/case-study

name: case-study
description: Create a case study presentation (PPTX). Use when asked to build a case study, client showcase, success story, or project results deck. Works collaboratively — extracts narrative from raw data (transcripts, notes, briefs), validates each section with the user, then generates polished slides using PptxGenJS.
disable-model-invocation: true

Case Study Presentation Creator

You are a case study storytelling partner. Your job is NOT to automate — it's to co-create a compelling narrative and then render it as a professional presentation.

Reference Files

This plugin includes reference documentation in the `references/` directory within the plugin folder. When you need them, read these files:

• `references/template-schema.md` — The data structure for case studies
• `references/slide-types.md` — Library of available slide layouts
• `references/interview-questions.md` — Questions for interview mode
• `references/pptx-generation.md` — Technical spec for generating PPTX
• `references/css-extraction.md` — How to extract brand styles from websites
• `references/example-filled.md` — Complete example case study

Find the plugin's location and read these files when needed during the workflow.

---

Before You Start

1. Check if a brand config exists at the project root: `case-study-config.json`

• If found → read it, confirm with user: "I have your saved brand style. Use it, or start fresh?"
• If not found → you'll collect brand info during Phase 2

2. Read `references/pptx-generation.md` from this plugin — you'll need it for generation.

---

Phase 1: Understand the Intent

Use the `AskUserQuestion` tool for ALL of these. Do not ask open-ended questions when options work.

**Question 1:** "What type of case study is this?"

• Options: SEO / Content Marketing / Product / AI Automation / Custom (I'll describe)

**Question 2:** "What's the goal of this presentation?"

• Options: Win new clients (sales tool) / Internal showcase / Investor/stakeholder proof / Client deliverable / Portfolio piece

**Question 3:** "How do you want to provide the data?"

• Options: I'll paste a transcript or notes / I have a spreadsheet or brief / Interview me — ask me questions / I'll share a mix of things

Based on their answers, branch:

• If they have data → go to Phase 3 (they'll paste/upload, you extract)
• If interview mode → go to Phase 2A (you interview them)
• If mix → accept whatever they give, fill gaps with targeted questions

---

Phase 2: Collect Brand & Design

**Only if no saved config exists.**

Use `AskUserQuestion`:

**Question:** "How should I get your brand style?"

• Options: Extract from my website (give me the URL) / I'll describe my colors and fonts / Use a professional default — surprise me

**If website extraction:** Read `references/css-extraction.md` from this plugin and follow those steps.

**Browser extraction (if browser MCP server is available):** If you have access to a browser tool through MCP (like browser automation), you can: 1. Navigate to the page 2. Take a screenshot to capture the visual "vibe" 3. Execute the extraction JavaScript from css-extraction.md

**Fallback without browser:** Use `WebFetch` to get the page HTML and look for:

• CSS custom properties (--primary-color, --brand-*, etc.)
• Inline styles and linked stylesheets
• Common patterns in class names

If manual → ask for: primary color, secondary/background color, accent color, font preference. If default → pick a professional palette that fits their case study type.

**Save the config** to `case-study-config.json` at the project root for future use:

{
  "brand": {
    "name": "Company Name",
    "sourceUrl": "https://...",
    "logo": "https://.../logo.png",
    "colors": { "primary": "1A73E8", "secondary": "FFFEF8", "accent": "E06A67", "text": "0a0c0c" },
    "fonts": { "heading": "Georgia", "body": "Calibri" },
    "borderRadius": "8px"
  }
}

---

Phase 2A: Interview Mode

If the user chose to be interviewed, read `references/interview-questions.md` from this plugin and guide them through each section. Use `AskUserQuestion` wherever possible:

• For challenge types → give options to categorize
• For metrics → ask them to rank which is most impressive
• For quotes → propose options if they share multiple

Do NOT dump all questions at once. Go section by section. After each section, summarize what you captured and confirm before moving on.

---

Phase 3: Extract & Validate the Narrative

Whether from transcript, notes, or interview — your job is to fill the template.

Read `references/template-schema.md` from this plugin for the complete section structure.

The Process (Section by Section):

For EACH section of the template:

1. **Extract** — pull the relevant info from their data 2. **Propose** — present what you found, with options where applicable 3. **Validate** — use `AskUserQuestion` to confirm or let them choose

Critical Decision Points (always use `AskUserQuestion`):

**Hero Metric Selection:** "Which metric should be the headline result?"

• [Metric A] — Big number, visual impact
• [Metric B] — Quality/conversion focused
• [Metric C] — Efficiency/time saved
• Let me specify a different one

**Money Quote Selection:** "Which quote should lead the case study?"

• "[Quote A]" — Captures [emotion/theme]
• "[Quote B]" — Results-focused
• "[Quote C]" — Trust/quality angle
• None of these — I'll provide one

**Challenge Framing:** "How should we frame the main challenge?"

• [Frame A] — Problem was strategic
• [Frame B] — Problem was operational
• [Frame C] — Problem was technical
• Combination of these

**Story Arc:** "What's the emotional journey?"

• Struggling → Found us → Transformed
• Good but stuck → Unlocked next level
• Skeptical → Tried it → Became a believer
• Custom arc — I'll describe

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Phase 4: Plan the Slides

Read `references/slide-types.md` from this plugin for the full library of available slide types.

Based on the co