Interview Guide
This tool helps marktguru identify recurring tasks that are worth automating. You capture processes by quick-tracking them and then refining them — the AI interviews you to fill in the details.
Recommended approach
You already know which processes grind your gears. The best use of this tool is to quick-track them as they happen during the day, then come back later and refine each one in edit mode — that's where the AI interviewer grills you on the specifics.
Quick track
Quick-tracking takes seconds. Use it to capture a process before you forget it — you can fill in the details later.
- Write a short title or name for the process.
- Decide whether this is your own process or someone else's. If it belongs to a colleague, search for their name.
The process is now listed in the table below and is waiting for refinement. Nothing else is required at this stage.
Refining a process
Once a process is quick-tracked, click Edit on it in the table to open the refinement view. Fill out the fields in the left-hand panel, then start the interview.
Step 1 — Fill out the left-hand panel
| Field | What it means |
|---|---|
| Name | A short label for the process and what it involves. |
| Description | Use this heavily — this is where the process lives. The more detail here, the better the interview. |
| Sources | Upload any relevant documents (e.g. templates, screenshots, SOPs). They are used for this session only and not stored. |
| Involved departments | Which departments besides yours touch this process. |
| Contact person | Who are the contact persons from the other departments. |
| Pain scale | How painful is this process right now? |
| Impact | How much would it matter if this process were automated? |
| Hours | Time spent on this process per month. |
Step 2 — Start the interview
Click Start Interview at the bottom of the left-hand panel. The chat opens in the centre and already knows:
- Everything you entered in the left-hand panel
- The company context
- Your department's context
The AI interviewer will then grill you on this specific process.
Step 3 — Get the suggestion
When you feel you've answered enough, click the Suggestion button. The full chat and context are sent to the suggestion tool, which — using knowledge of marktguru's tool stack — produces an automation recommendation report below the chat window.
Step 4 — Answer follow-up questions
There will always be open questions. You'll find them at the bottom of the suggestion area. Answer them inline and submit — your answers are added to the chat and the suggestion reruns automatically.
Step 5 — Export
When you're done, click Export at the top of the suggestion area. A PDF is generated and uploaded directly to the process board in monday.com.
Deep Dive interview
A free-form exploration — not for tracking
The Deep Dive is for having a detailed conversation about your work without needing a process already set up. Use the green button at the bottom of the dashboard to start one.
The AI will have access to:
- The company context
- Your department's context
- Any processes you have already created and set up
It will then grill you in detail about how you work.