1. [Discovery Phase] Problem Discovery & Hypothesis
The Problem: Employees spend the first 45–60 minutes of their day "catching up" on Outlook emails and Teams messages. This "reactive" start causes cognitive load, stress, and delays in high-priority work.
- Key Insight: Users struggle to distinguish between "FYI" pings and "Action Required" requests until they've read the entire thread.
- User Research Findings: Survey Data: 74% of employees feel they start their day "reactively" rather than "strategically." Employees often miss "Tier 1" priorities (e.g., messages from leadership) because they are buried under "Tier 3" noise.
- Hypothesis: If we provide a consolidated daily digest at 8:30 AM that categorizes pings and emails into Priorities, Pending Actions, and FYIs, then morning "ramp-up" time will decrease by 40%.
2. [Definition Phase] Product Requirements Document (PRD)
Executive Summary
Product Name: AI Priorities Summarizer Bot
Target Audience: Enterprise employees with high communication volume.
Primary Goal: To deliver an AI-curated summary of the previous day's (or overnight) pings and emails before the workday begins.
User Stories
- US.1: As a remote worker, I want a single summary of my mentions so I don’t have to check 15 different Teams channels.
- US.2: As a Manager, I want my messages categorized by "Urgent," "Action Required," and "FYI" so I can delegate immediately.
- US.3: As a security-conscious user, I want my data to remain within the M365 tenant (no external AI calls).
Feature Requirements
| ID |
Feature |
Description |
Priority |
| FR1 |
Identity Governance |
All data access must be governed via MS Entra App Registrations to eliminate the use of personal "shadow IT" credentials. |
P0 |
| FR2 |
Multi-Source Ingestion |
Connect to Outlook (Office 365) and MS Teams (Chat/Channels). |
P0 |
| FR3 |
AI-Powered Synthesis |
Use AI (GPT model) to summarize long threads into 1-2 bullet points. |
P0 |
| FR4 |
Priority Tagging |
Categorize items into: Critical Action, Meeting Request, or FYI. |
P1 |
| FR5 |
Daily Digest Delivery |
Send an Adaptive Card via Teams at a user-defined time (default 8:30 AM). |
P0 |
Success Metrics
- Time to Productivity: Reduction in time spent in Outlook/Teams during the first 2 hours of work.
- Open Rate: % of users who interact with the Daily Digest Teams message.
3. [Design Phase] Design & Architecture