Agent-Skills.md

Agent Skills: Biz-Ops Workspace Setup

Business operations workspace setup with workIQ integration. Creates report generation, task management, and customer management system. Use when: setting up new workspace, initializing biz-ops environment, creating business management system.

UncategorizedID: aktsmm/agent-skills/biz-ops-setup

Repository

aktsmm/agent-skills
aktsmmLicense: NOASSERTION
5

Install this agent skill to your local

pnpm dlx add-skill https://github.com/aktsmm/Agent-Skills/tree/HEAD/biz-ops-setup

Skill Files

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biz-ops-setup/SKILL.md

Skill Metadata

Name
biz-ops-setup
Description
"Business operations workspace setup with workIQ integration. Creates report generation, task management, and customer management system. Use when: setting up new workspace, initializing biz-ops environment, creating business management system."

Biz-Ops Workspace Setup

Initialize a business operations workspace with integrated reporting and task management.

When to Use

  • biz-ops setup, 業務管理ワークスペース, レポート管理
  • Setting up a new workspace from scratch
  • Deploying workIQ-based reporting and task management

Prerequisites

| Item | Required | Description | | ------------------------ | -------- | ----------------------- | | VS Code + GitHub Copilot | Yes | Agent execution | | Git + PowerShell 7+ | Yes | Version control/scripts | | workIQ MCP Server | Optional | M365 integration |

Setup Flow

Interview → Folder Structure → Deploy Agents → Customer Workspaces → Config → Done

Phase 1: Interview (MANDATORY)

Collect the following information:

  1. Customer list: Name, ID, primary contact
  2. External folders: Tech QA, Blog, OneDrive paths (optional)
  3. Holiday config: japan / us / other
  4. workIQ availability: Yes (M365 auto) / No (manual input)

⚠️ CRITICAL: Always run Get-Date before generating reports.

Phase 2-5: Setup Execution

Recommended: Use scripts

# Phase 2: Create folder structure
.\scripts\Initialize-BizOpsWorkspace.ps1 -WorkspacePath "D:\my-biz-ops" -Customers @("contoso")

# Phase 3: Deploy agents and prompts
.\scripts\Deploy-BizOpsTemplates.ps1 -WorkspacePath "D:\my-biz-ops"

Manual setup → references/setup-phases.md

Deployed Components

| Type | Count | Examples | | ------- | ----- | --------------------------------------------- | | Agents | 9 | orchestrator, report-generator, task-manager, availability-finder | | Prompts | 4 | daily-report, weekly-report, monthly-report | | Folders | 7 | ActivityReport/, Customers/, Tasks/, _inbox/ |

Done Criteria

  • [ ] All folders created (ActivityReport/, Customers/, Tasks/, etc.)
  • [ ] 9 agents deployed to .github/agents/
  • [ ] 4 prompts deployed to .github/prompts/
  • [ ] Customer mappings configured in copilot-instructions.md
  • [ ] Workflow verification passed (daily report test)

Key References

| Topic | Reference | | ---------------- | ---------------------------------------------------------------- | | Setup Phases | references/setup-phases.md | | Folder Structure | references/folder-structure.md | | Agent List | references/agent-list.md | | Holidays | references/holidays.md |