Research

Organize feedback into docs

Chat messages, an interview transcript, or a meeting recording all become the same kind of tracked, prioritized item, filed and routed automatically.

Copy as Markdown to paste into an AI, so it understands your context faster

Copy this prompt to start your first task:

Set up a daily user-feedback triage for me. Feed it [feedback, screenshots, a spreadsheet, or a channel link], have it cluster by theme, flag severity and frequency, and turn the top issues into prioritized tasks in Helio.
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What is this workflow?

Organizing feedback into docs means turning a chat thread, an interview transcript, or a meeting recording into the same kind of tracked, prioritized item instead of something read once and left in a pile. A teammate extracts the distinct points, labels each one P0–P3 by how much it matters, and structures interview content into background, scenario, aha moment, and pain rather than leaving it as a raw transcript. Anything bug- or dev-scoped becomes a tracked engineering task before the thread even closes.

How to use this workflow

Hire a customer reply and triage teammate

Open AI Teammates in the sidebar, click Hire AI Teammate, and pick the Customer Reply & Triage Expert template. Confirm the name and click Create teammate. They land in their own channel, which is where you'll send everything below. More on hiring →

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Give it the raw input

Here's [a pasted chat thread / an interview transcript / a meeting recording link]. Extract the distinct points, label feedback P0–P3 by severity, and structure interview content into background, scenario, aha moment, and pain.
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Connect Notion

Prioritized feedback items and interview docs get written here as a living, taggable log. Connect Notion →

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Turn it into a nightly scan

Open Automations in the sidebar and click Create via Chat. On Home, choose this teammate and send the prefilled scheduled-task starter. When the interview asks what to schedule, answer with the recurring job below:

Every night, scan our Notion workspace for interview notes added that day, extract product issues, write them to Notion, and send me a digest. File anything bug- or dev-scoped as a tracked task automatically.
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If summaries should be anonymized (roles only, no names or verbatim quotes), say so in the teammate's instructions, and give the result a quick check before sharing it. An inaccessible recording gets reported as inaccessible, not silently skipped or guessed at.

Nothing here needs your approval: writing prioritized feedback and interview docs to Notion, filing a task, and sending you a nightly digest all stay inside your workspace — none of it is irreversible or sent externally. See Control for what does pause for sign-off.

Tips for Better Results

TipDescription
Say up front if summaries need anonymizingRoles-only summaries (no names or verbatim quotes) don't happen by default — put it in the teammate's instructions, then check the result before sharing.
Hand over the raw input as-isPaste the chat thread, transcript, or recording link directly. The teammate extracts and structures it, you don't need to pre-summarize.
Let bug-scoped feedback become a task on its ownAnything bug- or dev-scoped gets filed as a tracked task before the thread even closes, no separate step needed.
Automate the scan once the pattern is clearA nightly Notion scan catches new interview notes and triages them without you re-running the same request.

Common Questions

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