Case Study Prep

Case Study Interview Prep

Produce a .docx case study prep document for a given customer by gathering all available information and aligning it to the 8 Tiger Data Case Study Questions.

Step 0: Pre-flight check

Read REFERENCES.md from the plugin root and run the pre-flight check described there. Call list_marketing_references() to verify Tiger Den is reachable. If it fails or the tool is not found, STOP — do not continue. Follow the error handling in REFERENCES.md.

Also fetch the No Fly List before doing any work:

get_marketing_reference(slug: "no-fly-list")

This is a list of customers who cannot be publicly referenced. If the customer you are preparing a case study for appears on the No Fly List, stop immediately and inform the user that this customer cannot be publicly referenced. If a No Fly List name appears in source material you are working from, omit it from all outputs.

Workflow

Step 1: Identify inputs

Determine from the user:

• Customer name (required)
• Context documents (optional): Google Doc URLs, uploaded files, or other sources containing existing customer notes
• If no context docs are provided, ask the user

Step 2: Gather information from Slack via Eon

Read CONFIG.md from the plugin root to get the current eon bot user ID.

1. Send a DM to eon (use the bot's user ID from CONFIG.md as the channel_id): Summarize current use case and metrics for customer {Company Name} 2. Capture the message_ts and channel_id from the send response 3. Wait ~30 seconds, then read the thread using the returned channel_id and message_ts to capture eon's response 4. If eon's response is incomplete or the thread hasn't been answered yet, wait and retry

Step 3: Fetch context documents

Fetch all user-provided Google Docs using google_drive_fetch. Also read any uploaded files.

Step 4: Fetch reference docs from Tiger Den

Before generating the document, fetch the two reference docs from Tiger Den:

get_marketing_context(slugs: ["case-study-questions", "case-study-output-format"])

• `case-study-questions` — the 8 standard Tiger Data Case Study Questions
• `case-study-output-format` — document structure and styling for the prep doc

If Tiger Den is not connected, do not proceed — tell the user to run /setup. See REFERENCES.md in the plugin root for details and error handling.

Also read the docx skill for .docx generation best practices (critical for correct docx-js usage).

Step 5: Compile and assess

For each of the 8 case study questions: 1. Synthesize all available information (eon response + context docs + any other sources) 2. Draft an answer using all known facts 3. Assign a status:

• Complete: Enough detail to write a full answer with no major gaps
• Partial: Directional answer exists but specific details, metrics, or quotes are missing
• Missing: No meaningful information available

4. Identify specific gaps to close during the interview

Step 6: Generate the .docx

Create a Word document using docx-js following the structure in case-study-output-format:

• Title + subtitle
• Status legend table
• 8 question sections with status/details tables
• 30-minute interview guide (questions target ONLY the identified gaps)
• Draft pull quotes
• Sources list

Save to the outputs folder as {Company}_Case_Study_Prep.docx.

Validate with the docx skill's validate.py script.

Step 7: Present results

Share the document link and a quick summary showing each question's status at a glance.