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JuicyAgents

Customer Story Drafter

Prepare a customer story for approval

Customer Story Drafter is an AI agent you set up in the ChatGPT or Claude you already use. Paste your notes on one customer case and it drafts a short story or an approval worksheet, ties every claim to its source, drops results nobody measured and lists the permissions you still need.

Pick your AI for the steps and the prompt

About each AI:ChatGPT WorkClaude app

Checked 29 Oct 2026. Not run by JuicyAgents yet. Written from each AI’s official docs; the example is illustrative.

Customer Story Drafter · reply in the chat

Cedar Repairs story, pending customer approval

  • DescribeThe reported easier checking with urgent calls still needed
  • RemoveThe unsupported 40% claim
  • KeepThe exact quote in the internal claim table only
  • PendingPublic use, identity and quote approval
Illustrative example for fictional Cedar Repairs: a team note about a shared appointment list, a customer comment cleared for internal drafting only, and a 40% claim nobody measured.

How it works

What it does for you, and what it leaves to you.

B2B marketers struggle to obtain and prepare customer stories. Interviews and approvals require customer effort, and a satisfied customer may still be unable to appear publicly.

An assistant may reduce the work of organizing notes into a reviewable draft. It cannot make a customer participate, secure permission or prove that case studies increase sales. Use a short story template, a consented interview and a claim table. Some practitioners prefer a brief testimonial; others cannot get public approval at all. No story may be the correct result. Do not treat removing a logo as a way around a refusal.

You stay in charge. Verify the facts with the relevant owner and customer through your normal process. Obtain the required permissions for the exact wording and use before you publish or send it.

You get

  • A draft story, a claim-to-source table and unresolved approval questions

It never

  • Publish the story or contact the customer
  • Invent results, percentages, quotes or customer reactions
  • Edit a customer’s words inside quotation marks
  • Treat praise or silence as permission to publish

The draft it prepares

The example above, in words.

Describe the reported easier checking with urgent calls still needed. Remove the unsupported 40% claim. Keep the exact quote in the internal claim table only, and mark public use, identity and quote approval pending.

Settings

The setup prompt starts with the defaults, marked here.

Draft format

Start with a short narrative or an approval worksheet; both retain sources and missing permissions.

  • Short story (default)
  • Approval worksheet

Your working rules

Your audience, intended channel, maximum length and approval owner. Share only material permitted for internal drafting.

Optional. Empty unless you fill it in.

Check the first result

Each setup page has a fictional exercise to paste first. A good answer to it meets all of these.

  • The 40% claim is absent from the story.
  • The urgent-work limitation remains visible.
  • Customer language is not invented or silently edited.
  • The story is pending approval, with no publication or contact claimed.
  • Removing an essential input causes a question or a blocked item, not an invented fact.

Questions people ask

Is Customer Story Drafter free?
The setup guide and prompt are free. In Claude it works on any plan, including Free. ChatGPT Work on the web needs Plus, Pro, Business, Enterprise or Edu.
Does it ask the customer for approval?
No. It ends with the factual and permission questions for you. You check the facts with the customer and get approval for the exact wording and use through your normal process.
What if we have no numbers for the result?
It writes a qualitative outcome, such as easier checking, and leaves out any figure your notes don’t support. Unknown facts become review questions instead of filler.
Can it write the story without a customer quote?
Yes. It uses only short, exact quotes you supply, with the speaker. Without an approved quote it leaves the quotation out and marks the gap.

Have us set it up

Rather not set it up yourself?

We set up Customer Story Drafter in your own accounts and the AI you already pay for, test it on your real work, and hand it over with a short walkthrough.

From $299

  • Runs in your accounts; you own everything
  • Tested before handover
  • Money back if we can’t make it work
Request a setup