跳到主要内容
哒哒星球DADA PLANET

Skill · 已公开版本

summarize-interview · 把一次客户访谈整理成结构化记录

提取用户任务、满意与不满、原话和行动项,方便后续跨访谈比较。

先看看示例

作者提供的示例,实际效果取决于你的输入和使用工具。

输入

受访者 A:“我每周报一次费用。提交后看不到卡在哪个人,经常去群里问。能导出 Excel 就够了,我不需要新的聊天功能。”

输出

编辑示例 · 未运行
任务:报销提交后确认当前审批进度。

现行替代:在群里询问审批人。

不满意信号:“看不到卡在哪个人”。

已表达的偏好:希望导出 Excel;未提出聊天功能需求。

待确认:是否只需显示当前节点,还是也需要超时提醒?

行动项:下一次访谈追问最近一次等待过程,不据此直接决定新增提醒。

方法说明

---
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.

### 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

1. **Read the full transcript** carefully before summarizing.

2. **Fill in the summary template** below. Use "-" if information is unavailable. Replace numeric values with qualitative descriptions if needed (e.g., "not satisfied").

3. **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, Paweł Huryn, Follow up with customer about pricing"]
```

Save the summary as a markdown document in the user's workspace.

---

### Further Reading

- [User Interviews: The Ultimate Guide to Research Interviews](https://www.productcompass.pm/p/interviewing-customers-the-ultimate)
- [Continuous Product Discovery Masterclass (CPDM)](https://www.productcompass.pm/p/cpdm) (video course)