# Case-study miner

When a deal is won, reads its conversations and notes for results the customer reports — numbers with units, percentages, before and after — and files each as a proof point with the exact quote, who said it, when, and a link to the call. Each waits for your approval; the customer's name stays hidden until you allow it.

Category: Research. For: Marketing, Sales, Founders.

## What it's for

Every win leaves behind proof points the team may use, with evidence and permission tracked.

Suited to:

- Product marketing
- Founders writing case studies
- Sales teams that need fresh proof

## What you get

- Pending proof points (quote, speaker, date, metric, source link, segment and use case)
- A message to the reviewer

## When it runs

- When you run it
- When a deal is won

## What it uses

- Your Closefinch records

When you run it yourself, you choose (an event fills these in):

- Closed-won deal (default: every deal won in the last 30 days) (optional)
- Who reviews them (a teammate; default: whoever started it) (optional)

## Its steps

1. Mine
2. Tell the reviewer

## Approvals

Reads the deal's org-visible conversations and notes; writes pending proof points inside the platform. Nothing is published: a person approves each point, and only approved points can be offered to the knowledge base, which a person accepts.

## Checked before release

The template's eval suite must pass these:

- Files quantified outcomes with exact quotes, pending approval
- Starts when a deal is won

## Questions

**Can it invent a number?**

Every quote is checked word for word against the call or note, and must contain the numbers the proof point states; anything else is dropped.

**Will it name the customer?**

Not until a person ticks "customer name may be used": approved points show "A [segment] customer" and the name is removed from the quote.

Use this template: https://app.closefinch.com/app/agents/templates/case-study-miner (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).