| name | success-story-miner |
| description | Finds customer success moments buried in email — expressions of satisfaction, positive outcomes, results achieved, and moments where customers praised the product or team. Use when a CSM wants to identify case study candidates, gather testimonial material, or find proof points. Triggers on "success stories", "customer wins", "find testimonials", "positive feedback", "case study candidates", "customer proof points". |
| metadata | {"version":"1.0.0"} |
Success Story Miner
Prerequisites
This skill needs the iGPT MCP at https://mcp.igpt.ai/.
If the MCP tools aren't available or return an auth error, tell the
user to install the iGPT plugin (/plugin marketplace add igptai/skills)
or add https://mcp.igpt.ai/ as a connector, then complete OAuth and say
"ready". Retry once after they confirm. Never invent tokens or OAuth URLs.
For deeper troubleshooting: https://raw.githubusercontent.com/igptai/skills/main/shared/mcp-guard.md
What This Skill Does
Scans all customer email threads for moments of genuine satisfaction —
customers sharing positive results, expressing appreciation, reporting
outcomes achieved, and making statements that could be used as testimonials
or case study material.
Workflow
-
Before calling any tool, collect these values from the user. Offer the
defaults and let the user override them; do not invent values they did
not give.
- [time_range] — what window of email to scan. The user may give this
in any form ("last 12 months", "the last year", "May 2024",
"since launch"). Default: the last 12 months. Keep the user's
natural phrasing for use in the ask input; convert to ISO dates
separately for the search call.
- [account_scope] — either "all" (default) or the name of a specific
customer account to focus on.
- [account_clause] — derived. When [account_scope] is not "all", set
to " for account [account_scope]". When [account_scope] is "all",
set to empty string.
-
Call search with:
- query: thank you great results love excellent working well impressed
achieved solved helped outcome success
(if [account_scope] is not "all", append the account name to the query)
- date_from: ISO start date derived from [time_range]
- date_to: ISO end date derived from [time_range] (or today if open-ended)
-
Call ask with:
- input: Review all customer email threads from [time_range][account_clause]. Find every moment where a customer expressed genuine satisfaction, reported a positive outcome or result, praised the product or team, or said something that could be used as a testimonial or case study quote. For each success moment note the customer, what they said, the context of the win, and the potential value as a proof point or case study.
- output_format:
{
"strict": true,
"schema": {
"type": "object",
"description": "Customer success story and testimonial report mined from email history",
"additionalProperties": false,
"properties": {
"as_of": {
"type": "string",
"description": "ISO8601 date when this report was generated"
},
"success_moments": {
"type": "array",
"description": "List of every customer success moment found in email",
"items": {
"type": "object",
"description": "A single customer success moment with testimonial potential",
"additionalProperties": false,
"properties": {
"customer": {
"type": "string",
"description": "Name of the customer company"
},
"contact": {
"type": "string",
"description": "Name or role of the customer contact who expressed this success"
},
"date": {
"type": "string",
"description": "ISO8601 date when this success moment appeared in email"
},
"success_type": {
"type": "string",
"description": "Category of success moment",
"enum": [
"quantified_result", "problem_solved", "team_praise",
"product_praise", "recommendation_offer", "renewal_enthusiasm",
"expansion_interest", "general_satisfaction"
]
},
"quote_or_summary": {
"type": "string",
"description": "Direct quote or close paraphrase of what the customer said"
},
"business_context": {
"type": "string",
"description": "Brief description of the business situation that led to this success"
},
"testimonial_potential": {
"type": "string",
"description": "How strong this moment is as testimonial or case study material",
"enum": ["excellent", "good", "moderate", "low"]
},
"case_study_angle": {
"type": "string",
"description": "The story angle this success moment could support in a case study"
}
},
"required": [
"customer", "contact", "date", "success_type", "quote_or_summary",
"business_context", "testimonial_potential", "case_study_angle"
]
}
},
"excellent_count": {
"type": "number",
"description": "Number of success moments rated as excellent testimonial material"
},
"top_candidates": {
"type": "array",
"description": "The top three customers most suitable for case study or testimonial outreach",
"items": {
"type": "string",
"description": "Name of a customer who is a strong case study candidate"
}
},
"summary": {
"type": "string",
"description": "One or two sentence summary of success moments found and top case study candidates"
}
},
"required": [
"as_of", "success_moments", "excellent_count", "top_candidates", "summary"
]
}
}
-
Present excellent and good testimonial moments first, ordered by potential.
Lead with top candidates and excellent count.
-
Ask: "Would you like me to draft a case study request or testimonial ask
for any of these customers?"
