Customer Interview Summary

Documentation Index

Fetch the complete documentation index at: https://docs.getcore.me/llms.txt

Use this file to discover all available pages before exploring further.

Goal: Transform customer interview transcripts into structured summaries organized by Jobs to Be Done framework, satisfaction signals, and action items.

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Tools Required

This skill runs using CORE memory only. No integrations required.

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Step 1: Parse the Interview Input

Accept a transcript (pasted, uploaded, or linked). Extract metadata:

• Interview date
• Participant name(s)
• Product area or context

If metadata is missing, ask: “When was this interview, and who did you talk to?”

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Step 2: Extract Interview Sections

Parse the transcript into these categories:

1. Background — Customer context (role, company, situation)
2. Current Solution — How they currently solve the problem
3. What They Like — Positive aspects (rate each 1-5)
4. Problems — Pain points and frustrations (list 3-5)
5. Key Insights — Surprising findings or notable quotes (max 125 characters each, 3-5)
6. Jobs to Be Done — What the customer is trying to accomplish (1-2 sentences)

For each section, extract exact phrases from the transcript when possible. If a section is empty, note “Not discussed.”

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Step 3: Identify Satisfaction Signals

For each problem or friction point mentioned, estimate:

• Severity (1-5, where 5 is critical)
• Frequency (how often they encounter it)
• Current workaround (what they do instead)

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Step 4: Synthesize Action Items

List follow-ups with:

• Action
• Owner (You / Customer / Team)
• Due date (if mentioned)

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Step 5: Present the Summary

Output in this format:

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Interview Summary 📅 Date & Participants

• Date: [Date]
• Interviewee: [Name, Role]
• Interviewer(s): [Your name]

🎯 Background [2-3 sentences about their context] Current Solution [How they currently solve this problem] What They Like (Satisfaction levels 1-5)

• [Aspect]: [Rating] — [Quote or reason]

🚨 Problems & Pain Points

• [Problem]: Severity [1-5], Frequency [often/sometimes/rare] — [Workaround]

💡 Key Insights

• [Surprising finding or direct quote, max 125 chars]

Jobs to Be Done [1-2 sentences describing what they’re trying to accomplish] ⚡ Next Steps

• [Action] — Owner: [You/Customer/Team] — Due: [Date]

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Edge Cases

• No transcript provided: Ask the user to paste or upload the interview recording/notes. If they only have a voice recording, offer to transcribe (note: this requires external tooling).
• Partial interview: Proceed with what’s available. Note sections as “Not discussed.”
• Vague language: Ask clarifying questions in the output (“You mentioned ‘frustration’—can you tell me more about that?”).
• Multiple interviewees: Create one summary per person if their perspectives differ significantly; otherwise, blend insights and note where views diverged.