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home / skills / gtmagents / gtm-agents / insights-repository-kit

insights-repository-kit skill

/plugins/market-research/skills/insights-repository-kit

This skill helps organize research artifacts with governance, tagging, and discovery workflows enabling self-serve access and versioned, actionable insights.

npx playbooks add skill gtmagents/gtm-agents --skill insights-repository-kit

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
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---
name: insights-repository-kit
description: Governance + tooling pattern for storing research artifacts, tagging,
  and discovery.
---

# Insights Repository Kit Skill

## When to Use
- Archiving research deliverables, raw data, transcripts, and notes.
- Enabling self-serve discovery of past research to prevent duplicate studies.
- Setting up governance for access control, tagging, and retention policies.

## Framework
1. **Structure** – libraries for briefs, raw data, synthesis, decision logs, assets.
2. **Metadata** – tags for persona, lifecycle, product area, method, confidence, expiry.
3. **Access & Permissions** – roles for contributors, reviewers, consumers, legal.
4. **Versioning** – changelog, superseded flags, linkage to experiments or roadmap items.
5. **Discovery** – search templates, digest generation, and notification hooks.

## Templates
- Repository IA diagram + folder/Notion/database schema.
- Metadata dictionary with tag definitions and required fields.
- Intake/update form for adding new studies with validation logic.

## Tips
- Automate ingestion from survey tools and recording platforms when possible.
- Require executive summaries + decisions so assets stay actionable.
- Pair with `run-market-landscape-study` and `orchestrate-qualitative-lab` to auto-file outputs.

---

Overview

This skill provides a governance-ready repository pattern for storing, tagging, and discovering research artifacts across product, marketing, and customer teams. It combines a structured information architecture, metadata conventions, access control, and discovery tools to make research reusable and auditable. The kit is production-ready and designed to reduce duplicated work and surface actionable insights quickly.

How this skill works

The skill defines a folder and database schema for briefs, raw data, syntheses, decision logs, and assets, plus a metadata dictionary with required fields and controlled tags. It implements role-based access and versioning rules, automates ingestion from survey and recording platforms, and supplies search templates, digest generators, and notification hooks for discovery. Intake and update forms enforce validation and ensure every artifact includes an executive summary and decision record.

When to use it

  • Archiving deliverables, transcripts, raw data, and synthesis documents for long-term reference
  • Establishing governance for who can add, review, and consume research artifacts
  • Preventing duplicated studies by enabling self-serve search and discovery of past work
  • Applying retention, expiry, and confidence policies to sensitive or time-bound research
  • Onboarding new product or research team members with consistent repo structure

Best practices

  • Enforce metadata at intake: persona, method, product area, confidence, and expiry date
  • Require a short executive summary and an explicit decision or action item with each artifact
  • Automate ingestion from survey tools and meeting recordings to minimize manual friction
  • Use versioning fields and superseded flags to keep longitudinal context and audit trails
  • Expose digest emails or weekly digests to key stakeholders to keep insights actionable

Example use cases

  • A product team archives usability test videos and links them to feature roadmaps and experiments
  • A research operations lead enforces retention and legal review for customer interview data
  • Marketing teams discover previous market landscape studies to avoid repeating competitor research
  • Customer success teams pull persona-tagged transcripts to prepare tailored playbooks
  • Executive stakeholders receive weekly digests summarizing decisions and high-confidence insights

FAQ

How does tagging improve discovery?

Consistent tags for persona, method, product area, and lifecycle let search templates surface relevant artifacts quickly and reduce manual filtering.

Can the kit ingest external tools automatically?

Yes. The kit includes patterns for automating ingestion from survey platforms and recording services, with validation steps to ensure metadata completeness.