design/skills/research-synthesis/SKILL.md
Synthesize user research into themes, insights, and recommendations. Use when you have interview transcripts, survey results, usability test notes, support tickets, or NPS responses that need to be distilled into patterns, user segments, and prioritized next steps.
npx skillsauth add anthropics/knowledge-work-plugins research-synthesisInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Synthesize user research data into actionable insights. See the user-research skill for research methods, interview guides, and analysis frameworks.
/research-synthesis $ARGUMENTS
## Research Synthesis: [Study Name]
**Method:** [Interviews / Survey / Usability Test] | **Participants:** [X]
**Date:** [Date range] | **Researcher:** [Name]
### Executive Summary
[3-4 sentence overview of key findings]
### Key Themes
#### Theme 1: [Name]
**Prevalence:** [X of Y participants]
**Summary:** [What this theme is about]
**Supporting Evidence:**
- "[Quote]" — P[X]
- "[Quote]" — P[X]
**Implication:** [What this means for the product]
#### Theme 2: [Name]
[Same format]
### Insights → Opportunities
| Insight | Opportunity | Impact | Effort |
|---------|-------------|--------|--------|
| [What we learned] | [What we could do] | High/Med/Low | High/Med/Low |
### User Segments Identified
| Segment | Characteristics | Needs | Size |
|---------|----------------|-------|------|
| [Name] | [Description] | [Key needs] | [Rough %] |
### Recommendations
1. **[High priority]** — [Why, based on which findings]
2. **[Medium priority]** — [Why]
3. **[Lower priority]** — [Why]
### Questions for Further Research
- [What we still don't know]
### Methodology Notes
[How the research was conducted, any limitations or biases to note]
If ~~user feedback is connected:
If ~~product analytics is connected:
If ~~knowledge base is connected:
testing
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.