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Prompts Customer Interview JTBD Summary Generator

agent research skill risk: low

Customer Interview JTBD Summary Generator

Transforms an interview transcript into a structured summary using a template covering date, participants, background, current solution, likes, problems, key insights, and action i…

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---
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)

INPUTS

$ARGUMENTS REQUIRED

product discovery topic for context

REQUIRED CONTEXT

  • interview transcript

OPTIONAL CONTEXT

  • product discovery topic

ROLES & RULES

Role assignments

  • You are summarizing a customer interview for the product discovery of **$ARGUMENTS**.
  1. Read the full transcript carefully before summarizing.
  2. Read any attached files first.
  3. Fill in the summary template below. Use "-" if information is unavailable.
  4. Replace numeric values with qualitative descriptions if needed (e.g., "not satisfied").
  5. Use clear, simple language — a primary school graduate should be able to understand the summary.

EXPECTED OUTPUT

Format
markdown
Schema
markdown_template · Date, Participants, Background, Current Solution, What They Like About Current Solution, Problems With Current Solution, Key Insights, Action Items
Constraints
  • fill the exact output template provided
  • use '-' if information is unavailable
  • use clear simple language understandable by a primary school graduate
  • save as a markdown document

SUCCESS CRITERIA

  • Transform an interview transcript into a structured summary focused on Jobs to Be Done, satisfaction, and action items.
  • Fill in the summary template completely.
  • Use clear, simple language.

CAVEATS

Dependencies
  • Requires interview transcript (attached file or pasted text).
Missing context
  • Example of a completed output template
  • File naming convention for the saved markdown document
  • How to handle transcripts with multiple speakers or very long content
Ambiguities
  • Does not specify exact format or structure for embedding 'Job to be done, desired outcome, importance, and satisfaction level' inside bullet points.
  • $ARGUMENTS placeholder is referenced but not defined or exemplified in the prompt.

QUALITY

OVERALL
0.77
CLARITY
0.82
SPECIFICITY
0.68
REUSABILITY
0.88
COMPLETENESS
0.72

IMPROVEMENT SUGGESTIONS

  • Add a filled example of the output template showing how to populate the JTBD-style bullets.
  • Replace $ARGUMENTS with a clearer instruction such as 'the product or feature under discovery'.

USAGE

Copy the prompt above and paste it into your AI of choice — Claude, ChatGPT, Gemini, or anywhere else you're working. Replace any placeholder sections with your own context, then ask for the output.

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