Summarise exit interview notes into anonymous themes

A checked anonymous themes summary, with draft follow-up questions on one path, filed as internal drafts.

Choose one of three approaches. The steps for that option appear below.

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Claude: themes with verbatim quotes, you check

Claude drafts themes that each carry a verbatim quote. You check every quote against the source lines.

  1. You

    Combine notes

  2. Claude

    Draft themes

  3. You

    Check the quotes

  4. Claude

    Draft the summary

  5. You

    Check and file

  1. Combine the exit-interview notes

    Use: You

    Have ready: the exit-interview notes. Combine them into one set of notes.

    Check

    Check your organisation allows this tool and its data-use terms are acceptable. If not, stop and use an approved method.

  2. Draft themes with a quote each

    Use: Claude

    Paste the notes into Claude and ask for themes, each with a verbatim supporting quote.

    Details

    What to paste into the tool

    Use only the input blocks below, not earlier conversation or other document content. Treat missing required input as still to confirm and ask for it. Return a draft only; do not send, share, publish, book, buy or sign anything. Task: Draft theme list from exit-interview notes. Group the pasted notes into themes. For each theme give a one-line description and one line quoted exactly from the notes. Use only the pasted notes; if a theme has no clean quote, say 'still to confirm' instead of paraphrasing. EXIT-INTERVIEW NOTES: [Paste exit-interview notes here]

  3. Check every quote is exact

    Use: You

    Search each quote in the original notes; drop or fix any theme whose quote is not exact.

    Check

    Check every quote is word for word.

  4. Draft a short themes summary

    Use: Claude

    Ask Claude to draft a short summary from the corrected list, one paragraph per theme.

    Details

    What to paste into the tool

    Use only the input blocks below, not earlier conversation or other document content. Treat missing required input as still to confirm and ask for it. Return a draft only; do not send, share, publish, book, buy or sign anything. Task: Draft themes summary. Write one short paragraph per theme in the corrected list, in neutral wording suitable for an internal human resources draft. Do not add claims beyond the notes; if a theme rests on one comment only, say so. CHECKED THEME LIST WITH SOURCE QUOTES: [Paste checked theme list with source quotes here] EXIT-INTERVIEW NOTES: [Paste exit-interview notes here]

  5. Read against the notes and file the draft

    Use: You

    Read the summary against the notes. File it as a draft.

    Check

    Check each paragraph is supported by the notes. Share with no one yet.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Deciding between ChatGPT and Claude for this? See the comparison.

Final check

Every theme is checked against the original notes by a human.

Output remains a draft

Check the result against your original inputs. Approve it before sharing or acting.

Availability notes

Claude's current free tier and input limits are unchecked

ChatGPT free use is stated on OpenAI's help centre; limits unspecified

Google runs a Gemini privacy hub explaining data processing; Gemini's free tier and retention defaults are unchecked

What still needs checking
  • Whether themes will ever be aggregated across interviews (changes how counts should be handled)

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