_campaign_metrics only for this supported effect: Retrieves key attribution metrics for an existing marketing campaign, identified by its `campaignGuid`, within an optional date range.
- Verify the returned artifact or provider state against the requested acceptance criteria before reporting completion.

## Execution Boundaries

- Treat upstream provider-specific commands as background knowledge only. Execute the workflow through the exact Aident Actions above.
- Never request raw credentials in chat. Use Aident Vault connection flows for required accounts.
- Preserve user-provided wording, brand constraints, rights restrictions, and target identifiers. Do not invent authorization.
- Stop when a required integration is disconnected, preflight rejects the input, the target is ambiguous, or the user declines a required confirmation.

## Output

Return the execution plan, selected Action names, confirmed targets, Aident result identifiers or asset URLs, verification evidence, and any remaining blocked step.

## Attribution

This Skill adapts the reviewed upstream workflow. See [UPSTREAM.md](UPSTREAM.md) for the pinned source and [LICENSE.txt](LICENSE.txt) for the preserved license.