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Score Product Opportunities

Rank proposals using customer interview evidence

Use this Agent instantly or customize it - no programming needed

Score and rank opportunities from an interview batch
Reads
  • Ready batch update
    Ready batch update

    Your batch status change starts the run and identifies the batch page.

  • Interview batch
    Interview batch

    Your batch names proposed opportunities and links to their interview notes.

  • Customer interview notes
    Customer interview notes

    Your interview notes contain customer quotes and links back to their source pages.

  • Scoring rubric
    Scoring rubric

    You choose the impact and evidence criteria, weights, score scale, and tie rule.

  • Existing opportunity rows
    Existing opportunity rows

    Your matrix shows existing opportunities and any scores for this batch revision.

Interview notes workspace
Interview notes workspace

Your Agent receives ready-batch updates from monday.com and reads linked customer notes there.

Opportunity matrix
Opportunity matrix

Your Agent checks existing rows in opportunity matrices and writes ranked comparisons.

Is the batch no longer ready or this revision already scored?YesNo
Stop this scoring run
Is the scoring rubric unavailable?YesNo
Write review-needed rows for the missing rubric
Writes
  • Review-needed rows
    Review-needed rows

    Your matrix identifies missing criteria, missing notes, or unsupported claims and leaves affected scores unscored.

Match proposals to rows and flag possible overlaps
Group quotes and score proposals, flagging evidence gaps
Rank proposals using the weights and tie rule
Write ranked rows, quote links, questions, and review flags
Writes
  • Scored opportunity comparison
    Scored opportunity comparison

    Your matrix shows each proposal's criterion scores, weighted total, rank, and reasons.

  • Customer quote links
  • Open questions
    Open questions

    Your rows show which unanswered questions could change the ranking.

  • Review-needed rows
    Review-needed rows

    Your matrix identifies missing criteria, missing notes, or unsupported claims and leaves affected scores unscored.

This Agent starts when you mark an interview batch ready. It reads linked notes and scores proposals against your criteria. It writes a ranked comparison to your opportunity matrix.

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Airtable
Used as:
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monday.com
Used as:
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Kintone
Used as:
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Made for your industry

Score Product Opportunities is made for businesses in these industries.

Made for your role

Score Product Opportunities is made for people in these roles.

Made for your department

Score Product Opportunities is made for people in these departments.

How Score Product Opportunities works

5 steps, in order, on every run.

  1. Read Interview NotesRead the ready batch and linked notes. Pull proposed opportunities, customer quotes, and source links into the comparison.
  2. Check Existing Matrix RowsFind rows for this batch and page revision. Match proposals to existing rows and flag names that may overlap.
  3. Score the OpportunitiesScore impact and evidence against the criteria you choose. Explain each score using customer quotes and flag missing evidence.
  4. Rank the ComparisonApply your weights and tie rule to rank proposals. Add questions that could change their order.
  5. Update the Opportunity MatrixWrite ranked rows with supporting quotes to the opportunity matrix. Add reasons and questions for the product lead.

How to Get Started

Connect your tools

Connect the tools you already use, such as Airtable, monday.com or Kintone.

3 tools
Set your rules
  • Choose the interview batch pages to watch and a Ready for scoring status; each batch page names proposed opportunities and links to interview note pages containing customer quotes.
  • Set the impact and evidence scoring criteria, weights, score scale, and tie rule before the first batch is reviewed.
  • Choose the opportunity matrix and its fields for batch ID, opportunity, criterion scores, total, rank, reasons, quote links, open questions, and review status.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Score Product Opportunities:

What do I need to set up before scoring starts?

You choose the interview batches, scoring criteria, weights, and tie rule. You also choose where results go in your opportunity matrix.

What if an interview note or scoring rule is missing?

You get a review-needed row that names the missing note or criterion. Affected scores stay unscored until you resolve the gap.

How are quotes used in the product opportunity matrix?

Your matrix shows quote links beside the reasons for each score. If a proposal lacks a quote, its evidence appears as unsupported.

Will it merge opportunities with similar names?

No. Your product lead sees a possible overlap flagged in separate rows and decides whether they refer to the same opportunity.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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