Systems Lab

Agent skill

customer-story-writer

Draft customer stories from approved transcripts, notes, briefs, quotes, and proof points.

slowingReaches the webInstructions only226 words

Filed under Calls, demos and discovery.

From zapier/gtm-cheat-codes · 17 skills · 329 · pushed 2026-07-13

What it does when it runs

Draft customer stories from approved transcripts, notes, briefs, quotes, and proof points. Use for narrative customer stories, campaign stories, and metric-forward customer story pages.

Read from the skill and the 5 files bundled beside it. A skill’s own description is written to be selected by an agent, so it describes the job and not the dependencies.

Keys and connectors you must supply
None found.
Hosts it reaches
  • mcp.zapier.com
Tool permissions it declares
No allowed-tools in the frontmatter. It only issues instructions, so there is nothing to bound.
Actions present in the files
None. Instructions only.

Ask about customer-story-writer

Opens your assistant with this page's verified links already in the prompt.

Is this safe to install?ClaudeChatGPT
Adapt it to my stackClaudeChatGPT
What else do I need for it to workClaudeChatGPT
Rather ask a human? Talk to Cheetah

Install it

View source on GitHub ↗
git clone --depth 1 --filter=blob:none --sparse https://github.com/zapier/gtm-cheat-codes.git /tmp/gtm-cheat-codes
git -C /tmp/gtm-cheat-codes sparse-checkout set "skills/customer-advocacy/customer-story-writer"
mkdir -p ~/.claude/skills/customer-story-writer
cp -R "/tmp/gtm-cheat-codes/skills/customer-advocacy/customer-story-writer/." ~/.claude/skills/customer-story-writer/

Picked up without a restart. A project skill of the same name is shadowed by your personal one. For one repository only, swap ~/.claude/skills for .claude/skills. Claude Code docs ↗

Or take the whole library

This repo ships a .claude-plugin manifest, so Claude Code can install all 17 skills at once. Plugin skills are invoked as /<plugin>:<skill>, so they never collide with your own.

/plugin marketplace add zapier/gtm-cheat-codes
/plugin

The folder is the same in every client that implements the format — 46 of them — so if yours is not above, only the destination changes.

The skill

Source on GitHub ↗

Reproduced in full from zapier/gtm-cheat-codes/blob/022a2884f40316ef22269e29fd61b8a0f0c4cb4a/skills/customer-advocacy/customer-story-writer/SKILL.md, which is licensed MIT (repository). 226 words, 6 headings.

Customer Story Writer

Use When

A team has customer source material and needs a clear story draft without generic case-study copy.

Workflow

  1. Confirm the intended format: narrative story or metric-forward customer story page.
  2. Load only approved source material: transcript, notes, brief, CRM context, content-library assets, and permission notes.
  3. Extract the person, business problem, workflow, product role, outcomes, exact quotes, and missing facts.
  4. Separate verified claims from claims that need approval or sourcing.
  5. Draft in the requested format with concrete details and plain language.
  6. Add a review checklist for quotes, metrics, customer approval, brand approval, and legal approval.

Zapier MCP And SDK Role

  • Use Zapier MCP to retrieve approved transcripts, briefs, CRM context, content-library assets, and tracker state.
  • Use Zapier SDK when story intake, review routing, approval reminders, or tracker updates should run as a repeatable workflow.
  • Keep publishing and external sharing human-approved.

Output Format

  • Recommended title
  • Short summary
  • Draft story
  • Quote and claim checklist
  • Open questions
  • Approval checklist

Guardrails

  • Never invent quotes, metrics, timelines, tools, or customer approvals.
  • Keep customer names, logos, quotes, and metrics out of public copy unless approved.
  • Preserve the customer's meaning when tightening quotes.
  • Label uncertain details clearly.
  • Require human review before publishing or sending externally.

Files bundled with it

These load only when the skill asks for them, so they cost nothing until it runs.

Other skills for the same job

Different authors, same problem. Matched on the words in the skill name, across every library in the catalogue except this one.

Need help setting it up?

This page tells you what customer-story-writer does and what it needs. Cheetah builds the agent setup it runs inside: data, CRM, sequencing and the guardrails.

Book a call →

The directory stays free. There is nothing gated behind this.