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Assess Product Opportunities
Rank active ideas using recent customer interview evidence
Use this Agent instantly or customize it - no programming needed
- Review dateReview date
Your scheduled review date sets the 90-day interview window and names this month's assessment.
- Active opportunitiesActive opportunities
Your active idea pages show the problems you are considering and what you have learned.
- Assessment archiveAssessment archive
Your assessment archive shows whether this month's review already has a page.
- Interview selection rulesInterview selection rules
Your chosen interview owners and meeting titles identify the discovery calls to review.
- Customer interviewsCustomer interviews
Your discovery calls provide dated transcripts with attributed remarks and links to the meetings.
- Comparison criteriaComparison criteria
Your product lead's criteria guide how you compare customer need, urgency, and product fit.
monday.com holds active ideas and their findings, then keeps each monthly assessment beside them.
Your customer interview tool provides transcripts and meeting links for the discovery calls you choose.
- Review resultReview result
You get the link to this month's assessment or a specific reason the review could not finish.
- Opportunity assessmentOpportunity assessment
Your review page ranks each idea with linked evidence, confidence notes, open questions, and evidence gaps.
- Review resultReview result
You get the link to this month's assessment or a specific reason the review could not finish.
This Agent starts on the first business day of each month. It checks active ideas and recent interviews, then files a ranked assessment with source links and open questions.
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monday.comUsed as:
- Customer interview tool
monday.com provides transcripts and meeting links for the discovery calls you choose.
- Product planning tool
monday.com holds active ideas and their findings, then keeps each monthly assessment beside them.
ZoomUsed as:
- Customer interview tool
Zoom provides transcripts and meeting links for the discovery calls you choose.
tl;dvUsed as:
- Customer interview tool
tl;dv provides transcripts and meeting links for the discovery calls you choose.
Made for your industry
Assess Product Opportunities is made for businesses in these industries.
- Software
Compare software opportunities against customer interview evidence.
Show all Agents for the Software industry - Video Games
Weigh game opportunities using recent player interviews.
Show all Agents for the Video Games industry - Consumer Electronics
Compare device ideas using customer interview excerpts.
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Made for your role
Assess Product Opportunities is made for people in these roles.
- Product Manager
Rank active opportunities with links to customer interview evidence.
Show all Agents for the Product Manager role
Made for your department
Assess Product Opportunities is made for people in these departments.
- Product Management
Turn customer interviews into a ranked product opportunity review.
Show all Agents for the Product Management department
How Assess Product Opportunities works
5 steps, in order, on every run.
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Check the Product PlanRead active opportunity pages and prior findings. Return the existing assessment link if this month's review is already filed.
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Gather Recent InterviewsFind discovery interviews from the past 90 days using the owners and title rule you choose. Collect transcript excerpts and meeting links.
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Match Evidence to IdeasMatch customer problems to active ideas, separating support from objections and feature requests. List uncertain matches for the product lead.
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Rank Active OpportunitiesCompare ideas using your chosen criteria and count each customer once. Note weak or conflicting evidence and questions to investigate.
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File the Monthly AssessmentSave a dated ranking with reasons for every active idea. Link interview evidence and list questions for the product lead.
How to Get Started
Connect the tools you already use, such as monday.com, Zoom or tl;dv.
3 tools
- Choose the product plan and the pages that count as active opportunities, including where each idea's existing findings are kept.
- Choose the customer discovery interview owners and a meeting-title rule that identifies interviews, plus the 90-day review window.
- Set the first-business-day review time and time zone, and provide the product lead's criteria for comparing customer need, breadth, urgency, and product fit.
- Give the Agent access to the chosen interview transcripts and product plan, and choose where dated assessments are filed.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Assess Product Opportunities:
You choose the discovery call owners and a meeting-title rule. The review uses interviews from the 90 days before its scheduled date.
You see unavailable interviews and uncertain matches called out in the assessment. The product lead can check them before deciding what to pursue.
You get an advisory ranking based on criteria you choose. The product lead makes the final call.
You get the existing assessment link. The Agent does not create another page.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
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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