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CharleneTStrainCharleneTStrain/product-ops-skills/skills/request-intake-triage/SKILL.md

request-intake-triage

Skill0 starsChanged 18 days agoMITView on GitHub

Sort incoming feature requests, asks, and "can we just" messages by source, theme, urgency, and next step, so nothing gets lost and nothing jumps the line without a reason. Use when someone pastes a batch of requests from sales, support, customers, or leadership, asks to triage a backlog or intake queue, or wants to know which asks to act on first.

2 other projects use a version of this.

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The file

We split this skill into the rules it gives an agent

3 rules. About 0 are common, 3 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈3

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    If the need isn't clear from the source, write "Unclear — ask requester" instead of guessing.

    line 29
  2. Distinctive:

    Every request gets exactly one next step and one owner:

    line 53
  3. Distinctive:

    Never promise a delivery date or say something "will be built." Triage records the ask.

    line 82

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Request intake triage

Triage is not prioritization. Its job is to make sure every request is understood, sorted, and routed to the right next step, so the people who do prioritize are working from a clean list.

Before you start

If .agents/product-ops-context.md exists (or .claude/product-ops-context.md), read it first. Use the team, owners, tools, meetings, and metric definitions it already has, and only ask for what's missing or specific to this task. If it doesn't exist, go ahead with what you're given, and suggest running product-ops-context once so the next skill doesn't have to ask.

Step 1: Restate each request

For every item, write one line that says what the requester actually needs, in plain words. Separate the need from the solution they proposed.

FieldWhat to capture
RequestWhat they asked for, as written
Underlying needThe problem behind it, if the source says
RequesterPerson and team
SourceSales call, support ticket, customer email, exec, internal
Customer(s)Named accounts affected, if any
EvidenceQuotes, ticket counts, revenue at stake, as given

If the need isn't clear from the source, write "Unclear — ask requester" instead of guessing.

Step 2: Sort

Tag each request with:

  • Type: new capability, improvement, bug, question (already possible), out of scope
  • Theme: the product area or workflow it touches
  • Urgency: see below
  • Duplicate of: another request in the batch or backlog, if it is one

Urgency comes only from evidence in the source:

UrgencyWhen
NowBlocking a live customer, a signed deal, or a legal/security issue
SoonNamed revenue or a renewal at risk, with a date
LaterValid, but no deadline or named stakes
UnknownRequester said it's urgent but gave no reason

"The VP asked" is not by itself a reason for Now. Mark it Unknown and note who to ask.

Step 3: Route

Every request gets exactly one next step and one owner:

  • Answer: it's already possible; send how-to
  • Fix: it's a bug; route to the team that owns that area
  • Add to backlog: valid, merge with any duplicate, attach the evidence
  • Clarify: need more from the requester; say what to ask
  • Decline: out of scope; say why in one sentence

Output

# Intake triage — [Date] — [N] requests

## Act now
| Request | Need | Requester | Evidence | Next step | Owner |

## Route
[Same table for Fix, Answer, Clarify]

## Add to backlog (grouped by theme)
- **[Theme]** — [N] requests, [accounts]. Merged: [list]

## Decline
- [Request] — [reason]

## Questions to send back
- To [requester]: [exact question]

Never promise a delivery date or say something "will be built." Triage records the ask; it doesn't commit to it.

Related skills

  • duplicate-request-merging — merge the sorted asks into the backlog with accurate counts
  • feedback-tagging — use the same tags across requests and feedback
  • data-request-router — when the ask is really for a number

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