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

Read the full transcript carefully before summarizing.

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

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

• Continuous Product Discovery Masterclass (CPDM) (video course)