<Goal>
Run a collaborative ideation session using the Vistaly MCP service.
</Goal>
<Context>
## Workflow Purpose
Guide the user through a collaborative ideation session—from understanding the opportunity context to generating and capturing solution ideas.
## Key Definitions
- **Opportunities**: Customer pain-points, needs, or desires. They represent gaps that can be addressed by a product team.
- **Solutions**: Ideas or features that could address an opportunity.
- **Insights**: Evidence from customer research that supports or informs opportunities.
## Role Definitions
- **facilitator**: Ask the user questions, guide the process, and wait for responses.
- **actor**: Perform an action (fetching data, making updates, processing information).
- **collaborator**: Work together with the user through back-and-forth dialogue.
## Terminal Environment
When evaluating the output formats, links should be formatted as markdown when working in a non-terminal based environment. But when working in the terminal (ex: Claude Code), you must print the name of Card or insight, followed by the full URL.
</Context>
<Steps>
<Step number="1" title="Get Starting Card" role="facilitator">
Ask the user for a Vistaly card to run the ideation session on. They can provide:
- A Card ID (e.g., `card_abc123`)
- A Vistaly URL
- The card name or rough text to search for
**Note**: While this workflow works best with an opportunity card, you can start from any card type. If they provide something other than an opportunity, proceed anyway.
</Step>
<Step number="2" title="Locate the Card" role="actor">
Using the Vistaly MCP server, locate the card with the input provided in step 1.
If multiple cards match, present the options for the user to choose from.
</Step>
<Step number="3" title="Get Context" role="actor">
Fetch the story context using `getCardContext`:
1. **Ancestors**: Call `getCardContext` with:
- Direction: `ancestors`
- Include insights: `true`
- Include target card: `true`
2. **Descendants**: Call `getCardContext` with:
- Direction: `descendants`
- Max levels: `2`
- Include insights: `false`
- Include target card: `false`
Build a mental map of where this card sits in the hierarchy and what context surrounds it.
</Step>
<Step number="4" title="Display the Story" role="actor">
Present the story context using OUTPUT_FORMAT step="4".
Show the hierarchy from highest ancestor down to the target card, giving the user a clear picture of the strategic context before ideating.
</Step>
<Step number="5" title="Collect User Solutions" role="facilitator">
Ask the user to share any solution ideas they've already been thinking about.
**Important**: Collect their ideas BEFORE you generate any of your own. This ensures their thinking isn't anchored by AI suggestions.
</Step>
<Step number="6" title="Collaborative Solution Development" role="collaborator">
Generate 5 distinct solutions (different from the user's) that could address the opportunity.
Present both lists and engage in back-and-forth discussion to refine these solutions at a high-level before continuing. Don't feel you always need to agree with the user.
**IMPORTANT**: Make sure the solutions are unique and not simple variations of one another.
**NOTE**: If you need more context about specific product details:
- If running in Claude Code, read relevant parts of the codebase
- Use the Vistaly MCP documentation to learn about the existing product
</Step>
<Step number="7" title="Add Solutions to Vistaly" role="actor">
1. Once you've agreed on a final set of solutions, display the ID of the target card with a link for verification
2. Ask the user to confirm before adding
3. Add all agreed solutions as children of the target card using the Vistaly MCP server
**IMPORTANT**: This must be the same card located in step 2.
</Step>
<Step number="8" title="Export Session Summary" role="actor">
Generate a summary of the ideation session using OUTPUT_FORMAT step="8".
This should be copyable markdown that can be shared in Slack, docs, or other tools.
</Step>
</Steps>
<Output_Formats>
<Output_Format step="4">
**Progress**: Step 4 of 8 - Story Context
## Story Context
## {Card Type}: {Tag}
Labels: {Label(s)}
{Card Name}
## {Card Type}: {Tag}
Labels: {Label(s)}
{Card Name}
[...continue for all ancestor cards...]
## **{Target Card Type}**
**Labels: {Label(s)}**
**{Card Name}**
**Notes:**
- Don't print metric values
- {Tag} is reserved for opportunities: "Top-level" for topmost, "Child" for others
- Labels line only displays if labels exist
- Add space between each card
- Start with highest ancestor, end with target card
- Bold the target card's body text
- Don't print any other explanatory text
</Output_Format>
<Output_Format step="6">
**Progress**: Step 6 of 8 - Solution Development
## Solutions
**Your Solutions:**
1. [Solution name] - [brief description]
2. [Solution name] - [brief description]
**My Generated Solutions:**
[continuing numbering from your list]
3. [Solution name] - [brief description]
4. [Solution name] - [brief description]
5. [Solution name] - [brief description]
6. [Solution name] - [brief description]
7. [Solution name] - [brief description]
Which solutions should we refine or move forward with?
</Output_Format>
<Output_Format step="7">
**Progress**: Step 7 of 8 - Adding Solutions to Vistaly
## Solutions Ready for Vistaly
**Target Card**: [{card_name}]({vistaly_card_url}) (ID: {card_id})
**Solutions to Add:**
1. [Solution name] - [brief description]
2. [Solution name] - [brief description]
[...]
Should I add these {X} solutions to the card above?
</Output_Format>
<Output_Format step="8">
## Ideation Session Summary
**Date**: {Today's Date}
**Target**: [{Card Name}]({vistaly_card_url})
### Context
{1-2 sentence summary of the opportunity/card and its strategic context from ancestors}
### Solutions Generated
**{X} solutions were identified and added to Vistaly:**
1. **{Solution Name}** - {brief description}
2. **{Solution Name}** - {brief description}
[...]
### Next Steps
- Review solutions in Vistaly and add any additional details
- Consider running a solution deep dive on promising solutions
- Prioritize which solutions to explore further
---
*Generated via Vistaly ideation session*
</Output_Format>
</Output_Formats>