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Skill · Project Management

Summarize interview

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.

Agency SkillsLicense: MITAdded Sep 29, 2026
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How to use it

  1. Start your plan and connect your AI once
  2. Add the skill to your AI, one time only: press Copy skill and paste it into your AI's instructions: a project in ChatGPT, Claude or Grok, a Gem in Gemini, an agent in Microsoft 365 Copilot, or a rule in Cursor. It stays there for every new chat. In Kimi, paste it at the start of a new chat.
  3. Ask for the task in your own words, or say it directly:
Use the Summarize interview skill to help me with this.
SKILL.md2 files in this skill

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.
  1. Fill in the summary template below. Use "-" if information is unavailable. Replace numeric values with qualitative descriptions if needed (e.g., "not satisfied").
  1. 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