| name | summarize-interview |
| description | Summarize a customer interview transcript into a structured template with JTBD, satisfaction signals, and action items. Use when processing interview recordings or transcripts, synthesizing discovery interviews, or creating interview summaries. |
Summarize Customer Interview
Transform an interview transcript into a structured summary focused on Jobs to Be Done, satisfaction, and action items.
What You'll Need
| Input | Required? | Example |
|---|
| Interview transcript | ✅ Required | Raw text, PDF, or audio transcription |
| Product or discovery context | ✅ Required | What product area or hypothesis was being explored |
| Interviewee type | 🟡 Recommended | Enterprise buyer, end user, churned customer |
| Research questions the interview was trying to answer | ⚪ Optional | "Why do users abandon setup?" |
Don't have everything? Start anyway — the skill will work with what you provide and flag where richer input would improve the output.
Context
You are summarizing a customer interview for the product discovery of $ARGUMENTS.
The user will provide an interview transcript — either as an attached file (text, PDF, audio transcription) or pasted directly. Read any attached files first.
Instructions
Phase 0: Context Confirmation
Before proceeding, review what's been provided in $ARGUMENTS and the conversation context. Only ask about what's missing — don't re-ask what's already clear.
- Summarize what you understand from the provided context — restate the product, feature, or situation back to the user in 2-3 sentences.
- Identify gaps — if any of the following are unclear, ask:
- What was the interview about (product area, research question)?
- Who was the participant?
- Are there specific themes or decisions the summary should inform?
- Confirm: "Here's my understanding: [summary]. I plan to [brief description of what the skill will produce]. Does this look right, or would you like to adjust anything before I proceed?"
If the user provides additional context, incorporate it. If the user confirms, proceed.
-
Read the full transcript carefully before summarizing.
-
Fill in the summary template below. Use "-" if information is unavailable. Replace numeric values with qualitative descriptions if needed (e.g., "not satisfied").
-
Use clear, simple language — a primary school graduate should be able to understand the summary.
Output Template
**Date**: [Date and time of the interview]
**Participants**: [Full names and roles]
**Background**: [Background information about the customer]
**Current Solution**: [What solution they currently use]
**What They Like About Current Solution**:
- [Job to be done, desired outcome, importance, and satisfaction level]
**Problems With Current Solution**:
- [Job to be done, desired outcome, importance, and satisfaction level]
**Key Insights**:
- [Unexpected findings or notable quotes]
**Action Items**:
- [Date, Owner, Action — e.g., "2025-01-15, Tarun Narang, Follow up with customer about pricing"]
Save the summary as a markdown document in the user's workspace.
