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.
Files changed (254) hide show
  1. package/dist/registry/ai-manager-rules/customer-development-phases/phase1-customer-profiling.md +101 -0
  2. package/dist/registry/ai-manager-rules/customer-development-phases/phase2-platform-discovery.md +235 -0
  3. package/dist/registry/ai-manager-rules/customer-development-phases/phase3-prospect-qualification.md +243 -0
  4. package/dist/registry/ai-manager-rules/customer-development-phases/phase4-inventory-compilation.md +206 -0
  5. package/dist/registry/ai-manager-rules/design-phases/design-completeness-review.md +73 -0
  6. package/dist/registry/ai-manager-rules/design-phases/design-design.md +145 -0
  7. package/dist/registry/ai-manager-rules/design-phases/design.md +108 -0
  8. package/dist/registry/ai-manager-rules/design-phases/finalize.md +60 -0
  9. package/dist/registry/ai-manager-rules/design-phases/validate.md +125 -0
  10. package/dist/registry/ai-manager-rules/design.json +97 -0
  11. package/dist/registry/ai-manager-rules/implement-phases/code.md +323 -0
  12. package/dist/registry/ai-manager-rules/implement-phases/completeness-review.md +94 -0
  13. package/dist/registry/ai-manager-rules/implement-phases/finalize.md +177 -0
  14. package/dist/registry/ai-manager-rules/implement-phases/implement-code.md +283 -0
  15. package/dist/registry/ai-manager-rules/implement-phases/implement-completeness-review.md +120 -0
  16. package/dist/registry/ai-manager-rules/implement-phases/implement-regression.md +173 -0
  17. package/dist/registry/ai-manager-rules/implement-phases/implement-repro.md +104 -0
  18. package/dist/registry/ai-manager-rules/implement-phases/implement-scoping.md +100 -0
  19. package/dist/registry/ai-manager-rules/implement-phases/implement-smoke.md +237 -0
  20. package/dist/registry/ai-manager-rules/implement-phases/implement-spike.md +121 -0
  21. package/dist/registry/ai-manager-rules/implement-phases/implement-validate.md +375 -0
  22. package/dist/registry/ai-manager-rules/implement-phases/quality-review.md +304 -0
  23. package/dist/registry/ai-manager-rules/implement-phases/regression.md +159 -0
  24. package/dist/registry/ai-manager-rules/implement-phases/repro.md +101 -0
  25. package/dist/registry/ai-manager-rules/implement-phases/scoping.md +93 -0
  26. package/dist/registry/ai-manager-rules/implement-phases/smoke.md +225 -0
  27. package/dist/registry/ai-manager-rules/implement-phases/spike.md +118 -0
  28. package/dist/registry/ai-manager-rules/implement-phases/validate.md +347 -0
  29. package/dist/registry/ai-manager-rules/implement.json +153 -0
  30. package/dist/registry/ai-manager-rules/retrospective.md +116 -0
  31. package/dist/registry/ai-manager-rules/shared-phases/address-pr-feedback.md +188 -0
  32. package/dist/registry/ai-manager-rules/shared-phases/finalize.md +169 -0
  33. package/dist/registry/ai-manager-rules/shared-phases/submit-pr.md +202 -0
  34. package/dist/registry/ai-manager-rules/shared-phases/wait-for-pr-review.md +170 -0
  35. package/dist/registry/ai-manager-rules/spec-phases/finalize.md +60 -0
  36. package/dist/registry/ai-manager-rules/spec-phases/spec-competitor-analysis.md +105 -0
  37. package/dist/registry/ai-manager-rules/spec-phases/spec-completeness-review.md +66 -0
  38. package/dist/registry/ai-manager-rules/spec-phases/spec-spec.md +139 -0
  39. package/dist/registry/ai-manager-rules/spec-phases/spec.md +102 -0
  40. package/dist/registry/ai-manager-rules/spec-phases/validate.md +118 -0
  41. package/dist/registry/ai-manager-rules/spec.json +112 -0
  42. package/dist/registry/ai-manager-rules/test.json +98 -0
  43. package/dist/registry/ai-manager-rules/user-survey-phases/phase1-survey-scoping.md +60 -0
  44. package/dist/registry/ai-manager-rules/user-survey-phases/phase2-survey-build-linkedin.md +23 -0
  45. package/dist/registry/ai-manager-rules/user-survey-phases/phase3-survey-build-reddit.md +22 -0
  46. package/dist/registry/ai-manager-rules/user-survey-phases/phase4-survey-build-x.md +21 -0
  47. package/dist/registry/ai-manager-rules/user-survey-phases/phase5-survey-build-facebook.md +19 -0
  48. package/dist/registry/ai-manager-rules/user-survey-phases/phase6-survey-build-custom.md +15 -0
  49. package/dist/registry/ai-manager-rules/user-survey-phases/phase7-survey-dispatch.md +45 -0
  50. package/dist/registry/delivery/address-feedback.md +83 -0
  51. package/dist/registry/delivery/retrospective.md +78 -0
  52. package/dist/registry/delivery/submit.md +79 -0
  53. package/dist/registry/providers/ado.json +19 -0
  54. package/dist/registry/providers/delivery-conversation.json +9 -0
  55. package/dist/registry/providers/delivery-pr.json +9 -0
  56. package/dist/registry/providers/github.json +19 -0
  57. package/dist/registry/rules/agent-success-criteria.md +101 -0
  58. package/dist/registry/rules/agent-testing-guidelines.md +502 -0
  59. package/dist/registry/rules/architecture.md +126 -0
  60. package/dist/registry/rules/communication.md +122 -0
  61. package/dist/registry/rules/continuous-learning.md +55 -0
  62. package/dist/registry/rules/debugging-multitenancy-issues.md +85 -0
  63. package/dist/registry/rules/ephemeral-execution.md +54 -0
  64. package/dist/registry/rules/git-safe-commands.md +34 -0
  65. package/dist/registry/rules/hitl-ppe-record-analysis.md +302 -0
  66. package/dist/registry/rules/integrity-and-test-ethics.md +275 -0
  67. package/dist/registry/rules/local-development.md +275 -0
  68. package/dist/registry/rules/mandatory-pre-completion-reflection.md +193 -0
  69. package/dist/registry/rules/merge-requirements.md +238 -0
  70. package/dist/registry/rules/simplicity.md +118 -0
  71. package/dist/registry/rules/software-development-lifecycle.md +105 -0
  72. package/dist/registry/rules/spike-first-development.md +205 -0
  73. package/dist/registry/rules/successful-debugging-patterns.md +488 -0
  74. package/dist/registry/scripts/build-scripts-generator.js +205 -0
  75. package/dist/registry/scripts/cleanup-branch.js +287 -0
  76. package/dist/registry/scripts/evaluate-code-quality.js +66 -0
  77. package/dist/registry/scripts/exec-with-timeout.js +142 -0
  78. package/dist/registry/scripts/fraim-config.js +61 -0
  79. package/dist/registry/scripts/generate-engagement-emails.js +705 -0
  80. package/dist/registry/scripts/generic-issues-api.js +100 -0
  81. package/dist/registry/scripts/newsletter-helpers.js +671 -0
  82. package/dist/registry/scripts/openapi-generator.js +664 -0
  83. package/dist/registry/scripts/performance/profile-server.js +390 -0
  84. package/dist/registry/scripts/profile-server.js +389 -0
  85. package/dist/registry/scripts/run-thank-you-workflow.js +92 -0
  86. package/dist/registry/scripts/send-newsletter-simple.js +85 -0
  87. package/dist/registry/scripts/send-thank-you-emails.js +54 -0
  88. package/dist/registry/scripts/validate-openapi-limits.js +311 -0
  89. package/dist/registry/scripts/validate-test-coverage.js +262 -0
  90. package/dist/registry/scripts/verify-test-coverage.js +66 -0
  91. package/dist/registry/stubs/workflows/azure/cost-optimization.md +11 -0
  92. package/dist/registry/stubs/workflows/bootstrap/create-architecture.md +11 -0
  93. package/dist/registry/stubs/workflows/bootstrap/detect-broken-windows.md +11 -0
  94. package/dist/registry/stubs/workflows/bootstrap/evaluate-code-quality.md +11 -0
  95. package/dist/registry/stubs/workflows/bootstrap/verify-test-coverage.md +11 -0
  96. package/dist/registry/stubs/workflows/brainstorming/blue-sky-brainstorming.md +11 -0
  97. package/dist/registry/stubs/workflows/brainstorming/codebase-brainstorming.md +11 -0
  98. package/dist/registry/stubs/workflows/business-development/create-business-plan.md +11 -0
  99. package/dist/registry/stubs/workflows/business-development/ideate-business-opportunity.md +11 -0
  100. package/dist/registry/stubs/workflows/business-development/price-product.md +18 -0
  101. package/dist/registry/stubs/workflows/compliance/detect-compliance-requirements.md +11 -0
  102. package/dist/registry/stubs/workflows/compliance/generate-audit-evidence.md +11 -0
  103. package/dist/registry/stubs/workflows/compliance/soc2-evidence-generator.md +11 -0
  104. package/dist/registry/stubs/workflows/customer-development/insight-analysis.md +11 -0
  105. package/dist/registry/stubs/workflows/customer-development/insight-triage.md +11 -0
  106. package/dist/registry/stubs/workflows/customer-development/interview-preparation.md +11 -0
  107. package/dist/registry/stubs/workflows/customer-development/linkedin-outreach.md +11 -0
  108. package/dist/registry/stubs/workflows/customer-development/strategic-brainstorming.md +11 -0
  109. package/dist/registry/stubs/workflows/customer-development/thank-customers.md +11 -0
  110. package/dist/registry/stubs/workflows/customer-development/user-survey-dispatch.md +11 -0
  111. package/dist/registry/stubs/workflows/customer-development/users-to-target.md +11 -0
  112. package/dist/registry/stubs/workflows/customer-development/weekly-newsletter.md +11 -0
  113. package/dist/registry/stubs/workflows/deploy/cloud-deployment.md +11 -0
  114. package/dist/registry/stubs/workflows/improve-fraim/contribute.md +11 -0
  115. package/dist/registry/stubs/workflows/improve-fraim/file-issue.md +11 -0
  116. package/dist/registry/stubs/workflows/learning/build-skillset.md +11 -0
  117. package/dist/registry/stubs/workflows/learning/synthesize-learnings.md +11 -0
  118. package/dist/registry/stubs/workflows/legal/contract-review-analysis.md +11 -0
  119. package/dist/registry/stubs/workflows/legal/nda.md +11 -0
  120. package/dist/registry/stubs/workflows/legal/patent-filing.md +11 -0
  121. package/dist/registry/stubs/workflows/legal/saas-contract-development.md +11 -0
  122. package/dist/registry/stubs/workflows/legal/trademark-filing.md +11 -0
  123. package/dist/registry/stubs/workflows/marketing/content-creation.md +11 -0
  124. package/dist/registry/stubs/workflows/marketing/convert-to-pdf.md +11 -0
  125. package/dist/registry/stubs/workflows/marketing/create-modern-website.md +11 -0
  126. package/dist/registry/stubs/workflows/marketing/domain-registration.md +11 -0
  127. package/dist/registry/stubs/workflows/marketing/evangelize.md +11 -0
  128. package/dist/registry/stubs/workflows/marketing/hbr-article.md +11 -0
  129. package/dist/registry/stubs/workflows/marketing/launch-checklist.md +11 -0
  130. package/dist/registry/stubs/workflows/marketing/marketing-strategy.md +11 -0
  131. package/dist/registry/stubs/workflows/marketing/storytelling.md +11 -0
  132. package/dist/registry/stubs/workflows/performance/analyze-performance.md +11 -0
  133. package/dist/registry/stubs/workflows/product-building/design.md +11 -0
  134. package/dist/registry/stubs/workflows/product-building/implement.md +11 -0
  135. package/dist/registry/stubs/workflows/product-building/iterate-on-pr-comments.md +11 -0
  136. package/dist/registry/stubs/workflows/product-building/prep-issue.md +11 -0
  137. package/dist/registry/stubs/workflows/product-building/prototype.md +11 -0
  138. package/dist/registry/stubs/workflows/product-building/resolve.md +11 -0
  139. package/dist/registry/stubs/workflows/product-building/retrospect.md +11 -0
  140. package/dist/registry/stubs/workflows/product-building/spec.md +11 -0
  141. package/dist/registry/stubs/workflows/product-building/test.md +11 -0
  142. package/dist/registry/stubs/workflows/productivity-report/productivity-report.md +11 -0
  143. package/dist/registry/stubs/workflows/quality-assurance/browser-validation.md +11 -0
  144. package/dist/registry/stubs/workflows/quality-assurance/iterative-improvement-cycle.md +11 -0
  145. package/dist/registry/stubs/workflows/replicate/replicate-discovery.md +11 -0
  146. package/dist/registry/stubs/workflows/replicate/replicate-to-issues.md +11 -0
  147. package/dist/registry/stubs/workflows/reviewer/review-implementation-vs-design-spec.md +11 -0
  148. package/dist/registry/stubs/workflows/reviewer/review-implementation-vs-feature-spec.md +11 -0
  149. package/dist/registry/stubs/workflows/startup-credits/aws-activate-application.md +11 -0
  150. package/dist/registry/stubs/workflows/startup-credits/google-cloud-application.md +11 -0
  151. package/dist/registry/stubs/workflows/startup-credits/microsoft-azure-application.md +11 -0
  152. package/dist/registry/templates/bootstrap/ARCHITECTURE-TEMPLATE.md +53 -0
  153. package/dist/registry/templates/bootstrap/CODE-QUALITY-REPORT-TEMPLATE.md +37 -0
  154. package/dist/registry/templates/bootstrap/TEST-COVERAGE-REPORT-TEMPLATE.md +35 -0
  155. package/dist/registry/templates/business-development/IDEATION-REPORT-TEMPLATE.md +29 -0
  156. package/dist/registry/templates/business-development/PRICING-STRATEGY-TEMPLATE.md +126 -0
  157. package/dist/registry/templates/customer-development/customer-interview-template.md +99 -0
  158. package/dist/registry/templates/customer-development/customer-persona-template.md +69 -0
  159. package/dist/registry/templates/customer-development/follow-up-email-templates.md +132 -0
  160. package/dist/registry/templates/customer-development/insight-analysis-template.md +74 -0
  161. package/dist/registry/templates/customer-development/prospect-inventory-template.csv +3 -0
  162. package/dist/registry/templates/customer-development/search-strategy-template.md +123 -0
  163. package/dist/registry/templates/customer-development/strategic-recommendations-template.md +53 -0
  164. package/dist/registry/templates/customer-development/thank-you-email-template.html +124 -0
  165. package/dist/registry/templates/customer-development/thank-you-note-template.md +16 -0
  166. package/dist/registry/templates/customer-development/triage-log-template.md +278 -0
  167. package/dist/registry/templates/customer-development/weekly-newsletter-template.html +204 -0
  168. package/dist/registry/templates/evidence/Design-Evidence.md +30 -0
  169. package/dist/registry/templates/evidence/Implementation-BugEvidence.md +122 -0
  170. package/dist/registry/templates/evidence/Implementation-FeatureEvidence.md +160 -0
  171. package/dist/registry/templates/evidence/Spec-Evidence.md +19 -0
  172. package/dist/registry/templates/help/HelpNeeded.md +14 -0
  173. package/dist/registry/templates/legal/NDA-TEMPLATE.md +170 -0
  174. package/dist/registry/templates/legal/PATENT-TEMPLATE.md +372 -0
  175. package/dist/registry/templates/legal/TRADEMARK-TEMPLATE.md +339 -0
  176. package/dist/registry/templates/legal/contract-review-checklist.md +193 -0
  177. package/dist/registry/templates/legal/review-report-template.md +198 -0
  178. package/dist/registry/templates/legal/saas-terms-template.md +174 -0
  179. package/dist/registry/templates/legal/sow-template.md +117 -0
  180. package/dist/registry/templates/legal/template-variables.md +131 -0
  181. package/dist/registry/templates/marketing/DOMAIN-REGISTRATION-TEMPLATE.md +194 -0
  182. package/dist/registry/templates/marketing/EVANGELIZE-TEMPLATE.md +102 -0
  183. package/dist/registry/templates/marketing/HBR-ARTICLE-TEMPLATE.md +66 -0
  184. package/dist/registry/templates/marketing/STORYTELLING-TEMPLATE.md +130 -0
  185. package/dist/registry/templates/marketing/WEBSITE-TEMPLATE.md +262 -0
  186. package/dist/registry/templates/marketing/github-pages-workflow.yml +64 -0
  187. package/dist/registry/templates/replicate/implementation-checklist.md +39 -0
  188. package/dist/registry/templates/replicate/use-cases-template.md +88 -0
  189. package/dist/registry/templates/retrospective/RETROSPECTIVE-TEMPLATE.md +55 -0
  190. package/dist/registry/templates/specs/BUGSPEC-TEMPLATE.md +37 -0
  191. package/dist/registry/templates/specs/FEATURESPEC-TEMPLATE.md +66 -0
  192. package/dist/registry/templates/specs/TECHSPEC-TEMPLATE.md +39 -0
  193. package/dist/registry/workflows/azure/cost-optimization.md +772 -0
  194. package/dist/registry/workflows/bootstrap/create-architecture.md +37 -0
  195. package/dist/registry/workflows/bootstrap/detect-broken-windows.md +300 -0
  196. package/dist/registry/workflows/bootstrap/evaluate-code-quality.md +35 -0
  197. package/dist/registry/workflows/bootstrap/verify-test-coverage.md +36 -0
  198. package/dist/registry/workflows/brainstorming/blue-sky-brainstorming.md +211 -0
  199. package/dist/registry/workflows/brainstorming/codebase-brainstorming.md +159 -0
  200. package/dist/registry/workflows/business-development/create-business-plan.md +737 -0
  201. package/dist/registry/workflows/business-development/ideate-business-opportunity.md +55 -0
  202. package/dist/registry/workflows/business-development/price-product.md +325 -0
  203. package/dist/registry/workflows/compliance/detect-compliance-requirements.md +80 -0
  204. package/dist/registry/workflows/compliance/generate-audit-evidence.md +80 -0
  205. package/dist/registry/workflows/compliance/soc2-evidence-generator.md +332 -0
  206. package/dist/registry/workflows/customer-development/insight-analysis.md +156 -0
  207. package/dist/registry/workflows/customer-development/insight-triage.md +933 -0
  208. package/dist/registry/workflows/customer-development/interview-preparation.md +452 -0
  209. package/dist/registry/workflows/customer-development/linkedin-outreach.md +599 -0
  210. package/dist/registry/workflows/customer-development/strategic-brainstorming.md +146 -0
  211. package/dist/registry/workflows/customer-development/thank-customers.md +203 -0
  212. package/dist/registry/workflows/customer-development/user-survey-dispatch.md +312 -0
  213. package/dist/registry/workflows/customer-development/users-to-target.md +427 -0
  214. package/dist/registry/workflows/customer-development/weekly-newsletter.md +366 -0
  215. package/dist/registry/workflows/deploy/cloud-deployment.md +310 -0
  216. package/dist/registry/workflows/improve-fraim/contribute.md +32 -0
  217. package/dist/registry/workflows/improve-fraim/file-issue.md +32 -0
  218. package/dist/registry/workflows/learning/build-skillset.md +212 -0
  219. package/dist/registry/workflows/learning/synthesize-learnings.md +369 -0
  220. package/dist/registry/workflows/legal/contract-review-analysis.md +382 -0
  221. package/dist/registry/workflows/legal/nda.md +69 -0
  222. package/dist/registry/workflows/legal/patent-filing.md +76 -0
  223. package/dist/registry/workflows/legal/saas-contract-development.md +204 -0
  224. package/dist/registry/workflows/legal/trademark-filing.md +77 -0
  225. package/dist/registry/workflows/marketing/content-creation.md +40 -0
  226. package/dist/registry/workflows/marketing/convert-to-pdf.md +265 -0
  227. package/dist/registry/workflows/marketing/create-modern-website.md +456 -0
  228. package/dist/registry/workflows/marketing/domain-registration.md +323 -0
  229. package/dist/registry/workflows/marketing/evangelize.md +426 -0
  230. package/dist/registry/workflows/marketing/hbr-article.md +73 -0
  231. package/dist/registry/workflows/marketing/launch-checklist.md +37 -0
  232. package/dist/registry/workflows/marketing/marketing-strategy.md +45 -0
  233. package/dist/registry/workflows/marketing/storytelling.md +65 -0
  234. package/dist/registry/workflows/performance/analyze-performance.md +65 -0
  235. package/dist/registry/workflows/product-building/design.md +263 -0
  236. package/dist/registry/workflows/product-building/implement.md +771 -0
  237. package/dist/registry/workflows/product-building/iterate-on-pr-comments.md +70 -0
  238. package/dist/registry/workflows/product-building/prep-issue.md +41 -0
  239. package/dist/registry/workflows/product-building/prototype.md +60 -0
  240. package/dist/registry/workflows/product-building/resolve.md +175 -0
  241. package/dist/registry/workflows/product-building/retrospect.md +86 -0
  242. package/dist/registry/workflows/product-building/spec.md +303 -0
  243. package/dist/registry/workflows/product-building/test.md +125 -0
  244. package/dist/registry/workflows/productivity-report/productivity-report.md +263 -0
  245. package/dist/registry/workflows/quality-assurance/browser-validation.md +221 -0
  246. package/dist/registry/workflows/quality-assurance/iterative-improvement-cycle.md +562 -0
  247. package/dist/registry/workflows/replicate/replicate-discovery.md +336 -0
  248. package/dist/registry/workflows/replicate/replicate-to-issues.md +319 -0
  249. package/dist/registry/workflows/reviewer/review-implementation-vs-design-spec.md +694 -0
  250. package/dist/registry/workflows/reviewer/review-implementation-vs-feature-spec.md +734 -0
  251. package/dist/registry/workflows/startup-credits/aws-activate-application.md +535 -0
  252. package/dist/registry/workflows/startup-credits/google-cloud-application.md +647 -0
  253. package/dist/registry/workflows/startup-credits/microsoft-azure-application.md +538 -0
  254. package/package.json +2 -1
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+ # Customer Insight Triage Workflow
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+
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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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+
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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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+
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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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+
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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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+
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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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+
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+ ## AI AGENT PROCESS
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+
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+ ### Step 1: Load and Parse Interview Analyses
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+
36
+ **AI Agent Analysis Process**:
37
+ 1. **Load interview analysis files**
38
+ - If single file: Load specified file
39
+ - If multiple files: Load all specified files
40
+ - If "recent": Load all `*-interview-analysis.md` files from last 30 days
41
+
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