summarize-interview

---
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.**

1. **Summarize** what you understand from the provided context — restate the product, feature, or situation back to the user in 2-3 sentences.
2. **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?
3. **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.

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, Tarun Narang, Follow up with customer about pricing"]
```

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

---