fraim-framework 2.0.65 → 2.0.67
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/registry/ai-manager-rules/customer-development-phases/phase1-customer-profiling.md +101 -0
- package/dist/registry/ai-manager-rules/customer-development-phases/phase2-platform-discovery.md +235 -0
- package/dist/registry/ai-manager-rules/customer-development-phases/phase3-prospect-qualification.md +243 -0
- package/dist/registry/ai-manager-rules/customer-development-phases/phase4-inventory-compilation.md +206 -0
- package/dist/registry/ai-manager-rules/design-phases/design-completeness-review.md +73 -0
- package/dist/registry/ai-manager-rules/design-phases/design-design.md +145 -0
- package/dist/registry/ai-manager-rules/design-phases/design.md +108 -0
- package/dist/registry/ai-manager-rules/design-phases/finalize.md +60 -0
- package/dist/registry/ai-manager-rules/design-phases/validate.md +125 -0
- package/dist/registry/ai-manager-rules/design.json +97 -0
- package/dist/registry/ai-manager-rules/implement-phases/code.md +323 -0
- package/dist/registry/ai-manager-rules/implement-phases/completeness-review.md +94 -0
- package/dist/registry/ai-manager-rules/implement-phases/finalize.md +177 -0
- package/dist/registry/ai-manager-rules/implement-phases/implement-code.md +283 -0
- package/dist/registry/ai-manager-rules/implement-phases/implement-completeness-review.md +120 -0
- package/dist/registry/ai-manager-rules/implement-phases/implement-regression.md +173 -0
- package/dist/registry/ai-manager-rules/implement-phases/implement-repro.md +104 -0
- package/dist/registry/ai-manager-rules/implement-phases/implement-scoping.md +100 -0
- package/dist/registry/ai-manager-rules/implement-phases/implement-smoke.md +237 -0
- package/dist/registry/ai-manager-rules/implement-phases/implement-spike.md +121 -0
- package/dist/registry/ai-manager-rules/implement-phases/implement-validate.md +375 -0
- package/dist/registry/ai-manager-rules/implement-phases/quality-review.md +304 -0
- package/dist/registry/ai-manager-rules/implement-phases/regression.md +159 -0
- package/dist/registry/ai-manager-rules/implement-phases/repro.md +101 -0
- package/dist/registry/ai-manager-rules/implement-phases/scoping.md +93 -0
- package/dist/registry/ai-manager-rules/implement-phases/smoke.md +225 -0
- package/dist/registry/ai-manager-rules/implement-phases/spike.md +118 -0
- package/dist/registry/ai-manager-rules/implement-phases/validate.md +347 -0
- package/dist/registry/ai-manager-rules/implement.json +153 -0
- package/dist/registry/ai-manager-rules/retrospective.md +116 -0
- package/dist/registry/ai-manager-rules/shared-phases/address-pr-feedback.md +188 -0
- package/dist/registry/ai-manager-rules/shared-phases/finalize.md +169 -0
- package/dist/registry/ai-manager-rules/shared-phases/submit-pr.md +202 -0
- package/dist/registry/ai-manager-rules/shared-phases/wait-for-pr-review.md +170 -0
- package/dist/registry/ai-manager-rules/spec-phases/finalize.md +60 -0
- package/dist/registry/ai-manager-rules/spec-phases/spec-competitor-analysis.md +105 -0
- package/dist/registry/ai-manager-rules/spec-phases/spec-completeness-review.md +66 -0
- package/dist/registry/ai-manager-rules/spec-phases/spec-spec.md +139 -0
- package/dist/registry/ai-manager-rules/spec-phases/spec.md +102 -0
- package/dist/registry/ai-manager-rules/spec-phases/validate.md +118 -0
- package/dist/registry/ai-manager-rules/spec.json +112 -0
- package/dist/registry/ai-manager-rules/test.json +98 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase1-survey-scoping.md +60 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase2-survey-build-linkedin.md +23 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase3-survey-build-reddit.md +22 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase4-survey-build-x.md +21 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase5-survey-build-facebook.md +19 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase6-survey-build-custom.md +15 -0
- package/dist/registry/ai-manager-rules/user-survey-phases/phase7-survey-dispatch.md +45 -0
- package/dist/registry/delivery/address-feedback.md +83 -0
- package/dist/registry/delivery/retrospective.md +78 -0
- package/dist/registry/delivery/submit.md +79 -0
- package/dist/registry/providers/ado.json +19 -0
- package/dist/registry/providers/delivery-conversation.json +9 -0
- package/dist/registry/providers/delivery-pr.json +9 -0
- package/dist/registry/providers/github.json +19 -0
- package/dist/registry/rules/agent-success-criteria.md +101 -0
- package/dist/registry/rules/agent-testing-guidelines.md +502 -0
- package/dist/registry/rules/architecture.md +126 -0
- package/dist/registry/rules/communication.md +122 -0
- package/dist/registry/rules/continuous-learning.md +55 -0
- package/dist/registry/rules/debugging-multitenancy-issues.md +85 -0
- package/dist/registry/rules/ephemeral-execution.md +54 -0
- package/dist/registry/rules/git-safe-commands.md +34 -0
- package/dist/registry/rules/hitl-ppe-record-analysis.md +302 -0
- package/dist/registry/rules/integrity-and-test-ethics.md +275 -0
- package/dist/registry/rules/local-development.md +275 -0
- package/dist/registry/rules/mandatory-pre-completion-reflection.md +193 -0
- package/dist/registry/rules/merge-requirements.md +238 -0
- package/dist/registry/rules/simplicity.md +118 -0
- package/dist/registry/rules/software-development-lifecycle.md +105 -0
- package/dist/registry/rules/spike-first-development.md +205 -0
- package/dist/registry/rules/successful-debugging-patterns.md +488 -0
- package/dist/registry/scripts/build-scripts-generator.js +205 -0
- package/dist/registry/scripts/cleanup-branch.js +287 -0
- package/dist/registry/scripts/evaluate-code-quality.js +66 -0
- package/dist/registry/scripts/exec-with-timeout.js +142 -0
- package/dist/registry/scripts/fraim-config.js +61 -0
- package/dist/registry/scripts/generate-engagement-emails.js +705 -0
- package/dist/registry/scripts/generic-issues-api.js +100 -0
- package/dist/registry/scripts/newsletter-helpers.js +671 -0
- package/dist/registry/scripts/openapi-generator.js +664 -0
- package/dist/registry/scripts/performance/profile-server.js +390 -0
- package/dist/registry/scripts/profile-server.js +389 -0
- package/dist/registry/scripts/run-thank-you-workflow.js +92 -0
- package/dist/registry/scripts/send-newsletter-simple.js +85 -0
- package/dist/registry/scripts/send-thank-you-emails.js +54 -0
- package/dist/registry/scripts/validate-openapi-limits.js +311 -0
- package/dist/registry/scripts/validate-test-coverage.js +262 -0
- package/dist/registry/scripts/verify-test-coverage.js +66 -0
- package/dist/registry/stubs/workflows/azure/cost-optimization.md +11 -0
- package/dist/registry/stubs/workflows/bootstrap/create-architecture.md +11 -0
- package/dist/registry/stubs/workflows/bootstrap/detect-broken-windows.md +11 -0
- package/dist/registry/stubs/workflows/bootstrap/evaluate-code-quality.md +11 -0
- package/dist/registry/stubs/workflows/bootstrap/verify-test-coverage.md +11 -0
- package/dist/registry/stubs/workflows/brainstorming/blue-sky-brainstorming.md +11 -0
- package/dist/registry/stubs/workflows/brainstorming/codebase-brainstorming.md +11 -0
- package/dist/registry/stubs/workflows/business-development/create-business-plan.md +11 -0
- package/dist/registry/stubs/workflows/business-development/ideate-business-opportunity.md +11 -0
- package/dist/registry/stubs/workflows/business-development/price-product.md +18 -0
- package/dist/registry/stubs/workflows/compliance/detect-compliance-requirements.md +11 -0
- package/dist/registry/stubs/workflows/compliance/generate-audit-evidence.md +11 -0
- package/dist/registry/stubs/workflows/compliance/soc2-evidence-generator.md +11 -0
- package/dist/registry/stubs/workflows/customer-development/insight-analysis.md +11 -0
- package/dist/registry/stubs/workflows/customer-development/insight-triage.md +11 -0
- package/dist/registry/stubs/workflows/customer-development/interview-preparation.md +11 -0
- package/dist/registry/stubs/workflows/customer-development/linkedin-outreach.md +11 -0
- package/dist/registry/stubs/workflows/customer-development/strategic-brainstorming.md +11 -0
- package/dist/registry/stubs/workflows/customer-development/thank-customers.md +11 -0
- package/dist/registry/stubs/workflows/customer-development/user-survey-dispatch.md +11 -0
- package/dist/registry/stubs/workflows/customer-development/users-to-target.md +11 -0
- package/dist/registry/stubs/workflows/customer-development/weekly-newsletter.md +11 -0
- package/dist/registry/stubs/workflows/deploy/cloud-deployment.md +11 -0
- package/dist/registry/stubs/workflows/improve-fraim/contribute.md +11 -0
- package/dist/registry/stubs/workflows/improve-fraim/file-issue.md +11 -0
- package/dist/registry/stubs/workflows/learning/build-skillset.md +11 -0
- package/dist/registry/stubs/workflows/learning/synthesize-learnings.md +11 -0
- package/dist/registry/stubs/workflows/legal/contract-review-analysis.md +11 -0
- package/dist/registry/stubs/workflows/legal/nda.md +11 -0
- package/dist/registry/stubs/workflows/legal/patent-filing.md +11 -0
- package/dist/registry/stubs/workflows/legal/saas-contract-development.md +11 -0
- package/dist/registry/stubs/workflows/legal/trademark-filing.md +11 -0
- package/dist/registry/stubs/workflows/marketing/content-creation.md +11 -0
- package/dist/registry/stubs/workflows/marketing/convert-to-pdf.md +11 -0
- package/dist/registry/stubs/workflows/marketing/create-modern-website.md +11 -0
- package/dist/registry/stubs/workflows/marketing/domain-registration.md +11 -0
- package/dist/registry/stubs/workflows/marketing/evangelize.md +11 -0
- package/dist/registry/stubs/workflows/marketing/hbr-article.md +11 -0
- package/dist/registry/stubs/workflows/marketing/launch-checklist.md +11 -0
- package/dist/registry/stubs/workflows/marketing/marketing-strategy.md +11 -0
- package/dist/registry/stubs/workflows/marketing/storytelling.md +11 -0
- package/dist/registry/stubs/workflows/performance/analyze-performance.md +11 -0
- package/dist/registry/stubs/workflows/product-building/design.md +11 -0
- package/dist/registry/stubs/workflows/product-building/implement.md +11 -0
- package/dist/registry/stubs/workflows/product-building/iterate-on-pr-comments.md +11 -0
- package/dist/registry/stubs/workflows/product-building/prep-issue.md +11 -0
- package/dist/registry/stubs/workflows/product-building/prototype.md +11 -0
- package/dist/registry/stubs/workflows/product-building/resolve.md +11 -0
- package/dist/registry/stubs/workflows/product-building/retrospect.md +11 -0
- package/dist/registry/stubs/workflows/product-building/spec.md +11 -0
- package/dist/registry/stubs/workflows/product-building/test.md +11 -0
- package/dist/registry/stubs/workflows/productivity-report/productivity-report.md +11 -0
- package/dist/registry/stubs/workflows/quality-assurance/browser-validation.md +11 -0
- package/dist/registry/stubs/workflows/quality-assurance/iterative-improvement-cycle.md +11 -0
- package/dist/registry/stubs/workflows/replicate/replicate-discovery.md +11 -0
- package/dist/registry/stubs/workflows/replicate/replicate-to-issues.md +11 -0
- package/dist/registry/stubs/workflows/reviewer/review-implementation-vs-design-spec.md +11 -0
- package/dist/registry/stubs/workflows/reviewer/review-implementation-vs-feature-spec.md +11 -0
- package/dist/registry/stubs/workflows/startup-credits/aws-activate-application.md +11 -0
- package/dist/registry/stubs/workflows/startup-credits/google-cloud-application.md +11 -0
- package/dist/registry/stubs/workflows/startup-credits/microsoft-azure-application.md +11 -0
- package/dist/registry/templates/bootstrap/ARCHITECTURE-TEMPLATE.md +53 -0
- package/dist/registry/templates/bootstrap/CODE-QUALITY-REPORT-TEMPLATE.md +37 -0
- package/dist/registry/templates/bootstrap/TEST-COVERAGE-REPORT-TEMPLATE.md +35 -0
- package/dist/registry/templates/business-development/IDEATION-REPORT-TEMPLATE.md +29 -0
- package/dist/registry/templates/business-development/PRICING-STRATEGY-TEMPLATE.md +126 -0
- package/dist/registry/templates/customer-development/customer-interview-template.md +99 -0
- package/dist/registry/templates/customer-development/customer-persona-template.md +69 -0
- package/dist/registry/templates/customer-development/follow-up-email-templates.md +132 -0
- package/dist/registry/templates/customer-development/insight-analysis-template.md +74 -0
- package/dist/registry/templates/customer-development/prospect-inventory-template.csv +3 -0
- package/dist/registry/templates/customer-development/search-strategy-template.md +123 -0
- package/dist/registry/templates/customer-development/strategic-recommendations-template.md +53 -0
- package/dist/registry/templates/customer-development/thank-you-email-template.html +124 -0
- package/dist/registry/templates/customer-development/thank-you-note-template.md +16 -0
- package/dist/registry/templates/customer-development/triage-log-template.md +278 -0
- package/dist/registry/templates/customer-development/weekly-newsletter-template.html +204 -0
- package/dist/registry/templates/evidence/Design-Evidence.md +30 -0
- package/dist/registry/templates/evidence/Implementation-BugEvidence.md +122 -0
- package/dist/registry/templates/evidence/Implementation-FeatureEvidence.md +160 -0
- package/dist/registry/templates/evidence/Spec-Evidence.md +19 -0
- package/dist/registry/templates/help/HelpNeeded.md +14 -0
- package/dist/registry/templates/legal/NDA-TEMPLATE.md +170 -0
- package/dist/registry/templates/legal/PATENT-TEMPLATE.md +372 -0
- package/dist/registry/templates/legal/TRADEMARK-TEMPLATE.md +339 -0
- package/dist/registry/templates/legal/contract-review-checklist.md +193 -0
- package/dist/registry/templates/legal/review-report-template.md +198 -0
- package/dist/registry/templates/legal/saas-terms-template.md +174 -0
- package/dist/registry/templates/legal/sow-template.md +117 -0
- package/dist/registry/templates/legal/template-variables.md +131 -0
- package/dist/registry/templates/marketing/DOMAIN-REGISTRATION-TEMPLATE.md +194 -0
- package/dist/registry/templates/marketing/EVANGELIZE-TEMPLATE.md +102 -0
- package/dist/registry/templates/marketing/HBR-ARTICLE-TEMPLATE.md +66 -0
- package/dist/registry/templates/marketing/STORYTELLING-TEMPLATE.md +130 -0
- package/dist/registry/templates/marketing/WEBSITE-TEMPLATE.md +262 -0
- package/dist/registry/templates/marketing/github-pages-workflow.yml +64 -0
- package/dist/registry/templates/replicate/implementation-checklist.md +39 -0
- package/dist/registry/templates/replicate/use-cases-template.md +88 -0
- package/dist/registry/templates/retrospective/RETROSPECTIVE-TEMPLATE.md +55 -0
- package/dist/registry/templates/specs/BUGSPEC-TEMPLATE.md +37 -0
- package/dist/registry/templates/specs/FEATURESPEC-TEMPLATE.md +66 -0
- package/dist/registry/templates/specs/TECHSPEC-TEMPLATE.md +39 -0
- package/dist/registry/workflows/azure/cost-optimization.md +772 -0
- package/dist/registry/workflows/bootstrap/create-architecture.md +37 -0
- package/dist/registry/workflows/bootstrap/detect-broken-windows.md +300 -0
- package/dist/registry/workflows/bootstrap/evaluate-code-quality.md +35 -0
- package/dist/registry/workflows/bootstrap/verify-test-coverage.md +36 -0
- package/dist/registry/workflows/brainstorming/blue-sky-brainstorming.md +211 -0
- package/dist/registry/workflows/brainstorming/codebase-brainstorming.md +159 -0
- package/dist/registry/workflows/business-development/create-business-plan.md +737 -0
- package/dist/registry/workflows/business-development/ideate-business-opportunity.md +55 -0
- package/dist/registry/workflows/business-development/price-product.md +325 -0
- package/dist/registry/workflows/compliance/detect-compliance-requirements.md +80 -0
- package/dist/registry/workflows/compliance/generate-audit-evidence.md +80 -0
- package/dist/registry/workflows/compliance/soc2-evidence-generator.md +332 -0
- package/dist/registry/workflows/customer-development/insight-analysis.md +156 -0
- package/dist/registry/workflows/customer-development/insight-triage.md +933 -0
- package/dist/registry/workflows/customer-development/interview-preparation.md +452 -0
- package/dist/registry/workflows/customer-development/linkedin-outreach.md +599 -0
- package/dist/registry/workflows/customer-development/strategic-brainstorming.md +146 -0
- package/dist/registry/workflows/customer-development/thank-customers.md +203 -0
- package/dist/registry/workflows/customer-development/user-survey-dispatch.md +312 -0
- package/dist/registry/workflows/customer-development/users-to-target.md +427 -0
- package/dist/registry/workflows/customer-development/weekly-newsletter.md +366 -0
- package/dist/registry/workflows/deploy/cloud-deployment.md +310 -0
- package/dist/registry/workflows/improve-fraim/contribute.md +32 -0
- package/dist/registry/workflows/improve-fraim/file-issue.md +32 -0
- package/dist/registry/workflows/learning/build-skillset.md +212 -0
- package/dist/registry/workflows/learning/synthesize-learnings.md +369 -0
- package/dist/registry/workflows/legal/contract-review-analysis.md +382 -0
- package/dist/registry/workflows/legal/nda.md +69 -0
- package/dist/registry/workflows/legal/patent-filing.md +76 -0
- package/dist/registry/workflows/legal/saas-contract-development.md +204 -0
- package/dist/registry/workflows/legal/trademark-filing.md +77 -0
- package/dist/registry/workflows/marketing/content-creation.md +40 -0
- package/dist/registry/workflows/marketing/convert-to-pdf.md +265 -0
- package/dist/registry/workflows/marketing/create-modern-website.md +456 -0
- package/dist/registry/workflows/marketing/domain-registration.md +323 -0
- package/dist/registry/workflows/marketing/evangelize.md +426 -0
- package/dist/registry/workflows/marketing/hbr-article.md +73 -0
- package/dist/registry/workflows/marketing/launch-checklist.md +37 -0
- package/dist/registry/workflows/marketing/marketing-strategy.md +45 -0
- package/dist/registry/workflows/marketing/storytelling.md +65 -0
- package/dist/registry/workflows/performance/analyze-performance.md +65 -0
- package/dist/registry/workflows/product-building/design.md +263 -0
- package/dist/registry/workflows/product-building/implement.md +771 -0
- package/dist/registry/workflows/product-building/iterate-on-pr-comments.md +70 -0
- package/dist/registry/workflows/product-building/prep-issue.md +41 -0
- package/dist/registry/workflows/product-building/prototype.md +60 -0
- package/dist/registry/workflows/product-building/resolve.md +175 -0
- package/dist/registry/workflows/product-building/retrospect.md +86 -0
- package/dist/registry/workflows/product-building/spec.md +303 -0
- package/dist/registry/workflows/product-building/test.md +125 -0
- package/dist/registry/workflows/productivity-report/productivity-report.md +263 -0
- package/dist/registry/workflows/quality-assurance/browser-validation.md +221 -0
- package/dist/registry/workflows/quality-assurance/iterative-improvement-cycle.md +562 -0
- package/dist/registry/workflows/replicate/replicate-discovery.md +336 -0
- package/dist/registry/workflows/replicate/replicate-to-issues.md +319 -0
- package/dist/registry/workflows/reviewer/review-implementation-vs-design-spec.md +694 -0
- package/dist/registry/workflows/reviewer/review-implementation-vs-feature-spec.md +734 -0
- package/dist/registry/workflows/startup-credits/aws-activate-application.md +535 -0
- package/dist/registry/workflows/startup-credits/google-cloud-application.md +647 -0
- package/dist/registry/workflows/startup-credits/microsoft-azure-application.md +538 -0
- package/package.json +2 -1
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# Customer Insight Triage Workflow
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## INTENT
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To systematically convert customer pain points, feature requests, and insights from interview analysis documents into prioritized GitHub issues, ensuring customer needs drive product development while maintaining traceability from customer to implementation.
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## PRINCIPLES
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- **Customer-Driven Development**: Every issue traces back to specific customer requests
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- **Smart Deduplication**: Avoid creating duplicate issues, instead enhance existing ones with customer context
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- **Prioritization Intelligence**: Use customer fit scores, urgency, and number of requesting customers to prioritize
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- **Traceability**: Maintain clear links between customers and features via issue comments
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- **Pattern Recognition**: Process multiple interview analyses at once to identify cross-customer patterns
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- **Batch Efficiency**: Consolidate similar requests before creating issues
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## WORKFLOW TRIGGER
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**PM explicitly starts this workflow**:
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- "Starting Customer Insight Triage for [Customer Name(s)]"
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- "Triage the interview analysis for [Customer Name]"
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- "Convert [Customer Name]'s insights into GitHub issues"
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- "Following the customer insight triage workflow"
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- "Triage all recent interviews" (processes multiple at once)
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## INPUT REQUIREMENTS
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**PM provides**:
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- One or more interview analysis files (e.g., `ronil-dhruva-interview-analysis.md`, `sanjoy-ghosh-interview-analysis.md`)
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- OR: Glob pattern like `docs/customer-development/*-interview-analysis.md` to process all
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- Optional: Priority level override
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- Optional: Target milestone/sprint
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- Optional: Date range filter for "recent" interviews
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**Note**: If PM provides raw interview notes instead of analysis file, workflow will automatically call the insight-analysis workflow first.
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## AI AGENT PROCESS
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### Step 1: Load and Parse Interview Analyses
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**AI Agent Analysis Process**:
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1. **Load interview analysis files**
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- If single file: Load specified file
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- If multiple files: Load all specified files
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- If "recent": Load all `*-interview-analysis.md` files from last 30 days
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|
|
42
|
+
2. **Extract customer data for each interview**:
|
|
43
|
+
- Customer name, company, role
|
|
44
|
+
- Customer fit score (X/10)
|
|
45
|
+
- Urgency level (High/Medium/Low)
|
|
46
|
+
- Willingness to pay (High/Medium/Low)
|
|
47
|
+
|
|
48
|
+
3. **Extract actionable items from each interview**:
|
|
49
|
+
- Pain points with customer quotes
|
|
50
|
+
- Feature requests (explicit asks)
|
|
51
|
+
- Success criteria (becomes acceptance criteria)
|
|
52
|
+
- Failure criteria (becomes constraints)
|
|
53
|
+
- Integration requirements
|
|
54
|
+
- Follow-up questions that need product answers
|
|
55
|
+
|
|
56
|
+
4. **Create insight inventory**:
|
|
57
|
+
```
|
|
58
|
+
[
|
|
59
|
+
{
|
|
60
|
+
customer: "Ronil Dhruva",
|
|
61
|
+
company: "Microsoft",
|
|
62
|
+
fit_score: 9,
|
|
63
|
+
urgency: "High",
|
|
64
|
+
willingness_to_pay: "High",
|
|
65
|
+
insights: [
|
|
66
|
+
{
|
|
67
|
+
type: "feature_request",
|
|
68
|
+
quote: "VP invite => meet - unsaid rules",
|
|
69
|
+
pain_point: "Hierarchy-aware meeting prioritization",
|
|
70
|
+
category: "calendar_management"
|
|
71
|
+
},
|
|
72
|
+
...
|
|
73
|
+
]
|
|
74
|
+
},
|
|
75
|
+
...
|
|
76
|
+
]
|
|
77
|
+
```
|
|
78
|
+
|
|
79
|
+
### Step 2: Pattern Recognition & Consolidation
|
|
80
|
+
|
|
81
|
+
**AI Agent Pattern Process**:
|
|
82
|
+
1. **Group similar insights across customers**
|
|
83
|
+
- Cluster by semantic similarity (not just keyword matching)
|
|
84
|
+
- Identify common themes (e.g., "hierarchy rules", "email triage", "meeting context")
|
|
85
|
+
- Note variations in requirements across customers
|
|
86
|
+
|
|
87
|
+
2. **Create consolidated insight groups**:
|
|
88
|
+
```
|
|
89
|
+
Insight Group: "Hierarchy-aware scheduling"
|
|
90
|
+
Customers: Ronil Dhruva (Microsoft), Sanjoy Ghosh (Microsoft)
|
|
91
|
+
Quotes:
|
|
92
|
+
- Ronil: "VP invite => meet - unsaid rules"
|
|
93
|
+
- Sanjoy: "If PM2 will decline, if Partner then will talk"
|
|
94
|
+
Common Need: System that understands organizational hierarchy for meeting prioritization
|
|
95
|
+
Variations: Microsoft-specific rules, may vary by company
|
|
96
|
+
```
|
|
97
|
+
|
|
98
|
+
3. **Rank insight groups by impact**:
|
|
99
|
+
- Number of customers requesting (primary factor)
|
|
100
|
+
- Average customer fit score
|
|
101
|
+
- Average urgency level
|
|
102
|
+
- Average willingness to pay
|
|
103
|
+
|
|
104
|
+
### Step 3: Search Existing Issues & Codebase
|
|
105
|
+
|
|
106
|
+
**AI Agent Search Process**:
|
|
107
|
+
1. **For each insight group, search issues**:
|
|
108
|
+
- Use {{search_issues}} to find semantic matches in titles and bodies
|
|
109
|
+
- Check for related/duplicate issues
|
|
110
|
+
- Find parent epic issues
|
|
111
|
+
- Note existing priority and status
|
|
112
|
+
|
|
113
|
+
2. **Search codebase for existing solutions**:
|
|
114
|
+
- Search for related functionality already implemented
|
|
115
|
+
- Find relevant code areas (helps with scoping)
|
|
116
|
+
- Identify potential technical blockers
|
|
117
|
+
|
|
118
|
+
3. **Classify each insight group**:
|
|
119
|
+
- **New Issue**: No similar issue exists
|
|
120
|
+
- **Update Existing**: Similar issue exists, add customer context
|
|
121
|
+
- **Already Built**: Feature exists in codebase, notify for customer demo
|
|
122
|
+
- **Needs Research**: Too vague, create discovery issue
|
|
123
|
+
|
|
124
|
+
### Step 4: Calculate Priority Scores
|
|
125
|
+
|
|
126
|
+
**AI Agent Priority Calculation**:
|
|
127
|
+
|
|
128
|
+
**Formula** (flexible based on available data):
|
|
129
|
+
```
|
|
130
|
+
Priority Score = (Number of Customers × 0.4) +
|
|
131
|
+
(Avg Customer Fit Score / 10 × 0.3) +
|
|
132
|
+
(Urgency Factor × 0.2) +
|
|
133
|
+
(Willingness to Pay Factor × 0.1)
|
|
134
|
+
|
|
135
|
+
Where:
|
|
136
|
+
- Number of Customers: Actual count (normalized to 0-10 scale if >10)
|
|
137
|
+
- Customer Fit Score: Average across requesting customers (already 0-10)
|
|
138
|
+
- Urgency Factor: High=10, Medium=5, Low=2 (average if multiple)
|
|
139
|
+
- Willingness to Pay: High=10, Medium=5, Low=2 (average if multiple)
|
|
140
|
+
```
|
|
141
|
+
|
|
142
|
+
**Priority Labels**:
|
|
143
|
+
- `priority:critical` - Score 8.5-10 (Multiple high-fit customers with urgent needs)
|
|
144
|
+
- `priority:high` - Score 6.5-8.4 (Multiple customers or high-fit customer with urgent need)
|
|
145
|
+
- `priority:medium` - Score 4.5-6.4 (Single customer or multiple with lower urgency)
|
|
146
|
+
- `priority:low` - Score 0-4.4 (Single low-fit customer or low urgency)
|
|
147
|
+
|
|
148
|
+
**Handling Missing Data**:
|
|
149
|
+
- If customer fit score missing: Use 5/10 (neutral)
|
|
150
|
+
- If urgency missing: Use "Medium"
|
|
151
|
+
- If willingness to pay missing: Omit from calculation, redistribute weights
|
|
152
|
+
- If only one customer: Still calculate based on their metrics
|
|
153
|
+
|
|
154
|
+
### Step 5: Generate Issue Proposals
|
|
155
|
+
|
|
156
|
+
**AI Agent Issue Generation**:
|
|
157
|
+
|
|
158
|
+
For each insight group, create issue proposal:
|
|
159
|
+
|
|
160
|
+
**For New Issues**:
|
|
161
|
+
```markdown
|
|
162
|
+
Title: [Brief, actionable title from customer quote or pain point]
|
|
163
|
+
|
|
164
|
+
## Customer Context
|
|
165
|
+
**Requested by**:
|
|
166
|
+
- [Customer 1 Name] ([Company], [Role]) - Fit Score: [X/10] - [Link to analysis]
|
|
167
|
+
- [Customer 2 Name] ([Company], [Role]) - Fit Score: [X/10] - [Link to analysis]
|
|
168
|
+
|
|
169
|
+
**Priority Calculation**:
|
|
170
|
+
- Number of Customers: [N]
|
|
171
|
+
- Avg Customer Fit Score: [X.X/10]
|
|
172
|
+
- Urgency: [High/Medium/Low]
|
|
173
|
+
- Willingness to Pay: [High/Medium/Low]
|
|
174
|
+
- **Final Priority Score: [X.X/10]**
|
|
175
|
+
|
|
176
|
+
## Customer Quotes
|
|
177
|
+
> "[Quote from Customer 1]"
|
|
178
|
+
> — Customer 1 Name, Company
|
|
179
|
+
|
|
180
|
+
> "[Quote from Customer 2]"
|
|
181
|
+
> — Customer 2 Name, Company
|
|
182
|
+
|
|
183
|
+
## Problem Statement
|
|
184
|
+
[Clear description of the pain point or need, synthesized across customers]
|
|
185
|
+
|
|
186
|
+
## Success Criteria (from customers)
|
|
187
|
+
- [Criterion 1 from interviews]
|
|
188
|
+
- [Criterion 2 from interviews]
|
|
189
|
+
- [Criterion 3 from interviews]
|
|
190
|
+
|
|
191
|
+
## Constraints/Failure Criteria
|
|
192
|
+
- [Constraint 1 - e.g., "Don't be rude in responses" - Ronil]
|
|
193
|
+
- [Constraint 2 - e.g., "Don't mix work and personal" - Sanjoy]
|
|
194
|
+
|
|
195
|
+
## Proposed Solution (if suggested by customers)
|
|
196
|
+
[If customer suggested a solution or if obvious from context]
|
|
197
|
+
|
|
198
|
+
## Related Issues
|
|
199
|
+
- #[issue number] - [Description and how it relates]
|
|
200
|
+
|
|
201
|
+
## Customer Analysis Links
|
|
202
|
+
- [Customer 1]: `docs/customer-development/[customer1]-interview-analysis.md`
|
|
203
|
+
- [Customer 2]: `docs/customer-development/[customer2]-interview-analysis.md`
|
|
204
|
+
|
|
205
|
+
## Labels
|
|
206
|
+
- `user-reported` - Sourced from customer interviews/feedback
|
|
207
|
+
- `priority:[level]` - Auto-assigned based on score
|
|
208
|
+
- `segment:[segment-name]` - Market segment (e.g., microsoft, consulting, executive)
|
|
209
|
+
|
|
210
|
+
## Notes
|
|
211
|
+
[Any additional context, variations in requirements, or implementation considerations]
|
|
212
|
+
```
|
|
213
|
+
|
|
214
|
+
**For Existing Issue Updates**:
|
|
215
|
+
```markdown
|
|
216
|
+
## Comment to Add to Issue #[number]
|
|
217
|
+
|
|
218
|
+
### Additional Customer Request
|
|
219
|
+
**Customer**: [Name] ([Company], [Role]) - Fit Score: [X/10]
|
|
220
|
+
**Interview Analysis**: [Link to interview-analysis.md]
|
|
221
|
+
**Date**: [Analysis Date]
|
|
222
|
+
|
|
223
|
+
**Customer Quote**:
|
|
224
|
+
> "[Direct quote from interview]"
|
|
225
|
+
|
|
226
|
+
**Success Criteria from Customer**:
|
|
227
|
+
- [Criterion 1]
|
|
228
|
+
- [Criterion 2]
|
|
229
|
+
|
|
230
|
+
**Additional Context**:
|
|
231
|
+
[Any new insights, variations in requirements, or constraints from this customer]
|
|
232
|
+
|
|
233
|
+
---
|
|
234
|
+
**Priority Update Recommendation**:
|
|
235
|
+
Current Priority: [Current Label]
|
|
236
|
+
Recommended Priority: [New Label] (Now [N] customers requesting)
|
|
237
|
+
```
|
|
238
|
+
|
|
239
|
+
**For Already Built Features**:
|
|
240
|
+
```markdown
|
|
241
|
+
## Already Addressed: [Pain Point/Feature]
|
|
242
|
+
|
|
243
|
+
**Customer(s)**: [Name(s)]
|
|
244
|
+
**Existing Solution**: [Description of what we already built]
|
|
245
|
+
**Code Location**: [File paths or feature area]
|
|
246
|
+
**Recommendation**:
|
|
247
|
+
- Add to customer demo/onboarding
|
|
248
|
+
- Update documentation
|
|
249
|
+
- Follow up with customer to show existing solution
|
|
250
|
+
|
|
251
|
+
**Note for Follow-up Email**:
|
|
252
|
+
"[Customer], regarding your need for [X], we actually have [existing feature] that addresses this. Let me show you how it works..."
|
|
253
|
+
```
|
|
254
|
+
|
|
255
|
+
### Step 6: Present Triage Summary to PM
|
|
256
|
+
|
|
257
|
+
**AI Agent Summary Generation**:
|
|
258
|
+
|
|
259
|
+
Create comprehensive triage summary:
|
|
260
|
+
|
|
261
|
+
```markdown
|
|
262
|
+
# Customer Insight Triage Summary
|
|
263
|
+
**Date**: [Today's Date]
|
|
264
|
+
**Customers Analyzed**: [N] customers
|
|
265
|
+
**Analysis Period**: [Date range or "Single customer"]
|
|
266
|
+
|
|
267
|
+
## Executive Summary
|
|
268
|
+
- **Total Insights Extracted**: [N]
|
|
269
|
+
- **New Issues to Create**: [N]
|
|
270
|
+
- **Existing Issues to Update**: [N]
|
|
271
|
+
- **Features Already Built**: [N]
|
|
272
|
+
- **Total Customers Covered**: [Names]
|
|
273
|
+
|
|
274
|
+
## Priority Distribution
|
|
275
|
+
- Critical: [N] issues
|
|
276
|
+
- High: [N] issues
|
|
277
|
+
- Medium: [N] issues
|
|
278
|
+
- Low: [N] issues
|
|
279
|
+
|
|
280
|
+
---
|
|
281
|
+
|
|
282
|
+
## SECTION 1: NEW ISSUES TO CREATE
|
|
283
|
+
|
|
284
|
+
### Priority: Critical ([N] issues)
|
|
285
|
+
|
|
286
|
+
#### 1. [Issue Title]
|
|
287
|
+
**Type**: Feature Request | Enhancement | Bug | Integration
|
|
288
|
+
**Customers**: [Name 1] (Microsoft), [Name 2] (Deloitte) - [N] total
|
|
289
|
+
**Priority Score**: [X.X/10]
|
|
290
|
+
**Quote**: "[Most compelling customer quote]"
|
|
291
|
+
|
|
292
|
+
**Why Critical**:
|
|
293
|
+
- [N] high-fit customers requesting
|
|
294
|
+
- High urgency and willingness to pay
|
|
295
|
+
- Blocking customer adoption
|
|
296
|
+
|
|
297
|
+
**Similar Issues**: #123, #456 (will be linked)
|
|
298
|
+
**Labels**: `priority:critical`, `user-reported`, `segment:microsoft`
|
|
299
|
+
|
|
300
|
+
**Issue Details**: [Expand to show full issue body]
|
|
301
|
+
|
|
302
|
+
---
|
|
303
|
+
|
|
304
|
+
#### 2. [Next Critical Issue]
|
|
305
|
+
...
|
|
306
|
+
|
|
307
|
+
### Priority: High ([N] issues)
|
|
308
|
+
|
|
309
|
+
[Same format as Critical]
|
|
310
|
+
|
|
311
|
+
### Priority: Medium ([N] issues)
|
|
312
|
+
|
|
313
|
+
[Same format]
|
|
314
|
+
|
|
315
|
+
### Priority: Low ([N] issues)
|
|
316
|
+
|
|
317
|
+
[Same format]
|
|
318
|
+
|
|
319
|
+
---
|
|
320
|
+
|
|
321
|
+
## SECTION 2: EXISTING ISSUES TO UPDATE
|
|
322
|
+
|
|
323
|
+
### 1. Issue #123: [Existing Issue Title]
|
|
324
|
+
**Current Priority**: `priority:medium`
|
|
325
|
+
**Recommended Priority**: `priority:high` ⬆️
|
|
326
|
+
**Reason**: Adding [N] more customer(s), now [total] customers requesting
|
|
327
|
+
|
|
328
|
+
**New Customer(s)**:
|
|
329
|
+
- [Customer Name] ([Company], Fit: [X/10])
|
|
330
|
+
|
|
331
|
+
**Quote to Add**:
|
|
332
|
+
> "[Customer quote]"
|
|
333
|
+
|
|
334
|
+
**Comment Preview**: [Expand to show full comment]
|
|
335
|
+
|
|
336
|
+
---
|
|
337
|
+
|
|
338
|
+
### 2. Issue #456: [Another Existing Issue]
|
|
339
|
+
...
|
|
340
|
+
|
|
341
|
+
---
|
|
342
|
+
|
|
343
|
+
## SECTION 3: FEATURES ALREADY BUILT
|
|
344
|
+
|
|
345
|
+
### 1. [Feature/Pain Point]
|
|
346
|
+
**Customer(s)**: [Name(s)]
|
|
347
|
+
**Existing Solution**: [What we built]
|
|
348
|
+
**Recommendation**: Add to customer demo, update docs
|
|
349
|
+
|
|
350
|
+
**Follow-up Note**:
|
|
351
|
+
> "Regarding your need for [X], we have [existing feature]. Let me show you..."
|
|
352
|
+
|
|
353
|
+
---
|
|
354
|
+
|
|
355
|
+
## SECTION 4: NEEDS DISCOVERY
|
|
356
|
+
|
|
357
|
+
### 1. [Vague Pain Point]
|
|
358
|
+
**Customer**: [Name]
|
|
359
|
+
**Issue**: Too vague to implement directly
|
|
360
|
+
**Recommendation**: Create research issue with `needs:discovery` label
|
|
361
|
+
**Next Steps**: Schedule follow-up with customer for deeper dive
|
|
362
|
+
|
|
363
|
+
---
|
|
364
|
+
|
|
365
|
+
## CONSOLIDATED PATTERNS
|
|
366
|
+
|
|
367
|
+
### Cross-Customer Themes
|
|
368
|
+
1. **Hierarchy-Aware Scheduling** - [N] customers (Microsoft segment)
|
|
369
|
+
2. **Email Triage Automation** - [N] customers (Microsoft, Consulting segments)
|
|
370
|
+
3. **AI Trust & Delegation Boundaries** - [N] customers (All segments)
|
|
371
|
+
|
|
372
|
+
### Segment-Specific Needs
|
|
373
|
+
- **Microsoft Segment**: Hierarchy rules, Office 365 integration, compliance
|
|
374
|
+
- **Consulting Segment**: Multi-stakeholder coordination, client hierarchy awareness
|
|
375
|
+
|
|
376
|
+
---
|
|
377
|
+
|
|
378
|
+
## RECOMMENDED ACTIONS
|
|
379
|
+
|
|
380
|
+
1. ✅ **Create Critical Issues First** ([N] issues)
|
|
381
|
+
2. ✅ **Update High-Priority Existing Issues** ([N] issues)
|
|
382
|
+
3. ✅ **Schedule Demo for Built Features** ([N] customers)
|
|
383
|
+
4. ⚠️ **Schedule Discovery Calls** ([N] vague issues)
|
|
384
|
+
|
|
385
|
+
## DEDUPLICATION DECISIONS
|
|
386
|
+
|
|
387
|
+
The following similar insights were consolidated:
|
|
388
|
+
|
|
389
|
+
1. **Merged Into Issue**: "Hierarchy-aware scheduling"
|
|
390
|
+
- Ronil's "VP invite => meet"
|
|
391
|
+
- Sanjoy's "If PM2 will decline, if Partner then will talk"
|
|
392
|
+
- **Rationale**: Same core need, different expressions
|
|
393
|
+
|
|
394
|
+
2. **Kept Separate**:
|
|
395
|
+
- Issue: "Email auto-response" vs "Email triage"
|
|
396
|
+
- **Rationale**: Different use cases - one is responding, other is prioritizing
|
|
397
|
+
|
|
398
|
+
**Review Deduplication?** If any merges seem wrong, let me know before I create issues.
|
|
399
|
+
|
|
400
|
+
---
|
|
401
|
+
|
|
402
|
+
## APPROVAL REQUIRED
|
|
403
|
+
|
|
404
|
+
Please review and choose action:
|
|
405
|
+
- **"Approve all"** - Create all [N] new issues and update [N] existing issues
|
|
406
|
+
- **"Approve critical only"** - Only create/update critical priority items
|
|
407
|
+
- **"Approve high and critical"** - Create/update critical and high priority items
|
|
408
|
+
- **"Show me issue #X"** - View full details for specific issue before approval
|
|
409
|
+
- **"Skip issue Y"** - Exclude specific issue from creation
|
|
410
|
+
- **"Merge issues X and Y"** - Consolidate further before creating
|
|
411
|
+
- **"Change priority of issue X to [level]"** - Override priority calculation
|
|
412
|
+
|
|
413
|
+
```
|
|
414
|
+
|
|
415
|
+
### Step 7: User Approval & Execution
|
|
416
|
+
|
|
417
|
+
**AI Agent Interaction Process**:
|
|
418
|
+
|
|
419
|
+
1. **Wait for PM approval**:
|
|
420
|
+
- Show triage summary
|
|
421
|
+
- Wait for command
|
|
422
|
+
- Handle refinements/questions
|
|
423
|
+
|
|
424
|
+
2. **Process approval commands**:
|
|
425
|
+
- "Approve all" → Mark all for creation
|
|
426
|
+
- "Approve critical only" → Filter to critical
|
|
427
|
+
- "Show me issue #X" → Display full issue proposal
|
|
428
|
+
- "Skip issue Y" → Remove from creation list
|
|
429
|
+
- "Merge issues X and Y" → Re-consolidate and regenerate
|
|
430
|
+
|
|
431
|
+
3. **Execute approved actions**:
|
|
432
|
+
|
|
433
|
+
**For New Issues**:
|
|
434
|
+
```bash
|
|
435
|
+
gh issue create \
|
|
436
|
+
--title "[Title]" \
|
|
437
|
+
--body "[Full issue body from proposal]" \
|
|
438
|
+
--label "user-reported,priority:[level],segment:[segment]"
|
|
439
|
+
```
|
|
440
|
+
|
|
441
|
+
**For Existing Issue Updates**:
|
|
442
|
+
```bash
|
|
443
|
+
gh issue comment [issue-number] \
|
|
444
|
+
--body "[Comment from proposal]"
|
|
445
|
+
|
|
446
|
+
gh issue edit [issue-number] \
|
|
447
|
+
--add-label "priority:[new-level]"
|
|
448
|
+
```
|
|
449
|
+
|
|
450
|
+
4. **Track execution results**:
|
|
451
|
+
- Log created issue numbers
|
|
452
|
+
- Log updated issue numbers
|
|
453
|
+
- Handle any errors
|
|
454
|
+
- Prepare final report
|
|
455
|
+
|
|
456
|
+
### Step 8: Create Triage Documentation
|
|
457
|
+
|
|
458
|
+
**AI Agent Documentation Process**:
|
|
459
|
+
|
|
460
|
+
1. **Create triage log file**: `docs/customer-development/triage/[YYYY-MM-DD]-triage-log.md`
|
|
461
|
+
|
|
462
|
+
**Triage Log Template**:
|
|
463
|
+
```markdown
|
|
464
|
+
# Customer Insight Triage - [Date]
|
|
465
|
+
|
|
466
|
+
## Summary
|
|
467
|
+
**Customers Analyzed**: [N] customers
|
|
468
|
+
**Analysis Files**:
|
|
469
|
+
- [customer1]-interview-analysis.md
|
|
470
|
+
- [customer2]-interview-analysis.md
|
|
471
|
+
|
|
472
|
+
**Execution Results**:
|
|
473
|
+
- ✅ Created [N] new issues
|
|
474
|
+
- ✅ Updated [N] existing issues
|
|
475
|
+
- ℹ️ Identified [N] already-built features
|
|
476
|
+
- ⚠️ Flagged [N] items for discovery
|
|
477
|
+
|
|
478
|
+
---
|
|
479
|
+
|
|
480
|
+
## Customer → Issue Mapping
|
|
481
|
+
|
|
482
|
+
### Customer: [Customer 1 Name] ([Company])
|
|
483
|
+
**Analysis**: docs/customer-development/[customer1]-interview-analysis.md
|
|
484
|
+
**Fit Score**: [X/10]
|
|
485
|
+
**Issues Filed**:
|
|
486
|
+
- #[new-issue-1] - [Title] (NEW - Priority: Critical)
|
|
487
|
+
- #[existing-issue-1] - [Title] (UPDATED - Added customer context)
|
|
488
|
+
- Built: [Feature] (NO ISSUE - Already exists)
|
|
489
|
+
|
|
490
|
+
**Key Insights**:
|
|
491
|
+
1. Pain Point: [X] → Issue #[number]
|
|
492
|
+
2. Pain Point: [Y] → Issue #[number]
|
|
493
|
+
3. Feature Request: [Z] → Already built
|
|
494
|
+
|
|
495
|
+
---
|
|
496
|
+
|
|
497
|
+
### Customer: [Customer 2 Name] ([Company])
|
|
498
|
+
[Same format]
|
|
499
|
+
|
|
500
|
+
---
|
|
501
|
+
|
|
502
|
+
## Issue → Customer Mapping
|
|
503
|
+
|
|
504
|
+
### Issue #[number]: [Title]
|
|
505
|
+
**Priority**: Critical
|
|
506
|
+
**Status**: New issue created
|
|
507
|
+
**Customers Requesting**: [N]
|
|
508
|
+
- [Customer 1] ([Company], Fit: [X/10])
|
|
509
|
+
- [Customer 2] ([Company], Fit: [X/10])
|
|
510
|
+
|
|
511
|
+
**Customer Quotes**:
|
|
512
|
+
> "[Quote 1]" — Customer 1
|
|
513
|
+
|
|
514
|
+
> "[Quote 2]" — Customer 2
|
|
515
|
+
|
|
516
|
+
---
|
|
517
|
+
|
|
518
|
+
## Pattern Analysis
|
|
519
|
+
|
|
520
|
+
### Cross-Customer Themes
|
|
521
|
+
1. **Hierarchy-Aware Scheduling**
|
|
522
|
+
- Customers: Ronil (Microsoft), Sanjoy (Microsoft)
|
|
523
|
+
- Issues: #[number], #[number]
|
|
524
|
+
- Priority: Critical
|
|
525
|
+
- Segment: Microsoft employees
|
|
526
|
+
|
|
527
|
+
2. **Email Triage Automation**
|
|
528
|
+
- Customers: Sanjoy (Microsoft), [Others]
|
|
529
|
+
- Issues: #[number]
|
|
530
|
+
- Priority: High
|
|
531
|
+
- Segment: Multiple
|
|
532
|
+
|
|
533
|
+
### Segment-Specific Patterns
|
|
534
|
+
**Microsoft Segment**:
|
|
535
|
+
- Hierarchy rules enforcement
|
|
536
|
+
- Office 365 integration critical
|
|
537
|
+
- Compliance requirements
|
|
538
|
+
|
|
539
|
+
**Consulting Segment**:
|
|
540
|
+
- Multi-stakeholder coordination
|
|
541
|
+
- Client hierarchy awareness
|
|
542
|
+
- Travel scheduling complexity
|
|
543
|
+
|
|
544
|
+
---
|
|
545
|
+
|
|
546
|
+
## Follow-up Actions Required
|
|
547
|
+
|
|
548
|
+
### Customer Follow-ups
|
|
549
|
+
- [ ] **Demo existing features** to [Customer 1], [Customer 2]
|
|
550
|
+
- Feature: [X] addresses their need for [Y]
|
|
551
|
+
- Schedule by: [Date]
|
|
552
|
+
|
|
553
|
+
- [ ] **Schedule discovery call** with [Customer 3]
|
|
554
|
+
- Topic: [Vague pain point] needs clarification
|
|
555
|
+
- Schedule by: [Date]
|
|
556
|
+
|
|
557
|
+
### Product Follow-ups
|
|
558
|
+
- [ ] **Prioritize Issue #[number]** for next sprint
|
|
559
|
+
- Critical priority, [N] customers
|
|
560
|
+
|
|
561
|
+
- [ ] **Research Issue #[number]**
|
|
562
|
+
- Needs technical feasibility assessment
|
|
563
|
+
|
|
564
|
+
---
|
|
565
|
+
|
|
566
|
+
## Metrics
|
|
567
|
+
|
|
568
|
+
**Triage Efficiency**:
|
|
569
|
+
- Insights extracted: [N]
|
|
570
|
+
- Issues created: [N]
|
|
571
|
+
- Issues updated: [N]
|
|
572
|
+
- Deduplication rate: [X%]
|
|
573
|
+
- Time saved: ~[X] hours vs manual triage
|
|
574
|
+
|
|
575
|
+
**Customer Coverage**:
|
|
576
|
+
- Total customers: [N]
|
|
577
|
+
- High-fit customers (8+): [N]
|
|
578
|
+
- Issues per customer: [X average]
|
|
579
|
+
- Customers with built features: [N]
|
|
580
|
+
|
|
581
|
+
**Priority Distribution**:
|
|
582
|
+
- Critical: [N] ([X%])
|
|
583
|
+
- High: [N] ([X%])
|
|
584
|
+
- Medium: [N] ([X%])
|
|
585
|
+
- Low: [N] ([X%])
|
|
586
|
+
|
|
587
|
+
---
|
|
588
|
+
|
|
589
|
+
## Next Triage Session
|
|
590
|
+
|
|
591
|
+
**Recommended Timing**: [Date - 1 week after N customer interviews]
|
|
592
|
+
**Candidates for Next Triage**:
|
|
593
|
+
- [Upcoming interview 1]
|
|
594
|
+
- [Upcoming interview 2]
|
|
595
|
+
|
|
596
|
+
**Backlog**:
|
|
597
|
+
- [ ] [Customer] analysis pending
|
|
598
|
+
- [ ] [Customer] analysis pending
|
|
599
|
+
|
|
600
|
+
```
|
|
601
|
+
|
|
602
|
+
2. **Update interview analysis files**:
|
|
603
|
+
- Add section at end of each analysis file
|
|
604
|
+
- Link to created/updated issues
|
|
605
|
+
- Link to triage log
|
|
606
|
+
|
|
607
|
+
**Addition to Interview Analysis Files**:
|
|
608
|
+
```markdown
|
|
609
|
+
---
|
|
610
|
+
|
|
611
|
+
## Issues Filed from This Interview
|
|
612
|
+
|
|
613
|
+
**Triage Date**: [Date]
|
|
614
|
+
**Triage Log**: [Link to triage log file]
|
|
615
|
+
|
|
616
|
+
### New Issues Created
|
|
617
|
+
- Issue #[number]: [Title] - Priority: [Level]
|
|
618
|
+
- Issue #[number]: [Title] - Priority: [Level]
|
|
619
|
+
|
|
620
|
+
### Existing Issues Updated
|
|
621
|
+
- Issue #[number]: [Title] - Added customer context
|
|
622
|
+
|
|
623
|
+
### Features Already Built (For Demo)
|
|
624
|
+
- [Feature name]: [Brief description]
|
|
625
|
+
|
|
626
|
+
### Next Actions
|
|
627
|
+
- [ ] Demo existing features
|
|
628
|
+
- [ ] Follow up on Issue #[number] implementation
|
|
629
|
+
- [ ] Discovery call for [vague topic]
|
|
630
|
+
```
|
|
631
|
+
|
|
632
|
+
### Step 9: Final Report to PM
|
|
633
|
+
|
|
634
|
+
**AI Agent Final Report**:
|
|
635
|
+
|
|
636
|
+
```markdown
|
|
637
|
+
# ✅ Customer Insight Triage Complete
|
|
638
|
+
|
|
639
|
+
## Execution Summary
|
|
640
|
+
**Date**: [Date]
|
|
641
|
+
**Customers Processed**: [N]
|
|
642
|
+
**Duration**: [X minutes]
|
|
643
|
+
|
|
644
|
+
## Results
|
|
645
|
+
✅ **Created [N] new GitHub issues**
|
|
646
|
+
- Critical: [N] issues (#[numbers])
|
|
647
|
+
- High: [N] issues (#[numbers])
|
|
648
|
+
- Medium: [N] issues (#[numbers])
|
|
649
|
+
- Low: [N] issues (#[numbers])
|
|
650
|
+
|
|
651
|
+
✅ **Updated [N] existing GitHub issues**
|
|
652
|
+
- Issues: #[numbers]
|
|
653
|
+
- All updated with customer context and quotes
|
|
654
|
+
|
|
655
|
+
ℹ️ **Identified [N] already-built features**
|
|
656
|
+
- Recommend demo to customers: [Names]
|
|
657
|
+
|
|
658
|
+
⚠️ **Flagged [N] items for discovery**
|
|
659
|
+
- Need follow-up calls with: [Customer names]
|
|
660
|
+
|
|
661
|
+
## Documentation Created
|
|
662
|
+
📄 **Triage Log**: `docs/customer-development/triage/[date]-triage-log.md`
|
|
663
|
+
📄 **Updated Analysis Files**: [N] files updated with issue links
|
|
664
|
+
|
|
665
|
+
## Top Priority Issues
|
|
666
|
+
1. **Issue #[number]**: [Title] (Critical - [N] customers)
|
|
667
|
+
2. **Issue #[number]**: [Title] (Critical - [N] customers)
|
|
668
|
+
3. **Issue #[number]**: [Title] (High - [N] customers)
|
|
669
|
+
|
|
670
|
+
## Recommended Next Steps
|
|
671
|
+
1. 🎯 **Prioritize** Issue #[number] for immediate implementation
|
|
672
|
+
2. 📧 **Email customers** about already-built features for demo
|
|
673
|
+
3. 📞 **Schedule discovery calls** for [vague topics]
|
|
674
|
+
4. 📊 **Review** triage log for cross-customer patterns
|
|
675
|
+
5. 🗓️ **Schedule next triage** after [N] more interviews
|
|
676
|
+
|
|
677
|
+
## Customer Follow-ups Required
|
|
678
|
+
- **[Customer 1]**: Demo [feature], discuss Issue #[number]
|
|
679
|
+
- **[Customer 2]**: Discovery call for [topic]
|
|
680
|
+
- **[Customer 3]**: Show existing solution for [pain point]
|
|
681
|
+
|
|
682
|
+
---
|
|
683
|
+
**View Full Triage Log**: `docs/customer-development/triage/[date]-triage-log.md`
|
|
684
|
+
```
|
|
685
|
+
|
|
686
|
+
## OUTPUT FILES
|
|
687
|
+
|
|
688
|
+
### Created Files
|
|
689
|
+
1. **`docs/customer-development/triage/[YYYY-MM-DD]-triage-log.md`**
|
|
690
|
+
- Complete triage session documentation
|
|
691
|
+
- Customer → Issue mapping
|
|
692
|
+
- Issue → Customer mapping
|
|
693
|
+
- Pattern analysis
|
|
694
|
+
- Metrics and follow-ups
|
|
695
|
+
|
|
696
|
+
### Updated Files
|
|
697
|
+
2. **Interview analysis files** (e.g., `ronil-dhruva-interview-analysis.md`)
|
|
698
|
+
- Add "Issues Filed from This Interview" section
|
|
699
|
+
- Link to created/updated issues
|
|
700
|
+
- Link to triage log
|
|
701
|
+
|
|
702
|
+
3. **GitHub Issues**
|
|
703
|
+
- New issues created with full customer context
|
|
704
|
+
- Existing issues updated with customer comments
|
|
705
|
+
- All labeled appropriately
|
|
706
|
+
|
|
707
|
+
### GitHub Labels Used
|
|
708
|
+
- `user-reported` - All customer-sourced issues (use existing label, not customer-request)
|
|
709
|
+
- `priority:critical` - Score 8.5-10
|
|
710
|
+
- `priority:high` - Score 6.5-8.4
|
|
711
|
+
- `priority:medium` - Score 4.5-6.4
|
|
712
|
+
- `priority:low` - Score 0-4.4
|
|
713
|
+
- `segment:microsoft` - Market segment tags
|
|
714
|
+
- `segment:consulting` - Market segment tags
|
|
715
|
+
- `segment:executive` - Executive user segment
|
|
716
|
+
- `needs:discovery` - Requires more research
|
|
717
|
+
|
|
718
|
+
**Note**: Do NOT use granular feature-type tags (calendar, email, ai-delegation, etc.) or bug-specific tags. Keep labels minimal - use user-reported for customer issues and segment tags for market segmentation.
|
|
719
|
+
|
|
720
|
+
## EXAMPLES
|
|
721
|
+
|
|
722
|
+
### Example 1: Single Customer Triage
|
|
723
|
+
|
|
724
|
+
```
|
|
725
|
+
PM: "Triage the interview analysis for Ronil Dhruva"
|
|
726
|
+
|
|
727
|
+
AI Agent Process:
|
|
728
|
+
1. Reads docs/customer-development/ronil-dhruva-interview-analysis.md
|
|
729
|
+
2. Extracts 5 pain points and 3 feature requests
|
|
730
|
+
3. Searches GitHub issues - finds 1 similar, 7 new
|
|
731
|
+
4. Calculates priorities (Ronil fit: 9/10, urgency: High)
|
|
732
|
+
5. Presents triage summary showing:
|
|
733
|
+
- 7 new issues to create (2 critical, 3 high, 2 medium)
|
|
734
|
+
- 1 existing issue to update (#200 - email management)
|
|
735
|
+
- 1 already-built feature (time parsing)
|
|
736
|
+
|
|
737
|
+
PM: "Approve critical and high only"
|
|
738
|
+
|
|
739
|
+
AI Agent:
|
|
740
|
+
1. Creates 5 issues (#494-#498)
|
|
741
|
+
2. Updates issue #200 with Ronil's quote
|
|
742
|
+
3. Creates triage log: docs/customer-development/triage/2025-01-15-triage-log.md
|
|
743
|
+
4. Updates ronil-dhruva-interview-analysis.md with issue links
|
|
744
|
+
5. Shows final report with all issue numbers
|
|
745
|
+
```
|
|
746
|
+
|
|
747
|
+
### Example 2: Multi-Customer Pattern Recognition
|
|
748
|
+
|
|
749
|
+
```
|
|
750
|
+
PM: "Triage all recent interviews"
|
|
751
|
+
|
|
752
|
+
AI Agent Process:
|
|
753
|
+
1. Finds 3 analysis files: ronil-dhruva, sanjoy-ghosh, samarth-mathur
|
|
754
|
+
2. Extracts insights from all 3
|
|
755
|
+
3. Identifies pattern: All 3 mentioned hierarchy-aware scheduling
|
|
756
|
+
- Ronil: "VP invite => meet"
|
|
757
|
+
- Sanjoy: "If PM2 will decline, if Partner then will talk"
|
|
758
|
+
- Samarth: [Similar M&A hierarchy challenges]
|
|
759
|
+
4. Consolidates into single high-priority issue
|
|
760
|
+
5. Presents triage summary:
|
|
761
|
+
- 1 critical issue: "Hierarchy-aware meeting prioritization" (3 customers)
|
|
762
|
+
- Priority score: 9.5/10 (3 customers × 0.4 + 9 avg fit × 0.3 + ...)
|
|
763
|
+
- 8 other issues (some from single customers, lower priority)
|
|
764
|
+
|
|
765
|
+
PM: "Approve all"
|
|
766
|
+
|
|
767
|
+
AI Agent:
|
|
768
|
+
1. Creates issue #494: "Hierarchy-aware meeting prioritization"
|
|
769
|
+
- Comments include quotes from all 3 customers
|
|
770
|
+
- Labels: priority:critical, user-reported, segment:microsoft
|
|
771
|
+
2. Creates 8 other issues (#495-#502)
|
|
772
|
+
3. Creates comprehensive triage log showing patterns
|
|
773
|
+
4. Updates all 3 interview analysis files
|
|
774
|
+
5. Shows final report highlighting the pattern discovery
|
|
775
|
+
```
|
|
776
|
+
|
|
777
|
+
### Example 3: Existing Issue Enhancement
|
|
778
|
+
|
|
779
|
+
```
|
|
780
|
+
PM: "Triage sanjoy-ghosh-interview-analysis.md"
|
|
781
|
+
|
|
782
|
+
AI Agent Process:
|
|
783
|
+
1. Reads analysis
|
|
784
|
+
2. Extracts email triage pain point with quote:
|
|
785
|
+
"People pinging repeatedly when answer is No"
|
|
786
|
+
3. Searches GitHub issues
|
|
787
|
+
4. Finds issue #200: "Email management and auto-response" (currently priority:medium)
|
|
788
|
+
5. Presents triage summary:
|
|
789
|
+
- Update issue #200 (now 2 customers: Ronil + Sanjoy)
|
|
790
|
+
- Recommend priority change: medium → high
|
|
791
|
+
- Show comment to add with Sanjoy's quote
|
|
792
|
+
|
|
793
|
+
PM: "Approve"
|
|
794
|
+
|
|
795
|
+
AI Agent:
|
|
796
|
+
1. Adds comment to issue #200 with Sanjoy's context
|
|
797
|
+
2. Updates label: priority:medium → priority:high
|
|
798
|
+
3. Creates triage log documenting the update
|
|
799
|
+
4. Updates sanjoy-ghosh-interview-analysis.md
|
|
800
|
+
5. Shows final report
|
|
801
|
+
```
|
|
802
|
+
|
|
803
|
+
### Example 4: Already-Built Feature
|
|
804
|
+
|
|
805
|
+
```
|
|
806
|
+
PM: "Triage ronil-dhruva-interview-analysis.md"
|
|
807
|
+
|
|
808
|
+
AI Agent Process:
|
|
809
|
+
1. Reads analysis
|
|
810
|
+
2. Finds pain point: "Better time parsing from natural language"
|
|
811
|
+
3. Searches codebase, finds existing TimeParser class in src/utils/
|
|
812
|
+
4. Presents triage summary:
|
|
813
|
+
- No issue to create (feature exists)
|
|
814
|
+
- Recommend: Add to Ronil's demo
|
|
815
|
+
- Follow-up note: "We have intelligent time parsing that handles..."
|
|
816
|
+
|
|
817
|
+
PM: "Approve"
|
|
818
|
+
|
|
819
|
+
AI Agent:
|
|
820
|
+
1. Creates triage log with "Already Built" section
|
|
821
|
+
2. Updates ronil-dhruva-interview-analysis.md with note about existing feature
|
|
822
|
+
3. Shows final report with demo recommendation
|
|
823
|
+
```
|
|
824
|
+
|
|
825
|
+
## SUCCESS METRICS
|
|
826
|
+
|
|
827
|
+
- **Traceability**: 100% of customer-sourced issues have customer context in comments
|
|
828
|
+
- **Deduplication**: <15% duplicate issue creation rate (consolidated during triage)
|
|
829
|
+
- **Customer Coverage**: All analyzed customers get insights triaged
|
|
830
|
+
- **Time Savings**: PM saves 2-4 hours per customer interview analysis
|
|
831
|
+
- **Prioritization Accuracy**: Issues with multiple customers get higher priority
|
|
832
|
+
- **Pattern Discovery**: Cross-customer themes identified in multi-customer triage
|
|
833
|
+
|
|
834
|
+
## EDGE CASES
|
|
835
|
+
|
|
836
|
+
### 1. Customer Requests Already-Built Feature
|
|
837
|
+
**Action**:
|
|
838
|
+
- Don't create issue
|
|
839
|
+
- Add to "Features Already Built" section in triage summary
|
|
840
|
+
- Create note in triage log for customer demo
|
|
841
|
+
- Update customer's analysis file with demo recommendation
|
|
842
|
+
|
|
843
|
+
### 2. Vague Pain Point Without Clear Solution
|
|
844
|
+
**Action**:
|
|
845
|
+
- Create research issue with `needs:discovery` label
|
|
846
|
+
- Include customer quote and context
|
|
847
|
+
- Flag for PM to schedule follow-up discovery call
|
|
848
|
+
- Note in triage log under "Needs Discovery"
|
|
849
|
+
|
|
850
|
+
### 3. Conflicting Requests from Different Customers
|
|
851
|
+
**Action**:
|
|
852
|
+
- Create issue noting the conflict in problem statement
|
|
853
|
+
- Add both customer contexts in comments
|
|
854
|
+
- Tag both customers' analyses
|
|
855
|
+
- Add note: "Customer requirements vary - needs product decision"
|
|
856
|
+
- Flag for PM review
|
|
857
|
+
|
|
858
|
+
### 4. Customer Requests Infeasible Feature
|
|
859
|
+
**Action**:
|
|
860
|
+
- Create issue with `needs:evaluation` label
|
|
861
|
+
- Document customer need and why it seems infeasible
|
|
862
|
+
- Include customer quote for context
|
|
863
|
+
- Flag for PM technical review
|
|
864
|
+
- Don't commit to customer yet
|
|
865
|
+
|
|
866
|
+
### 5. Same Customer in Multiple Analysis Files
|
|
867
|
+
**Action**:
|
|
868
|
+
- Warn PM about duplicate customer
|
|
869
|
+
- Ask which analysis file to use
|
|
870
|
+
- Or: Consolidate insights from both files
|
|
871
|
+
- Track in triage log
|
|
872
|
+
|
|
873
|
+
### 6. No Interview Analysis File Available
|
|
874
|
+
**Action**:
|
|
875
|
+
- Check if raw interview notes provided
|
|
876
|
+
- If yes: Trigger insight-analysis workflow first
|
|
877
|
+
- If no: Error message "Please provide interview analysis or raw notes"
|
|
878
|
+
- Don't proceed without structured analysis
|
|
879
|
+
|
|
880
|
+
### 7. Missing Priority Data (Fit Score, Urgency, etc.)
|
|
881
|
+
**Action**:
|
|
882
|
+
- Use defaults: fit=5/10, urgency=Medium
|
|
883
|
+
- Note in triage log which data was missing
|
|
884
|
+
- Calculate priority with available data
|
|
885
|
+
- Flag for PM to update analysis file
|
|
886
|
+
|
|
887
|
+
### 8. GitHub API Rate Limits
|
|
888
|
+
**Action**:
|
|
889
|
+
- Batch issue creation (don't create one-by-one)
|
|
890
|
+
- Show progress: "Creating issue 3 of 15..."
|
|
891
|
+
- If rate limited: Pause and resume
|
|
892
|
+
- Log any failures for manual creation
|
|
893
|
+
|
|
894
|
+
## RELATED WORKFLOWS
|
|
895
|
+
|
|
896
|
+
**Prerequisite Workflows**:
|
|
897
|
+
- `insight-analysis.md` - Must run before triage if only raw notes available
|
|
898
|
+
- `interview-preparation.md` - Earlier in the customer development cycle
|
|
899
|
+
|
|
900
|
+
**Downstream Workflows**:
|
|
901
|
+
- `spec.md` - Issues created here feed into spec workflow
|
|
902
|
+
- `design.md` - High-priority customer issues drive design work
|
|
903
|
+
- `implement.md` - Customer-validated issues are implemented
|
|
904
|
+
|
|
905
|
+
**Parallel Workflows**:
|
|
906
|
+
- `strategic-brainstorming.md` - Patterns discovered here inform strategy
|
|
907
|
+
|
|
908
|
+
## NOTES FOR PM
|
|
909
|
+
|
|
910
|
+
**Best Practices**:
|
|
911
|
+
1. **Run triage in batches**: Process 3-5 customer interviews at once to discover patterns
|
|
912
|
+
2. **Regular cadence**: Triage every week or after N interviews (whichever comes first)
|
|
913
|
+
3. **Review deduplication**: Always review consolidated issues before approving
|
|
914
|
+
4. **Follow up quickly**: Demo already-built features to customers within 48 hours
|
|
915
|
+
5. **Track metrics**: Use triage logs to track customer request patterns over time
|
|
916
|
+
|
|
917
|
+
**Common PM Actions**:
|
|
918
|
+
- Override priority for strategic reasons: "Change priority of issue X to critical"
|
|
919
|
+
- Merge issues further: "Merge issues #494 and #495"
|
|
920
|
+
- Skip low-value issues: "Skip all low priority issues"
|
|
921
|
+
- Request more detail: "Show me issue #494 full details"
|
|
922
|
+
|
|
923
|
+
**Triage Log Benefits**:
|
|
924
|
+
- Track which customers asked for which features
|
|
925
|
+
- Show customer evidence during prioritization discussions
|
|
926
|
+
- Reference customer quotes during design/spec work
|
|
927
|
+
- Follow up with customers when features ship
|
|
928
|
+
|
|
929
|
+
---
|
|
930
|
+
|
|
931
|
+
**Document Created**: January 2025
|
|
932
|
+
**Version**: 1.0
|
|
933
|
+
**Status**: Ready for use
|